Set Up Scheduled Charges in Group Folio (Cloud)

Set Up Scheduled Charges in Group Folio (Cloud)


Unlike guest reservations, where you can attach Extras to post automatically each night, group reservations do not support Extras. Therefore, any charge that needs to post on a Group Master Folio—whether it occurs daily or on specific dates—must be configured through the Scheduled Charges feature. Scheduled Charges allow you to control exactly when and how recurring or one-time fees (such as meeting room rentals, banquet charges, or service packages) post to the group folio. Follow the steps below to set up scheduled charges for a group folio.
Path: Front Office > Group > Search > Open the Group.

Instructions

1. On the right side, click Group Accounts to access the group’s folio settings.


2. Go to the Incidental Charges tab (or Schedule Charges, depending on your setup) of the folio where the charge should be posted.



3. Select the date or dates when you want the charge to post.



4. Click the blank field under the Posting column to add the charge. Choose the appropriate charge code from the list and enter the amount to be posted. Save the charge.



5. The charge is now saved, and a new empty line is automatically created to allow you to add additional scheduled charges if needed.



The total of all scheduled incidental charges appears at the bottom of the window.



Still Need Help With This Topic?

Ask Yourself:
- Did I open the correct group record?
- Do I have permission to configure scheduled charges?
- Did I choose the correct folio (master vs incidental)?
- Did I correctly set the date(s) and amount?
- Is there already a manually posted charge that conflicts?

Support May Ask You:
- Which group (name or ID) are you working on?
- Which charge code/fee are you trying to schedule?
- What schedule (dates/frequency) did you set?
- Did the system display any errors or warnings?
- Can you provide a screenshot of the scheduled charge setup screen?

Set Up a Group Incidental Folio (Cloud)
Print or Email a Guest Folio (Cloud) 🎥

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