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Getting Set Up/Profile Templates

How to Set Up a Profile Templates

Ilaria Lanni avatar
Written by Ilaria Lanni
Updated over 6 years ago

The Profile Tab contains information about your guests, travel agents, companies, and any business source your hotels uses or has a partnership with. You can think of profiles as special containers that gather a wide range of information, from demographics to payment history to guest preferences. Profiles are also very useful when creating new reservations, as information is stored and prompted as suggestions in the folios.

Before you learn how to create and use the different profiles available for your account, it is important to have all templates set-up for this section. This is important to have everything ready, before you actually start using any of the profiles!

  • To add the Templates and Messages you need, follow the instructions on section Templates.

  • The templates you added will show in the Profile tab, under tab Documents:

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