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Seamless Documentation

Clean up guests

AI translated from the German original

Bring existing guests in order and keep their details up to date.

Many tenants have guests without a template, without a primary contact and with incomplete details. This is how you bring them in order.

  1. Assign template and primary contact

    Set a default template. The Default Template & Host background job assigns it to existing guests and determines the primary contact. If it is still missing afterwards, assign it yourself, see Missing primary contact.

  2. Find missing details

    Define in the guest template which details are required, see Guest data. The Properties and display name format background job flags guests with missing details as Properties incomplete. Filter for them under Guests → Manage.

  3. Let guests complete their details themselves

    Select the flagged guests and click Bulk operations → Send guest update request. The guests complete their details in the guest portal. This is the most reliable way, because only the guest knows their details exactly.

  4. Complete the rest with AI

    For guests who do not respond, Seamless completes the details from the email address, see Complete guest data. Check the details afterwards.

  5. Enable rules for operation

    Clean up automatically from now on, with rules for pending invitations, inactive guests and reviews.

Next steps

Guest portalGuests complete their details themselves

Learn more

Default templateApply rules to all guestsMissing primary contactAssign a primary contact to guestsGuest dataInvitation form and display nameComplete guest dataAdd missing guest detailsPending invitationsClean up invitations that were not acceptedInactive guestsRecognise and inform inactive guestsReviewsHave guests reviewed regularly