PROFILE

PROFILE INTRODUCTION

A Profile is a record of information about the guest, company, agent,

and group, including previous stays and open reservation.

INDIVIDUAL PROFILE

This profile type is primarily associated with guests, although other

persons (such as your employees) may also have an individual profile.

Guest profile on-hand allows you to make reservation quickly and

accurately because you already have the record of the guests’ details
that are required before reservation.
COMPANY PROFILE

These are business who book catering functions with your property,
the business who sponsor guest reservations, the vendor who provide
goods and services to your property and so on.

TRAVEL AGENT PROFILE

Travel Agents are Professionals who book business at your property.

Travel agent profile are important in managing relationships and in
handling the commissions you pay to agencies.
SOURCE PROFILE

Sources are other persons or organizations who are not travel agents
but who are nevertheless responsible for bringing business.

Sources can be Secretaries who reserve for their companies’

executives and employees.

GROUP PROFILE

Group is an affiliation that sponsors business at your property. Group

business might include any (typically) one-time affair such as a family
party or a wedding.
CONTRACT PROFILE

Contract are people who serve as an interface between your staff

and a guest or business account. Reliable contract information can
be key-in quickly resolving questions and making decisions.
Contracts have a double identity in Opera. Each contract also has an
individual type profile.
PROFILE FEATURES

 Quick access to profile information within all major opera activities.

 Easy profile creation as part of the reservation-making process or

as a separate activity.

 Versatile search tool to expedite locating profiles.

 Merge functionality to identify and resolve duplicate profiles without

loosing reservation and revenue data.
PROFILE FEATURES

 Ability to identify relationships among profiles to enable informed

management decisions.

 Over 25 default profile data fields. In addition, profiles can be

customized to collect other kinds of information the property
requires.

 Profile are global, They are shared among properties when the OPP
MHOT Multi-property add-on license is active.
PROFILE SEARCH SCREEN

The Profile search screen displays automatically at various points in

the program where you must select an existing profile or create a new
one as part of the activity you are performing.
IDENTIFY THE ITEMS FOUND IN PROFILE SEARCH SCREEN

Title Bar

Search Filters

Function
Button

Search Result
Grid

Lamp Indicators
PROFILE SEARCH PROCEDURES

 Enter as many search criteria as you think necessary to narrow

your search.

 Press the tab key or select the search button to initiate the
profile search.

 Enter the guest’s lastname, or the first few letters of the guest’s
lastname. If you are searching for a company or agent type of
profile, enter the business name.

 Click on Search button, to process the profile search.

NEW PROFILE PROCEDURES

 Select Reservation; And then choose Profile or Alt R+P.

 Select New. (You will be prompted to choose a profile type)

 If you choose Individual, an Individual Profile window appears on

screen. Enter the guest’s last name.

 Enter all the guest information in Individual Profile window.

 If you click on the OK button, it will save the profile and return to
profile search window.

 If you click on the SAVE button, it will save the profile and remain
on the active window.
EDIT PROFILE PROCEDURES

 Select Reservation, then choose Profile.

 Enter the guest’s last name or enter a few letters of the guest’s
Lastname. And then, Click Search.
 Click Edit or Double-Click the selected guest folio to open the
Individual Profile window.
 You may now change any information of the guest, directly to the
Individual Profile window.
 If you click the OK button, it will save the profile and remain on the
active window.
 If you click the NEW button, a new Individual Profile window
appears on screen. Simply, fill-in all the information needed, and
then save the profile.
SAVE PROFILE PROCEDURES

 Select Reservation, then choose Profile.

 Enter the guest’s last name or type few letters of the guest’s last
name. Click Search.

 Click New or Edit. If you choose New, a New Profile will be created.
If you choose Edit, it displays the guest’s profile details.

 On Edit, you may change the guest information in Individual Profile

window. Then, Click Save.
ACTIVITY LOOKUP

 Select Reservation, then choose Profile.

 Enter the guest’s last name or enter a few letters of the guest’s last
name. Click Search.

 Highlight the selected guest to view.

