To help you configure the system for group sales, we provide the Group Sales Setup page to guide you through the necessary steps. This page provides an interactive list of the tasks you need to complete before you can process group sales. To access the Group Sales Setup page, from Tickets, click Group sales setup.
The tasks on the Group Sales Setup page are presented in a specific order because some build on others. Each task is linked to the corresponding area of the program where you complete the selected task. For example, when you select Resources from the Group Sales Setup page, you are sent to the Resources page so you can add and manage the resources your organization will use for group reservations.
Next to each task on the Group Sales Setup page a red “X” appears to indicate that configuration is incomplete. After each task is complete, a green checkmark appears. When you first access the Group Sales Setup page, some tasks will already have a green checkmark due to default data provided with the system. You should review all default data and verify that it meets the needs of your organization.
If a task has a dependency upon the completion of another task, it will be inactive until all other tasks on which it depends are complete. For example, Group type resource requirements will be inactive until you have configured at least one group type. Provided under each task is a brief description, as well as a count of how many active individual records have been configured in each feature area. For example, if you have configured five price types, “5 price types available” appears under Price types on the Ticket Sales Setup page.
Note: While some tasks, like add locations and configure prices, must be configured by all organizations, a number of configuration tasks are optional. For example, not all organizations will need to configure resources for groups or set up flat rate pricing. The tasks your organization needs to complete is directly related to your business processes.
After you complete a task, you can navigate back to the Group Sales Setup page by clicking the direct link provided in each feature area. This allows you to easily continue to the next task. To return to Group Sales Setup from a feature area, under Setup on the explorer bar, click Group sales setup.
For more information about each item on the Group Sales Setup page, see Group Sales Setup Checklist.