Guest CRM overview

HotelBee's guest CRM is the connective tissue between the front desk and everything else — POS sales, invoices, fiscal documents, transactions, messages. Every guest profile carries that history forward across stays, so a returning guest's preferences, prior orders, and outstanding balances are one click away. This article explains the four building blocks and how they connect.

Clients (individuals and companies)

A client record holds first/last name, contact, ID document, address, photo, and a clientType ("client" for individuals, "company" for businesses). Companies are used for corporate billing, group reservations under a master account, and bill-to-company invoices. Each individual client can be linked to a company via the company field. The full profile lives at Backoffice → Clients.

Guest categories — the age bands that drive pricing

Each category has a name and an age range (from / to). Reservations record how many guests fall into each category, and rates apply different per-night prices to each. Standard setup: Adult (18-99), Child (3-17), Infant (0-2). Manage these at Backoffice → Guest Categories. Always create them before configuring rate plans — rates need them as a target.

Tags — your custom segmentation

Tags are free-form labels with a name, description, and color. Apply them to clients (one or many) to mark VIPs, allergies, occasion-of-stay, accessibility needs, or any pattern your team tracks. Manage at Backoffice → Tags.

Guest messaging center

Two-way conversations between staff and guests, surfaced both globally (Guest module → Messages) and inside a specific reservation. Guests post messages from their Guest Portal; staff reply from the messaging center. Each conversation tracks unread counts on both sides so nothing slips. The center has a global "unread only" filter for triage when things pile up.

What you'll see on a client profile

Open any client and you get a timeline view that pulls in:

• Reservations — every past, current, and upcoming stay with status.
• Invoices — fiscal invoices issued to this guest.
• Orders — POS orders, including room-charge tabs.
• Transactions and balance — what they owe and what they've paid.
• Tags and notes — the soft context for personalizing future stays.