{"id":"profiles.getting-started","app":"profiles","title":"Setup, modes and navigation","summary":"Choose Intro or Full mode and open the profile list, reservation context or settings.","url":"https://www.simultem-apps.com/wiki/profiles#getting-started","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.getting-started","resourceUri":"wiki://profiles/getting-started","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["onboarding","intro","full","pro","properties"],"sections":[{"title":"Initial setup","steps":["Open Profiles and follow the setup pages, including property readiness and duplicate matching preferences.","Choose Intro Mode for preset grouping or Full Mode for editable matching and on-demand merging.","Configure automatic merging separately; selecting a mode does not itself enable it.","Use Properties to review account-level property selection and Advanced to review optional behavior. Open Tutorial or the optional onboarding call for setup help."],"notes":[]},{"title":"Account and reservation views","steps":["Use the account profile list to search and review guests and duplicate groups.","Open Profiles from a booking or reservation to review the participants, comments and reservation context for that stay.","In property context, check the property shown before changing data. Account-wide settings can be read-only or unavailable."],"notes":[]}],"text":"# Profiles: Setup, modes and navigation\n\nChoose Intro or Full mode and open the profile list, reservation context or settings.\n\n## Initial setup\n\n1. Open Profiles and follow the setup pages, including property readiness and duplicate matching preferences.\n\n2. Choose Intro Mode for preset grouping or Full Mode for editable matching and on-demand merging.\n\n3. Configure automatic merging separately; selecting a mode does not itself enable it.\n\n4. Use Properties to review account-level property selection and Advanced to review optional behavior. Open Tutorial or the optional onboarding call for setup help.\n\n## Account and reservation views\n\n1. Use the account profile list to search and review guests and duplicate groups.\n\n2. Open Profiles from a booking or reservation to review the participants, comments and reservation context for that stay.\n\n3. In property context, check the property shown before changing data. Account-wide settings can be read-only or unavailable.","related":[{"id":"profiles.grouping","app":"profiles","title":"Search and group potential duplicates","summary":"Set matching criteria and inspect the actual profiles in each proposed group.","url":"https://www.simultem-apps.com/wiki/profiles#grouping","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.grouping","resourceUri":"wiki://profiles/grouping","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"profiles.property-boundaries","app":"profiles","title":"Property access and note separation","summary":"Choose the documented property mode and understand restrictions in property context.","url":"https://www.simultem-apps.com/wiki/profiles#property-boundaries","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/profiles.property-boundaries","resourceUri":"wiki://profiles/property-boundaries","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"platform.access","app":"platform","title":"Install, authorize and open an app","summary":"Choose the correct account/property context and complete authorization.","url":"https://www.simultem-apps.com/wiki/platform#access","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/platform.access","resourceUri":"wiki://platform/access","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}