1. Planned groups – it is used for creating and sending offer to your travel partners.
  2. Active groups – it is used for selling subgroups, creating reservations, documents and managing passenger’s lists.
  3. Cancelled groups – it is used when a group gets cancelled and the trip is no longer active.
  4. Archived groups – you can archive a group when passengers come back from the trip because the group is no longer active.

 NOTE: You may filter your groups using the Status filter in the Tours → Groups main menu.

Creating planned groups

        1. Use the Tours → Groups item from the main menu.
        2. Click New planned group button.
        3. Select a destination or enter a new one.
        1. Select a department or enter a new one if needed.
        2. Define the name of your tour.
        3. Click OK to save.

NOTE: Planned groups are used for creating different subgroups for your travel partners, creating offers for them and when they decide, you can easily move planned group to active and start selling.

Creating active groups from planned groups

      1. Use the Tours → Groups item from the main menu.
      2. Find planned group you want to edit.
        NOTE: Use the filter above the group grid to filter only planned groups.
      1. Double click the row or click the Edit icon.
      2. Click New button in order to add a subgroup.
      3. Define the period of the subgroup you are creating.
      4. Add the name of the subgroup you are creating by using the Description text box.
      5. Define the status in Status drop down list.
      6. Click OK to save changes.
      7. Enter Calculation tab.
      8. Define subgroup price calculation.
      9. Click OK to save changes.
      10. Close the Subgroup window.
      11. Click Copy icon on the subgroup you created to create more subgroups.

Archiving groups

        1. Use the Tours → Groups item from the main menu.
        2. Use filters to find desired group.
        3. Click Change to status Archived icon at the end of the row.

Canceling groups

        1. Use the Tours → Groups item from the main menu.
        2. Use filters to find desired group.
        3. Click Change to status Cancelled icon at the end of the row.

Deleting groups

        1. Use the Tours → Groups item from the main menu.
        2. Use filters to find desired group.
        3. Click Delete icon.

 NOTE: You cannot delete groups that already have reservations on them.