Card Merge Functionality for Guest, Company, and Travel Agent Cards

Card merge functionality is available for Guest, Company, and Travel Agent Cards.

To use this functionality for Guest Cards, navigate to Front Desk > Guests, where you will see a toggle to switch between the traditional Guest Card VIEW and the MERGE view.

In MERGE view, Guest Cards can be selected to be merged. Once selected, they will appear in the CARDS TO MERGE section on the right hand side of the screen.

Multiple cards can be selected for merge at the same time. One of the selected cards should be marked as primary, which is the card where all information is kept in the merged card. For any other cards merged into the primary card, past reservations and statistics will be merged into the primary card. No other information will be kept from the non-primary cards.

Once cards are selected, and the primary card is defined, the selection can be verified if the merge is possible.

If one of the selected cards is not eligible for merge, the reason will be displayed, and the card can be removed from the CARDS TO MERGE area to proceed with the merge process.

Please note, merge is not possible as a non primary card if a current in-house or future reservation is attached to the card.

After verification, the cards can be merged by clicking the MERGE CARDS button.

Merge activity is logged in the Guest Card activity log of the primary card, as well as in the Stay Card activity log of any past reservation where the attached Guest Card was merged.

The same functionality is available for Company and Travel Agent Cards by navigating to Revenue Management > Company & TA Cards.

Once MERGE view has been selected, an additional toggle becomes available to switch between Company and Travel Agent Cards. Please note, Company Cards cannot be merged with Travel Agent Cards and vise versa.

The following restrictions exist against merging a primary card:

Current in-house or future reservation is attached to the card
Current or future group or allotment is attached to the card
Card is attached to an A/R account
Card is attached to a commission account
Card has a contract rate attached

Merge activity is logged in the Guest Card activity log of the primary card as well as in the Stay Card activity log of any past reservation where the attached Guest Card was merged.

Note for hotels belonging to a chain: Cards are shared across all hotels within a chain in Stayntouch PMS; therefore, all eligibility checks are carried out across all hotels in the same chain.