Guest Types are marketing codes on both the group and individual level that are used to define your guests and provide you with a meaningful marketing analysis for your Property. They allow you to automatically organize your guests into specific categories, such as Individual or Group, Transient, Corporate, or Virtual Credit Card (for use with your channel bookings).
Note: If your Guest Types are very broad, you may add segment types and origin codes to further define your guests. Guest Types may be set up in any manner you choose, but as are required fields on the guest stay record they should work together with any segment types or origin codes in a logical manner.
This selection is part of the Property and System Configuration area of Skyware. This is part of the required configuration for Skyware Systems and is initially performed at installation for you. You may however edit the configuration to suit your property at any time if you have the appropriate access/authorization.
Note: By Guest Type is an available display option in several report options, such as the Revenue Summary Report or the Forecast Revenue Summary Report, as well as the Group History Report, which allows you to view information on all the groups that have stayed or booked at your Property, and may be used to help track your revenue sources, enabling you to create reasonable expectations for your future business.
The Revenue Summary Report and the Forecast Revenue Summary Report commands may be found in the Reports area of Skyware.
The Group History Report command is found in the Sales and Catering Area of Skyware.
If your Property does not currently have our Sales and Catering Module and you are interested in adding it, please contact us at Sales@SkywareSystems.com.
Select Manager's Screen to be taken to the MANAGER'S COMMANDS screen.
Select Configuration to be taken to the PROPERTY AND SYSTEM CONFIGURATION screen.
Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.
This will take you to The Property System Configuration Menu.
The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.
Select Guest Types from the Required Configuration section.
The Guest Type Maintenance screen display is split into two frames, with the left side of the screen listing the Guest Types already configured for your Property, and the right side containing the fields you need to complete in order to add or edit the configuration of a Guest Type. Any changes made on the right, once saved, will be updated in the listings to the left.
By Default, the General tab will be open when you arrive at the Guest Type Maintenance screen. A second tab, the Multi-Property tab, is also available, for use if you have more than one Property and wish to use the Guest Type in more than one property.
The currently configured options are displayed by:
All: The Guest type is available at all Properties.
Hotel: Name of default Property the Guest type is assigned to.
Order: List Order of the Guest Type.
Code: A short version of a name for the specific Guest Type. Codes can be up to 10 characters.
Name: The actual name of the Guest Type or how you refer to it.
Your options include the following:
Generate a new entry:
Click the New button from the toolbar to add a new Guest Type record. Complete the fields described below.
OR:
Select an existing Guest Type from the list on the left, and click the Replicate button from the toolbar. Then change the field information as described below.
Edit the current selection:
Change the field information.
Code: The short version of a name for the specific Guest Type. Codes can be up to 10 characters. Be sure to select a code that will be easily recognizable to your Staff.
This field is required.
List Order: This determines in what order the Guest Type appears listed in the interface.
Enter a number into the List Order field.
This field is optional, however it we recommend that you list the Guest Types in the order you prefer. This makes it easier for staff to find the Guest Type they need in the interface.
Not Active: This box may be checked or unchecked. By default it is unchecked. Click this option to deactivate the Guest Type without deleting it. Once a Guest Type has any stays associated with it, it cannot be deleted from the system.
Name: This is the name or description of the Guest Type. You should enter the full name of the Guest Type here.
This field is required.
Phone Restrictions: The Guest Type may be restricted in their phone usage within the room - to local calls only, for example.
Turndown: This box may be checked or unchecked. If checked, the Guest Type will automatically be assigned a turndown service whenever they stay.
Unlimited Credit: This box may be checked or unchecked. If checked, the associated Guest Type will be automatically assumed to have enough credit for any charges they accrue, without checking first.
Web Default?: For use with Skyware booking engines. If a reservation is made through a Skyware booking engine, one (and only one) Guest Type will be assigned as the as the web default option. This box may be checked or unchecked. If checked, the Guest Type will be the web default option.
Note: Checking this box for any Guest Type will REMOVE any previously selected web default selection, as there may only be one.
Allow Mobile Check-in?: This box may be checked or unchecked. If checked, the associated Guest Type is allowed to check in remotely for their reservation using mobile check-in.
Note: This form of remote check-in should be enabled for your preferred guest types ONLY, as it does not require a registration card to be signed nor a credit card swipe to allow the check-in to proceed. Mobile check-in assumes the guest has a "trusted" status already established and allows the guest to by-pass the kiosk step required using contactless check-in to get the key. See Mobile and/or Contactless Check-In for more details.
Suppress Rates?: This box may be checked or unchecked. If checked, the OTA rate will not be shown on any guest documents.
Room and Tax only?: This box may be checked or unchecked. If checked, this will prevent advanced authorizations from occurring. This check box is used when the Guest Type is associated with a Virtual Credit Card. In a standard reservation made at your Property, the guest credit card would be authorized for everything. In a reservation generated via a channel, the virtual credit card is created for the room and tax, leaving the customer credit card to cover incidentals only, at the time of the stay.
Auto GTD?: This box may be checked or unchecked. If checked, this automatically guarantees the reservation, without requiring a credit card.
Tax Exempt Options: The Guest Type may be designated exempt from specific taxes (for example non-profit organizations, or veterans). Select the appropriate tax options to exempt the Guest Type from by checking the appropriate boxes in this section. You may select from Federal, State, County, Other, Rate Plan and/or Room Type.
At this point, once you have entered the information in the General tab you should click the SAVE button () in the local tool bar.
