How to create a group linked to one client profile

The first step is to open <span class=""><i><b>Base7</b></i></span> and click <span class=""><i><b>Clients</b></i></span>

Click <span class=""><i><b> Groups</b></i></span>

Click <span class=""><i><b> New Group </b></i>to create a group.<br>You can also select an existing group from the list</span>

Enter the information you have about the group

You can select a <b><i>color </i></b>so that all reservations from the same group are displayed with the same color on the calendar

The check-in and check-out dates are the global arrival and departure dates for this group, enter the <b><i>entire period of time</i></b> you are expecting this group to be present in your establishment

When you have entered all the information you have, click <span class=""><i><b> Save </b></i></span>

Click <span class=""><i><b> Add Rooms / Clients </b></i></span>

Click <span class=""><i><b> Add Client</b></i></span>

Create a <b><i>New Client</i></b> or <b><i>Search </i></b>for an existing one

Type in the client <b><i>number </i></b>or <b><i>name </i></b>in the search bar and click <b><i>Search</i></b>

All the matches will be listed here, <b><i>select </i></b>the correct one

Click <span class=""><i><b> Add </b></i></span>

In the <b><i>Add Rooms</i></b> section, you can now select the client you added

And select which <b><i>room(s)</i></b> you want to assign to them

Make the necessary adjustments to the room

Enter the <b><i>rate</i></b> for the room

Click <span class=""><i><b>Add</b></i></span>

The system will display a <b><i>confirmation message</i></b> showing you the room has been created

You now have several rooms for several clients linked through this group.<br>That's it. You're done!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.