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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 (columns can be shown/hidden). Use the search bar to find by name, email, phone, or NRC number — there is no separate dropdown filter for VIP level or nationality; narrow those by typing a matching value in search or sorting the column.

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. The only required field on this step.
First NameNoGuest's first name.
Middle NameNoMiddle name.
TitleNoSalutation (Mr, Mrs, Ms, Dr, etc.) — from Titles setup.
EmailNoContact email.
PhoneNoContact phone number.
Date of BirthNoUsed for guest age and immigration reports.
NRCNoNational Registration Card number. Entered as four linked selectors — State/Region number, Township, Type, and the 6-digit serial number — instead of free text. Choosing a State loads its Townships; Myanmar-language profiles show Myanmar labels automatically.
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.
Loyalty TierNoLoyalty program tier — from Loyalty Tiers setup.
NoteNoInternal notes about the guest.

Step 2 — Address​

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

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

The individual profile record also has a Region field in the database (a parent level above Country), but the current Individual Profile form does not display a Region selector — it is not editable from the UI.

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. Country must be selected before State appears; State before City; City before Postal Code. If a level is empty, the parent setup data may be missing — check Configuration → Profile Setup.

Can I delete a guest profile? A profile that is linked to one or more reservations cannot be deleted — the system blocks the deletion to protect reservation history. Remove or reassign the reservation links first, or ask an administrator if the profile is no longer needed.

The NRC field shows "No NRC reference data on server" or the dropdowns won't load. The NRC State/Township/Type selectors are populated from reference data that must be seeded once per installation. Ask your administrator to run the NRC seed command on the backend, or check your connection if only the network error appears.

See also​