Crew & GuestGuestManage Guests

import { Callout, Steps } from ‘nextra/components’

Manage Guests

Goal: Use the Guests list to find guest profiles, check who is on trip, open guest details, and create new guest records.

Before you start

  • You must have access to the Guests area.
  • Confirm that the correct yacht is selected.
  • If you need to add, edit, archive, or manage boarding, your profile must include those permissions.

[PLACEHOLDER: screenshot - Guests list showing quick filters, table, and toolbar]

Open the Guests list

### Open Guests

From the main navigation, open Guests.

Select Members

Open the guest member list.

Review the table

Use the table to search, filter, group, choose columns, import, export, or open guest profiles.

Use guest filters

Common views include:

  • All: shows the standard active guest list.
  • On Trip: shows guests currently connected to an active boarding schedule.
  • Archived: shows guest records moved out of the active list.
If a guest seems missing, first check the selected yacht and active filters.

Open a guest profile

Find the guest and click the row to open the profile.

The profile contains guest details, contact information, passport details, notes, documents, contacts, and medical information when available to your profile.

Result

You can find guest records, use the main guest filters, open guest profiles, and move to the right guest guide for the task you need.