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Individual Profile

Individual Profile stores personal data for guests and contacts used in reservations. It is the most detailed profile type, with three sections: Personal Info, Address, and Travel Documents.

Having a problem?

See Profiles Overview for common FAQs and troubleshooting.

Access

From the sidebar: Profile → Individual Profile.

Profile List

The list shows all individual profiles with columns for name, email, phone, nationality, VIP level, and profile display ID. Use the search bar to find by name, email, or phone. Filters narrow by VIP level, nationality, or other criteria.

Creating a Profile

Click Add or New Individual Profile. The form is split into three steps:

Step 1 — Personal Information

FieldRequiredDescription
Last NameYesGuest's last name.
First NameYesGuest's first name.
Middle NameNoMiddle name.
TitleNoSalutation (Mr, Mrs, Ms, Dr, etc.) — from Titles setup.
EmailYesContact email.
PhoneYesContact phone number.
Date of BirthNoUsed for guest age and immigration reports.
NRCNoNational Registration Card number.
GenderNoMale / Female / Other.
Father NameNoFather's name (used for immigration).
OccupationNoGuest's occupation.
NationalityNoFrom Nationalities setup.
LanguageNoPreferred language — from Languages setup.
VIP StatusNoVIP level — from VIP Levels setup.
NoteNoInternal notes about the guest.

Step 2 — Address

Address fields cascade: select Region → Country → State/Division → City → Postal Code. Each level filters the options for the next.

FieldDescription
AddressFree-text street address.
RegionFrom Regions setup.
CountryFrom Countries setup, filtered by region.
State/Division/RegionFrom States setup, filtered by country.
CityFrom Cities setup, filtered by state.
Postal CodeFrom Postal Codes setup, filtered by city.

Step 3 — Travel Documents

FieldDescription
Passport NumberGuest's passport number.
Passport Issue DateDate passport was issued.
Passport Expiry DateDate passport expires.
Visa TypeFrom Visa Types setup.
Visa NumberVisa document number.
Visa Issue DateDate visa was issued.
Visa Expiry DateDate visa expires.
Arrival to Country DateDate the guest arrived in the country.

Travel document data appears in the Guest Information Report for immigration compliance.

Editing a Profile

Open a profile from the list (click the row or name). The detail page shows all three sections. Click Edit to modify fields, then Save.

Using in Reservations

When creating or editing a reservation, search for an individual profile to assign as:

  • Primary Guest — the person staying in the room
  • Additional Guest — extra guests linked to the same reservation

Both primary and additional guests appear in the Guest Information Report.

AR Number

The ar_number field links the guest to an accounts receivable account. This is managed by the accounts team and used for direct billing.

Common FAQs

Why are some fields greyed out or not visible? The list form (quick create) shows fewer fields than the detail page. Open the profile after saving to fill in all sections including travel documents.

Can I search by passport number? Use the search bar on the list page. Search covers name, email, and phone. For passport-specific lookup, use the Guest Information Report filtered by business date.

The address dropdowns are empty. Address options depend on setup. Region must be selected before Country appears; Country before State; State before City; City before Postal Code. If a level is empty, the parent setup data may be missing — check Configuration → Profile Setup.

See also