Opera Profile Course

Objectives

• Identify different types of profiles used in Opera.
• Create different types of profiles.
• Search for profiles using the Opera search screen.
• Understand how to navigate and use profile options on the profile screen.

Accessing Profile Screen

• Click the button or icon for reservations (blue) and then the button for profiles.
• This takes you to the profile search screen.
• Opera always displays the current screen you are on.

Types of Profiles in Opera

1. Individual Profile
   • Used primarily for guests.
   • Contains pertinent information for faster reservations.
2. Company Profile
   • Businesses who book catering functions or sponsor guest reservations.
   • May have billing details and accounts receivable info.
3. Travel Agent Profile
   • Professionals who book business for guests.
   • Important for managing relationships and handling commissions.
4. Source Profile
   • Persons or organizations (not travel agents) responsible for bringing in business.
   • Examples: Assistants, travel bookers.
5. Group Profile
   • Affiliation that sponsors business at the property.
6. Contact Profile
   • Group leaders or event staff with reliable contact information.

Profile Search Screen

• Yellow border indicates a search area.
• Multiple filters: last name, company name, travel agent name, source name, first name, profile type, communication, IATA number.
• Buttons:
  • RV (Reservation): Create a reservation for the highlighted profile.
  • New: Create a new profile.
  • Edit: View or change an existing profile.
  • Close: Close the profile search screen.
• Wild card character (%) can be used for searching.

Creating an Individual Profile

• Mandatory Fields: Last name (in bold).
• Components: First name, middle initial, title (drop-down or F9), address, postal code, city, state, country, internal information (VIP status, nationality).
• Communication: Home phone number, email address, etc.
• Check Boxes: Active, contact, history.
• Save Options:
  • Save: Save and remain on the screen.
  • OK: Save and close the profile screen.

Navigating Profile Options

• More Fields Tab: Customizable fields by the property.
• Stats and Info Tab: Stay and revenue statistics, AR account information, restricted status.
• Options Button: Provides various enhancements based on property configuration.
  • Attachment: Save file attachments (2MB or less).
  • Changes: Shows all changes made to a profile.
  • Delete: Deletes a profile (permission required).
  • Future: Shows all future reservations.
  • History: Shows stay history and revenue.
  • Membership: Attach membership numbers.
  • Merge: Merge multiple profiles into one.
  • Negotiated Rates: Attach rate codes.
  • Notes: Attach various types of notes.
  • Preferences: Attach guest preferences (room features, special requests).
  • Relationship: Reflect profile linkage.

Creating a Company Profile

• Purpose: Track production and direct billing.
• Components: Account name, address, owner, territory, keyword, type, AR number, corporate ID, reference currency, communication.
• More Fields Tab: Tax ID, routing instructions.
• Stats and Info Tab: Stay and revenue statistics, AR account setup.
• Options (Same as Individual Profile):
  • Future, History, Merge, Negotiated Rates, Notes, Preferences, Relationship

Creating a Travel Agent Profile

• Purpose: Track production, manage relationships, handle commissions.
• Components: Account name, IATA number, address, owner, communication.
• Bank Account and Commission Code: Designate bank account and commission code.
• Options (Same as Company Profile):
  • Commissions: Process commission records.

Creating a Source Profile

• Purpose: Track production for non-travel agent business sources.
• Components: Account name, address, communication.
• More Fields and Stats and Info Tabs
• Options (Same as Travel Agent Profile)

Group and Contact Profiles

• Group Profile: Contains contact information for group blocks.
• Contact Profile: Used for group leaders or event staff.

Summary

• Identified different types of profiles used in Opera.
• Demonstrated how to create and search for various profile types.
• Navigated through profile options and explored various functionalities.