Help centre › Guests

Guest profiles

Every booking is tied to a guest. Make a Rezzy keeps a short profile for each one — enough to recognise them next time and pass on anything your team needs to know.

What sits on a guest profile

A profile is a small set of fields, not a full CRM record:

  • First name and Last name — the only required fields.
  • Email — used for booking confirmations and any reminders you have set up.
  • Phone — useful for last-minute calls; never shown to other guests.
  • Company — handy if you take corporate bookings, otherwise leave blank.
  • Seating preference — a short note like "window table" or "away from the kitchen".
  • Dietary restrictions — gluten-free, nut allergy, vegan, and so on.
  • Notes — free text. Anything your team should know that does not fit the fields above.

Where to find your guests

Sign in to the manager site, pick your business, and go to Guests in the sidebar. You will see a table with every guest the system has on record, sorted by name. Each row shows the guest's name, email, phone, and company. A little tag next to the name flags up anyone with dietary, seating, or notes attached — useful when you are scanning the list.

Click any row to open the full profile. From there, click Edit to change any field.

In the mobile app, open Guest. Every guest is shown as a card with their name, email, phone, and company, and any dietary, seating, or notes you have on file appear underneath.

Tap the pencil icon on a card to edit the guest's details.

Finding a specific guest

Click Filters on the Guests page to narrow the list. You can filter by:

  • First name
  • Last name
  • Email
  • Phone
  • Company

Each field is a contains-match — typing "smi" into Last name will pull up Smith, Smithson, and Goldsmith. Combine fields to narrow further.

Tap the filter icon in the header to open the filter panel. Each field is a contains-match — typing "smi" into Last name will pull up Smith, Smithson, and Goldsmith. Combine fields to narrow further.

Adding a guest by hand

Guests are created automatically the first time someone books, so you rarely need to add one manually. When you do — for example, a regular you want to take a deposit from before they call back — you can:

  1. Open the Guests page.
  2. Click Add Guest in the top right.
  3. Fill in at least a first and last name. The rest is optional.
  4. Click Save changes.
  1. Click on the Guests option.
  2. Tap the Create button in the header.
  3. This will open a form where you can fill in the guest's details.
  4. Click on the Create Customer button.

Editing a guest

Any field on the profile can be changed at any time. Edits stick to the guest, so the next booking you take for them will see the new details. Changing the guest's name, email, or phone here does not retroactively change the name on any past bookings — those bookings keep the name they were taken under.

Where to go next