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Managing Groups

Groups are the organizational backbone of an event. They let you segment guests into cohorts with different travel configurations — for example, “Speakers” who arrive a day early versus “General Attendees” who arrive the day of. Each group defines its own travel dates, policies, enabled products, and hotel selection settings.

Why Groups Matter

Every guest in an event belongs to a group. Groups control:

  • When guests should arrive and depart — Independent of the event’s own dates
  • What products are available — Air and/or Rail, hotels, ground transportation, and/or expenses
  • Which policies apply — Either your organization’s default travel and expense policies, or custom policies selected per group
  • How hotels are selected — Organization default or a custom stack-ranked list of preferred hotels
  • Booking cutoff dates — An optional deadline after which guests can no longer book travel

Creating a Group

Open the Group Creation Form

From your event dashboard, click Create Group.

Step 1: Policy Selection

Configure the core group settings:

  • Group Name — A descriptive name like “Executive Team” or “Day-of Attendees”
  • Arrive By — The date and time guests in this group should arrive. Defaults to the event start date/time
  • Leave After — The date and time guests in this group should depart. Defaults to the event end date/time
  • Travel — Toggle to enable travel products for this group
    • Policy: Choose “Organization Default” to use your org’s standard travel policy, or “Custom” to select a specific travel policy from a dropdown
  • Expenses — Toggle to enable expense management for this group
    • Policy: Choose “Organization Default” or “Custom” and select a specific expense policy
  • Booking Cutoff Date (optional) — A deadline for guests to complete their travel bookings. Must be on or before the event end date

Step 2: Booking Types

This step appears only if travel is enabled. Configure which booking types are available:

  • Getting there and back — Enable travel to and from the event, then select Air, Rail, or both under Travel methods
    • Destination airports are shown and required only when Air is selected. They are auto-populated from the event location, but you can customize them
    • Rail requires an active travel policy with rail configured. With Custom policy selection, the selected policy must support rail. With Organization Default, each guest must have an applicable policy that supports rail; having another rail-enabled policy in the organization is not enough
    • