Create a Guest Profile (Video Transcript)
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In OPERA cloud, a profile contains address and contact details, preferences,
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and membership information for guests, companies, travel agents, sources, and groups. In this video,
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you will learn how to create guest profiles. Let's get started. First, go to client relations,
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select profiles, and then select manage profile. On the manage profiles screen, I can click the
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link to create a guest profile or I can click the I want to menu and select the type of profile
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I want to create. From the list, I can click the link to create a guest profile, company,
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travel agent, source, group, or contact profile, or I can click and go to recently viewed profiles.
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In this example, I click the option to create a guest profile.
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I complete the mandatory fields and any optional fields on the create profile
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screen. In this example, the name field is intended to be a last name or
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family name. Now I enter a primary phone number.
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I can click the vertical ellipsis to delete each communication method
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or click add rows to add more communication methods to the profile.
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On the address tab, I can click the new option to add more addresses to the profile,
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or I can click to delete the address. Next I enter the primary address details.
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Then I can click save or save profile and add more details.
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In this example, I click to save the profile and add more details.
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On the profile presentation,
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I can see a list of links to quickly jump to each section of the profile.
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I can also view the related profile notifications, billing information, and reservations.
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I can edit the profile or I can add an image to the profile. In this example, I click edit
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to add the required information to the profile details. I can click the gear icon to customize
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or personalize the screen using page composer. The options displayed in the gear icon depend on your
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user's permissions in role manager. Next, I'll click save. I can click new to add any additional
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information to the profile including communication preferences, contact information, notes,
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attachments, membership enrollments, or negotiated rates. The past and future stays section will
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automatically display any reservations associated to this profile. Next, I click
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the profile details link to jump to that section. I can select the I want to menu to merge profiles,
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anonymize the profile, or to create a reservation, or an activity and attach it to the profile,
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or I can view stay statistics or the changes log for this profile.