Create a New Group (Cloud) 🎥

Create a New Group (Cloud) 🎥

🎥 Watch Video
The top portion of the Group screen has fields for group information you will populate when making a group block. The bottom portion has a Room Allocation window where you will add room type allocations to the group block.
Path: Front Office > Group > Group.

Contact Information



Group Name: Reservations in the group will fall under this name.
Event Name: Enter the event name for a group. For example, John’s Wedding.
Last Name: Enter the last name of a group's primary contact
First Name: Enter the first name of a group’s primary contact.
Main Phone Number: Enter the primary contact's phone number
Email: Enter the primary contact's email address.
Address 1/Address 2/City/State/ZIP/Country: Enter the primary contact's locations.
Second Phone: Enter the primary contact's secondary phone number.
Language: Select the language from the drop-down menu for the confirmation letter.
Confirmation Delivery: Select the delivery method from the drop-down to send the confirmation letter.
Custom Letter: Select a custom letter, if available, from the drop-down menu.

Comments



Comments: Enter comments for the group reservation.
Internal Comments: Enter comments about the group for only hotel personnel to access.

Marketing Info



Market Segment: Select a group’s relative marketing segment from the drop-down.
Referral Method: Select a referral method from the drop-down.
Reason for Stay: Select the reason a group will stay from the drop-down.

Stay Details, Guarantee & Allocation Type



Arrival Date: Enter the date a group will arrive. Type the date into the text field, or select the date from the calendar by clicking on the calendar icon.
Nights: Enter the number of nights a group will stay. The number of nights will automatically populate the Departure Date.
Departure Date: Enter the date a group will leave. Type the date into the text field, or select the date from the calendar by clicking on the calendar icon.

Guarantee Type: Select the "guarantee type" from the drop-down, the charges that the guest making the reservation will be responsible for.
Allow FD to Pickup Room: Allow to pick up allocation locally. If the box is unchecked, the only way to pick up rooms would be online, through the Channel Manager.
Allocation Drop Type/Days: Select the drop type from the drop-down.
Standard: Enter a specific date next to the type drop-down that will be the drop off day.
Rolling Days: Enter the number of days after the date of the reservation you are making that the room allocations will drop.
Status: Displays the status of the group reservation: New, Hold, Guaranteed, Out, or Cancel.
I.A.T.A. #: Select an IATA number for the drop-down. To look up an agency name, select Look up IATA #.
Company: Select a group's company from the drop-down menu. Click the search icon to look up a company name.

Rate Information & Packages



Discount Code: Select the code from the drop-down.
Tax Status: Click "Exempt" to open the Revenue Tax Exemption Window.
Add - Ons: Click Multiple to open the Add Multiple Package window. Select the date and the package from the drop-down. Click Add New to add the package(s) you select.

Summary of Charges & Payment Info



Deposit Required: Enter the required deposit amount, if applicable.
Deposit Date: Enter the due date for a group deposit, or select the date by clicking on the calendar icon.
Deposit Required Paid: Enter the dollar amount required for group deposits.
Estimated Balance: Displays the remaining balance on the group folio. Includes pick up charges, if applicable.
Payment Info: Select the method of payment from the drop-down.

Guarantee & Confirmation



Group ID - Displays the guarantee and confirmation number in the Group ID. Give the number to group contact to confirm a reservation.

Room Allocations

Add Allocation: Click to add room allocations for a group prior to saving the reservation, and then enter the allocation information in the pop up dialog box.
Once you save the group block, the Add Allocation button is no longer available and you will need to select Add New Row instead.
Once the Group Block is saved you can view, modify, or add additional allocations in the Room Allocations window.
Click on Add New Row to select the room type from the drop-down. 
Complete the # Adults, Xtra Adult charge, # RMS, and Rate fields once the room type is selected. 



Click Save Allocations to Save any changes.




    • Related Articles

    • Search a Group Reservation (Cloud) 🎥

      ? Watch Video You have various methods for searching for a group, whether it's by their name, event, or even the phone number of the group contact. Let's explore these different options. Path: Front Office > Groups > Search 1. Use the Search ...

    • Pickup Group Allocations (Cloud) 🎥

      ? Watch Video After creating a group and adding allocations, you'll need to pick up those allocations from the availability screen in order to create individual reservations for each guest. Path1: Front Office > Reservations > Availability Path2: ...

    • Add Existing Reservation to Group Block (Cloud)

      At times, you may need to create a group when individual reservations already exist outside of the group block. This process is used when you want to add an individual reservation to an existing group block. Path: Front Office > Reservations > Search ...

    • Create a New Group (BW) (Cloud) 🎥

      ? Watch Video The Group screen in your hotel management system is divided into two main sections. The top portion is dedicated to entering group information when creating a group block. In contrast, the bottom portion contains a Room Allocation ...

    • Find/Get a Group Estimated Balance (Cloud)

      The estimated balance for a group can be found within the group master reservation, specifically in the Summary of Charges section, but only for groups configured with a Guarantee Type of "Room & Tax" or "All Charges". The displayed balance will only ...