Group and service preparation

Step by step

1. Record Group Group Coordinator

   Group Coordinator records the group's name, leader, participant count and travel dates. The leader is selected from people records.

   • Establishes leader, travel dates and participant count.
   • Updates Pilgrimage groups, People

2. Arrange Services Group Coordinator

   Group Coordinator adds each accommodation, meal, transport or visit arrangement with its service date, provider and confirmed quantity.

   • Links dated services to the group.
   • Updates Pilgrim services, Pilgrimage groups

3. Review travel window Group Coordinator

   Group Coordinator compares service dates with departure and return dates and checks quantities against the participant count.

   • Compares the planned dates and quantities.
   • Updates Pilgrimage groups, Pilgrim services

4. Hand off to dispatch Dispatcher

   Dispatcher receives the group travel context before preparing a trip, especially when a transport service has been arranged.

   • Gives the journey owner the group context.
   • Updates Pilgrimage groups, Pilgrim services, Trips

Group Coordinator

Prepares the group and services; Dispatcher receives the travel handoff; Admin maintains the setup.