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Guests and accounts

A guest profile is the person as the ID document spells them — that is what the police list needs. An account is a company, agent, tour operator or OTA with negotiated terms: rate plan, commission, credit limit, bill-back.

For:Reservations agentFront-office agentGuest-relations officerAccountant

Where:Guests › Guests · Accounts · ID Documents

A guest as the ID document spells them, with preferences, VIP and consent.
A guest as the ID document spells them, with preferences, VIP and consent.
Companies, agents, tour operators and OTAs with their terms.
Companies, agents, tour operators and OTAs with their terms.

How to

Create a guest

  1. Guests › Guests › New: the full name as on the ID; for Egyptians the four name parts (first, father, grandfather, family).
  2. Nationality, ID type and number — an Egyptian national ID fills the date of birth and gender by itself; formats are checked.
  3. Mobile, e-mail, preferences, VIP level; consent to data processing and marketing.
  4. Family members: the head of family and dependants, and whether the marriage document was seen where practice asks for it.

ID documents

  1. On the guest, ID Documents: scan front and back, number, expiry; mark the primary one — its details become the guest's identity.
  2. Scans are visible to front-office roles only.

Accounts

  1. Guests › Accounts › New: kind (company, agent, tour operator, OTA, wholesaler, government, airline), the company contact, tax ID.
  2. Terms: negotiated rate plan, commission % and basis, credit limit, Bill-back allowed, payment terms, contract dates.
  3. A reservation on the account picks up its rate plan, segment and source; at check-out the folio can be billed back to it.

Questions the desk asks

The guest is blacklisted — can we still book?

A manager can; the reservation warns and refuses to confirm without the override.

Who is a "Guest" in Contacts?

The contact tag is set automatically from the guest profile, the ownership and the accounts; tags you add by hand are never touched.

See also: The property, its units and its fee rules Reservations and the tape chart

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