Patron Management

What It Does

The Patron Management component provides a comprehensive solution for creating, managing, and tracking player profiles within your venue. From basic player information to detailed visit history, this component handles every aspect of guest management for efficient customer service and regulatory compliance.

From maintaining accurate customer records to tracking player visits and managing duplicate accounts, this component handles all aspects of patron data management for your venue.

Who It's For

Casino managers, player registration staff, compliance officers, and marketing teams who need to efficiently manage player information while ensuring data accuracy, regulatory compliance, and a seamless player experience.

Component Navigation

Patron Management functionality is accessed through the gold Users icon in the left navigation panel, selecting "Patron Management" from the menu. The interface is organized into three primary tabs:

• Patron List - View and manage all registered players in one place

• SMS - Process and verify player self-registrations

• Merging Duplicates - Identify and resolve duplicate player accounts

Understanding the Patron Management Workflow

The Patron Management component provides three integrated tabs that work together to manage the complete lifecycle of player data:

1. Patron List Tab

The primary interface for daily player management:

• View all registered players in a searchable grid

• Access detailed player profiles with comprehensive information

• Track player visit history and activity

• Send self-registration invites to new players

• Manage player status and account options

2. SMS Tab

Processes player self-registrations:

• Receive and review player-submitted information

• Verify identity against government-issued ID

• Approve, reject, or edit registration information

• Complete the registration process

3. Merging Duplicates Tab

Maintains database integrity:

• Automatically identifies potential duplicate accounts

• Provides tools to compare duplicate records

• Allows selective merging of information

• Creates consolidated player profiles

This three-tab approach ensures complete patron management through registration, verification, and data maintenance processes while providing easy access to all player information.

Core Functionalities

• Player Profiles - Comprehensive player information management

• Visit History - Tracking of player activity and visits

• Player Verification - Identity confirmation processes

• Status Management - Monitoring player gaming eligibility

• Self-Registration - SMS-based registration system

• Data Integrity - Tools for maintaining clean player records

• Player Notes - Maintain general, barred, and MTL/compliance notes

Best Practices

Data Management

• Maintain consistent data entry standards across all users

• Regularly review database for incomplete profiles

• Document the reasoning behind status changes or restrictions using notes

• Use standardized formats for contact information

• Follow regulatory requirements for player documentation

Security Protocols

• Verify identity with ID before making changes to player profiles

• Process sensitive information away from public view

• Follow data protection regulations in your jurisdiction

• Log out of systems when not in use

Player Experience

• Use player's preferred name/alias when interacting

• Keep registration and verification processes efficient

• Provide clear information about self-registration

• Maintain professional discretion when discussing accounts

• Document special preferences or requirements

Common Questions

How do new players get added to the system?

Players can be added either through direct registration by staff or through the SMS self-registration process. Note that player accounts created in either manner cannot be deleted from the system for regulatory compliance reasons.

How are duplicate accounts handled?

The Merging Duplicates tab automatically identifies potential duplicates based on name and date of birth. Staff can then review these matches, select which information to retain, and merge the accounts into a single master profile.

Can players update their own information?

Players cannot directly edit their profiles. Staff must make changes based on player requests and appropriate verification of identity.