The purpose of this lesson is to effectively manage guest information and maintain accurate records.
At the end of the lesson, you will be able to create and update guest profiles, manage statuses, merge duplicates and generate reports.
⌛ Estimated Time: 30 Minutes
What are Guest Profiles?
Guest Profiles are used to collect and store information about hotel guests. You can collect contact information, credit card details, guest notes, as well as reservation data and billing.
How to Access the Guest Profiles Module
Guest profiles are collected and managed in the Guest Profiles module found in the Operations menu, or click F7 on your keyboard to quickly access the module in RoomKeyPMS.
How to Create a Guest Profile
Guest Profiles are used to collect and store information about hotel guests. You can collect contact information, credit card details, guest notes, as well as reservation data and billing.
How to Manage Required & Custom Fields
The following video demonstrates how to make guest profile fields required when a user makes a new profile or reservation.
You must have the following clerk permission to access the Required Fields tool: Operations permission 1547, Set Required Fields
The following video demonstrates how to make custom guest profile fields to collect additional information about your guests.
You must have the following clerk permission to access the Custom Guest Fields tool: System Configuration permission 1535, Set Custom Guest Fields
How to Manage a VIP Guest Status
This video will demonstrate how to attach VIP (Very Important Person) status to a guest profile.
How to Manage a DNR Guest Status
Guest Profiles can be marked with the DNR (Do Not Rent) status if they are not allowed to return to your property. This video demonstrates how to attach this status and how to generate a DNR guest report.
You must have the following clerk permission to manage DNR status: Reservation Management permission 1538, Set Do Not Rent
How to Merge Guest Profiles
This video demonstrates how to merge duplicate guest profiles.
You must have the following clerk permission to access this tool: Operations permission 1522, Guest Profile Merging
How to Purge Guest Profiles
This video demonstrates how to purge guest contact details, but retain reservation and financial data for reporting purposes.
You must have the following clerk permission to access this tool: Operations permission 1555, Purge Guest Personal Information
Guest Profile Reports
This video demonstrates how to generate a report for one guest profile. And how to use filters to export guest profiles for marketing purposes.
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