Creating a Room List

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The Room List

Whenever you add a Hotel Reservation to a Tour Date, you can also fill out a Room List for that Hotel Reservation.

Adding Names to a Room List

To start filling out a Room List, go to the Room List tab of your Hotel Reservation and click Add Person. If you're adding people to your room list who you have previously added as Contacts (usually in the Tour Crew section of your Tour Overview), you can search for their name and add them quickly. Otherwise, you can click Create New Record, and add a new blank line to the Room List.

Copy My Crew into Rooming List

To save time, you can enter all of your tour personnel as Contacts in the Tour Crew section of the Tour Overview (under Navigate>Tour Overview in the top menu bar), then you can import that crew list into the Room List by clicking the Copy My Crew into Rooming List button. You can do this for each Hotel Reservation of your Tour, saving you lots of data entry.

Sharing Your Hotel Room Lists

Once you have your room list set up, you can click the Copy Room List Information button, and this will copy your room list information to the clipboard. This will allow you to paste a plain text Room List into emails, Word docs, or any other text editor.

 

If you're looking for info on how to copy Room Lists from one day to another, click here.

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