5 Profiles Setup
Figure 5-1 Event Profile
![This figure shows the Event Profile This figure shows the Event Profile](img/event_profiles.png)
The Profile function lists the group or individual information for an event booking and is accessible through Profiles tab. This function link the group leader/members or any delegates attending the event.
Group Profiles
The Main Group acts as a parent profile that holds the sub-group and group members for the event. You cannot delete this profile. A sub-group profile is used to manage multiple events from the same group and can have as many sub-groups within the date range of the Main Group
Adding Group Profiles
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Click the Add from the menu bar to add a new main group. If the required field is empty, the system prompts an error.
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Enter all the necessary information and click Save to save the newly created main group.
Figure 5-2 Group Profile Tab
![This figure shows the Group Profile tab This figure shows the Group Profile tab](img/group_profiles.png)
Table 5-1 Field Definition of Group Profiles Tab
Field Name | Description |
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Embark Port |
The embarkation port available for the selected Embark Date. |
Debark Port |
The debarkation port available for the selected Debark Date. |
Group Leader |
Group Leader indicator of Main group and sub-group. |
Address |
The group address and billing address. |
Travel Agency |
Displays the travel agency information and address of the group. |
Delegates
The Delegates tab lists all the delegations belonging to a main group and subgroups. Within this tab, you can assign a group leader for the group simply by selecting the group member and then clicking the Assign Group Leader on the ribbon bar.
Figure 5-3 Event Delegates Tab
![This figure shows the Event Delegates tab This figure shows the Event Delegates tab](img/delegates.png)
To unassign a group leader, select the group leader from the delegate list and click Unassign As Group Leader.
Events
The Events tab is an information window that displays the individual event or group attendees of the past or future date by main group or subgroups.
Editing Main Group Profile
- To edit group details, search the group using the search function on the left pane.
- Navigate to the Group Profile tab, edit the information, and then click Save at the ribbon bar.
Adding a Sub-Group
Editing Sub-Group
The information in the Sub Group Profiles is editable and is limited to Group Name, Embark/Debark Date, Embark/Debark Port, and Sub Group Name. Changing the Sub Group code is not allowed.
Figure 5-5 Sub Grop Name
![This figure shows the Sub Group Name in Group Profile This figure shows the Sub Group Name in Group Profile](img/subgroup_name.png)
To change the information, select the Sub Group Name from the profile listing, edit, and then click Save.
Adding Group Delegate
The Group Delegate function links all attending group members to the event. You can add a delegate through the Add Group Member function in Profiles, which then allows you to select the group members attending the event from the Event Attendees tab.
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Search for the event using the Profiles Search function on the left pane of Profiles.
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Click Add Group Member from the menu bar to launch the Guest List.
Figure 5-6 Group Delegate List
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In the Guest Listing window, select the guest by selecting the check box besides the guest name or use the search function to search for the name and return matching results highlighted in yellow. Click Add To Group. The new group member name(s) appear in the Delegates tab.
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Adding multiple delegates to an event is allowed. If you are adding a guest that belongs to another group, the system prompts a reassignment warning. Click Yes to confirm the reassignment.
Removing Group Delegate
- Search for the group profile from Profiles Search function on the left pane.
- Select the profile and then navigate to the Delegates tab.
- Select the delegate to remove and click Remove Group Member from the ribbon bar.