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Attention!
You can find the updated instructions for them in the new protel Air Online Help. Please note: The migration process is still ongoing. Therefore you may still be able to use some functions as described in this Online Help. For this reason, we will not delete this Online Help yet. If you have any questions, please contact your support!
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When focusing on the guest in protel Air, you will often encounter the guest search. This will be the case, for example, if you are compiling a new reservation and would like to change the invoice recipient in a reservation, or would like to gather information about a certain guest (e.g., guest preferences).
Furthermore, the guest search always opens when opening a menu point in the Profiles menu:
You can enter the various search parameters in the upper part of the guest search window:
You can also use additional search parameters by clicking the "more" icon, then activating the respective checkbox next to the search parameter - see the following figure.
Type |
Each guest profile is allotted to a certain profile type. With the aid of the profile type, guests and bookers are allotted to various room types. For example, if you are searching for a certain company profile, click on the "company"; when searching for a certain private individual, click on "Private", etc. |
Name |
This is where you enter the name of the guest profile you are searching for. |
First name |
To narrow down your search, enter the first name of the person, if known to you. |
City |
Place of residence / location of the guest or booker being searched for. |
Profile ID |
If you know the exact number of the guest profile you are searching for, then enter the respective character string here! |
Marked for deletion |
When selecting the Show check-box, the search will also include guests who have been preselected for deletion. For example, this concerns profiles which have been either created by means of the "Rooming List" or generated temporarily. When accessing the guest search, the check-box is NOT set, by default. Via a special system setting, the check-box can be activated as a default. Contact your Cloud Support Team or your protel Air partner if you would like to have this setting done for you. |
Without linked |
By default, protel Air also displays attached profiles in the search results. For example, if you enter the name "Miller", files with the name "Smith" will also appear if the profiles are linked to one another. By selecting this checkbox, linked profiles will be ignored during the search. |
Enter a search parameter, e.g. the
name of the profile, and click the <Enter>
button or click the magnifying glass 
located
at the upper right hand corner of the window to start the search.
Afterwards, all of the files containing the entered names are displayed. If you enter additional search criteria such as first name or city, the number of hits will respectively be narrowed down even further.
If the profile you are searching for does not appear in the results list, you can create a new data record by clicking on the [New profile] button.
Double-click an entry in the search results list to open the profile.
Background information about Search: Sometimes simply
entering the first letters of a name or a search word is sufficient
for protel Air
to start the search of the data records beginning with the entered
character string.
HINT: If the searched word can appear anywhere in the search results, simply set a percentage symbol % in front of the search word. Example: The search for "%man" locates all of the guest where "man" is part of the name, i.e., Lieberman, Nutman, but also Mansfeld or Armani.
The table columns in the profile search window provide you with the most information about a guest.
Column |
Contained information |
VIP |
When a
guest has a VIP status, they will be marked with an asterix |
Last name / First name |
Client's last name and first name. For companies, travel agencies, etc., the name of the company appears in the place of the last name. |
Company |
If a guest has been allotted to a company, the name of the company appears here. Otherwise, the column remains empty. |
City/Street/Zip |
Address of the guest profile |
Country |
Country |
Profile type |
The profile type is marked with the following symbols:
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You can define your own list view, by hiding or showing the respective columns. User defined fields for the guest profile's search results can also be displayed in the search results table:
First enter the name of the guest profile for which you would like to create a reservation (additional information about the search can be found above).
Mark the desired guest profile in the results of the guest search and click on the [New Reservation] to create a new reservation for the selected guest profile.
The new reservation will be generated by default for the current date and for one night's stay.
Room type, rooms, as well as arrival and departure date can be adjusted in the reservation dialog box, as need arises.
In the Guest search window, click the New profile button.
When selecting a profile type in the guest search, a new guest profile for the selected type will be generated.
[Guest profile > Guest search]
First enter the name and then hit the <Enter> key.
Select the desired guest profile in the guest search results list and click the right mouse button.
Then, select the Copy profile command.
The search results in the guest search window can be printed out, by clicking on the [Print Tasks] button and selecting the "Print" command.
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© 2022 protel hotelsoftware GmbH |
The protel Air
upgrade in Summer 2020 brought about changes to the
user interface and also to many functions.
.
The VIP status is allotted to the guest profile (Extended >
Marketing).
Company
Group
Private
Travel
agency
Source
