Guest management settings

Guest management controls data practices and preferences that CRM and service teams rely on.

Overview

Guest management controls data practices and preferences that CRM and service teams rely on.

When to use this

Implementing consent rules or aligning CRM fields with marketing segments.

Step-by-step

  1. Open Settings → Guest / customer settings.
  2. Coordinate changes with Marketing and Customers workspaces.

Tips & best practices

  • Document consent flows for audits and training.

Related links