Adding Clients to a Group Booking

Client Group Booking ancillary data allows you to assign clients to the group bookings that have been created.

About this task

Clients can be assigned to more than one group. Groups can only be edited or deleted in Group Booking ancillary data but users can add a client to the group booking using the Group Booking Info dialog box in Trip Booking. When you select the Group check box to create a group booking, all clients assigned to the group appear on the Group Booking tab.

Procedure

  1. Click File > Ancillary Data > Para > Groups > Client Group Booking.
  2. Select the Group Code to which you want to add clients.
  3. Select a Client to add to the group:
    • Type the last name of the client.
    • Type a forward slash (/) to generate a complete list of clients and then double-click the appropriate client.
    • Click the ellipsis button (…) to search for the client.
  4. Click Add.
    The client is added to the group booking.