Opera Cloud: Creating Guest Profiles

Overview of Profiles

• Includes address and contact details, preferences, and membership information
• Applicable for guests, companies, travel agents, sources, and groups

Steps to Create a Guest Profile

1. Accessing Profile Management:

   • Go to client relations
   • Select profiles
   • Choose manage profile

2. Creating a New Profile:

   • Click the link to create a guest profile
   • Alternatively, use the "I want to" menu to select the profile type (guest, company, travel agent, source, group, or contact)
   • Option to view recently viewed profiles
   • Example: Click to create a guest profile

3. Filling Out Profile Information:

   • Complete mandatory and optional fields on the create profile screen
   • Name field: Enter last name or family name
   • Enter a primary phone number
   • Use vertical ellipse to delete communication methods or add rows to include more

4. Adding/Editing Address:

   • Go to the address tab
   • Click new to add or delete an address
   • Enter primary address details

5. Saving Profile:

   • Options to Save or Save Profile and Add More Details
   • Example: Save the profile and add more details

Profile Presentation and Customization

• View a list of links to sections in the profile
• Related profile notifications, billing info, and reservations
• Edit profile or add an image
• Editing to add required information
• Use gear icon (depends on permissions) for customization with page composer
• Save changes

Additional Information

• Option to add more info: communication preferences, contact info, notes, attachments, memberships, negotiated rates
• Past and future stays section shows reservations linked to the profile

Additional Actions via "I want to" Menu

• Merge profiles
• Anonymize profile
• Create reservation or activity and attach to profile
• View stay statistics or changes log