Coconote
AI notes
AI voice & video notes
Try for free
Back to notes
Commissions:
Process commission records.
Future, History, Merge, Negotiated Rates, Notes, Preferences, Relationship
Relationship:
Reflect profile linkage.
Preferences:
Attach guest preferences (room features, special requests).
Notes:
Attach various types of notes.
Negotiated Rates:
Attach rate codes.
Merge:
Merge multiple profiles into one.
Membership:
Attach membership numbers.
History:
Shows stay history and revenue.
Future:
Shows all future reservations.
Delete:
Deletes a profile (permission required).
Changes:
Shows all changes made to a profile.
Attachment:
Save file attachments (2MB or less).
OK:
Save and close the profile screen.
Save:
Save and remain on the screen.
Close:
Close the profile search screen.
Edit:
View or change an existing profile.
New:
Create a new profile.
RV (Reservation):
Create a reservation for the highlighted profile.
Group leaders or event staff with reliable contact information.
Affiliation that sponsors business at the property.
Examples: Assistants, travel bookers.
Persons or organizations (not travel agents) responsible for bringing in business.
Important for managing relationships and handling commissions.
Professionals who book business for guests.
May have billing details and accounts receivable info.
Businesses who book catering functions or sponsor guest reservations.
Contains pertinent information for faster reservations.
Used primarily for guests.
Navigated through profile options and explored various functionalities.
Demonstrated how to create and search for various profile types.
Identified different types of profiles used in Opera.
Contact Profile:
Used for group leaders or event staff.
Group Profile:
Contains contact information for group blocks.
Options (Same as Travel Agent Profile)
More Fields and Stats and Info Tabs
Components:
Account name, address, communication.
Purpose:
Track production for non-travel agent business sources.
Options (Same as Company Profile):
Bank Account and Commission Code:
Designate bank account and commission code.
Components:
Account name, IATA number, address, owner, communication.
Purpose:
Track production, manage relationships, handle commissions.
Options (Same as Individual Profile):
Stats and Info Tab:
Stay and revenue statistics, AR account setup.
More Fields Tab:
Tax ID, routing instructions.
Components:
Account name, address, owner, territory, keyword, type, AR number, corporate ID, reference currency, communication.
Purpose:
Track production and direct billing.
Options Button:
Provides various enhancements based on property configuration.
Stats and Info Tab:
Stay and revenue statistics, AR account information, restricted status.
More Fields Tab:
Customizable fields by the property.
Save Options:
Check Boxes:
Active, contact, history.
Communication:
Home phone number, email address, etc.
Components:
First name, middle initial, title (drop-down or F9), address, postal code, city, state, country, internal information (VIP status, nationality).
Mandatory Fields:
Last name (in bold).
Wild card character (%) can be used for searching.
Buttons:
Multiple filters: last name, company name, travel agent name, source name, first name, profile type, communication, IATA number.
Yellow border indicates a search area.
Contact Profile
Group Profile
Source Profile
Travel Agent Profile
Company Profile
Individual Profile
Opera always displays the current screen you are on.
This takes you to the profile search screen.
Click the button or icon for reservations (blue) and then the button for profiles.
Understand how to navigate and use profile options on the profile screen.
Search for profiles using the Opera search screen.
Create different types of profiles.
Identify different types of profiles used in Opera.
Summary
Group and Contact Profiles
Creating a Source Profile
Creating a Travel Agent Profile
Creating a Company Profile
Navigating Profile Options
Creating an Individual Profile
Profile Search Screen
Types of Profiles in Opera
Accessing Profile Screen
Objectives
Opera Profile Course
Save as image
Save as image