Group Sales

During the group sales process, a patron contacts your organization and inquires about a group visit or facility rental. The group sales coordinator who fields the inquiry begins the group sales process by requesting the date and time of the visit. They review the upcoming availability to determine what is available during the specified date and time. Next, the patron confirms the date and time they want to attend and the group sales coordinator adds a reservation.

When the reservation is added, an existing patron record is selected or a new record is added. This patron is linked to the reservation. The group sales coordinator also enters a name for the reservation, selects an existing contact or adds a new contact, and enters any notes regarding the booking. Once the reservation is saved, the reservation record is displayed. From the reservation record, the group sales coordinator can further define the group visit or facility rental by configuring arrival information, adding and scheduling the group itinerary, and preparing contracts, and processing payments.