CRM & digital waivers
Know every guest.
Collect every signature.
Guest profiles, booking history, store credit, and signed waivers live in one workspace — so check-in is fast and follow-up is personal.
From the actual app
CRM and waivers your front desk will actually use
Screens mirror Customers, customer profiles, bookings, and waiver status — the same flows operators open every day.
Guest CRM
Search customers by name, email, or phone. See lifetime spend, store credit, tags, and booking counts without exporting spreadsheets.
- Create or update guests from the front desk in seconds
- Tag VIPs, corporates, and birthday guests for targeted follow-up
- Export filtered lists when finance or marketing needs a CSV
| Customer | Credit | Bookings | Spend | Tags |
|---|---|---|---|---|
Maya Chen maya.chen@example.com | $140.00 | 6 | $980.00 | VIP |
Elias Park elias.park@example.com | $45.00 | 3 | $420.00 | Birthday |
Taylor Reed taylor.reed@example.com | $0.00 | 1 | $89.00 | New |
Customer profiles
Open a profile for contact details, credits, and past reservations. Start a new booking from the same screen when a guest calls back.
- Lifetime spend and credit balances at a glance
- Booking history tied to the same customer record
- Fewer duplicate profiles from phone vs online bookings
Maya Chen
CUS-201 · VIP · Corporate
Profile
maya.chen@example.com
(555) 203-1189
Lifetime spend · $980.00
Store credit · $140.00
Booking history
Digital waivers
Guests sign on their phones. Track signed and pending status per participant inside the booking — no clipboard stack at check-in.
- See who still needs to sign before the session starts
- Keep waiver status next to the reservation, not in another tool
- Reduce day-of delays for tours, rooms, and rentals
BK-2847
Sunset Kayak Tour
Waivers
1/2 waivers signed
sarah@email.com
alex@email.com
Bookings tied to guests
Online, walk-in, and phone bookings land in one table with customer, payment, and waiver context for fast lookups.
- Filter by date, customer, or confirmation code
- Payment and waiver status visible without opening five tabs
- Same CRM whether the booking came from the site or the desk
| Booking ID | Customer | Items | Date and Time Range | Status | Payment status | |
|---|---|---|---|---|---|---|
| BK-2847 | Sarah M. | Sunset Kayak Tour | Aug 15 · 10:30 AM | Confirmed | Paid | |
| BK-2846 | James K. | Guided Rock Climbing × 2 | Aug 15 · 3:00 PM | Confirmed | Deposit paid | |
| BK-2845 | Elena R. | E-bike Rental · 2 hrs | Aug 16 · 2:00 PM | Confirmed | Paid |
Ready for paperless check-in?
Start a free trial and keep guest history and waivers in one place.