Guide Profiles

Overview

The Guide Profiles section manages detailed information about guides. It includes their name, representative, title, description, contact details, and optional profile image. This section ensures that guides are correctly documented and can be easily identified and contacted.

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Purpose

The purpose of the Guide Profiles module is to:

• Store complete contact and profile information for each guide.

• Support operations by making guide details (phone, email, emergency contact) accessible to staff.

• Provide additional guide information for customers, if required, such as descriptions or titles.

• Maintain consistency between guides’ system accounts and their personal/professional information.

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Preconditions

• A guide account must already exist in the system (via Guide Names).

• The user must have permissions to edit guide profiles.

• Contact details and profile information for the guide should be available.

• A profile image is optional but recommended.

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Instructions

1. Navigate to Guide Profiles from the menu.

2. Locate a guide profile in the list. You can filter by:

   • All Guides (dropdown to select a specific guide).

   • All Names (dropdown to filter by name).

   • Use Clear to reset filters.

3. Review guide information displayed in the table:

   • Guide: The guide’s name (linked to the account).

   • Representative: The representative associated with the guide.

   • Title: The guide’s professional title (if set).

   • Description: Additional information about the guide.

   • Email: The guide’s contact email.

   • Phone: Primary contact number.

   • Emergency Phone: Secondary number for emergencies.

   • Profile Image: Optional image representing the guide.

4. To edit a guide profile:

   • Click on the guide’s entry.

   • Fill in or update the required details (Title, Description, Email, Phone, Emergency Phone).

   • Upload a profile photo if available.

   • Save changes.

5. To create a new profile (if a guide has no profile yet):

   • First ensure the guide exists in Guide Names.

   • Open Guide Profiles → click Create New Profile (if available).

   • Enter required details and save.

6. Validation tips:

   • Fields marked as Not set should be updated as soon as information is available.

   • Verify email and phone numbers are correct before saving.

   • Use clear and professional descriptions.