Edit Reservation Defaults Screen

To require a deposit by default when a group reservation is added, select Deposit required. If you select this checkbox, the Due date, Type, and Value fields are accessible.

Under Deposit, in the Due date fields, configure rules to calculate the due date for group order deposits. You can calculate the default due date based on a specific number of days after the order is created or a specific number of days before the group visit occurs. In the Due date field, enter a specific number of days and then select “Days before visit” or “Days after order creation.”

Select whether the deposit is a flat amount or a percentage of the total order.

Enter the flat amount for the deposit or the percentage of the total order that will be required by default.

To require a security deposit by default when a group reservation is added, select Security deposit required. If you select this checkbox, the Due date, Type, and Value fields are accessible.

Under Security deposit, in the Due date fields, configure rules to calculate the due date for group order security deposits. You can calculate the default due date based on a specific number of days after the order is created or a specific number of days before the group visit occurs. In the Due date field, enter a specific number of days and then select “Days before visit” or “Days after order creation.”

Select whether the security deposit is a flat amount or a percentage of the total order.

Enter the flat amount for the security deposit or the percentage of the total order that will be required by default.

To require a contract by default when a group reservation is added, select Contract required. If you select this checkbox, the Due date, Template, and Attachment fields are accessible.

Under Contract, in the Due date fields, you configure rules to calculate the due date for group order contracts. You can calculate the default due date based on a specific number of days after the order is created or a specific number of days before the group visit occurs. In the Due date field, enter a specific number of days and then select “Days before visit” or “Days after order creation.”

If you use a specific contract template for the majority of your contracts, you can designate a template to use as the default for all group reservations. In the Template field, select the magnifying glass. In the Letter type field, make sure “Group sales contract” is selected and select Search. In the results grid, highlight the template to use as the default and select Select. You return to the Edit contract defaults screen and the template you selected is displayed.

Select the attachment type to use for group contracts. Typically, your system administrator configures the types available. If a contract attachment type has not yet been added to the system and you have the necessary security rights, you can add a new type by entering it in this field.

To require a final count by default for group reservations, select Final count required. If you select this checkbox, the Due date fields are accessible.

Under Final count, in the Due date fields, you configure rules to calculate the due date for the final count. You can calculate the default due date based on a specific number of days after the order is created or a specific number of days before the group visit occurs. In the Due date field, enter a specific number of days and then select “Days before visit” or “Days after order creation.”