00:05
In OPERA cloud, a profile contains address and contact details, preferences,
00:10
and membership information for guests, companies, travel agents, sources, and groups. In this video,
00:17
you will learn how to create guest profiles. Let's get started. First, go to client relations,
00:23
select profiles, and then select manage profile. On the manage profiles screen, I can click the
00:28
link to create a guest profile or I can click the I want to menu and select the type of profile
00:34
I want to create. From the list, I can click the link to create a guest profile, company,
00:40
travel agent, source, group, or contact profile, or I can click and go to recently viewed profiles.
00:48
In this example, I click the option to create a guest profile.
00:54
I complete the mandatory fields and any optional fields on the create profile
00:58
screen. In this example, the name field is intended to be a last name or
01:02
family name. Now I enter a primary phone number.
01:10
I can click the vertical ellipse to delete each communication method
01:13
or click add rows to add more communication methods to the profile.
01:18
On the address tab, I can click the new option to add more addresses to the profile,
01:22
or I can click to delete the address. Next I enter the primary address details.
01:38
Then I can click save or save profile and add more details.
01:42
In this example, I click to save the profile and add more details.
01:48
On the profile presentation,
01:50
I can see a list of links to quickly jump to each section of the profile.
01:54
I can also view the related profile notifications, billing information, and reservations.
02:02
I can edit the profile or I can add an image to the profile. In this example, I click edit
02:10
to add the required information to the profile details. I can click the gear icon to customize
02:15
or personalize the screen using page composer. The options displayed in the gear icon depend on your
02:21
user's permissions in role manager. Next, I'll click save. I can click new to add any additional
02:28
information to the profile including communication preferences, contact information, notes,
02:34
attachments, membership enrollments, or negotiated rates. The past and future stays section will
02:40
automatically display any reservations associated to this profile. Next, I click
02:45
the profile details link to jump to that section. I can select the I want to menu to merge profiles,
02:52
anonymize the profile, or to create a reservation, or an activity and attach it to the profile,
02:58
or I can view stay statistics or the changes log for this profile.