Phone Setup Book Group #
The Phone Setup Book Group menu allows hotel staff to manage group data through three tabs: Group 1, Group 2, and Group 3. Each tab provides tools to add, edit, and view group details.
Group 1 #
- Add New Group
- Click the “+” button to open the data entry form.
- Complete the following fields:
- Name (Mandatory): Enter the name of the group.
- Additional Notes (Optional): Add any notes relevant to this group.
- Click Save to store the new group.
- Edit Group Details
- Locate the desired group in the list and click the edit button.
- Update the fields as needed, such as:
- Active: Check or uncheck to activate/deactivate the group.
- Name: Modify the group name if necessary.
- Click Save to apply changes.
- Features
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- Group Status: Allows toggling between active or inactive status.
- Request Notes: Add specific guest requests related to this group.
- Guest History: Access the visit history of guests associated with the group.
Group 2 #
- Add New Group
- Click the “+” button to open the form.
- Fill in the required fields:
- Name (Mandatory): Enter the name of the group.
- Parent Group (Mandatory): Select a parent group from Group 1.
- Add Additional Notes if needed.
- Click Save to create the new group.
- Edit Group Details
- Click the edit button next to the desired group.
- Modify fields, including:
- Parent Group: Change the associated parent group, if required.
- Active: Toggle the group status as active or inactive.
- Click Save to update changes.
- Features
-
- Parent Group Association: Links Group 2 to a parent group from Group 1.
- Request Notes: Document guest-specific requests.
- Loyalty Cards: Manage loyalty information for group members.
Group 3 #
- Add New Group
- Select the “+” button to access the form.
- Fill out mandatory fields:
- Name: Enter the name of the group (e.g., “Corporate Clients”).
- Parent Group: Link this group to a parent group from Group 2.
- Optionally, add notes for further clarification.
- Click Save to save the new group.
- Edit Group Details
- Locate the group in the list and click the edit button.
- Modify fields as needed:
- Parent Group: Reassign the parent group from Group 2.
- Name: Update the name for accuracy.
- Active Status: Toggle the active/inactive state of the group.
- Click Save to finalize changes.
- Features
-
- Parent Group Linkage: Establishes a connection between Group 3 and a specific Group 2.
- Guest Preferences: Enables recording and managing detailed preferences such as room or meal choices.
- Guest Notes: Allows storing specific instructions or notes about group members.
Phone Book #
This page shows the available contact list.
Steps to Add Phone Book Data:
- Click the “+” button to open the data entry form.
- Fill in the required details (name, address, phone number, etc.).
- Click “Save” to save the new Phone Book entry.
Steps to Edit Phone Book Data:
- Select the “Edit” button on the left of the Phone Book entry you wish to modify.
- Make the necessary changes, including updating the status to active or inactive.
- Click “Save” to save the changes.
The explanation of the table columns is as follows:
Column Descriptions:
- Sort: Organize the contact list.
- Phone Name: Displays the registered contact or guest name.
- Address: Contact address.
- Telp: Contact phone number.
- FAX: Contact fax number.
- Email: Contact email address.
Additional Information: Data in Group 1, 2, and 3 are derived from Phone Book Groups Setup.