Create Block Train

PARAMETERS

BLOCKS

Business Block [BUSINESS_BLOCK]
Activate Full Business Block Functionality

Group Level Settings

Shoulder Dates [SHOULDER_DATES]

Use Booking Shoulder Dates

Maximum Shoulder Days [MAX_SHOULDER_DAYS]

Maximum number of days a block can arrive early or checkout later

Cutoff [CUTOFF]

Activate the Cutoff functionality for Cutoff Days / Cutoff Date and Cutoff Procedure.

Elastic Block [ELASTIC_BLOCK]

Activate Elastic Block Functionality

ROLES / TASK PERMISSIONS

Bookings >

Manage Blocks >

New Block

The Create Block

Train walks you through the steps (or "stops") to create a new block reservation, gathering information as the process progresses. The details for the stops are visible in a quick view on the right.

The Train in OPERA Cloud is a basic step-by-step process that identifies the steps (or "stops") that need information or action in order to complete the process.

When that step of the process has the necessary information, you can advance to the next step in the sequence.

The initial step that you are taken to depends on the information or action that has already been satisfied in the process; i.e., if information or action has already been completed for steps 1 and 2 when the train is opened, you will automatically be advanced to the third step in the process.

EXAMPLE

When using the Check-In train for a reservation, and the payment method has already been assigned, you will automatically be advanced to the Assign Room step when the Check-In train is opened:

Check-In Train

You can jump to any step on the train, backward or forward; however, if you advance to a subsequent step without satisfying the previous, a warning message appears to inform you of missing information:

Check In Warning - information needed before check in can be completed

Related items

Check-In Reservation

To Create a Block, select Create a New Block from the "I want to" section on the Manage Blocks Search screen.

Create Block uses a 4-step "train" approach that walks you through the process steps for creating a new Block, associating profiles, attaching rates and marketing information, and setting the Block's status. You can move forward and backward through the train by selecting the stop or by using the Previous or Next buttons.

Create Block Step 2 -- Associated Profiles -- Attach related profiles to link the profile and its attributes to the Block. If a Group Profile is not attached, one will be automatically created upon completion of the Block creation.

Create Block Step 4 -- Change Block Status -- Set a new Status and Reservation type for the block. You can also preview the next available statuses in the status flow for your choice.

Create Block Step 1 -- Block Definition

In the Block Definition step the Block is named, the Block Code is created, and the event dates are defined.

1. The Block Name identifies the group within the resort, and is the name that agents search for when booking the group.

2. The Block Code can be entered, or you can use Get Default Block Code to have a block code generated for you. If the Default Block Code Template parameter is configured, the Block Code generator will use the template format.

3. Start and End Dates - These are the actual Start and End dates for the event. Use the Inventory Control Elastic setting with shoulder dates if you want to allow reservations to be sold beyond the original allotment.

4. Inventory Control can be Elastic, Non-Elastic, or abide by Sell Limits. Shoulder* Start and End dates (for Elastic and Sell Limits) can be set days out from the contracted Start and End dates (the number of days out depends on the setting in the Maximum Shoulder Days parameter).

*Shoulder Dates parameter must be On to use Shoulder Dates. Shoulder Dates can also be set after block creation using the Manage Block screen > Block Details jump.

Create Block Step 2 -- Associated Profiles

Attach related profiles to link the profile and its attributes to the Block. For example, if a Negotiated Rate exists on an attached profile, that rate will be available for the subsequent Marketing and Financials step.

If you don't have an existing profile already created that you want attached to your block, you can create a new one by selecting the icon. If a Group profile is not attached here, one will be automatically created upon completion of the Block creation.

The Block details appear in the right panel for reference, including the block's initial status, and gathers information throughout the subsequent steps.

Create Block Step 3 -- Marketing and Financial

In the Marketing and Financial step, add the primary Rate Code, Marketing, and Source information.

If a profile is attached to the block in step 2, and that attached profile has a negotiated rate(s), that negotiated rate(s) will be available here in the list of values.

The Market and Source codes are mandatory. If a Rate Code that is configured with a Market and Source code is selected first, the Market and Source codes fields will populate with those values.

Create Block Step 4 -- Change Block Status

Select a status in the New Status column to set a new Status and Reservation type for the block.

The current (starting) status displays in the Block details box (see the rectangle in the image below). You can select a new status (1) or leave the status as is by selecting Save changes or Save and go to Presentation (the Manage Blocks screen).

Hover over a status in the New Status column to preview the Next Available Statuses in the status flow.

When selecting a non-cancel status, the default reservation type is automatically populated in the Reservation Type field at the bottom of the screen, and can be edited if desired.

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