How do I configure Guest Groups?

To utilize Guest Groups in CT6, there are a few configuration items that are important to complete before you start. Talk these different options with your Business Analyst to determine the best way to implement Guest Groups for your organization.

Template Event

Template Events are linked to Packages and create Registrations when the Package is selected on the Itinerary. This allows for group attendees to submit Medical Forms, sign legal terms and answer additional questions or any other Attendee Workflow Steps that you assign.

  1. Use the How do I create an Event? article to create your template event
  2. To make the event a Template Event:
    •  select the link
    • Select the Use as Template checkbox
Quick Tip – Resources, Activities, Meals or Charges are not used for the configuration of Template Events.


Packages are a type of Resource that allows you to control the number of attendees and pricing on an Itinerary. You can also assign Template Events to add Group Registrations to an Itinerary to be able to collect information like Medical Forms from group attendees.


To create a Package, use the following Support Articles:

  1. How do I create a Resource?
  2. How do I create a Package Resource?

Contract Type

Create Contract Types to be able to use different contracts for different types of groups. You can also use Contract Types to determine the Attributes that are available on an Itinerary.

  1. Go to Config > Guest Groups > Contract Types.

  1. Click Add Contract Type.
  2. Fill out the name of the Contract Type, select Itinerary Attribute Categories to use, and click Save.

Quick Tip – Reports in the Guest Group Reports category will be available to select under Contract Types.

Workflow Step

Track an Itinerary from prospect to on-property with custom Workflow Steps. Before creating Workflow steps, think through the entire process of booking a Guest Group. Here are a few ideas on how you can use Workflow Steps:

  • Sales – Create steps to track prospects in the pipeline.
  • Retreat Coordinator – Track who has signed contracts or who you need to follow up on.
  1. In CT6, go to Config > Guest Groups > Workflow Steps.

  1. Click Add Workflow. Enter a name and internal description and then click Save.

  1. Repeat as necessary to add any remaining step. If needed, steps can be rearranged by dragging and dropping.

Assigned To

Allowing specific CIRCUITREE Users in your organization to be assigned to an Itinerary is useful for dividing work between multiple employees.

  1. Go to Privileges > Registration and click Allow next to Allow user to be Assigned To an Itinerary.
  2. Click Actions > Save.
Quick Tip – Go to Application Settings > Security > Groups to add the Security Privilege to a group of users.


Resources represent items on the property that can be reserved for a specific time and place. To set these up, read the following article:

Related Articles

Leave A Comment?

You must be logged in to post a comment.