Profiles manager

Smartpoint Cloud makes it easy to display business and personal profiles using the Profiles Manager tool.

Note: The agency profile is not displayed and must be added prior to using Profiles Manager.

Enter C* to display your agency profile.

Enter CM/ to move the profile into the booking file.

Display profile

  1. Press the Profiles Manager icon .

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  2. If you use profiles extensively, pin the card open.

    The pseudo city code will be populated but can be changed.

    Note: At this time, you cannot display profiles from other PCCs. If you need to change the pseudo city code, open a terminal window, emulate into the new pseudo, then launch the Profile Manager panel . By default, the Travelers search is selected.

  3. Enter the full traveler’s profile name (title).

    If you misspell it or the name is incomplete, you will receive an error message. (An alternate search will be explained further on in the module.)

  4. Press Search.

    The results are displayed, including the name of the business profile. If there are multiple traveler profile names that reside in different business profiles, a list will be displayed. To view each one, press the business profile name.

  5. Press the Business profile tab to view the business profile.

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  6. Once you find the applicable profiles, choose which types of profiles you want to apply. By default, the button is Apply all profiles. Select the drop-down arrow to choose whether to apply agency and traveler profiles or apply agency and business profiles.

    All the information lines beginning with Y in the travelers and business profiles are added to the PNR/booking file.

Locate a profile

  1. From the Profiles panel, select the Businesses.

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  2. Enter the name, or any part of the business profile name. It can be as little as one character.

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  3. Press Search.

    The response is the profile or list of profiles.

  4. To view a business profile, press the name of the profile.

Apply business profile

Press the Apply all profiles button or select the down arrow to choose which profiles to apply.

Apply traveler profile

  1. Press See all travelers if you need to find a traveler profile.

    If you are searching for a traveler profile, the list of all travelers’ profiles associated with the business profile is displayed.

  2. Once you locate the appropriate one, press the Apply all profiles button or select the down arrow to choose which profiles to apply.

Next lesson: Other profile display information