What Is a Guest Profile?
Every person added to a booking in Hookset gets a guest profile. The profile stores contact information and a record of every booking they've been part of, whether as the primary booker or a party member.
Guest profiles live under Guests in the main navigation.
Guest Profile Fields
First Name / Last Name Used throughout the dashboard, on booking detail pages, and in outgoing emails.
Email Address The address where booking confirmations, trip prep form links, and reminders are sent. Must be unique per guest record.
Phone Number Optional. Stored for lodge use only — not shared with other guests or displayed publicly.
Notes A free-text field for anything relevant to this guest: allergies, accessibility needs, preferences, VIP status, or context from previous trips. Notes are visible to all lodge staff but are never shown to guests.
Viewing Past Bookings
Open any guest profile to see a chronological list of every booking they've been part of. Each entry shows:
- Booking reference
- Package and dates
- Number of guests in the party
- Final booking status
Click any booking reference to jump to the full booking detail.
Preference Carry-Forward
When a returning guest is added to a new booking, Hookset pre-fills available fields from their most recent trip prep form submission. This means you don't have to re-ask a returning guest for their wader size, fishing method preference, or skill level unless they've changed.
Guests can update their responses when they fill out the new trip prep form — the carry-forward is a starting point, not a locked value.
Searching for Guests When Creating a Booking
During booking creation, the guest search field queries against first name, last name, and email address. If a match is found, selecting the guest links the existing profile to the new booking and pulls in their history.
If no match exists, entering new contact details creates a fresh guest profile automatically.
Tip: Always search before creating a new guest record. Duplicate profiles fragment booking history and make it harder to recognize returning guests.
Editing a Guest Profile
From Guests, click the guest's name to open their profile. Edit any field and click Save. Changes are reflected immediately across all bookings that reference this guest.
Related Articles
- Inviting Party Members — Add guests to a booking and share prep form links
- How Trip Prep Forms Work — What guests fill out before arrival
- Built-in Guest Form Fields — The standard fields collected on every prep form