How to Create an Account Profile
You can create an account profile from either the brand or the property level, depending on your user permissions.
To create an account profile:
1.Click on the
Account Management link.
2.Click on the Create Account Profile link.
The account profile tabs appear.
3.Enter the main account information and remarks on the Main tab.
4.Enter the billing contact information on the Billing Contact tab.
5.Enter the mailing contact information on the Mailing Contact tab.
6.Enter the guarantee, deposit, and any other information on the Payment tab.
7.Click on
Save.
After you click on
Save, the profile is no longer in Edit mode. For information on how to make changes, see How to Modify an Account Profile .
The account profile name and profile type are mandatory. If the profile type selected is either travel agency or tour operator, you must also select the type of agency identifier and enter the agency identifier.
If you want to add this information to the profile, select the Include Information check box.
Certain fields in the Contact and Address sections of the screen are mandatory: Last name, Zip/Postal code, city and country.
You can enter up to five phone numbers in the Phone panel. However, you may only select one as the preferred phone number. The same applies to the Email panel.
To clear a phone number or email address, click on
at the end of the line.
If you want to add this information to the profile, select the Include Information check box.
Certain fields in the Contact and Address sections of the screen are mandatory: Last name, Zip/Postal code, city and country.
You can also copy the existing information from the Billing Contact tab by clicking on the Copy Account Billing Contact link.
You can enter up to five phone numbers in the Phone panel. However, you may only select one as the preferred phone number. The same applies to the Email panel.
To clear a phone number or email address, click on
at the end of the line.