1.There may already be a Guest listed in the selection tab, and a Primary Guest selected, depending on where you started the Lodging Booking.
a.If you started the Accommodation Booking from an Event Attendee's record, that Attendee will be added as a Guest and set to Primary Guest.
b.If you started the Accommodation Booking from the Event Accommodation's tab, the Event Client Account added as a Guest and set to Primary Guest.
2.Even if defaults appear, you can change or add Guests.
3.To add a Guest to the Accommodation Booking, click the New button under the Guests tab.
a.The Accommodation Guests edit form opens.
b.Guest Type: There are two options for the Guest Type - Account or Attendee.
c.Account: If you selected Account as the Guest Type, the Account drop-down appears, and is populated by your CRM Accounts. Find and select the Company or Contact you want to add as a guest.
d.Attendee: If you selected Attendee as the Guest Type, the Attendee drop-down appears, and is populated by the Attendees from the Event. Find and select the relevant Attendee, or create the Attendee starting with the New button at the bottom of the drop-down.
e.Is Primary: Select this checkbox to make this Guest the Primary Guest for the Accommodation Booking. You need to assign a Primary Guest, so if there is only one Guest, that is the Primary Guest.
f.Check In Date/Check Out Date: These dates will default in from the Accommodation Booking, but you can change them for a Guest if they have a different check in/check out schedule than the booking, except for the Primary Guest. The Primary Guest's Check In/Check Out dates must match the booking's Check In/Check Out dates.
g.When you are done with the Guest edit form, click Save and Close.
h.Remember to check that the number of Guests you add here correctly matches the number of occupants (Adults/Children) indicated for the Accommodation Booking.
4.To edit an existing Guest, double-click the Guest's record to open the Accommodation Guests edit form edit form, and make the required changes.
5.If there is more than one Guest, you can use the Primary Guest drop-down to set a different Primary Guest.
