Managing Profile Membership (Loyalty Cloud Service)
Oracle Hospitality OPERA Cloud Service, Loyalty offers the
following additional options for profile membership management.
Enrolling Guests in Primary Loyalty Program
Available for the membership type designated as Primary in membership type details.
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Click New complete the following:
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Type: Select the membership type from list
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Card Number: Enter the membership ID number; the number is validated when the membership type is configured for card number validation. A number is auto-generated and populated to Card Number when the membership type is configured for auto-generation. For more information, see Configuring Membership Type Card Number Details.
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Name on Card: By default, the profile name appears here. You may edit this information if the membership name is different.
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Level: Select a membership level from the list.
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Preferred Card: Select check box if the membership program is the guest's Preferred Card. A profile can only have one preferred card. When creating a new membership, the first membership associated with a profile will always default as the preferred card. When adding additional memberships to the same profile, or editing existing memberships, you have the option to select the preferred card for that membership. (Available when the Preferred Card OPERA Control is active).
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Benefits: Select a benefit from the list, which can affect members tier (level). For more information, see Configuring Membership Type Benefits
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Enrollment Code: Select an enrollment code from the list to indicate how the guest enrolled in the program. For more information, see Configuring Membership Enrollment Codes.
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Member Since: Enter or select the date when the guest became a member of this program (the join date).
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Expiration: Enter of select a date for membership expiry. The date may default or require a specific format (month/year) based on Expiry Period specified in Membership Type Point Calculation and Tier Management Rules.
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Member Status: Select a value from the list to define the current status of the membership. For more information, see Configuring Membership Status Codes.
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Tier Administration: Select an option from the list to define the level of participation in the tier management portion of the program:
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Do Not Upgrade: Do not upgrade this membership. The membership may be downgraded.
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Tier Administration Disabled: Do not manage upgrade, downgrade, or renewal for this membership. For the typical guest, this would be left blank
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Downgrade: Select an option from the list to define how downgrading will be handled. Leave un-selected for standard upgrade/downgrade processing:
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Do not Downgrade this time: Do not downgrade this membership when the next downgrade process runs. When the downgrade process runs, the membership will be automatically set to Grace.
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Never Downgrade: Exclude membership from the downgrade process.
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Grace: This membership will not be downgraded when the downgrade process runs. The downgrade report will identify Grace memberships. If you choose, you may at that point take the membership off grace, which will result in the member being downgraded, or you may leave the member on grace, which will result in no downgrade. For more information, see Tier Management
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Sequence: Enter a sequence number which will determine 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.
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Player Ranking: 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 OPERA Control. (Available with an Oracle Hospitality OPERA Comp Accounting Cloud Service or Oracle Hospitality OPERA Cloud Service Casino and Gaming Management subscription)
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Comments: Enter any comments as needed.
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Click Save.
Viewing Membership Information
To view a summary of the guest membership details.
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Select the membership, then click the vertical ellipsis Actions menu and select View Details.
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Click Member Info.
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Click Back to Transactions.
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Viewing Membership Tier Projections
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Select the membership, then click the vertical ellipsis Actions menu and select Membership Tier Projections.
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Click Close.
Viewing and Extending Points to Expire
To view a summary of award points issued, by expiration date, based on Expiry Period and Expiry Date. You can extend membership points due to expire, based on the Grace Period (years). For more information, see Membership Type Point Calculation and Tier Management Rules.
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Select the membership, then click the vertical ellipsis Actions menu and select View Details.
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Click Points to Expire .
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Expiration date: The date the points are due to expire.
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Total Expire: The total number of points that will expire on the expiration date.
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Expire by Date: The number of points that are eligible for extension. Points previously extended are not eligible.
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To extend points, select a points record, then click the vertical ellipsis Actions menu and select Extend Points.
Managing Membership Awards
Issuing Other-Type Awards
To issue an award of type Other in exchange for award points.
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Select the membership, then click the vertical ellipsis Actions menu and select View Details.
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Click Award List.
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Click Issue.
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Select Other for Award Based On and enter additional search criteria, then click Search.
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Select the Other award in the search result, then click the vertical ellipsis Actions menu and select Issue.
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Complete the member information and select Issue.
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Viewing and Cancelling Awards
To view a list of awards issued via the reservation, redeem awards or manually.
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Select the membership, then click the vertical ellipsis Actions menu and select View Details.
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Click Award List.
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Select the membership, then click the vertical ellipsis Actions menu and select View Details.
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To cancel an award, select the award then click the vertical ellipsis Actions menu and select Cancel Award and complete the following:
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Issued Award ID: Enter the Award ID.
