{"id":1762,"date":"2025-09-29T08:42:56","date_gmt":"2025-09-29T05:42:56","guid":{"rendered":"https:\/\/support.hotelrunner.com\/?p=1762"},"modified":"2026-01-20T14:04:45","modified_gmt":"2026-01-20T11:04:45","slug":"create-an-agency-profile","status":"publish","type":"post","link":"http:\/\/support.hotelrunner.com\/en\/create-an-agency-profile\/","title":{"rendered":"How to create an agency profile"},"content":{"rendered":"
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You can view and edit all profiles created on HotelRunner PMS by navigating to <\/span>PMS > Guest Relations > All<\/b>. Additionally, you can add a new profile independently of any reservations.<\/span><\/p>\n<\/p>\n <\/div>\n <\/div>\n \n\n\n

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\ud83d\udd14 Note:<\/b> To prevent duplicate records, it is recommended to verify whether the profile you intend to create is already registered by checking under the <\/span>Name<\/b> heading before adding a new agency.<\/span><\/p>\n<\/p>\n <\/div>\n <\/div>\n \n\n\n

Access the Agency Profile Creation Screen<\/h3>\n\n\n\n
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  • First, click the Add Guest<\/strong> button and then click the Agency<\/strong> button.<\/li>\n<\/ul>\n\n\n\n
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    Complete Basic and Visual Information<\/h3>\n\n\n\n
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    • Navigate to the Basics<\/strong> section of the Add Guest screen.<\/li>\n\n\n\n
    • At a minimum, enter the Agency Name<\/strong> (required for profile creation). You can click Save<\/strong> here or continue.<\/li>\n\n\n\n
    • Optionally, fill in: Guest Type, Segment, E-Mail, Phone<\/strong>, and Tags<\/strong> (for internal notes).<\/li>\n\n\n\n
    • In the Color<\/strong> field, select a color to ensure reservations associated with this agency are displayed with the selected color in the PMS Room Calendar<\/strong>.<\/li>\n<\/ul>\n\n\n\n
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      <\/div>\n\n\n\n

      Define Address Information<\/h3>\n\n\n\n
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      • In the Address Information<\/strong> section, enter the agency\u2019s address details: Country, Province, District, Postal Code<\/strong>, and Address<\/strong> (using free text entry).<\/li>\n<\/ul>\n\n\n\n
        <\/div>\n\n\n\n
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        Define Billing Address and Account Details<\/h3>\n\n\n\n
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        • In the Billing Address<\/strong> section, select the Receipt Type<\/strong> as Individual<\/strong> or Company<\/strong>.<\/li>\n\n\n\n
        • Based on the selection, enter the required Company Title\/Name and Surname<\/strong>, along with Tax Office<\/strong> and Tax Number<\/strong>.<\/li>\n\n\n\n
        • Fill in the invoice address details: Country, Province, District, Postal Code, Address, Address (continued), Phone, and Fax.<\/strong><\/li>\n\n\n\n
        • Optionally, add the Receipt \/ Accounting E-mail Address<\/strong> and Account ID<\/strong>.<\/li>\n\n\n\n
        • If the profile will be used for Accounts Receivable tracking, check the box in the Receivable Account<\/strong> field.<\/li>\n<\/ul>\n\n\n\n
          <\/div>\n\n\n\n
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          Save the Profile<\/h3>\n\n\n\n
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          • Click the Save<\/strong> button to finalize and save the Agency profile you created.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

            Access the Agency Profile Creation Screen Complete Basic and Visual Information Define Address Information 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":[108,134],"post_product":[55],"class_list":["post-1762","post","type-post","status-publish","format-standard","hentry","category-pms","category-front-desk","post_product-property-management-system"],"acf":[],"_links":{"self":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1762","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=1762"}],"version-history":[{"count":3,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1762\/revisions"}],"predecessor-version":[{"id":3422,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1762\/revisions\/3422"}],"wp:attachment":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/media?parent=1762"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/categories?post=1762"},{"taxonomy":"post_product","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/post_product?post=1762"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}