Managing Profile Memberships

Adding a Profile Membership

  1. From the OPERA Cloud menu, select Client Relations, select Profile, and then select Manage Profile.

  2. Enter search criteria and click Search.

  3. Select the profile in the search results, click I Want To… and then select Membership or click the Membership link in Profile Presentation.

  4. Click New and complete the following fields:
    1. Type. Select the membership type from the list.

    2. Card Number. Enter the guest's membership ID number. Upon exiting this field, the number will be validated if the membership type is configured with a validation.

    3. Name on Card. By default, the profile name appears. You may edit this information if the membership name is different from the profile name.

    4. Level. Select a membership level from the list.

    5. Enrollment Code. Select an enrollment code from the list. The enrollment code might indicate, for example, how the guest enrolled in the program.

    6. Member Since. Enter or select the date when the guest became a member of this program (that is, the join date).

    7. Expiration. Enter or select a date for membership expiration.

    8. Sequence. Enter a sequence number that determines where this membership is listed on the Profile Membership Lists screen. If a sequence number is not entered, the membership is listed alphabetically following any memberships that are assigned a sequence number.

    9. Player Ranking. (Available with an active OPP_GCA PTS Gaming and Comp Accounting license.) This is the player ranking of the casino player and indicates the casino membership level. This read-only field appears once a value is defined for the Default PTS Membership Type setting in OPERA Controls.

    10. Comments. Enter any comments as needed.

  5. Click Save.

Editing a Profile Membership

  1. From the OPERA Cloud menu, select Client Relations, select Profile, and then select Manage Profile.

  2. Enter search criteria and click Search.

  3. Select the profile in the search results, click I Want To… and then select Membership or click the Membership link in Profile Presentation.

  4. From the Membership screen, select the membership.

  5. Click the vertical ellipsis next to the item and then select Edit.

  6. Update the details.

  7. Click Save.

Deleting a Profile Membership

  1. From the OPERA Cloud menu, select Client Relations, select Profile, and then select Manage Profile.

  2. Enter search criteria and click Search.

  3. Select the profile in the search results, click I Want To… and then select Membership or click the Membership link in Profile Presentation.

  4. From the Membership screen, select the membership.

  5. Click the vertical ellipsis next to the item and then select Delete.

  6. Confirm by clicking Delete.