 Click Lookup. (The Activity lookup window appears on your screen)

 Click OK.
ENROLLMENT

 Select Reservation, then choose Profile.

 Enter the guest’s last name or enter a few letters of the guest’s
Lastname. Click Search.

 Highlight the selected guest to view.

 Click Enrollment. (A Guest Enrollment window appears on screen.)

 Enter an Employee ID, then Click OK.

REQUEST

 Select Reservation, then choose Profile.

 Enter the guest’s last name or enter a few letters of the guest’s
Lastname; And then, click Search.

 Highlight the selected guest to view.

 Click on Request. (A Profile Request window appears on screen)

 Select a request type on drop-down list, or activate the LOV button

by pressing the F9 function key on your keyboard.
GUEST’S REQUEST PROCEDURE

 Mark X on selected request type. And then, click OK.

 Select “Send Method” on drop-down list, or activate the LOV button.

 Mark X on selected send methods. And then, click OK.

 Click OK again, to process the guest’s request.

QUICK RESERVATION

 Select Reservation, and then choose Profile.

 Enter the guest’s last name or enter a few letters of the guest’s last
name. And then, click on search.

 Highlight the selected guest to view.

 Click Resv. (A Rate Query appears on screen.)

 Activate the LOV; And then, Mark X on selected room class.

QUICK RESERVATION

 Click OK until Rate Query Detail window appears on screen.

 Highlight on selected Rate. (Green means available, while Red means Not Sellable).

 Click OK.

 Activate the LOV (F9), and then select Payment mode.

(Cash, Check, American Express, MasterCard, Direct Bill or Visa).

 Click OK until a confirmation number appears on screen.

 Click OK again, to complete the process.

 VIP Level
LOV Button

Property
More Fields Schema
Guest’s
Lastname Date of
Birth

Address Info Ellipsis

Button

Search
Filters

Communication Lamp Function

Info Indicators Buttons
CREATING A NEW INDIVIDUAL PROFILE

 On Menu bar, select Reservation; and then, Profiles. (Alt+RP)

 Select New. (Alt+N)

 Select Individual Profile and choose OK.

 Enter the required fields and select OK to save changes.

 To Add multiple addresses or telephone numbers, click on the

Ellipsis Button.
CREATING A NEW INDIVIDUAL PROFILE

 Required fields have a BOLD field description.

 To Add/Edit an address, click on the Ellipsis button; then choose

New or Edit.

 Enter all desired fields, and then select OK to save; select Close
form the Multiple Address screen to return to Individual Profile.
PROFILE OPTIONS

The Profile Option contains arrays of buttons to select further access,

many of the major features supported by the Opera profiles.
IDENTIFY THE PROFILE OPTIONS

ATTACHMENT
This screen allows selecting and creating files for mail-merge or for
other purposes.

CHANGES
All changes made to a profile are registered and tracked for research
purposes.

CREDIT CARDS
Many guests prefer that once the hotel has their credit card number it
may be on file for ease of use in making future reservations. The
Credit Card option allows all credit cards to register on the guest’s
profile.
IDENTIFY THE PROFILE OPTIONS

DELETE
This option is used when deleting a profile. It is not possible to delete
a profile with active reservation.

FUTURE
All future reservations for this guest are on this tab depending on user
rights, any future is accessible to a guest’s profile.

HISTORY
All previous reservations, no-shows, cancellation and current
In-house information are in the history tab. It is possible to view “Year
to Date” information on total revenue produced by the guest as well
as accumulated membership points. Finally, from the history tab, any
previous folio information is viewable and printable.
IDENTIFY THE PROFILE OPTIONS

MEMBERSHIP

Many hotel chains offer loyalty club points for frequent guest stays,
and it can be very complicated to calculate the points accumulated
manually. Entering membership information in the guest’s profile can
help to automatically calculate points each time the guest stays at
the hotel.

MERGE

If more than one profile for a single guest exist, it is possible to

merge the profiles together to combine the statistical information and
revenues.
IDENTIFY THE PROFILE OPTIONS

PREFERENCES

This option indicates a guest’s permanent request. Such as; The

guest is allergic to cigarette smoke, entering a non-smoking
preference in the profile will restrict the system from assigning a
smoking room for the guest prior to check-in.

