Client Profile Creation
Setting Up Client Profiles
Creating a NEW client profile
NOTE: If you are using Aloha PMS and DC integration your Aloha DC client profiles will be automatically created.
If you are not yet integrated, ensure that any Aloha DC Client Profile names and emails entered exactly match the client's profile created in Aloha PMS.
If you have added any custom fields to your client profiles on Aloha PMS, please note those will NOT show in Aloha DC. However, you can create your own custom fields within Aloha DC.
- From the navigation menu click on Organization Setup
- Select Clients from the drop down menu
- Add clients
- Fill in the Required Client information. Below is an image with the required fields highlighted.
Viewing / Editing an Existing Client Profile
If you would like to view or edit a client profile navigate to the client list and select the edit button on the right end of the clients name
Click 
at the bottom when you are done or click the 
icon at the top left corner of the client profile to leave without saving any changes.
Edits made to profiles in Aloha DC will not reflect in Aloha PMS at this time. To have changes reflected in both systems, please make edits in Aloha PMS
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