How to Create a Group and Add Group Bookings

Creating groups and group bookings in WebCruise+ is simple with this step by step process.

To begin, you will need to navigate to the Groups screen by clicking on Screens in the menu bar, followed by "Groups".

Once you are in the Groups screen, you can begin adding your group in one of three ways. The first option is to click on Add in the menu bar, followed by Groups. The second option will be to click on the plus button directly underneath the group names at the top left of the window and choose New Package. The third option is to click on the Insert key on your keyboard. Any one of these options will open the Add Group window.

     

In this window, you will enter all of your pertinent group information such as the supplier, ship, sail date, deposit and final information etc.

When you save your initial group information, you will then get another pop up window to add cabin categories to your group. You will need to fill out all of the relevant category information and financial data and then click on OK to save. Once you have clicked on OK, the window will stay open to allow you to add subsequent categories. When you are finished adding all of your cabin categories, you will click OK to save the last one and then close the window with either the X at the top right or the cancel button at the bottom.

After completing the addition of your categories, you will then get another window that appears to allow you to add any necessary add ons to your group. Here you can set the type of add on, add on name, who it applies to on the booking, the financial data that applies to the add on, and you can select if the add on is specific to any categories that you added on the previous screen. Once you have added all of the information for the add on, clicking OK will save the information but the window will stay open with reset fields so you can enter in additional add ons if needed. When you are finished inputting all of your add ons, the window can be closed by clicking the X at the top right, or cancel at the bottom right.

Now that your group is all set up, the next step is to add your bookings to the group. To add a new booking to your group, the first step will be to navigate into the Inventory tab of the group screen, and click on the book ion to the right of the category you would like to book. 

If you have added any Add On inventory to the group in the previous steps, you will receive a window with a checkbox list of all the add ons that have been added to be used for the category you are booking. Click on the checkboxes for each add on you would like to have added to the group booking, and then click on the Book button to continue.

The next window you will be presented with is the Add Booking window. Here you will be able to add all of the pertinent information for your guests booking. To the bottom left of the window, you can search for the contacts you would like to add to the booking. Once you have searched for and selected the client you are using in the booking, you will be able to click on the checkboxes on the left to select the contacts you would like to be included in the booking. Much like adding a standalone booking, you can enter in any information necessary to the right side of the window for booking preferences like cabin number, bedding, dining information etc. When you have finished entering in all of the relevant information, click on OK to save. 

Following the creation of the booking, you will get a pop up window to enter all of your passenger information. The window should be automatically filled with the pricing info you entered in the Add Cabin Category window. In this window you can also add any airfare information and insurance policy information. When you have completed this, click OK to save.

After adding your passenger information, you will have a series of pop up windows that allow you to add any other add ons you would like to add separately, an Edit Summary window to adjust commission if necessary, the Add Payment window to add any payments that have been made to the booking, and finally the Remittances window to record any remittances for the booking, After all of this has been saved, you will be left with the individual booking you have created for the group. If you would like to add any other bookings to the group, you will then navigate back to the Groups screen and repeat this process until all of your bookings have been entered.

As always, if you have any questions about this or if it gives you any trouble, you can always contact a member of our friendly support team by sending an email to support@wincruise.com, by sending us a chat message from your WebCruise+ page, or by using the Capture Feedback button on your screen.

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