NOTE: IT IS SUGGESTED TO USE TRAVEL SERVICES TO CREATE AND MAINTAIN CLIENT PROFILES.
Click on Accounting | Client Ledger | Client Profile | Profile Maintenance.
There are 2 ways to create profiles in the Back Office Entry Window.
Users can assign a profile code OR allow system generated numerical codes when ‘Adding’ profiles.
To assign Profile Codes yourself simply Type the CODE required then Click ‘ADD’ at the bottom of the screen.
The following instructions are based on using system generated profile numbers.
Preferences for Airline, Mileage Clubs, Leisure and any special requests are added in this area. These MUST all be passenger related and can apply to any additional passengers that are added to the profile. Information included in this area can also be uploaded to your CRS system. Before using this area check for any new codes required and create them in the relevant Codes Maintenance window. Most information added to profiles can then be used to extract detailed client listings from the Mailing Production module.
AIRLINE - Preferred Airlines & Seating Number Requests.
MILEAGE – Used for Frequent Flyer Numbers SUPPLIER – Supplier Preferences eg Room Types.
LEISURE – Preferences such as Golf, Rugby, AFL etc.
REQUESTS - OSI/SSR entries used for exporting to a Reservation System.
FUTURE – Destination preferences eg; Alaska & Canada.
- Select the relevant category and then click the ‘Add Preference’ button
- Mileage & Request are the only two categories that are generated to the airline
- Passport Information is added in the ‘Passengers’ area further in these instructions
- Remember to add all preferences before clicking SAVE to save any new profile.
Additional Profile Items are added from the icons found at the top of the Profile Maintenance Window:
Passengers & Visa/Passport Information.
Select Passenger and then click Visa/Passport button to add this additional information to the profile.
Rules, Regulations & other notes.
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