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Reservation Confirmation Number: Enter the reservation the award was issued to. For Reservation type awards (Rate, Upgrade, Package) you should cancel the associated reservation, which will automatically cancel the award.
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Actual Cancel Points: Displays the points charged to the member, determined by the cancel penalty specified on the award.
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Click Cancel Award.
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Managing Membership Transactions
Viewing Membership Transactions
Membership Transaction displays the membership points transactions associated with the selected guest membership. Membership points transactions are the events that result in points being awarded or modified for the guest.
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Select the membership, then click the vertical ellipsis Actions menu and select View Details.
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Enter search criteria, then click Search.
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Select a transaction in the search result, then click the vertical ellipsis Actions menu and select View Details.
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Select the Membership Information tab to display profile membership and stay record.
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Name on Card: The member's name associated to this membership transaction.
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Membership Card Number: The membership number associated to this membership transaction.
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Membership Type: The membership type associated to this membership transaction.
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Membership Level: The membership level associated to this membership transaction.
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Joined Date: the date The date the guest joined the membership program.
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Property: The property associated to the membership transaction.
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Record Type: The type of membership transaction (Stay, Stay/Adjustment, Enrollment, Other).
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CRS booking number: The central reservation number, if applicable.
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PMS Reservation number: The reservation confirmation number associated to the stay/reservation.
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Arrival Date: The reservation arrival date.
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Departure Date: The reservation departure date.
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Transaction Date: The membership transaction creation date.
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Currency: The property currency of the reservation.
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Nights: The reservation nights.
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Rate Promotion: The reservation promotion code.
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Point Cost: The cost of points applied to the membership transaction.
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Points Credit Date: The date points were applied to the membership transaction.
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Average Rate Amount: The average rate of the reservation.
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Click + to expand Notes and display any notes that were entered while creating an adjustment (see Creating Membership Transactions)
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Click + to expand Points Rejection Reason and display the points rejection reasons for the transaction. This panel shows the rules used to generate points and the reason points were not awarded (validation failure reasons). For example, "Membership level requirements not met." These reasons are hard coded and cannot be changed.
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Select the Award tab to display the award points issued for the current membership transaction. This panel displays the number of points (Base, Bonus and Total) issued as well as the validated rules used to generate award points, the type of points, number of points, cost per point, rule code for the award points, billing group the points belong to.
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Select the Tier Points tab to displays the tier points issued for the current membership transaction. This panel displays the number of points (Base, Bonus for Stay, Night and Revenue points) ) issued as well as the validated rules used to generate tier points, the type of points, number of points, cost per point, rule code for the award points, billing group the points belong to.
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Select the Revenue tab to display revenues by revenue type associated with the current points transaction. This panel displays the date the revenue was recognized, the revenue type, PMS revenue and central revenue. An "X" under the Qualified column indicates if this revenue type qualified for points credit.
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Select the Rates tab to display the rate information for the current points transaction. This panel displays the dates of the stay, the rate code, the PMS rate amount, the central rate amount, the central currency and the market code associated with the membership transaction.
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Click Back to Transactions.
Creating Membership Transactions
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From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.
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Enter search criteria, then click Search.
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Select the profile in the result, then click I Want To… and then select Membership or open the profile and click the Membership link in Profile Presentation.
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Select the membership, then click the vertical ellipsis Actions menu and select View Details.
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Click New Transaction and complete the following:
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Membership Information
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Property: Enter or select the property for the membership transaction.
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Record Type: Select a type from the list (Stay/Others).
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CRS Booking Number: Enter the central reservation booking number.
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PMS Booking Number: Enter the reservation confirmation number.
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Arrival date: Enter or select the arrival date of the reservation.
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Departure Date: Enter or select the departure date of the reservation.
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Rate PromotionS: Select the promotion code for the reservation.
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Award
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Base Points: Enter the base points to be adjusted, if applicable.
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Bonus Points: Enter the bonus points to be adjusted, if applicable.
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Miscellaneous Points: Enter the miscellaneous points to be adjusted, if applicable.
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Expiration Date: Enter or select a date if points expire, if applicable.
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Total Points: Displays a total of Base, Bonus and Miscellaneous points adjusted.
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Tier Points
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Base Stay: Enter the base stay points to be adjusted, if applicable.
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Bonus Stay: Enter the bonus stay points to be adjusted, if applicable.
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Base Nights: Enter the base night points to be adjusted, if applicable.
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Bonus Nights: Enter the bonus night points to be adjusted, if applicable.
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Base Revenue: Enter the revenue points to be adjusted, if applicable.
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Bonus Revenue: Enter the bonus revenue points to be adjusted, if applicable.
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Notes
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Enter the details regarding the membership transaction.
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Click Save.
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Related Topics
Parent topic: Managing Profile Memberships