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Create a Group Master .ng

📆 Revision Date:

This article covers the steps to create a reservation for a non business associated group of guests, such as a travel tour or leisure group.

See here for how to create a company group master for a business associated group.

Select Group Master on the Dashboard.

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The New Group panel loads.

Enter the applicable Start Date and End Date for the reservation.

Select the Rate Plan

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The Select Rate Plan popup loads.

Select the radio button next to the applicable group Rate Plan Name.

Note that in this example the name includes the word “group”, but this may not be true of all group rate plan names at all properties.

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Select Source

From the drop down, choose the source of the group

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Market Segments:

  • Select a Market Segment for tracking

  • Select the Local Market Segment for tracking

Note - when the local market segment is selected, the group’s production will show in Local Market Segment Reports

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Group Inventory Selection:
Note - this feature is based on property configuration. Selection will advance to the next step, Group Inventory.

  • Create Allocations - this will remove rooms from general inventory and hold in a block for group members only

  • Set Available to Sell - this will allow for the group rate to be sold on all available rooms in hotel inventory during the group dates. No rooms will be held in a block

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The Group Inventory:
Choose from the Group Inventory types and click on Next

  • Prospect Group - This selection will not deduct inventory nor will it allow for group member reservations

  • Tentative Group - Inventory is blocked for the group, but is not allowed to book group member reservations

  • Definite Group - Inventory is blocked for the group, and inventory is allowed to book member reservations

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Select Allotments

Use the plus sign icon to the right of each applicable Room Type to be allocated for both Contracted and Authorized rooms:

  • Contracted Rooms - These are the maximum number of rooms the group is allowed to book if the House Inventory exists on the room type. This is the quantity of rooms the contact requests. Note - The contracted amount does not reduce the inventory

  • Authorized Rooms - these are the number of rooms confirmed to the group block. The quantity of rooms that will be removed from house inventory and held in the group block.

Select Confirm

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The Review Allotments panel loads

If allocations are correct, select Next to continue

If allocations need to be adjusted, use the pencil icon next to the room type to be adjusted - a popup screen will appear, showing the available house inventory and the Authorized rooms.

Increase or decrease the allocations here and click on Done

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The Update Pricing popup loads.

Update the pricing for the room types by entering the amount in the blank space shown on the screen besides the person icon

Note- If group per person pricing is not required, click on the copy icon Screenshot 2025-02-13 at 11.19.12 AM.png to populate the rate on all room types

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Group Extra Person Pricing

Click on the person iconScreenshot 2025-02-13 at 11.18.44 AM.pngto define pricing for extra persons, fill in the amount and click on Done

Note - entering an amount in the Extra Person Price field will auto populate the remaining field amounts for all additional person counts.

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After entering pricing for Extra Persons, the initial update pricing screen populates.

Click on the copy icon Screenshot 2025-02-13 at 11.19.12 AM.png on the first room type and rate will auto fill the pricing for all the room types listed. Once all room types have an associated room rate, the Done button is activated - click on it to proceed

Note - should you wish to add different pricing for each room type, simply enter the dollar value associated with the room type and update the additional person pricing for each, if applicable

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The Pricing screen loads, displaying Room Type and pricing details.

Review the room types and rates for each then select Next to continue.

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The Review Cut Off Date panel loads.

Select the Select Cut off Type field to open it and select the applicable type. Click on Next when done

  • “Single Cut Off” sets a specific date when unreserved rooms held for the group are released back to inventory. When this option is chosen a field populates for date selection.

  • “Rolling Cut Off” allows for more flexible, staged release of unreserved group rooms by setting a number of days before each night of the group block to automatically release unreserved rooms back to inventory. When this option is chosen a field populates for entry of number of days.

When required fields are completed (cut off type with date or number of days) the Next link populates. Select it to continue.

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The Guarantee Information panel loads.

Select the preferred Billing Configuration Type and click on Next to continue.

Note - billing type details display at the bottom of each, as shown at right.

Select the Guarantee Type from the given options and click on Confirm

Select Next to continue

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The Enter Contact Info & Book panel loads.

Enter details for Group Name and Group Code

Select to copy the profile from an existing Corporate ID, Local Company, Existing Contact or Travel Agent

Or enter Contact Information separately.

Click here for steps to copy Company Profile - creating a company group master

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Pickup Restriction

Choose one of the following restrictions:

  • Restrict to PMS Only - group reservations can only be made via the PMS

  • Open to All Channels - group reservations can be made by any avenue authorized to book groups

Click on Create to complete

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A Success popup briefly displays and you will be taken to the group created

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Attaching a Local Company (create a Company Group Master)

Following the steps from above, when the Enter Contact Info & Book panel loads -

Enter details for Group Name and Group Code

Then select to copy the profile from an existing Corporate ID or a Local Company

Select the company from the returned results by clicking on the company name and complete any fields in the address that are not populated

Proceed with completing the steps for group creation

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Pickup Restriction

Choose one of the following restrictions:

  • Restrict to PMS Only - group reservations can only be made via the PMS

  • Open to All Channels - group reservations can be made by any avenue authorized to book groups

Click on Create to complete

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A Success popup briefly displays and you will be taken to the group created

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