How do I create an account for a group?
The Accounts tab is a useful feature when dealing with frequent guests. Accounts can be created manually or automatically when a reservation is made. When a guest books online or makes a reservation through the campground host/manager, they will have an account automatically created for them associated with the first and last name, email address, and phone number given at the time of the reservation. All subsequent reservations using the same information will be logged here. You can also create an account for a group, rather than an individual, while still linking an individual account as the primary contact of this group.
Getting Started: First, you will need to navigate to the Accounts tab. This feature will be the fourth tab down on the far left side of the screen - illustrated below.
Once you’ve clicked into the Accounts tab, you will see a list of all of your existing accounts. To create a new account, you will want to select the “Add Account” button in the upper right-hand corner - the following screen will appear:
At the top of the screen, there’s the “Account Type” drop down menu. For an individual guest, you will select “Standard”; for a group account, you will select “Group”.
Note: To learn how to create an account for an individual guest, click here.
First you will want to enter a name for your group, then you can use the “Primary Linked Account” box next to it to link an individual account as the primary contact. To learn how to create an individual account, check out the link provided in the note above. Once you’ve entered in the desired information, press “Save” on the bottom left and your Group account will be saved!
Note: This is NOT how you make a group reservation. The group reservation and group account are two different things - to learn how to make a group reservation, click here.