Booker Profiles

Compared to other profiles, booker profiles are more informational than anything else. A typical booker profile is used to track authorized "bookers" on behalf or related to a particular corporate profile (see Corporate Profiles). These are often secretaries or personal assistants, but the exact nature of approved bookers varies from one organization to the next.

Begin by accessing the Profiles module. If creating a new profile, click the Booker Profile option beneath the Add folder. Otherwise, click the same option beneath the Find folder to locate an existing profile.

If adding a profile, you will be redirected to a blank profile for updating. If searching for an existing profile, you will be brought to a search menu where you can use the provided search filters to locate the desired profile and, when found, click on their profile to begin editing.

Anything added to a booker profile will never display on linked bookings. Of those fields displayed, only the company, first, and last names are required to save the profile. All remaining fields represent the booker's contact information and should be filled in to the best of your ability (where applicable). Save your work in the top-left corner when finished.

As with other profiles, the profile will track PTD Period To Date: In reporting terms, a PTD value is a sum of all related activity from the first of the month to the reported date. For example, a report printed on January 11th will display the total values for January 1st - 11th. and YTD  Year To Date: In reporting terms, a YTD value is a sum of all related activity from the first of the year to the reported date. For example, a report printed on July 15th, 2019, will display the total values for January 1st, 2019 thru July 15th, 2019.revenue from bookings linked to this profile. "Other" revenue is any non-room revenue accrued by the linked guest bookings. You may also review linked stays using the Guest Stays button, or book new stays under this profile using the Add Stay button.