Creating a guest profile
Create a new guest profile to add a record of a guest and detailed information about the guest. Note that the Profile ID is generated when you create a profile and Status is set to active.
To create a guest profile:
- Select Profiles > Guest Profiles.
- Click New Record.
-
In the
Guest Information section
of the screen, specify the information that you require. See additional details
about these fields:
- External ID
- This field is display only and contains an external guest profile reference number if the guest profile originated in another system.
- Last Name
- Specify the last name of the guest. This field contains a guest directory look up.
- Alternate First Name
- Specify an alternate first name of the guest.
- Alternate Middle Name
- Specify an alternate middle name of the guest.
- Alternate Last Name
- Specify an alternate last name of the guest.
- Alternate Title
- Specify an alternate title of the guest.
- Alternate Suffix
- Specify an alternate suffix of the guest.
- Codice Fiscale(Tax code)
- A unique identification number for the guest from
Italy.Note:
- The value is included in Tax Invoice if the Company Tax ID is not applicable.
- In case, the automatically calculated Codice Fiscale (Tax code) does not match with the guest information, you must select the Manual Codice Fiscale check box to specify the Codice Fiscale value manually
- The Tax ID is required when the ITALYCODICEFISCALE property parameter is set to COUNTRY, and the country of the guest is Italy. Else, the nationality of the guest is considered.
- Manual Codice Fiscale
- Select this check box to specify the Codice Fiscale value,
manually in case the automatically calculated Codice Fiscale (Tax code) does not match with the guest
information.Note: You must set the FISCAL property parameter to IT.
-
In the Contact
Details section of the screen, specify the information that you
require. Address, Phone, Email entered into this section are all set to Preferred and
will display in the Contact
Details tab as Preferred. See additional details about these fields:
- Address Type
- Specify the address type. This field is required when an address has been specified in the address fields.
- Residence Type Code
- Select the type of the residence to which the
guest belongs. Possible values:
- Foreigner
- Resident in European Union
- Spanish Resident
- Auto Email Folio
- Select to indicate the folio should automatically be sent to the email address specified upon check out.
- Email Marketing Opt-In
- Select to indicate the guest agrees to receive marketing emails.
- Guest Opt-In
- Select these check boxes based on the guest’s
consent in the Registration card..Note:
- The existing reservation information associated with the Guest Profile ID is updated, if the guest status is Reserved, Pre-Register, In-House, or Waitlist.
- The guest details are deleted from the Contact Details tab when the contact information is deleted from the Guest Profile screen.
- In the Internal Loyalty Program section of the screen, specify the information that you require.
-
In the
Passport Details section
of the screen, specify the information that you require.
Note:
- The icon is displayed when the value in the Nationality field is different between the Passport Details and Other Information section.
- The Show Number option for Passport Number and ID Number fields is not available if the property parameter MASKPERSONALINFORMATION is not specified.
- Only authorized users can view the passport and ID number details of the guest.
- The values displayed in the Passport Number and ID Number fields are based on the value specified in the property parameter MASKPERSONALINFORMATION.
- The property parameter MASKPERSONALINFORMATION is not applicable when the VVIP functionality is enabled for the property.
-
In the
Other Information section
of the screen, specify the information that you require. See additional details
about these fields:
- VIP Status
- Specify the guest's VIP status. VIP status codes are created as part of the Global Code configuration.
- Personal Number
- The unique identification number of the guest.
- Tax ID
- Specify the tax ID.
- Tax Status
- Specify the tax status of the guest. If a group or profile (guest, organization, or booking agency) is added to the guest stay, the system will update the tax status with the group's or profile's tax status. If a group or multiple profiles are being added, the tax status of the group or first profile added will be used. If a tax status is copied from a profile that is not valid for the property, a message will display indicating the tax status should be updated with a valid tax status for the property or removed. Once the tax status is set on a guest stay, the system will not update it.
- Room Cleaning Time
- Specify the guest's desired room cleaning time.
- Turndown Service Time
- Specify the guest's desired turndown service time.
- Player Number
- The player identification number as assigned by an integrated casino management system.
- Player Rank
- Specify the player rank. If the property parameter CMSINTG is selected, the Casino Management System (CMS) integration is enabled. If the CMS is enabled, the rates are quoted by the system based on player rank code.
- NRG
- If this checkbox is selected, the guest is identified as Non
Registered Guest for the Hotel.
The guest is checked in with the prefix NRG.
Note:- The information related to this guest is not disclosed to the users.
- The Guest Profile screen can be displayed in both List View
and Record View.
The list view is displayed based on the Search Dataspy available (such as Last Name, First Name, Alternate First Name and others) in the filter dropdown of the screen.
The List view combines the NRG and Last Name field and displays the guest name based on this merge.
For Example: If the Last Name of the NRG guest is Smith, the list view displays NRG smith in the Last Name column.
- Folio Comp Configuration
- Use this option to configure the items that are comped by the
system when the items are posted to the guest folio.Note:
- This option is enabled only if:
- The Property Parameter is set to CMSINTG.
- The Install Parameter CMSPRTNR is set to CAESARS.
- An Account is associated with the Guest Profile.
- You can use this option only if a player number is associated with the guest profile.
- This option is enabled only if:
- VVIP
- If this checkbox is selected, the guest is identified as a VVIP(Very Very Important Person) guest. See VVIP functionality.
- e-Invoicing Partner
- If this check box is selected, the electronic invoicing platform is applicable.
- e-Invoicing Partner ID
- A unique identification code to identify the
e-Invoicing Partner.Note: This field is enabled only if e-Invoicing Partner check box is selected.
-
In the
Alias Details section of
the screen, specify the information that you require. See additional details
about these fields:
- Incognito
- Select to indicate that the guest should be listed under an alias to remain incognito. Selecting Incognito will flag the First Name, Middle Name, and Last Name fields, highlighting them in red, and the Alias First Name, Alias Middle Name, and Alias Last Name fields are enabled. The alias name will be what displays as the guest name on guest screens and on any reports or forms.
- In the Social Media Details section of the screen, specify the information that you require. When information is entered in the social media fields on a guest stay, check in, or walk in, it will be saved to the guest profile. When a new guest stay is created any social media that exists on the profile for the selected guest profile will be copied to the guest stay.
- Click Save Record or click on another profile tab. The guest profile is saved.
-
Click Guest Directory on the toolbar of
this screen to view the guest details such as last name, NRG guest, VIP and others.
This screen allows the VVIP functionality for guest records.
Based on the user authorizations as explained in the VVIP field, the guest records are displayed or viewed as “*****”. These fields are displayed as “*****” if the user is not a VVIP authorized one:
• First Name
• Last Name
• Second Last Name
• Room
• Locator
• Extension
-
Click Run to filter the records based
on the selected search criteria.
Note:
- For example: If a Guest's Last Name is Smith and the NRG field is checked on the Guest Stay record, the Name is displayed on the Guest Directory pop-up as NRG Smith.
- The user is able to filter the records by specifying the available search options.
- You can use the options in the Activities (Action) to access the
Activity related screens:
- Book Activity: To access the Book Activity (List View/Record View) screen
- Activity List: To access the Activity Booking List screen
- Calendar View: To access the Activity Booking Calendar screen
- The Show Details option is available for Passport Number, ID Number and Date of Birth fields when the MASKPERSONALINFORMATION property parameter contains the fields. Only the user with the appropriate permissions can view the details.
- The Manage Guest Keys icon is displayed in the Actions menu only when the Key Vendor Direct Interface check box is selected on the Room Key Configuration screen. See, Managing the guest keys.