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Guests

How do I onboard many guests at once from a spreadsheet?

Upload a filled-in template to onboard a batch of guests in one go, instead of one form per guest.

  1. 1

    Open bulk upload and download the template

    Go to Guests and click Bulk upload. Pick the Property, then choose what the template should list under Include in template: Vacant beds/rooms only (the default and the safe choice) or All beds/rooms. Click Download template to get an .xlsx file pre-listing the beds/rooms you chose.

  2. 2

    Fill it in and upload

    Add one row per guest against the bed/room you want them in, then choose the file and click Upload. Only .xlsx files are accepted.

  3. 3

    Be careful with "All beds/rooms"

    If you included occupied beds/rooms in the template and a row targets one that's already occupied, uploading that row moves out the current guest and assigns the new one in their place. Stick to Vacant beds/rooms only unless you specifically intend to replace an occupant.

  4. 4

    Review results and resolve duplicates

    After uploading you get counts of created, failed, and duplicate rows. A duplicate means a guest matching that identity already exists — for each one you choose Reuse (reassigns the existing guest to the new bed/room; if the sheet's rent or deposit differs from the target's current rate, that rate gets overwritten for the bed/room itself, affecting future occupants too, not just this guest) or Skip (leave that row alone). Use Export results to save a CSV of the outcome.