Configuring Preference Groups

Adding a Preference Group

1. From the Administration menu, select Client Relations, select Profile Management, and then select Preference Groups.

2. Click New and complete the following fields:

   1. Code. Enter a code to identify the preference group (for example, newspaper, flowers, pillows, and so on).

   2. Description. Enter a description for the preference group.

   3. Quantity. Enter the maximum number of items that may be selected when choosing preferences from the preference group.

   4. 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. 

   5. 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.

3. Click Save to save and exit or click Save and Continue to save this Preference Group and add another.

Editing a Preference Group

1. From the Administration menu, select Client Relations, select Profile Management, and then select Preference Groups.

2. Select or confirm the Property.

3. Enter search criteria and click Search.

4. In the search results, select the code and click the vertical ellipsis.

5. Click Edit.

6. Update the configuration and click Save.

Deleting a Preference Group

1. From the Administration menu, select Client Relations, select Profile Management, and then select Preference Groups.

2. Select or confirm the Property.

3. Enter search criteria and click Search.

4. In the search results, select the code and click the vertical ellipsis.

5. Click Delete.