Managing a Guest or Contact Profile

In multi-property operations profiles are shared across all properties when profile sharing is active; ensuring guest preferences, notes, loyalty membership and other details are available to users in all your properties. Contact profiles are a variation of guest profiles and are available when the Contacts OPERA Control is active. Contacts are typically linked to Sales Accounts

Note:

When the Profile Protection OPERA Control is active you might be prevented from updating profile details. Only users with the Override Profile Protection user tasks assigned their roles can override the protection status and update the profile. For more information, see Configuring Profile Protection.

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

2. Click the View By field drop-down and select Guest or Contact.

3. Enter additional search criteria in the available fields and click Search.

4. Select the profile in the search result, click the Profile Name or click I Want To. . ., Goto Profile.

5. The Profile Presentation page opens.

   Note:

   Details panels selected in the default presentation style. Click View to select a different presentation style or Customise View to select the detail panels to display. All Profile detail links are available to view and update related profile details.
6. Click the I Want To. . . to display various actions for this Profile.
7. Overview Panel

   Note:

   This panel can be customized; the fields available may vary.

8. Click Edit.

   1. Update details. For more information, see Creating a Guest or Contact Profile

   2. Click Save.

9. Profile Details Panel:

   1. Fiscal Guest Type:  Select a Fiscal Guest Type from the list to define the type of guest. Identify any specific tax handling. For more information, see Configuring Fiscal Guest Types.

10. Click Edit.

    1. Update the details. For more information, see Creating a Guest or Contact Profile

    2. Click Save.

Table 2-2 Guest and Contact Detail Links

Profile	Billing
Additional Information	Accounts Receivable
Channel Negotiated Rates	Financials
Communications	Negotiated Rates
Correspondence
Delivery Types
e-Certificates
Identification
Keywords
Membership
Owner Referrals
Owner Records
Sales Information
Service Requests
Subscriptions
Scheduled Activities
Notifications	Stays
Attachments	Future and Past Stays
Notes	Future and Past Blocks
Emails