Your guest database and client records

Guest / client management

Primary list: Contacts

Contacts at /dashboard/contacts is the CRM style list for every venue role that has it in the sidebar. Search, sort, filter, and open a guest to edit details, tags, documents where enabled, and timeline history. Old bookmarks to /dashboard/guests redirect here.

Reports (admins)

Reports at /dashboard/reports adds a second tab (URL ?tab=clients) whose label pluralises your venue client word (often Clients or Guests). That tab shows summary tiles and shortcuts back to Contacts for deep work. Reports itself is admin only.

From a booking

Operational sheets still let you adjust tags and internal notes without leaving the booking flow where the UI exposes those cards.

Terminology

Venues can rename guest facing words (client vs guest, booking labels) via terminology settings; ResNeo uses those labels in charts and exports when present.

Compliance

You are responsible for lawful marketing and consent. ResNeo provides tooling, not legal advice.