You can create profiles within the system for People or Companies.
Users can create guest or people profiles within Rezlynx that can be edited and amended at any time. People profiles offer versatile features, including:
To create a People profile, you need to create the profile itself, which you can do in two ways, then enter the profile details. To complete this please follow the two step process below:
Step 1: How to create a profile
You can create a People profile via Profiles as discussed here, or from within a reservation, wait list reservation, a function booking, an event or an Advanced C&B delegate.
Create a profile via a booking
To create a people profile within a booking, follow the steps below:
Within the reservation enter the Guest Details or Contact Information.
As you type matching profile results are shown on screen, you can then either:
Select an existing Profile
Or click Add New Profile and continue to Step 2: Enter profile details.
Create a profile via Profiles
To create a people profile, follow the steps below:
Navigate to Rezlynx, Profiles, and then select People.
Select Create Profile and continue to Step 2: Enter profile details.
Step 2: Enter profile details
When entering guest profile details, several of the profile fields are marked with a red star * indicating a mandatory field. You can add or edit mandatory fields as required.
To enter People profile details, follow the steps below:
In the Details tab, enter the following information as required:
Personal: information can be captured including language preference.
Address: if enabled for your property, use the Post/Zip Code option to quickly find and auto fill a guests address.
Contact: if an email address is entered this must be unique or not used on any other profile within the system.
Preferences: information can be captured here as required for your property including marketing preferences and VIP descriptions as set within Rezlynx, System, Codes & Rules, and then VIP descriptions.
Folio style: can be selected if required to show the guest billing in a specific style other than default.
Attributes: information can be captured here as required for your property including Car Registrations.
🤓 Tip: Additional attributes can be created as required.
In the Notes tab, add profile-specific information, such as allergies. These notes will appear as prompts whenever the profile is selected for future bookings.
Click Save.
Once the profile has been saved, a unique profile reference and creation date of the profile is added to the top of the profile and more options to capture information from the guest will appear, including:
Create To Do: allows you to create to-do tasks and reminders for yourself and colleagues.
Billing Address: allows you to add three further addresses as options to replace the profile address on an invoice.
Reservations tab: shows future, resident, checked out, cancelled, waitlist and no-show bookings, including the dates, rates and total charges. In group mode, this will show history across all the properties.
Statistics tab: shows profile statistics as a booker and as a guest, and highlights average spend, average rate plan, etc.
Correspondence tab: shows emails sent from Rezlynx to the guest
Feedback tab: allows you to input any feedback from the guest.
