ClientBase Overview Database Administrators

ClientBase Overview for Administrators
Set Up PNR Settings, Entries, &
Rules For Use With Merge to PNR
ClientBase provides your agents with the ability to move customer information (maintained in the ClientBase
profile) to your reservation system’s PNR. This feature works with Apollo, Sabre, Amadeus and Worldspan.
In addition to your client profile fields, ClientBase includes four PNR entry tables--at the branch
level, at the agent level, at the profile level and at the passenger level. This means you have complete
flexibility on the amount of information you would like automatically formatted for a PNR while
working in a ClientBase profile. But before agents can use this feature, you need to set up the PNR settings,
PNR entry tables, and if you want to send data other than the default entries (Bill To Address, Ship To Address,
Interface ID, Phone Numbers, Credit Cards, Frequent Flyer Numbers), you need to set up PNR Rules as well.
A Rule is simply a way of designating how certain fields of information captured in a profile should be
formatted when sent to a PNR.
Example: Manager, Jan Jones, wants agents to start using the Merge to PNR feature to
grow her agency marketing database. She knows this is the best way to add new profiles
and update existing ones with Address, Phone & Email information since customer info is
sent to the PNR from ClientBase each time a client books a trip. Jan first sets up the PNR
Settings and then creates new ClientBase rules for customer preferences.
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