---
title: "Create guest records at POS"
slug: "create-guest-records-at-pos"
tags: ["Setup"]
updated: 2026-06-16T16:18:03Z
published: 2026-06-16T16:18:03Z
canonical: "mysupport.roller.software/create-guest-records-at-pos"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://mysupport.roller.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Create guest records at POS

Capture your guests details and create new guest records at POS.

This guide walks through how to create a new guest record and manage existing guest records at POS.

> [!WARNING]
> We only require a guest record to be added to recurring payment membership products. Fixed-price memberships can be purchased without having to complete this step. Your staff members will be prompted to add a guest record to the booking before they proceed to payment.

## Add a guest to a POS booking

To add a guest to a booking at POS, follow the steps below.

1. From POS, select one of the menus in the left-side panel. This will open the cart on the right side of the screen.
2. From the top of the cart panel, select **Add Guest** to open the guest details panel.
3. Then, you have one of two options:
  - **Search for an existing guest** by entering the guest name, email address, phone number or membership ID into the search field.
  - **Create a new guest record** by entering the guest's information into the details panel.
4. Select **Apply** to go back to the cart and finish the transaction.

![2024-01-16_13-25-16.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/8811216686095.png)

> [!NOTE]
> You will not be automatically prompted for guest details when you select **Pay Now** if you do **not** have the **Skip "new guest" details** setting turned on in your POS device settings.

## Remove or edit guest details before a purchase is completed

After adding guest details to a POS booking, you can easily remove these details or edit the details by selecting the **options menu** (3 dots) next to the guest name at the top of the cart.

![2024-01-16_13-35-43.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/8811314644367.png)

From the dropdown, select **Edit guest** to edit the current guest details. Or, select **Remove from booking** to the remove the current guest details from the booking.

## Edit guest details for an existing booking in POS

To edit the guest details for an existing booking in POS, follow the steps below.

1. Search for and open the relevant booking in POS.
2. From the booking details panel on the left, select **Edit** from the **Booking owner** section. ![2024-01-16_13-39-48.png](https://cdn.us.document360.io/23700755-951c-4b69-8afe-ec8b33c6c689/Images/Documentation/8811351134479.png)
3. Edit the guest's information. If you're editing any part of an address, then the full address must be provided.
4. Select **Save changes.**

## Related

- [Adjust items in existing bookings at POS](/adjust-items-in-existing-bookings-at-pos.md)
- [Training checklist](/training-checklist.md)
- [Integrate with Fresh KDS and configure your devices](/integrate-with-fresh-kds-and-configure-your-devices.md)
- [Open, close (reconcile) and edit till sessions](/open-close-reconcile-and-edit-till-sessions.md)
- [Use the guest insights dashboard](/use-the-guest-insights-dashboard.md)