Overview

You will discover that your database grows rapidly once you are trained on the practical applications of ClientBase Online. Using Merge to PNR provides an everyday tool that demonstrates the value of the program to your agents. In this second packet, Learning Merge to PNR, you are teaching the agents to master the following associated skills:

How to toggle back and forth between the GDS and ClientBase Online.
How to initiate the Merge to PNR process using one of two methods.
- Start in the GDS by checking availability and booking flights. Toggle into ClientBase Online, display or build a new profile and merge customer data to the PNR.
- Start in ClientBase Online and search for profile. Display or build a new profile and merge data to PNR. Toggle into GDS to check availability and book flights.
How to use the Merge to PNR Feature.
- Selection Screen
How to use the Merge to PNR feature Selection Screen
Always Move/Optional Move selections
Dragging travelers to desired PNR name field position
Click Next
- PNR Preview Screen
Update in GDS format
Send to PNR
How to toggle and review merged data in PNR.

For visual learners: Watch the recordings listed below.

For text learners: Open the attachment to read the training content. The attachment is a PDF document located under the Related Links at the bottom of this article.

For both learners: It's important to practice what you learn! Once you have watched the recordings and/or read the attached document, move down this page to the practice exercises, checking progress and skill enhancements.

Recordings to watch:

Merge to PNR (3 minutes)
PNR Import (5 minutes)
- After you watch the recordings, move down to "Let's Practice" to practice what you have learned!

Let’s Practice!

Exercise #1: Start by checking availability in the GDS and toggle back into ClientBase Online to modify/add new profile information.

If customer is in database, verify the profile information is correct then Merge to PNR. Select the travelers and any information you want to merge to the PNR. Complete the merge and continue the PNR.
If the customer is not in the database, create a profile ensuring all the necessary information that will be needed in the PNR is in the profile. Merge to PNR.

Exercise #2: Start in ClientBase Online and toggle back into blank PNR to continue availability process.

If customer is in database, verify the profile information is correct then Merge to PNR. Select the travelers and any information you want to merge to the PNR. Complete the merge and continue the PNR.
If the customer is not in the database, create a profile ensuring all the necessary information that will be needed in the PNR is in the profile. Merge to PNR.

Merge to PNR Skills Additional Resources

Here is a list of additional resources available from Trams Products and Services to help you and your agents learn basic Merge to PNR skills:

From the ClientBase Online program, click Help > Contents to open the Help Files.
- Read the chapter: Putting Profiles to Work for You > Merge to PNR

Merge to PNR Skills Enhancement

As you become more comfortable in entering using the Merge to PNR feature in ClientBase Online, you may want to learn the following. Information on these items can be found by going to Help > Contents in ClientBase Online.