Enrolling Guests in External Loyalty Programs

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You can enroll a guest in a loyalty or gaming solution integrated with the Oracle Hospitality Integration platform. Once enrolled, the profile is updated with membership details.

There are multiple ways you can enroll a guest:

Create a new profile and enroll the guest simultaneously.
Enroll an existing guest.
Enroll an existing guest with a reservation.

Note:
The Enrollment page can be customized using Page Composer.

The Enrollment Systems that are active OPERA Control determine the integrated solutions that support enrollment:

For Loyalty Enrollment, set the Default Membership Type OPERA Control. The Default Membership Type selected is the membership that automatically populates when adding a new membership to a profile, enrollment, and the membership used for linking a profile membership to a reservation.
For Gaming Enrollment, set the Default PTS Membership Type OPERA Control. The Default PTS Membership Type is used for Gaming functionality.

Note:
Ensure that the Membership Type selected for either of these OPERA Controls is updated with the correct External Database for the integrated solution.

Creating Guest Profiles and Enrolling Guests in Loyalty Programs

To simultaneously create a guest profile and enroll the guest in a loyalty program, complete the following steps:

From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
Click the I Want To. . . action, select Enroll Guest, and complete the following fields:
1. Enrollment Type: Select an enrollment type from the list.
2. Name: Enter the last name of the guest.
3. First Name: Enter the first name of the guest.
4. Middle: Enter the middle name of the guest.
5. Title: Select the guest’s title from the list of values.
6. Birth Date: Enter or select the birth date.
7. Gender: Select a gender from the list of values.
8. Keyword Type. Select a keyword type from the list. (Available when the Keyword OPERA Control is active.)
  1. Keyword: Enter a keyword value.
9. Passport Number: Enter a passport number.
10. Issued Country: Enter a passport issue country.
11. Language: Select the language of the guest.
12. Phone and Email Section:
  1. Click Add Rows to add additional rows.
  2. Select Primary for the primary email and phone contact details.
13. Address Section:
  1. Click New to add additional address details.
  2. Refer to Managing Profile Communication.
Click Enroll or Enroll and Add More Details to launch the Profile Presentation and update the guest profile. The guest is enrolled, the profile created, and the membership details added to the profile. See Managing Profile Memberships .

Note:

If for any reason enrollment in the external loyalty system fails, you can continue to create the guest profile and attempt enrollment again for the existing profile.

Enrolling Existing Guests in Loyalty Programs

When enrolling an existing guest, the Enrollment page populates with the guest profile details. You can update these details as needed.

Any updates made in the enrollment screen will update the guest profile details.

From the OPERA Cloud menu, select Client Relations, select Profile, and then select Manage Profile.
View By. Select Guest from the list of values.
Enter additional search criteria and click Search.
Select the profile in the search results, click the I Want To . . . action, select Enroll Guest, and complete the following fields:
1. Enrollment Type: Select an enrollment type from the list of values.
2. Name: Confirm or update the last name of the guest.
3. First Name: Confirm or update the first name of the guest.
4. Middle: Confirm or update the middle name of the guest.
5. Title: Confirm or update the guest’s title from the list.
6. Birth Date: Confirm or update the date.
7. Gender: Confirm or update the gender from the list.
8. Keyword Type: Select a keyword type from the list. Available when the Keyword OPERA Control is active.
  1. Keyword: Enter a keyword value.
9. Passport Number: Confirm or enter a passport number.
10. Issued Country: Confirm or enter a passport issue country.
11. Language: Confirm the language of the guest.
12. Phone and Email section:
  1. Click Add Rows to add additional rows.
  2. Select Primary for the primary email and phone contact details.
  3. Refer to Managing Profile Communication.
13. Address Section:
  1. Click New to add additional address details.
  2. Refer to Managing Profile Communication.
Click Enroll.
The guest is enrolled, the profile is created, and the membership details are added to the profile. Refer to: Managing Profile Memberships.

Enrolling Existing Guest Reservations in Loyalty Programs

When enrolling an existing guest, the Enrollment page populates with the guest’s profile details. You can update these details as needed.

Any updates made in the Enrollment screen will update the guest’s profile details.

From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.
Enter search criteria and click Search.
Select the reservation in the search results, click the I Want To . . . action, select Enroll, and complete the following fields:
1. Enrollment Type: Select an enrollment type from the list of values.
2. Name: Confirm or update the last name of the guest.
3. First Name: Confirm or update the first name of the guest.
4. Middle: Confirm or update the middle name of the guest.
5. Title: Confirm or update the guest’s title from the list of values.
6. Birth Date:Confirm or update a date.
7. Gender: Confirm or update the gender from the list of values.
8. Keyword Type : Select a keyword type from the list of values. (Available when the Keyword OPERA Control is active.)
  1. Keyword: Enter a keyword value.
9. Passport Number: Confirm or enter a passport number.
10. Issued Country: Confirm or enter a passport issue country.
11. Language: Confirm the language of the guest.
12. Phone and Email section:
  1. Click Add Rows to add additional rows.
  2. Select Primary for the primary email and phone contact details.
  3. Refer to Managing Profile Communication
13. Address Section:
  1. Click New to add additional address details.
  2. Refer to Managing Profile Communication
Click Enroll.
The guest is enrolled, the profile created, and the membership details are added to the profile. See Managing Profile Memberships and Managing Reservation Memberships.