How to transfer a reservation to a group

Reservations and groups are designed for the common case (booked together, billed together) but real bookings often arrive piecemeal — guests find each other, companies pull in late additions, weddings absorb friends-of-friends. The transfer-to-group action handles those after-the-fact additions.

When to use this

• Wedding/event guest booked direct, then asks to be on the host's master bill.
• Corporate attendee added late to a conference; company will absorb the room cost.
• Tour group's late additions — the operator's allotment is set, but a couple of bookings came in directly. Roll them under the operator's group for unified billing and reporting.
• Splitting a previously joint booking back into a group — after a split-by-room, both halves still belong to the original group; if you want to move one half to a different group, this is the action.

Doing the transfer

1. Open the reservation. Find the Group field on the reservation header (it shows the current group, or empty if independent).
2. Set the field to the target group — autocomplete by name. If the group doesn't exist yet, create it from Frontdesk → Groups → + first, then come back.
3. Save. The reservation now belongs to the group. Open the group profile to confirm it appears in the reservations list.

After the transfer — billing alignment

The reservation is now group-affiliated, but its existing invoice is unchanged. To actually consolidate billing to the group's master folio:

• If both invoices are still DRAFT — merge them via Invoices → Merge (same currency, same customer requirement).
• If the original is already fiscalized — cancel it and reissue under the group's billing party (corrective-invoice pattern).
• If the original is paid in full — leave it as is and just route future charges (room-charge POS, services) to the group folio. The original invoice stands; the new charges roll up to the group master.

Reverse direction — moving out of a group

Same field, set it to null (or pick a different group). The reservation becomes independent (or moves to the new group). Useful when a guest's plans change and they want to be billed separately at the last minute.