Prepare for Facility Rentals

If your organization plans to offer facility rentals, you should complete the following preparation tasks before you get started.

 •  If your organization plans to use contracts as part of your facility rental process, you must complete a number of configuration tasks before you can create personalized contracts for facility reservations. For more information about contract templates, see Configure Contract Templates.

 •  To help standardize the amounts charged for rentals and save data entry time when booking the facility rental, we recommend that you configure default prices for the locations you commonly rent. For more information about default facility prices, see Configure FacilityPrices.

 •  Add a specific “Facility rental attendee” price type allowed only for the “Group Sales” sales method and do not associate it with any price lists. The cost of a facility rental is determined by the price of the location being rented not a price list. A price type specific to facility rentals will be required when you add an itinerary to the reservation. During this process, you must select a price type and then enter the number of expected attendees. For more information, see the Price Lists section of the help file.

 •  If your organization uses group types, you can add a “Facility rental” group type. Group types are categories used on reservations. Once you set up group types, you can assign them to your reservation itineraries and report on them. You can also associate specific resources with group types which can streamline assigning resources for a reservation when a group type is selected. You add group types in Administration. This is an optional step.