STL CookbookCompany profiles
Manage partner company profiles in Console — basic info, auto invoice, company representatives, and linked users and reservations.
Company profiles hold partner company data across properties: contacts, related users and leads, and reservation / transaction views.
Entry: Console → Profiles → Companies.
Prerequisites
None
Steps
Create a company
On the company list, click New Company at the top right.
Fill in:
- Company name (required): max 100 characters
- Other name (required): max 100 characters; defaults to company name; editable
- Country/Region (required): searchable dropdown
Click Confirm.
The system checks for duplicate names and shows Company name already exists when needed.
Edit basic info
Find the company in the list.
Three-dot menu → View details.
In Basic info, three-dot menu → Edit basic info.
Update fields in the dialog.
Click Confirm.
Turn on auto invoice (optional)
Find the company → three-dot menu → View details.
In Basic info, three-dot menu → Auto invoice.
Turn on Auto invoice:
- Receive email: where the company receives bills
- Posting scope
- Room charges: room and related charges only (default)
- Full amount: all reservation charges
- Payment terms: days to pay after the bill is sent (for example 10 days)
Click Confirm.
Edit company representatives (optional)
Find the company → three-dot menu → View details.
In Company representatives, click New:
- Name required
- Title and contact optional
Click Save.
Up to 3 representatives; the first created is the primary by default.
Other actions:
- Edit: any representative; all fields editable
- Delete: primary cannot be deleted; others can
- Set as primary: available on non-primary rows
View related users and reservations
Find the company → three-dot menu → View details.
Related users:
- Total linked users; defaults to the 5 most recently linked
- View all for the full list
- Cards show avatar, name, phone; click to open the user profile
Related reservations:
- Total amount of non-cancelled reservations linked to the company
- Booking counts per property
- Click a count to open all reservations filtered to that company
Disable a company
Find the company in the list.
Click Disable and confirm.
Disabled companies are grayed out and sorted to the bottom.
Enable a company
Find a disabled (grayed) company.
Click Enable and confirm.
The company returns to normal display and sort. New companies are enabled by default.
Show company on transaction print for guest reimbursement
Create the company under Profiles → Companies (skip if it already exists).
On the guest’s user profile, under Company info, select that company.
On the reservation details page, print the transaction statement.
After a deal, create an agreement rate plan
Create the company under Profiles → Companies (skip if it already exists).
On the CRS agreement-company page, add the company client if needed:
- Click New company client, select the company, then Add
When creating the agreement rate plan, select that company in company info.
Result
None
FAQ
- Why does company search return no results?
- How is reservation amount calculated in company profiles?
- What is a CRS agreement company? How is it different from company profiles?
- Why can't I create a company directly in agreement companies?