CREATE / RETRIEVE CLIENT PROFILE

Having client profiles defined in your system is an important element of CRM (Customer Relationhip Management|). It allows you to fill out customer details quicker in the reservation process, gather and review information about your regular clients, offer loyalty programs to your most loyal customers.

Create new profile - another regular client
Where?   Administration panel > Client profile > Create client profile

To create new profile whenever you get a new client that visits your hotel regularly, open this module and fill in the data.

Modify profile - reward higher loyalty
Where?   Administration panel > Client profile > Retrieve client profile

To modify - first search the profile by any of the proposed criteria and then select one to edit.

Fields (for data types see Profile lines)

Client profile (tab available when creating / editing profile):

Personal data - section to define personal details of the customer for:

• First name
• Last name
• Date of birth
• email

Address - section to define contact data of the customer:

• Street name
• City
• Postal code
• Telephone number

Loyalty program - section to define promotion program for this specific customer:

• Loyalty program number - uneditable field - it will be automatically filled with a generated number upon saving the newly created profile
• Loyalty class - dropdown menu - list of loyalty classes defining price reductions - predefined by administrator in Client profile > Loyalty classes (e.g. None / Premium / Gold / Silver)

Corporate profile (tab available when creating / editing profile):

Tab for defining respective identification data for a corporate customer for business stays.

Reservations (tab available upon selecting already saved profile):

Displays all reservations made with this client profile pointing out:

• booking date
• start date
• end date
• status
• active
• paid
• left to pay

and allowing you to open each of them upon clicking on 'Select' button.

Payments (tab available upon selecting already saved profile):

Lists total sum of purchases made with this profile, total amount paid and total amount left to pay. For the payments alreday made for reservations with this profile details are available:

• payment operator
• date
• amount
• currency
• paid

You can open each payment by clicking on 'Select' button.

What's new in this section:

2010-07-10: Corporate profile