This will save the Guest Type that you have just created and update the section on the left.
Incidental Folios are only generated for a Guest Type if a Posting Type has been added to the Incidental Folio section.
Every Guest Type configured has a main Folio associated with it. This section enables you to add a second folio to a Guest Type. For any Guest Type, you may automatically have ONE main Folio AND an Incidental Folio generated, if desired. (Subsequently, additional Folios may also be allocated at the Stay level).
Note: If generating a NEW Guest Type, it MUST have been already saved (and therefore exist in the system) to enable Posting Types to be added in this section. (the Add button will not be visible until the Guest Type has been configured).
Click the gray Add button in the Incidental Folio section to open the Automatic Postings for Incidental Folio screen.
This screen allows you to select the Guest Type the automatic posting will be attached to, and the Posting Type. These are both required options to add an automatic posting type.
Guest Type: This is a drop-down menu of all configured Guest Type options. By default, the Guest Type you reached this screen from will be selected. (This may be changed here, with the posting type option selected applied to the SELECTED Guest Type).
Posting Type: This is a drop-down menu of all available Posting Type options. ANY Posting type may be attached. For example, you may have a Guest Type associated specifically with your Spa services.
(Note: For a Virtual Credit Card Configuration, you will need to select your Room charge and Tax Posting Type option).
Click the save button () in the local tool bar. This will add the selected Posting Type to the list of configured automatic postings displayed on the left. You may add multiple posting types if desired to a Guest Type, one at a time.
When ready, to return to the Guest Type screen, click the gray button Guest Type in the local tool bar.
This will return you to the Guest Type Maintenance screen, with the selected Posting Type(s) added to the incidental folio section. This means any charges associated with the posting types in this section will be assigned to the incidental folio, not the main folio.
This will also cause a new option to be displayed, asking for a payment method for the MAIN folio to be selected. This is a drop-down menu of available payment methods; select one.
Default Hotel: This is a drop-down menu of all your available Properties in Skyware to select as the default Property assigned for the Guest Type. By default the Property you are currently logged into Skyware from will be used. Select one.
This field is required.
This guest type is available to all properties?: This box may be checked or unchecked. By default it is unchecked.
If it is unchecked, the Guest Type may still be available at more than one Property. The Properties that the Guest Type is available at OTHER than the default hotel may be selected using the Fast pick option in the Hotel Name section, which lists where the Guest Type is available (the Default Hotel and ONLY these properties).
Click the gray Fast Pick button to open a separate window listing all the available Properties.
Select any that are applicable and then click the orange Save and Exit button.
The selected properties will now be listed in the Hotel Name section.
Note: If the box is checked (indicating that the Guest Type is available at ALL Properties), the Hotel Name section and Fast Pick option will no longer be available.
When a reservation is made for your Property using a channel (such as Expedia), the guest credit card information will not be attached. Instead, a "Virtual Credit Card" authorized for one use, for the exact amount calculated for the room and tax only, will be generated and sent to you by the channel. This 3rd party transaction needs to be allocated in the Guest Type to a separate folio (the incidental folio) to ensure that the room charge and tax payment are applied correctly to the reservation, whilst still allowing other charges to be applied to the main folio. This separation of the virtual card onto the incidental folio ensures that a guest is not charged twice for the stay.
Guest Types used with channels will need some specific configuration to allow the virtual credit card to be applied correctly.
The Goals are to (1) separate 3rd party transactions, (2) prevent advance authorizations, (3) hide the OTA (Online Travel Agent) rate from guest documents, and in certain cases (4) Tax Exempt Options.
Add the Room Charge and Tax Posting Type to the incidental folio section.
Note: Posting to the incidental folio can only be done in a Guest Type which already EXISTS in the system. If you need to generate a new Guest Type for your use with channels, please see the section above "How to configure Guest Types" before continuing.
Charges which will be paid using the virtual credit card (the room charges) are posted to the incidental folio, rather than all charges being grouped together for payment as in a normal reservation, as the customer credit card and the virtual credit card are NOT the same.
Click the gray Add button in the Incidental Folio section to open the Automatic Postings for Incidental Folio screen.
This screen allows you to select the Guest Type the automatic posting will be allocated to, and the Posting Type. You will need to select your Room Charge and Tax Posting Type option.
Click the save button () in the local tool bar, then click the gray button Guest Type in the local tool bar.
The selected Posting Type will now be added to the incidental folio section. This means the charges associated with the room and taxes will be assigned to the incidental folio, not the main folio. This will also cause a new option to be displayed, asking for a payment method for the MAIN folio to be selected. When the reservation is made, the virtual card will be for the exact amount for the room and taxes. When the guest arrives, any other charges will be applied to the main folio.
Room and Tax only?: This box should be checked.
This will prevent advanced authorizations from occurring. In a reservation generated via a channel the virtual credit card is authorized for room and tax only for a restricted set of dates. Any activity outside of the designated amount or date range will cause the card to decline. The guest will be responsible for any additional charges incurred during the stay.
Suppress Rates?: This box should be checked.
This will mean that the OTA rate will not be shown on any guest documents. The rate for your rooms will be different to the rate shown to the guest using the channel, due to the channel charging a fee for its use (this may be a percentage of the rate or a flat fee).
Note: The Guest Type should be attached to the correct Rate Plan (corresponding to the Virtual Card OTA Channel) in order to be effective.
Date Updated February 03, 2022