6 - How to set up and create a group sales reservation in Altru
Creating a Group Sales reservation in Altru requires a few essential setup steps and the right permissions. This guide walks you through the prerequisites and the full reservation process, with visuals and helpful tips.
Step 1: Pre-requisites:
Before you can create a Group Sales reservation, ensure the following are in place:
- Programs (Events): Set up your events under the Programs section in Altru.
- Visitor types in quick Itinerary (Tickets): Create visitor types to properly categorize attendees and ticket options.
- Group sales requirements checklist: Use this checklist to confirm all necessary elements are configured.
Example of Incomplete requirements:
Example of Complete requirements:
You must have Group Sales access permissions enabled for your Altru user account. If you don’t see the Group Sales options mentioned below, contact your Altru administrator to confirm that your role includes Group Sales permissions.
Step 2: Create a group sales reservation
Follow these steps once your setup and permissions are in place:
- Log in to Altru
- Go to “Tickets”
- Click on “Group sales setup”: Double-check all requirements are met, and settings are correct.
- Navigate to Sales > Group Sales
- Click Add (top right corner) - Or right-click on the calendar view.
- Add a “New Constituent”: Typically, the organization or person making the reservation.
- Add a “Contact Person”
- Enter visit details: Date, time, group size, program, etc.
- Click on “Save”
6 - How to set up and create a group sales reservation in Altru
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"\nCreating a Group Sales reservation in Altru requires a few essential setup steps and the right permissions. This guide walks you through the prerequisites and the full reservation process, with visuals and helpful tips.\n\n**Step 1:** **Pre-requisites:**\n\nBefore you can create a Group Sales reservation, ensure the following are in place:\n\n- **Programs (Events):** Set up your events under the Programs section in Altru.\n- **Visitor types in quick Itinerary (Tickets)**: Create visitor types to properly categorize attendees and ticket options.\n- **Group sales requirements checklist:** Use this checklist to confirm all necessary elements are configured.\n\nExample of **Incomplete** requirements:\n\n\n\nExample of **Complete** requirements:\n\n\n\nI> You must have **Group Sales access permissions** enabled for your Altru user account. If you don’t see the Group Sales options mentioned below, contact your Altru administrator to confirm that your role includes Group Sales permissions.\n\n**Step 2: Create a group sales reservation**\n\nFollow these steps once your setup and permissions are in place:\n\n- **Log in to Altru**\n- Go to “**Tickets”**\n- Click on **“Group sales setup”:** Double-check all requirements are met, and settings are correct.\n- Navigate to **Sales > Group Sales**\n- Click **Add** (top right corner) - Or right-click on the calendar view.\n- **Add a “New Constituent”:** Typically, the organization or person making the reservation.\n- **Add a “Contact Person”**\n- **Enter visit details:** Date, time, group size, program, etc.\n- Click on “**Save”**\n"