Editing Guests

Update the guest profile and information

Updated over a week ago

You can edit a guest’s profile and add custom fields with specific content types, such as email addresses, phone numbers, dates, and social profiles, or create your own text fields.

You can edit any of the following items:

  • Name

  • Profile picture

  • Company

  • Title

  • Birthdate

  • Gender

  • Notes

  • Email addresses

  • Postal addresses

  • Phone numbers

  • Social media links

  • Custom fields

Editing and adding new fields

To edit a guest's profile, tap the Guest Options button and select Edit Guest from menu.

If you don't see a field you need on the guest profile, you can add it through Custom Fields. You can add an unlimited number of Custom Fields with specific content types or create your own text fields.

To add a custom field, scroll down and tap the Add Field button. Select an option, or choose Text to create your own.

To add a URL, such as a social media link:

  • On the web app, tap the separate Add URL button, and select an option.

  • On the iOS app, tap the Add Field button, select Social, and then select an option from the menu.

When you are finished, select the Save button.

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