To use this feature, you need to subscribe to the AirHost HMS Premium Plan (Channel Manager + PMS).
Overview
This section explains the operations available on the [CRM Management] → [Customer Management Settings] page.
Detail
Guest Form Setting
You can customize the customer form for guests registered in the CRM.
By customizing the information, you can provide personalized services for each guest.
(For example: special services based on dietary restrictions, anniversaries, etc.)
Additionally, you can carry out targeted marketing activities tailored to each guest, such as promotions or newsletters.
For the default settings of the customer form, please refer to the following help page:
→ [CRM Management] Customer Management
Set Up / Edit / Preview Customer Form
Click [CRM] → [CRM Setting].
From the [Form Control] on the left, select the type of form you want to add and click it. The guest information form will then be added to the central Guest Information section.
In the [Guest Form Setting] on the right, you can configure the field name, description, and whether the field is required.
Form Control Form Types and Usage Examples
Form Type | Usage example |
Text box (Enter a short text) |  |
Drop List (Select one from multiple options) | 
|
Date Picker (Select a date from the calendar) | 
|
Number Box (Select/enter one number) |  |
Checkbox (Multiple choices are possible) | 
|
Text Area (Enter multiple lines of text) |  |
Radio Button (Select one from multiple options) |  |
Delete a form
Note: Deleting a form will also permanently delete all data previously entered in that form. If necessary, export your CRM Guest List before deleting the form.
To delete a form, click the form you want to remove, then click the trash bin icon that appears.
Guest Label Setting
You can create, edit, and delete Customer Labels to categorize your customers.
By using labels to classify customer types (e.g., Repeat Guest, VIP, Complaint History), you can quickly identify guests who require special attention and provide a more personalized service.
How to Create a Customer Label
1. Open Guest Label Setting
2. Click Add New Label.
3. Set the label name (enter any name) and color (choose from 9 colors) and save.
Assign Created Labels to GuestYou can assign up to four labels to each customer registered in the CRM.
Labels can be assigned or edited from either the Booking Details page or the Guest Profile page.
How to assign CRM customer labels to a customer (Help article coming soon)
Edit or delete a Guest Label
Customer labels that you have created can be edited by clicking the pencil icon or deleted by clicking the trash bin icon.
Note: If a label is deleted, it will be removed from all customers who were previously assigned that label.
Guest Level Setting
You can create, edit, and delete Customer Levels (such as membership tiers).
By assigning customer levels, your property can differentiate the services provided to guests, improve customer loyalty, streamline marketing and operations, and ultimately increase both revenue and guest satisfaction.
How to Configure Customer Levels
1. Open Guest Level Settings.
2. Click Add New Level.
3. Set the label name (enter any name) and save.
Assign a Customer Level
You can assign a customer level by editing the guest from CRM > Guests.
Under the Customer Information tab, select the desired Guest Level from the Guest Level field.
Only one guest level can be assigned to each customer.
Customer levels are not automatically updated based on the number of reservations or nights stayed.
If a guest's level needs to be changed, it must be updated manually.