Creating an Account Travel Profile

Use the following procedure to create a travel profile.

This task is a step in Managing the Account Travel Profile.

To create an account travel profile

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, query for and select the account.

3. Click the link in the Name field, and then click the Travel Profile view tab.

4. In the Profiles list, create a new record, complete the fields, and save the record.

   The following table describes some of the fields.

   Field	Comments
   Year	The relevant year for the travel profile.
   Requires LRA	Last Room Availability. If this check box is selected, the account must receive its usual rate until the last room at the property has been sold, regardless of hotel occupancy.
   Total Potential Room Nights	The total number of room nights within one year that the company expects the account to book at your hotels.
   Rooms Change Percentage	The projected percentage change in room nights booked between the current year and the previous year.
   Total Potential Revenue	The total potential revenue from this account for one year. This value is calculated by multiplying the rate charged to the customer by the total potential room nights.
   Total Sales	The total sales revenue that the account expects to reach during this year.
   Net Income	The net income that the account expects to make this year.
   Travel & Entertainment Spend	The total amount that the account is expected to spend on travel and entertainment this year.
   Rates Listed	This check box indicates whether or not there are special rates available to this account.
   Rates Listed in Directory	This check box indicates whether or not special rates for a number of properties are available to the account. These rates are listed using a directory format.
   Extended Stay in Directory	This field indicates whether or not extended stay rates for a number of properties are defined for the account. These rates are listed using a directory format.
   Account Discount	This text field indicates the discount available to this account.
   Max # of Blackout Dates	Indicates the maximum number of times that the special rates can be restricted within one year.
   Requirements and Requests	Records any special requirements or requests for the account.
   Compelling Events and Important Issues	This field indicates key events for this account that could generate specific business opportunities.
   Comments	Enter any comments about the travel profile.
   Activity in Market	This text field indicates any activity in the market relevant to the company.
   BT Buying Decisions	Indicates any policies that the account uses to make business transient (BT) buying decisions. For example, transient reservations might be made through a travel planner.
   Reservation Method	This field indicates the reservation method for transient reservations.
   Max Rate Increase/Market	The maximum rate or increase that the account will accept according to the market and year by year.
   Compliance Percentage	This field indicates the percentage of compliance for each quarter for those accounts that are contracted to use a predetermined number of rooms per year.