Enrolling Guests in External Loyalty Programs

Prerequisites for 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.

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:

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.

2. Click the I Want To. . . action, select Enroll Guest, and complete the following fields:

3. 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.

1. From the OPERA Cloud menu, select Client Relations, select Profile, and then select Manage Profile.

2. View By. Select Guest from the list of values.

3. Enter additional search criteria and click Search.

4. Select the profile in the search results, click the I Want To . . . action, select Enroll Guest, and complete the following fields:

5. Click Enroll.

6. The guest is enrolled and the membership details 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.

1. From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.

2. Enter search criteria and click Search.

3. Select the reservation in the search results, click the I Want To . . . action, select Enroll, and complete the following fields:

4. Click Enroll.

5. The guest is enrolled, the profile created, and the membership details are added to the profile. See Managing Profile Memberships and Managing Reservation Memberships.

Enrollment Details

The Enrollment page can be customized using Page Composer

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. VIP: Confirm or update a value from the list if the guest is considered a VIP. (Available when the VIP OPERA Control is active).

13. Currency: Confirm or update a default currency when generating folios for this guest or contact (Available when the Ability to Quote Rates in Foreign Currencies OPERA Control is active).

14. Client ID: Confirm or update a unique client ID to identify this profile. You can use the Client ID field on the Profile Search screen to locate this profile.

15. Guest Type: Confirm or update the guest type for this guest or contact.

16. Profession: Confirm or update the profession of the guest or contact.

17. AR Number Central: Confirm or update the AR Number used centrally for this guest or contact.

18. Alien Registration Number: Confirm or update the immigration registration number of this guest or contact according to local requirements.

19. Business ID: Confirm or update the business ID.

20. Business Registration Code: Confirm or update the business registration code.

21. Business Segments: Confirm or update the business segment(s) to indicate the type of business brought by this guest or contact.

22. CRS ID: Confirm or update the identification number for the central reservation system.

23. Credit Rating: Confirm or update the credit rating for this guest or contact.

24. Enrollment Code: Confirm or update the code to indicate the source used to enroll the member.

25. (Auto) Folio Settle Type: Confirm or update an auto-folio settlement type from the list if reservation accounts are to be auto-settled periodically. (Available when the Auto Settlement Rules OPERA Control is active). For more information, see Configuring Auto Folio Settlement Types.

    Immigration Status: Confirm or update the immigration status of this guest or contact according to local requirements.

26. Keep History: Confirm or update the check box to exclude this profile from the profile purge.

27. Legal Company: Confirm or update the legal company of this guest or contact

28. Nationality: Confirm or update a nationality from the list. This is also available in Managing Profile Identification and Personal Details.

29. Payment Due Days: Confirm or update the due date for payment for the profile.

30. Preferred Room: Confirm or update the preferred room number of the guest or contact.

31. Protected: Confirm or update the check box to activate profile protection and prevent updates (Available when the Profile Protection OPERA Control is set to By Profile and the Mark/Unmark Profile as Protected task is assigned to your role(s)). For more information, see Configuring Profile Protection.

32. Restricted: Select the check box to identify the guest or contact as restricted from staying at the property. Restricted profiles are indicated in profile search and presentation pages and are excluded from purge when the Exclude Restricted Profiles From Purge OPERA Control is active.

33. Tax ID: Confirm or update the Tax ID for the guest or contact according to local requirements.

34. Tax ID 2: Confirm or update the Tax ID for the guest or contact according to local requirements.

35. Tax Category: Confirm or update the tax category for this guest or contact.

36. Tax Office: Confirm or update the tax office for this guest or contact.

37. Tax Percent 1: Confirm or update the guest or contact profile's percentage of exemption from the Collecting Agent Taxes for the Tax Type associated with the profile according to local requirements.

38. Tax Percent 2: Confirm or update the guest or contact profile's percentage of exemption from the Collecting Agent Taxes for the Tax Type associated with the profile according to local requirements.

39. Tax Percent 3: Confirm or update the guest or contact profile's percentage of exemption from the Collecting Agent Taxes for the Tax Type associated with the profile according to local requirements.

40. Tax Percent 4: Confirm or update the guest or contact profile's percentage of exemption from the Collecting Agent Taxes for the Tax Type associated with the profile according to local requirements.

41. Tax Percent 5: Confirm or update the guest or contact profile's percentage of exemption from the Collecting Agent Taxes for the Tax Type associated with the profile according to local requirements.

42. Tax Type: Confirm or update a tax type from the list to identify any specific tax handling. (Available when the Tax Types OPERA Control is active and the Tax Type Calculation OPERA Control is set to Profile). For more information, see Enrolling Guests in External Loyalty Programs.

43. Territory: Confirm or update the territory.

44. Visa Validity Type: Confirm or update the visa validity of this guest or contact according to local requirements.

45. Phone and Email Section:

    1. Click Add Rows to add additional rows.

    2. Select Primaryfor the primary email and phone contact details.

       Note:

       Email type is mandatory based on the Guest Email Type OPERA Control. Phone type is mandatory based on the Guest Phone Type OPERA Control.

46. Address Section:

    1. Click Newto add additional address details.

    2. Refer to Managing Profile Communication.