Guest Identifier Categories

Summary

To improve ordering speed and ease of use, Guest identifier categories are used to define and group types of guest identifiers for quick guest identifier selections during the order-taking workflow. 

To access Guest Identifier Categories, go to: Categories > Guest Identifier Categories 

Open

Configuration

Guest identifier categories can be added, edited, searched and moved to change the display order.  

Open

Add Guest Identifier Category

• Click Add Guest Identifier Category 

  • Enter Name and Description and select Active to make this an active Guest Identifier Category.

    • Maximum characters for Name: 50 characters

  • Click Save and Edit to edit the category and add guest identifiers to the category.

Edit guest identifier category 

There are two ways to edit the guest identifier category information: either click the edit (pencil) icon to open a window and edit or just click in the Name or Description text field. 

• Click the edit (pencil) icon to edit an existing guest identifier category.

• Click in the Name or Description text field and edit directly.

Guest Identifiers - Add/Edit from guest identifier category 

• Use up/down arrows to move selections up or down in list

• Click Sort alphabetically (A-Z) to sort the list in alphabetical order 

• To add, click Add Guest Identifier 

  • Form field opens to add guest identifier

  • Add text (maximum 27 characters); select Active

  • Click Save Changes at top and continue adding guest identifiers

• Click Save at bottom to return to Guest Identifier Categories