Updated: 09/28/2026
Minimum version: 3.10.0
In Ulyses Suite, all people who have stayed at one of the chain’s properties are considered individual customers.
An individual client is created only after a reservation is checked in, and not when the reservation is created.
The customer profile centralizes all personal, administrative, and historical information related to the customer.
Information available in the customer profile
From the details of an individual customer's profile, you can manage the following information:
- Identity document
- Contact information
- Contact addresses
- Preference management
- Loyalty programs - affiliations
- Privacy and consent
- Comments
- Guarantee cards
- Custom fields
- Automatic input capitalization
In addition, the customer profile provides access to:
reservation history
invoice history
associated deposits
the accounts receivable account, if applicable
Actions available from the customer profile
From the Options menu, you can:
- Merge customer
- Anonymize personal information
- Audit profile changes
- Delete customer
- Request a credit card from the customer
Identity document
In some countries, collecting data from the identity document is mandatory for legal and security reasons.
This information may also be transmitted to the competent authorities when required by regulations.
Contact information
This section allows you to record:
email addresses
telephone numbers
Contact addresses
Contact addresses indicate the customer's location.
Loyalty programs - affiliations
From the Loyalty - Affiliations section, you can:
select a loyalty program - affiliation
enter the customer's membership number
A customer can be linked to any loyalty program - affiliation created in the chain.
However, not all properties necessarily have access to all programs.
Preference management
Customer preferences can be defined:
at the property level
at the chain level
This distinction makes it possible to apply certain preferences only to specific properties.
During check-in, the relevant preferences are automatically displayed.
Privacy and consent
This section allows you to manage the customer's consents:
Marketing authorized
Indicates whether the customer agrees to receive communicationsData transfer
Indicates whether the customer authorizes their data to be shared with third parties
Comments
Comments can be entered:
at the chain level
at the property level
They are then visible from the reservations associated with the customer.
Guarantee cards
This section allows you to view the guarantee cards, generally credit cards, associated with the customer, along with their status.
Custom fields
Custom fields allow you to record specific information according to the needs of the chain or property.
Merging customers
Good to know
This operation is irreversible.
Merging allows you to combine several similar customer profiles into a single master profile.
In the current version, only the following information is consolidated:
emails
telephone numbers
addresses
To merge customers:
open the master customer's profile
click Merge customer from the Options menu
select the customers to merge
The selection can be:
suggested by Ulyses Suite
manual, through a targeted search
Anonymizing personal information
Anonymization makes it possible to comply with regulatory data protection requirements.
For more details, see the article dedicated to this process
Change audit
The Activity Stream allows you to view all changes made to the customer profile.
Path:
Options > View activity stream
Deleting a customer
A customer can be deleted only if:
no reservation is associated with them
no invoice exists
no deposit is linked
the customer is not linked to any company
Otherwise, you can:
deactivate the customer
or replace them with another existing customer
Requesting a credit card from the customer
To request a credit card:
Guarantees section > Request a guarantee
The process is identical to the one described in the article dedicated to guarantees.
Good to know 💡
An individual customer is created only after check-in
The customer profile centralizes all personal and historical data
Preferences can be defined at the chain or property level
Some actions, such as merging, are irreversible
- Customer information capitalization can be automatically standardized during entry through the chain setting “Input capitalization”
Use cases 🧭
Returning customers
Tracking stay history and preferences.
Regulatory compliance
Managing identity documents and consents.
Cardex quality
Merging duplicates to maintain a clean customer database.
Automatically standardizing capitalization for consistent profiles and documents.
Tip ✨
Before merging customers, carefully review the suggested matches to avoid losing any relevant information.