NEGOTIATED RATES

If a hotel has negotiated a discount rate with an individual or

company, that rate should be in the profile. Each time you create a
new reservation, as long as the profile is accessible for the rate
query, only the negotiated rates will return. This functions is
fundamental in ensuring that the negotiated rates are available at
all times and prevents callbacks and adjustments to room rates.
IDENTIFY THE PROFILE OPTIONS

NOTES

In this section, record extensive notes about a guest. Most of these

notes are on the profile only, but Reservation Notes have the ability to
move to every reservation made by this guest. In this way, guest’s
special requirements can be accessible at any time.

RELATIONSHIP

In some cases, profiles link to each other for viewing purposes. This
is a relationship between profiles. If a husband and wife each have
their own profiles, the relationship feature can link them together. If a
guest is an employee of a particular company, that relationship can
be between the guest and the company profile.
IDENTIFY THE ITEMS FOUND IN ACCOUNT PROFILE

Property
Schema
Account
Name

Business
Address

Search
Filter

Lamp
Indicators

Communication
Function
Button
ENUMERATE THE ACCOUNT PROFILE OPTIONS

ATTACHMENT

This screen allows selecting and creating files for mail merge or other
purposes.

CHANGES

All changes made to a profile are registered and tracked for research
purposes.

CREDIT CARDS

Many guests prefer that once the hotel has their credit card number, it
may be “On-file” for ease of use making future reservations. This
option allows all credit cards to register on the guest’s profile.
ENUMERATE THE ACCOUNT PROFILE OPTIONS

FUTURE

The Future Reservation screen shows upcoming reservations for

individual, account, group, or source. This screen may be accessed
in number of ways.

HISTORY

All previous reservation, No-shows, cancellations and current

In-house information are in the history tab. It is possible to view “Year
to Date” information on total Revenue produced by the guest as well
as accumulated membership points. Finally, from the history tab, any
previous folio information is viewable and printable.
ENUMERATE THE ACCOUNT PROFILE OPTIONS

MERGE

If more than one profile for a single guest exists, it is possible to

merge the profiles together to combine the statistical information and
revenues.

NEGOTIATED RATES

If a hotel has negotiated a discount rate with an individual or

company, that rate should be in the profile. Each time you create a
new reservation, as long as the profile is accessible for the rate
query, only the negotiated rates will return. This functions is
fundamental in ensuring that the negotiated rates are available at all
times and prevents callbacks and adjustments to room rates.
ENUMERATE THE ACCOUNT PROFILE OPTIONS

NOTES
In this section, record extensive notes about a guest. Most of these
are on the profile only. Reservation Notes have the ability to move to
every reservation made by this guest. In this way, guest’s special
requirements can be accessible at any time.

OVERVIEW
The Revenue Overview screen is a concise picture of business
originating from the selected account for any period of interest.

REPORTS
This is a valuable tool for managing, tracking and analyzing Opera
Data.
ENUMERATE THE ACCOUNT PROFILE OPTIONS

PREFERENCES
The preferences button of the profile option screen, lets you
associate preferences (such as favorite room type, desired room
features and floor location, choice of wine and newspaper, etc.)

RELATIONSHIPS
This is the association between and among individuals, companies,
travel agents, groups, sources, and other entities in opera.

REQUEST
The Profile Requests features allows you to request that email or
print information products. Such as brochures, event fliers, rate
cards, and so on.
CREATING A NEW ACCOUNT PROFILE

 From the Main Menu, select Reservation; and then, select Profiles.

 Select New Profile.

 Select any account profile, such as Company, Travel Agent,

Source or Group. Then, choose OK.

 Enter desired fields and select OK to save changes.

EDIT ACCOUNT PROFILE PROCEDURES

 From the Main Menu, select Reservation; and then, select

Profiles. (Alt+RP)

 Search for an existing profile. Then choose Edit.

 Once, the Profile window appears on screen. You may now modify
the details of your guest folio.

 Select OK to save changes.