Guest Merge

Guest Merge is a utility used to maintain the database of Guest information and eliminate the occurrence of duplicate Guest Profiles with conflicting contact details. A variety of pattern matches can be used to qualify Guest Profiles as matching based on the information captured at the property.

RMS will merge the information on a Guest Profile with the highest Guest ID into the Guest Profile with the lowest Guest ID when a match is determined. This ensures the most recent contact details are kept whilst retaining the full history of the guest at the property.

Guest merges can take several minutes up to several hours depending on the volume of guest profiles in the RMS Database and the frequency the guest merge utility is used. The Auto Guest Merge will run daily in the background using the selected Pattern Match to regularly merge any duplicate Guest Profiles found in RMS.

Important Information!

Guest profiles with bank account details that do not match will not be merged.

 

Pattern matches are not case sensitive. 'J Smith' and 'j smith' will be merged if the additional selected pattern matches are the same. The Guest Merge utility will match a Mobile Number that has been entered with or without the country code in RMS.

Guest profiles will merge active accounts for the same property and keep active accounts for any other property on the merged guest profile. An email will be sent to the System Administrator once the merge is completed.

 

Perform a Guest Merge

  1. Navigate to Utilities > Guest Merge in the side menu.
  2. Select the Pattern Match criteria.
  3. Optional: Select the checkbox 'Auto Merge Enabled'.
  4. Select 'Begin Merge' to confirm. 

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   5. Review the disclaimer and select 'Begin Merge' to confirm.

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Critical Information! 

The guest merge process cannot be reversed once completed. The training database can be used to verify a guest merge before completing it in live production environment. 

 

 6. Select 'Save/Exit' to store the changes made and leave the utility.

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All guest profiles meeting the criteria for the selected pattern match will be merged in RMS and an email sent to the System Administrator with the number of merges performed.

 

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