Copy a group itinerary

1. From Sales, select Group sales.

2. On the calendar, select a reservation and on the action bar, select Go to reservation.

3. Select the Itineraries tab.

Note: When you copy a group itinerary, you have a source and a target. All daily admission programs, program events, custom items, and notes from the source itinerary are copied to the target itinerary.

4. Select the target itinerary. This is the itinerary you will copy an existing itinerary into.

5. Select Customize itinerary.

6. Under Tasks, select Copy another itinerary.

7. In the Reservation field, select the reservation that contains the itinerary to copy. This field defaults to the current reservation. To search for a different reservation, select the magnifying glass.

8. The Itinerary field displays the itineraries for the selected reservation. Review the itineraries and select the one to copy. When you select an itinerary, the daily admission programs, program events, and custom items that exist on that itinerary are displayed.

Warning: Any existing programs, items, or notes in the target itinerary will be overwritten during the copy process.

9. Before you copy the itinerary, select Check for itinerary resource conflicts to see if conflicts exist for the resources assigned to the itinerary. This checks only the itinerary resources for conflicts, not the itinerary item resources. Itinerary resources are those assigned to the entire itinerary for a group while itinerary item resources are those assigned to each program or custom item scheduled on the itinerary.

If conflicts exist, you can change the visit date or choose to ignore the conflicts. If you select Ignore itinerary resource conflicts when saving, make sure you adjust the scheduled itinerary resources after you copy the reservation or verify that the resource conflicts will not be an issue.

10. When you are ready to proceed, select Save. You return to the itinerary, which now contains the daily admission programs, scheduled program events, custom items, and notes from the itinerary you copied. The current cost for the group is displayed on the left.

Warning: In some cases, scheduling conflicts may prevent specific events, programs, or custom items from being successfully added to the itinerary. In these cases, a “non-scheduled item” is displayed on the itinerary as a placeholder. To help identify non-scheduled items, each appears in red and contains a “NOT ADDED” description. Each non-scheduled item should be manually corrected. For information about resolving these issues, see Resolve Scheduling Conflicts for a Group Itinerary.

11. If the events, daily admission programs, or custom items you copied from the source itinerary require staff resources, you must schedule people to fill those resource positions. For more information, see Assign People to FillStaffing Resource Positions for Itineraries and Itinerary Items.