Merging guest profiles is a multi-step process that allows you to combine profile and booking details from one or more duplicate profiles into a single, Master Profile. If there are overlapping details, such as Guest First/Last name, the Master Profile details will be retained and overwrite the duplicate's details.
Click below for more information:
In the Guest Profile module
- Select the Merge Profiles button
If you select a guest profile first then access the Guest Profile Merging window, the selected profile will appear as the Master Profile automatically. If this is desired, you can skip to STEP #3 Add Merging Profile(s).
In the Guest Profile Merging window
- Select the Magnifying Glass Icon button
- Enter the search criteria into the Guest Search window
- Select the Search button
- Select the applicable guest profile
- Select the Ok button
In the Guest Profile Merging window
- Select the Add button
- Select the applicable duplicate profile, this will become the Merging Profile
- Select the Ok button
Repeat these steps for all duplicate profiles.
In the Guest Profile Merging window
- Ensure the Master Profile has been selected
- Ensure one or more Merging Profiles have been added
- Select the Apply button
