Group Sales Setup

From Tickets, Group sales setup, configure Altru for group sales. This page lists the tasks you must complete before processing group sales.

How it works

• Tasks appear in a specific order because some depend on others.

• Each task links to the feature area where you complete it. For example, select Resources to open the Resources page and add or manage resources for group reservations.

• A red X indicates incomplete configuration. A green checkmark appears when a task is complete.

  Tip: Some tasks may already have a green checkmark due to default data. Review all default data to ensure it meets your organization’s needs.

• If a task depends on another, it remains inactive until the required task is complete. For example, Group type resource requirements is inactive until you configure at least one group type.

All organizations must complete tasks such as adding locations and configuring prices. Other tasks, like setting up resources or flat rate pricing, are optional and depend on your business processes.

For more information, see the Group Sales Setup Checklist.