Notes Indicates that this guest has at least one Note attached to their Profile and/or Reservation that has not been marked as Delivered.

   Screen Details

   Videos and Tutorials

     Profile Notes - How to Create a New Profile Note  

Video Script

Profile Notes - How to Create a New Profile Note

To add a new Note to a profile, open the Manage Profile screen, and open the “Profile Notes” jump.

Click “New” to add a new record.

Fill in the Type of Note...

...Whether you want it to apply to all properties, or just a specific one...

...And the text of the Note.

Click “Save Notes” to save the changes.

 

     Profile Notes - Marking a Note as Internal  

Video Script

Profile Notes - Marking a Note as Internal

When adding a new Note to a profile, one of the options is to mark the note as “Internal”.

The “Internal” flag indicates that this note will not be shared with external systems, like an external PMS or CRS, or a website, kiosk, or other external system.

To mark a note as “Internal”, just click the box, and then choose “Save Notes”.

The “Internal” flag is also visible when viewing the list of notes.

 

     Reservation Notes - How Profile Notes copy to the Reservation Notes  

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Reservation Notes - How Profile Notes copy to the Reservation Notes

Notes can exist on the Profile, the Reservation, or both.

Some Note Types on the Profile can be configured to automatically copy to the Reservation.

When making a Reservation using a Profile with these notes, the Profile Note will automatically be copied over to the Reservation, so this important information is available.

 

     Reservation Notes - How to see Profile Notes from the Reservation  

Video Script

Reservation Notes - How to see Profile Notes from Reservation

Notes can exist on the Profile, the Reservation, or both.

When you’re looking at a reservation, sometimes it can be helpful to see the notes on the profile as well.

To do this, click on the “Profile Notes” link.

This will toggle the screen to show the notes attached to the profile.

To toggle back, click on the “Reservation Notes” link.

 

The Notes Jump is available in the Profile and Reservation screens, and can be accessed from any of the Search results using the Notes indicator.

The "Total" line on the Jump link shows the number of notes that are attached to the guest's profile or reservation.

Notes created in the Profile can be viewed in both the profile and the reservation. Notes specifically flagged as Reservation type will automatically be passed to that profile's new reservations.

Notes can be created, edited or deleted in the Reservation, whether created in the Reservation or Profile. Notes created in the Profile that were flagged as Reservation type notes will automatically display for each (of that Profile's) new Reservations.

Profile notes can be viewed from the Reservation by selecting the Profile Notes link at the top right. Select the Reservation Notes link to toggle back to the Reservation notes.

Attribute...

Description...

Type

The Type that is selected from the LOV and assigned to the note determines the action that is taken. For instance, a note flagged for Reservation type will be available on new reservations for that profile.

Property-Specific

When logged into the Hub, notes for all properties to which the user has access will be available. When logged into a specific property, notes for all properties to which the user has access will be available in the Profile; but only the notes for that specific property will be available in the Reservation.

Property-Global

Notes that are marked as Global will be available in the Profile and in the Reservations for all properties.

Internal

Notes that are marked as Internal are excluded from external systems and will not be included in the profile XML message when a profile is sent through OXI and OXI-HUB.