How can I upload guest ID proof in the PMS while creating or editing a reservation?
Below are the guidelines on how to upload guest ID proof in the PMS while creating or editing a reservation.
- Login to Stayflexi: Log into your Stayflexi dashboard using your credentials.
- Navigate to the Reservations Tab: From the front page of the Stayflexi dashboard, locate the top navigation menu. The second icon is the Reservation Calendar. Click on the icon to see all your reservations.
- Select and click on the Reservation that you want to upload guest ID proof in the PMS.
- A pop-up window will appear on the right side of the screen showing the Booking and Customer Information.
- Move to Customer Information: This is the page where you can see the guest information, where their details will be displayed.
- Upload Image Section: At the bottom of the customer information screen, you’ll find an option labeled Upload Image.
- Select Camera or Device Upload: Click on this option, and you’ll see two choices- Camera Upload or Device Upload.
- Camera Upload lets you capture an image directly from your camera.
- Device Upload allows you to upload images from your device.
- Select Device Upload: Choose Device Upload if you have the images saved on your computer or device.
- ID Image Upload: You will see two fields: ID Front and ID Back.
- Upload the front side of the guest’s ID in the ID front section.
- Upload the back side of the ID in the ID Back section.
- Use the file selection options to choose images from your device’s gallery or desktop.
- Save the Customer Information: After uploading both images, click the Save Customer button to complete the process. This will store the images and update the customer’s information in Stayflexi.