Configuring Preference Groups
Adding a Preference Group
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From the Administration menu, select Client Relations, select Profile Management, and then select Preference Groups.
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Click New and complete the following fields:
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Code. Enter a code to identify the preference group (for example, newspaper, flowers, pillows, and so on).
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Description. Enter a description for the preference group.
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Quantity. Enter the maximum number of items that may be selected when choosing preferences from the preference group.
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Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
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Reservation. Select to have this Preference Group and its preferences available when selecting the Preferences field on the Reservation screen. If any preferences with this selection are attached to a reservation, the user is prompted with the option to attach the preference to the profile.
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Click Save to save and exit or click Save and Continue to save this Preference Group and add another.
Editing a Preference Group
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From the Administration menu, select Client Relations, select Profile Management, and then select Preference Groups.
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Select or confirm the Property.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis.
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Click Edit.
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Update the configuration and click Save.
Deleting a Preference Group
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From the Administration menu, select Client Relations, select Profile Management, and then select Preference Groups.
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Select or confirm the Property.
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Enter search criteria and click Search.
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In the search results, select the code and click the vertical ellipsis.
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Click Delete.