The client registry is a useful tool to save your regular guests' data and speed up future check-in operations.
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How to create a client profile
Method 1: From reservation page
Access the reservation details👇
Click the dedicated button to create the client profile
Click "Save" at the bottom of the page
Method 2: Automatic Creation
When you create a guest registration form that includes:
Client's first and last name
Date of birth OR personal email
The system will automatically generate a Client Profile in the Guest List.
Where to Find Client Profiles
All saved Client Profiles can be found in: PMS Real Planning > Administration > Client/agency registry
Automatic Import of Future Reservations
In the Guest List section you'll find the button with two circular arrows 🔄 that allows you to create client profiles automatically, importing into this section all future reservations for which an email is specified ✉️ all emails ending with @portalname.com are excluded, as they are considered fictitious emails.
Important Requirements
For Automatic Completion ⚠️ WARNING: To enable automatic data completion, you need to enter three elements:
First name
Last name
Date of birth AND/OR email
The third piece of data helps avoid confusion in case of guests with similar names.
If you are accidentally registering a guest twice, the system will recognize it and alert you like this:
Other Requirements
If you have a multi-account, you will need to create the registries from the individual child account. By accessing your Master account you will see all registries saved in all child accounts.
To view booking history, verify that the guest's email address is saved in both the reservation and the profile
check that the email address has been saved in the details of the reservation and in the card.
Properties in Italy or in Spain ⚠️ By creating a Police Card (Italian and Spanish management), if this includes the customer's name, surname and date of birth or personal email, the Guest Card is automatically generated in the Guest List.
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How to Use the Registry
When manually entering a new reservation for an existing guest:
Start typing one of the client's personal details (even partially)
The system will automatically verify the data saved in the Guest List
It will show you all compatible client profiles
Click on the guest of your interest
The fields will be automatically filled
Would you like to save also informations regarding Agencies, Companies or OTAs?
Click here to read the complete article.