Group Tour Setup

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We are currently setting up our group tours in Tessitura and are running into a few problems. We want to assign docents to each tour. We currently run consecutive tours on the ½ hour for as many as 100 in a group. The docent’s name needs to stay with the tour time. We offer 12 different tour types.

I’m overwhelmed as where to start. Any suggestions would be appreciated.

Thanks, Lisa 

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  • Former Member
    Former Member $organization

    Lisa,

    Are the tours set up as performances?  If so, one possible route would be to create a customer service issue (CSI) under the customer record of the docent for that performance (tour).  I'm not sure what reporting needs you might have with that (it would probably need a custom report or two) but that would keep the docent attached to the tour and wouldn't require any new custom screens or functionality in Tessitura.

    This isn't a scheduling or volunteer management solution, but if all you need is to track the docent for each tour, this might be the easiest process.

    Hope that helps!

Reply
  • Former Member
    Former Member $organization

    Lisa,

    Are the tours set up as performances?  If so, one possible route would be to create a customer service issue (CSI) under the customer record of the docent for that performance (tour).  I'm not sure what reporting needs you might have with that (it would probably need a custom report or two) but that would keep the docent attached to the tour and wouldn't require any new custom screens or functionality in Tessitura.

    This isn't a scheduling or volunteer management solution, but if all you need is to track the docent for each tour, this might be the easiest process.

    Hope that helps!

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