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Setup and Create Phone Book

3 min read

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 #

  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.
  2. 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.
  3. Features
    • 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 #

  1. 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.
  2. 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.
  3. 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 #

  1. 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.
  2. 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.
  3. 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:

  1. Click the “+” button to open the data entry form.
  2. Fill in the required details (name, address, phone number, etc.).
  3. Click “Save” to save the new Phone Book entry.

Steps to Edit Phone Book Data:

  1. Select the “Edit” button on the left of the Phone Book entry you wish to modify.
  2. Make the necessary changes, including updating the status to active or inactive.
  3. 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.

Updated on November 24, 2024

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Table of Contents
  • Phone Setup Book Group
    • Group 1
    • Group 2
    • Group 3
  • Phone Book
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