Membership Jump - Profiles

PARAMETERS

Profile

Group Level Settings

Default Membership Type [DEFAULT_MEMBERSHIP_TYPE]

Default Membership Type

When this parameter (setting) is populated, and if the guest has an active membership of this type on their profile, then the reservation screen will populate the membership jump for this membership type.

ROLES / TASK PERMISSIONS

Client Relations >

Profiles Management >

Profile Memberships - Users with “Profile Memberships” task will have access to the “Memberships” jump on the Profile Presentation screen. With only this task, and no subtasks below, the user will have “View only” access to the memberships. This task will not control whether the user has access to the “Memberships” jump on the Reservation Presentation screen, but will control access to the part of the screen dealing with memberships on the Profile.

New/Edit Memberships - User with this subtask will have the ability to create new, edit, and inactivate Memberships on the profile.

Delete Memberships - User with this subtask will have the ability to delete a Membership on the profile.

A guest may be a member of multiple airlines’ frequent flier programs, as well as a member in the resort's loyalty program. You can choose from these multiple available memberships to decide which ones should be used for a particular reservation. Membership information is stored on both the guest profile and on the reservation.

The Membership jump on the Reservation screen is used to attach (or detach) memberships to the reservation. From this screen you can also create new, edit or delete a membership, or mark a membership as inactive. See the Actions/Options below for instruction.

2. Click the Add button. The membership(s) shown in the bottom section are the memberships that attach to the reservation.

2. Click the Remove button. This returns the membership to the available memberships list and detaches it from the reservation.

Action / Option...	Description...
New	Select New to create new Memberships on the profile. User needs Property Tasks > Main Tasks > Profiles Management > Profile Memberships > Edit Profile Memberships permission.	Profile Screen Profile Search (from Membership indicator) Reservation screen (Maximized view)
Edit	Select Edit to modify or inactivate Memberships on the profile. User needs Property Tasks > Main Tasks > Profiles Management > Profile Memberships > Edit Profile Memberships permission.	Profile Screen Profile Search (from Membership indicator) Reservation screen (Maximized view)
Delete	Select Delete to delete a Membership on the profile. User needs Property Tasks > Main Tasks > Profiles Management > Profile Memberships > Delete Profile Memberships permission. Note: Delete does not mark the membership as inactive but actually deletes the membership. To mark a membership as inactive, select Edit and checkmark the inactive box.	Profile Screen Profile Search (from Membership indicator) Reservation screen (Maximized view)
Show/Hide Inactive	Inactive memberships do not display by default. Use the Show/Hide Inactive link to toggle the inactive membership records. Inactive memberships display in gray italics.	Profile Screen Profile Search (from Membership indicator) Reservation screen (Maximized view)
Manage	Select Manage to maximize the jump screen to access Actions/Options for Memberships on the profile, and to select the Membership types to attach to or detach from the reservation.	Reservation screen (Summary view)
Attach (Add)	To attach a membership to a reservation, select the available membership from the top section list and click the Add button. The membership(s) in the bottom section are attached to the reservation. Attaching memberships to a reservation makes them available for point accumulation for that reservation.
Detach (Remove)	To detach a membership from a reservation, select the membership from the attached memberships list (bottom section) and click the Remove button. This returns the membership to the available memberships list. If you detach (remove) a membership from the reservation, it will not accumulate points for that reservation.
Inactive / Reactivate	Select Edit and then checkmark the inactive box to inactivate a Membership on the profile. Select Edit and the clear the checkmark in the inactive box to reactivate a Membership on the profile. User needs Property Tasks > Main Tasks > Profiles Management > Profile Memberships > Edit Profile Memberships permission.	Profile Screen > Edit Profile Search (from Membership indicator) > Edit Reservation screen (Maximized view) > Edit


	The Membership jump link on the Profile screen shows the total number of configured Memberships for that profile, excluding Memberships that are inactive.

	The Membership jump link on the Reservation screen shows only the number of Memberships that are attached to the Reservation to which membership points will accumulate for that stay. Additional Memberships can also be added to the reservation, upon which they will be included in this total.
Note: If the Default Membership Type parameter is set and the guest has an active membership of that type on their profile, then this jump will be populated with that membership type and the jump link will reflect that in the total. This can be modified in the jump.


Profile Screen Membership Jump -- shown with the Primary Membership Image and an Inactive Membership
The Profile Screen Membership Jump displays all configured memberships. Select Show Inactive to display inactive memberships (here, Alaska Airlines has been marked as inactive for this guest).


Reservation Screen Membership Jump
The Reservation Screen Membership Jump displays only the memberships that are attached to this reservation. Maximize the jump to manage these memberships.


Profile Screen Membership Jump - Maximized



Reservation Screen Membership Jump -- Maximized
You have full membership functionality in the Reservation when the jump is maximized. Here, the Reservation membership is shown with the Reservation primary details, which, by default, displays the guest's primary membership image and membership number.

Membership Jump Actions, Options