Finding and creating a reservation

When you enter a new reservation, protel automatically opens the guest profile search window so you can assign a booker to the reservation. For more detailed information on how to find a guest refer to the “Searching guest profiles” section.

If you enter a reservation directly in the Room plan or Room type plan, a search for existing profiles starts as soon as you enter a word or string in the “Name,” “Company,” “TA,” “Source” or “Group” box of the Reservation dialog box. Any matches are listed in the search results dialog box.

Search for the guest profile by entering the client number

Version 2015.19.030

In the reservation dialog box, you can now directly access the data for a certain profile by entering the client number (kdnr#).

Assuming that you create a new reservation in the room plan. In order to access the appropriate profile, enter the client number (e.g., #3884) into the name field located in the reservation dialog box.

Afterwards, protel will directly adopt the data for the respective guest profile.

By the way, the same method also works in the Sales enquiry (F11). It is important that the hashtag (#) is placed before the client number.

Advanced Quick Search with prefix

From version 2019.20.209; This extends the above-mentioned functionality "Search for the guest profile by entering the client number".

In order to avoid confusion when searching for protel customer numbers or hotel member IDs, we have enhanced the functionality of the Quick Search with prefix. You can now decide which search prefixes you would like to use, in order to restrict the search to either "Client numbers" or "Hotel Member IDs". Also, you can configure the Quick Search feature to also cover other data, e.g. searching for certain email addresses.

With the new update, you can now carry out the necessary configurations yourself. Until now, you had to contact the Support Team to make any changes. Of course, please feel free to contact the protel Support Team, if you would like assistance in setting up this feature.

Using the Quick Search with prefix

A new Quick Search with prefix functionality can now be used in the profile search within a reservation dialog or in F11 - Sales enquiry.

In order to find the desired guest profile, insert one of the following prefixes into the name field, followed by the relevant search term. The search starts as soon as you either confirm with [Enter] or click in another field. protel fills out all relevant fields with the according information from the found guest profile. If multiple guest profiles match the search criteria, protel opens the usual search results dialog.

These are the prefixes as configured by default. Observe the info box "Alternative prefixes" further down, if you would like to use alternative prefixes.

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Finding a reservation

The reservation menu (e.g. Reservation > Private Reservation) allows you to find existing reservations or enter new ones. Regardless of your initial intention, the “Search Profiles” dialog box automatically opens.

Enter (part of) the guest's name and press the Enter key or click [OK]. The Search Result dialog box returns all guest profiles that match your search string. Double-click a guest profile to select.

This opens the “Reservations” dialog box with all reservation information that is relevant to the selected guest.

The following features are available:

Creating a new guest profile

If a profile does not exist for the guest, click the New button in the Search Result dialog box to open a blank profile and enter the relevant information.

If your search does not return a match, you are automatically prompted to create a new profile.

Create the new profile to open the above dialog box, then click the New button to open the Reservation dialog box.