Overview

This article explains how to register a guest as a customer under CRM > Customers.

This feature requires an AirHost HMS (Channel Manager + PMS) Premium Plan subscription.

Details

Add a Guest with Previous Stay History to the CRM from the Booking Details

From the Dashboard, go to Check-in Management and open the details of the relevant reservation.

Click Register in the CRM.

The system matches the guest's name, phone number, and email address to automatically detect previous stays. Reservations with detected stay history are displayed as shown below.

Note:

For guests not yet registered in the CRM, only reservations from the past one year are eligible for automatic detection.
For guests already registered in the CRM, previous stays older than one year will also be detected automatically.

3. A Customer Information form will appear in a pop-up window. Enter the required information. Reservations that are believed to belong to the same guest based on previous stays will also be displayed. Verify that these reservations belong to the same guest. If any reservation belongs to a different guest, clear its corresponding checkbox.

Once you have confirmed the information, click Add to CRM to complete the registration.

Add the Primary Guest of a New Reservation to the CRM from the Reservation Details

From the Dashboard, go to Check-in Management and open the details of the relevant reservation.
Click ⋯ (More) → Add to CRM.
You will be taken to the Add to CRM information entry screen.
Select the desired registration method from the menu, enter the required information, and then click Save.

Add a new guest

Registers the guest as a new customer in Customers.

Enter the customer's profile and company information.

If you are using AirHost Check-in, you can copy guest information collected during the pre-check-in process when registering the guest in the CRM. Select the main guest from the Select dropdown, then copy and paste the guest information into the corresponding fields

Select an existing guest

Link to an existing [customer].

Links to company

This will link to an existing company registered under [Corporate Contracts].

How to add customers from the CRM admin page (you can add customers even if they don't have a reservation).

1. From the Admin Console, go to CRM → Customers, then click Add New Guest Profile

2. You will be redirected to the Guest Profile page. Enter the required information, then click Save.

3. The registered customer will appear in the Customers list.

Default Customer Profile Fields

To add customer profile fields other than those listed below, configure them in Customer Management Settings.

For details, please refer to the following help article:

Related Help: CRM Management – Customer Management Settings

First Name	The guest's first name.
Last Name	The guest's surname
Display Name	If left blank, the First Name and Last Name will be used automatically. The display name is visible to guests, such as on the guest-facing check-in page.
Phone Number	Enter the phone number, including the country code.
Email	email address
Language	Select the guest's preferred language from the list.
Country/Region	Select the guest's country or region from the list.
Address	Enter the guest's address.
Type	Select one of the following customer types: Member, Regular Customer, or Ordinary Customer
Company Name	Reflected as the recipient name on receipts. If you want the receipt to be issued in the company's name, enter it here.
VAT/TAX ID	VAT (Value Added Tax): A consumption tax applied to goods and services. A VAT ID is an identification number assigned to businesses or sole proprietors for managing VAT collection and reporting. Tax ID: A general tax identification number. The specific format and name vary by country or region, but it is used to identify a business or individual for tax purposes. The VAT/TAX ID is included on issued receipts.

Note: Customers with reservation history cannot be deleted.

[CRM] Register a Customer (Guest) to the CRM