Group Master Management
📂 What you will find in this section:
To help your team effectively build, manage, and execute group bookings, we have organized this section into four key functional areas:
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⏳ Group Blocks (v1 - Legacy): Guides for properties using former allotment and allocation functionality—covering group creation, rooming list generation, rate modifications, shoulder days, and legacy group check-ins.
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🚀 Group Blocks (v2 - NextGen): Workflows for the updated group interface—featuring advanced rooming list uploads (async batch processing & inline editing), direct online booking links, group inventory washing, and group check-out/closure routines.
📂 Knowledge Base Articles
⏳ Group Blocks (v1 - Legacy)
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Knowledge Base Link |
KBA Description |
|---|---|
|
⚠️ This Version of Groups utilizes the former functionality of creating Allotments and Allocations for group blocks. ⚠️ |
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Add a Group Rooming List.v1
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Learn how to process group rooming lists to bulk-generate guest bookings under an active Group Master. |
Attach a Reservation to a Group Master.v1
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Learn how to attach an existing standalone reservation to a Group Master block to link billing, rates, and group tracking. |
Cancel a Group Master.v1
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Learn how to cancel a Group Master block and manage associated member reservations, room releases, and cancellation policies. |
Create a Group Master.v1
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Learn how to create a Group Master reservation to set up and manage bookings for non-business leisure groups and tour parties. |
Create a Group Member Reservation.v1
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Learn how to create a Group Member reservation associated with an existing Group Master block. |
Create Shoulder Days for a Group Master.v1
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Learn how to create shoulder days for a group block to offer special group rates to guests extending their stay before or after main event dates. |
Detach a Reservation from a Group Master.v1
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Learn how to detach an individual reservation from a Group Master to convert it back to an independent booking. |
Group Check In.v1
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Learn how to process a Group Check-In to efficiently check in multiple group members and issue keycards simultaneously upon arrival. |
Group Check Out.v1
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earn how to process a Group Check-Out to simultaneously check out multiple group member reservations and finalize group billing. |
Group Reminders - Creating and Completing Reminders.v1
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Learn how to create and complete Group Reminders to coordinate operational tasks like amenity deliveries, transportation schedules, and group check-out times. |
Group Reservation Notes.v1
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Learn how to add, view, and manage Group Reservation Notes to record important group requirements, preferences, and operational instructions. |
Modify Group Master Rate.v1
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Learn how to modify room rates across an active group block to update pricing for existing and future group member reservations. |
Print a Group Rooming List.v1
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Learn how to export and print a group rooming list to review guest assignments, arrival dates, and room allocations for an event or tour. |
View Group Member Reservations.v1
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Learn how to view, search, and filter all individual member reservations associated with a Group Master block. |
🚀 Group Blocks (v2 - NextGen)
|
Knowledge Base Link |
KBA Description |
|---|---|
Add a Group Rooming List.v2
|
Learn how to process group rooming lists to bulk-generate guest bookings under an active Group Master. |
Attach a Reservation to a Group Master.v2
|
Learn how to attach an existing standalone reservation to a Group Master block to link billing, rates, and group tracking. |
Billing Remarks on Group Reservations.v2
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Learn how to view and manage Billing Remarks on group reservations to surface key financial and routing instructions directly alongside standard group booking remarks. |
Bulk Add/Remove Packages from Group Reservations.v2
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Learn how to add or remove packages across multiple group reservations simultaneously to ensure amenity consistency and streamline group block management. |
Cancel and Close a Group Master.v2
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Learn how to cancel and close a Group Master block to release all remaining inventory, settle outstanding folios, and archive the group record. |
Create a Group Booking Link.v2
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Learn how to generate and share a Group Booking Link so guests can book directly into a group block online when channel pickup restrictions are set to 'Open to All Channels'. |
Create a Group Master.v2
|
Learn how to create a Group Master reservation to set up and manage bookings for non-business leisure groups and tour parties. |
Create a Group Member Reservation.v2
|
Learn how to create a Group Member reservation associated with an existing Group Master block. |
Create a Recurring Group Block: Unique Group Code Generation.v2
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Learn how to generate recurring group blocks using dynamic group code conventions to prevent duplicate code conflicts across repeating schedules. |
Create Shoulder Days for a Group Master.v2
|
Learn how to create shoulder days for a group block to offer special group rates to guests extending their stay before or after main event dates. |
Detach a Reservation from a Group Master.v2
|
Learn how to detach an individual reservation from a Group Master to convert it back to an independent booking. |
Group Check In.v2
|
Learn how to process a Group Check-In to efficiently check in multiple group members and issue keycards simultaneously upon arrival. |
Group Check Out.v2
|
Learn how to process a Group Check-Out to simultaneously check out multiple group member reservations and finalize group billing. |
Group Master Bulk Check In.v2
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Learn how to use the Group Master Bulk Actions menu to perform centralized batch operations, including group check-in/out, rate updates, batch billing, room assignments, and document printing. |
Group Master - Bulk Edit Arrival and Departure Time.v2
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Learn how to bulk edit arrival and departure times across multiple group reservations to streamline schedule management and ensure group block consistency. |
Group Master - Bulk Post Charges.v2
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Learn how to post one-time or recurring charges to multiple group reservations simultaneously from the Group Master level to ensure fast, consistent, and auditable billing. |
Group Master - Bulk Print Registration Cards.v2
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Learn how to batch-generate multi-page PDF registration cards for group block arrivals in a single operation. |
Group Master Reminders - Overview.v2
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Learn how to use the Group Master Reminders view to organize, sort, and navigate group-level alerts and operational tasks. |
Group Reminders - Creating and Completing Reminders.v2
|
Learn how to create and complete Group Reminders to coordinate operational tasks like amenity deliveries, transportation schedules, and group check-out times. |
Group Reservation Notes.v2
|
Learn how to add, view, and manage Group Reservation Notes to record important group requirements, preferences, and operational instructions. |
Modify Inventory in a Group Master.v2
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Learn how to modify room inventory in a group block to adjust blocked room counts, release unallocated rooms, or add capacity based on demand. |
Modify Group Master Rate.v2
|
Learn how to modify room rates across an active group block to update pricing for existing and future group member reservations. |
Print a Group Rooming List.v2
|
Learn how to export and print a group rooming list to review guest assignments, arrival dates, and room allocations for an event or tour. |
Remove / Replace Corporate and Local Companies on a Group Master.v2
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Learn how to manage attached company profiles on Group Masters to update billing account relationships and contracted rate applications. |
Rooming List - Inline Editing of Guest Names.v2
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Learn how to use inline editing on the Group Rooming List screen to quickly update guest first and last names without navigating into individual reservation pages. |
Suppress Rates on Group Confirmation Letter.v2
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Learn how to use the 'Hide Rates' toggle when generating group confirmation letters to share booking itineraries with organizers or attendees without disclosing confidential rate pricing. |
Upload Group Rooming List - Async Batch Process.v2
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Learn how to use asynchronous batch processing to upload large group rooming lists in the background, track progress in real time, and view detailed upload history without interrupting your PMS workflow. |
View Group Member Reservations.v2
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Learn how to view, search, and filter all individual member reservations associated with a Group Master block. |
Wash Group Inventory.v2
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Learn how to set up group wash schedules to automatically release unused blocked rooms and maximize hotel inventory. |