Personal data

Front Office Profiles “Pers. Data” tab

This tab shows personal information about the guest.

Identification

Enter the guest's date of birth and marital status, if required. You can then use this information when generating birthday lists and mailings. Entry of a car registration number is for information purposes only.

Travel document

You can use this section to enter information about identification papers such as a personal ID card or passport for information purposes.

Employer

If you enter a company name here, it is used for information purposes only. It is not connected to the company reservation details and simply identifies the company for which the guest works.

Taxes

You can use this section to enter tax numbers (e.g., the company's VAT number) or select a tax exemption code.

Tree view

Use the right window pane to enter or access additional information about the company.

Credit cards

Use this to store or import the guest's credit card details. Click on the entry to open a dialog box for creating a new credit card.

Please refer to the chapter on PCI compliance in connection with this.

To edit or delete an existing card, right-click the card to open the context menu.

If your system has an interface to a card reader, click the [Read Card] button to import the credit card into protel automatically. If you do not have this interface, you can enter all information in the relevant boxes manually.

You can use the “Authorisation” pane to perform a credit card authorization in order to verify the validity and credit limit of a credit card. The amount you enter can range from the rate for one night to the cost of the entire stay.

Member cards

Click the entry to save details from member cards (e.g., for certain discount promotions). Select the card type from the drop-down list and enter the number.

Contract number

If a contract exists with the company, click the entry to enter the relevant number.

Homepage

Click here to enter a URL for the company/guest. If you have a connection to the Internet, clicking the link will open the website you have entered.

 

Available user rights

194

FO Credit card authorisation

Enables/disables credit card authorization in the guest profile (and in the “More” menu).

822

FO Credit cards

Authorizes the user to access, create, or edit credit card information in the guest profile.