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Guest List

The guest list is the main dashboard for Guest Management. It provides an at-a-glance view of all guests and quick access to filtering, searching, and metrics.

Dashboard Metrics​

At the top of the guest list, a metrics bar displays key counts:

  • Mine — Guests assigned to you
  • New — Guests with no assignment yet
  • Assigned — Guests that have been assigned to a team member
  • Total — Total number of guest records

These counts update in real time as statuses change.

Searching Guests​

Use the search bar at the top of the list to find a guest by name. The list filters as you type, showing only guests whose name matches your search text.

Filtering by Status​

Below the search bar, status filter chips allow you to view guests by their current status:

  • All — Show every guest regardless of status
  • New — Only guests that have not been assigned
  • Assigned — Only guests that have been assigned to someone
  • Contacted — Only guests that have been contacted
  • Connected — Only guests marked as connected
  • Closed — Only guests that have been closed

Tap a filter chip to apply it. The active filter is highlighted.

Show Mine Only​

The Show Mine Only toggle filters the list to display only guests assigned to you. This is helpful when you want to focus on your personal follow-up queue without seeing the full list.

Viewing a Guest​

Tap any guest in the list to open their detail view. From there you can see their full profile, visit history, contact log, and take follow-up actions.

What's Next?​

To learn about the information and actions available for each guest, continue to Guest Details.