How to Create an Individual Profile

1. Access the Individual Profile Creation Screen

• Click the Add guest button, then click the Individual button.

2. Complete Basic and Contact Information

• Navigate to the Basics section of the Add guest screen.
• At a minimum, enter the First Name and Last name (required for profile creation).
• Optionally, fill in: Salutation, Title, Guest Type, E-mail, Phone, and Vehicle Plate.
• Use the Tags field for internal notes.
• In the Communication channels approved within the scope of GDPR field, check the boxes to record the guest’s consent for specific communication methods.

3. Enter Identification Details (Optional)

• In the Identification section, enter details like ID Type, National ID, Country, Nationality, Birth Date, Issuer, and Gender.

4. Define Residence Address

• In the Address Information section, enter the profile’s residence details: Country, Province, City, ZIP/Postal Code, and Street Address (via free text entry).

5. Define Billing Address and Account Details

• In the Billing Address section, select the Receipt Type as Individual or Company.
• Based on the selection, enter the required Name/Surname or Company Title, along with Tax Office and Tax ID.
• Fill in the invoice address details: Country, Province, City, ZIP/Postal Code, Address, Phone, and Fax.
• Optionally, add the Receipt / Accounting E-mail Address and Accounting ID.
• If the profile will be used for Accounts Receivable tracking, check the box in the Receivable Account field.

6. Save the Profile

• Click the Save button to finalize and save the Individual profile.