Track a running list of participants for Group Events, including required documents, also accessible to the contract holder via their Online Customer Portal. Generate a shareable link to guide participants to the necessary documentation, such as facility waivers, for easy completion.

Group Management Profile Configuration

In Build Menu > Plans > Group Management Profiles (Tab) > + Create New Profile

Begin by creating a Group Management Profile for an event type, along with a description and required documents for the event. In this example, we will create a Group Management Profile for Birthday Parties.

Assign a Group Management Profile to the relevant Plan. In this case, the Plan for a Birthday Party.


Once assigned, the Group Management Profile will affect Bookings made to that Plan.

Additional Plan Settings to Consider

Group Profiles are generally helpful in programs that book with Unassigned enrollment slots, such as Group Events or Birthday Parties - check out this Group Event Example for settings to consider.

Customer View - Booking Customer

Once the booking has been made, the Contract Holder will also be emailed, prompting them to take action on their booking.  This shows the text you configured in the Group Management Profile


When logged into their portal, they will have the ability to share a private storefront link to the Required Documents, and will have visibility of participants who have filled out the documents.

RESEND EMAIL by expanding contract and clicking Send Email

From the summary page, click the contract to view this:

Customer View - Invitees

After following the link shared by the contract holder, participants will see the Storefront with required documents defined by the Group Management Profile.

Your Storefront Markup Text is shown below the event date header info here.

Staff View of Completed Documents

Edit the Booking Contract

Navigate to the Customers Tab within 'Edit Booking' to Assign Participants or add additional participants via the Assign Group Participants Button.

Customers who have filled out the required documents via the sharable link will be prompted as participants to assign.

Once assigned, accept changes and keep toggle on to create prorated invoice (will be $0 when assigning enrollments).