{"id":1575,"date":"2025-09-28T14:03:44","date_gmt":"2025-09-28T11:03:44","guid":{"rendered":"https:\/\/support.hotelrunner.com\/?p=1575"},"modified":"2026-01-20T14:04:28","modified_gmt":"2026-01-20T11:04:28","slug":"create-an-individual-profile","status":"publish","type":"post","link":"http:\/\/support.hotelrunner.com\/en\/create-an-individual-profile\/","title":{"rendered":"How to create an individual profile"},"content":{"rendered":"    <div class=\"alert-section abstract\">\n        <div class=\"alert-section-inner\">\n                        <p><p><span style=\"font-weight: 400\">You can view and edit all profiles created on HotelRunner PMS by navigating to <\/span><b>PMS &gt; Guest Relations &gt; All<\/b><span style=\"font-weight: 400\">. Additionally, you can add a new profile independently of any reservations.<\/span><\/p>\n<\/p>\n        <\/div>\n    <\/div>\n    \n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1439\" height=\"847\" src=\"http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-361.png\" alt=\"\" class=\"wp-image-1576\" srcset=\"http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-361.png 1439w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-361-300x177.png 300w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-361-1024x603.png 1024w, http:\/\/support.hotelrunner.com\/wp-content\/uploads\/2025\/09\/image-361-768x452.png 768w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"> Access the Individual Profile Creation Screen<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Add guest<\/strong> button, then click the <strong>Individual<\/strong> button.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background\" \/>\n\n\n\n<h3 class=\"wp-block-heading\">Complete Basic and Contact Information<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to the <strong>Basics<\/strong> section of the Add guest screen.<\/li>\n\n\n\n<li>At a minimum, enter the <strong>First Name<\/strong> and <strong>Last name<\/strong> (required for profile creation).<\/li>\n\n\n\n<li>Optionally, fill in: <strong>Salutation, Title, Guest Type, E-mail, Phone<\/strong>, and <strong>Vehicle Plate<\/strong>.<\/li>\n\n\n\n<li>Use the <strong>Tags<\/strong> field for internal notes.<\/li>\n\n\n\n<li>In the <strong>Communication channels approved within the scope of GDPR<\/strong> field, check the boxes to record the guest&#8217;s consent for specific communication methods.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background\" \/>\n\n\n\n<h3 class=\"wp-block-heading\">Enter Identification Details (Optional)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>Identification<\/strong> section, enter details like <strong>ID Type, National ID, Country, Nationality, Birth Date, Issuer<\/strong>, and <strong>Gender<\/strong>.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"> Define Residence Address<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>Address Information<\/strong> section, enter the profile&#8217;s residence details: <strong>Country, Province, City, ZIP\/Postal Code<\/strong>, and <strong>Street Address<\/strong> (via free text entry).<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Define Billing Address and Account Details<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <strong>Billing Address<\/strong> section, select the <strong>Receipt Type<\/strong> as <strong>Individual<\/strong> or <strong>Company<\/strong>.<\/li>\n\n\n\n<li>Based on the selection, enter the required <strong>Name\/Surname<\/strong> or <strong>Company Title<\/strong>, along with <strong>Tax Office<\/strong> and <strong>Tax ID<\/strong>.<\/li>\n\n\n\n<li>Fill in the invoice address details: <strong>Country, Province, City, ZIP\/Postal Code, Address, Phone<\/strong>, and <strong>Fax<\/strong>.<\/li>\n\n\n\n<li>Optionally, add the <strong>Receipt \/ Accounting E-mail Address<\/strong> and <strong>Accounting ID<\/strong>.<\/li>\n\n\n\n<li>If the profile will be used for Accounts Receivable tracking, check the box in the <strong>Receivable Account<\/strong> field.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-white-color has-alpha-channel-opacity has-white-background-color has-background\" \/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"> Save the Profile<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Save<\/strong> button to finalize and save the Individual profile.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Access the Individual Profile Creation Screen Complete Basic and Contact Information Enter Identification Details (Optional) Define Residence Address Define Billing Address and Account Details Save the Profile<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[108,137],"post_product":[50],"class_list":["post-1575","post","type-post","status-publish","format-standard","hentry","category-pms","category-guest-relations-2","post_product-channel-manager"],"acf":[],"_links":{"self":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1575","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/comments?post=1575"}],"version-history":[{"count":3,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1575\/revisions"}],"predecessor-version":[{"id":3435,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1575\/revisions\/3435"}],"wp:attachment":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/media?parent=1575"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/categories?post=1575"},{"taxonomy":"post_product","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/post_product?post=1575"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}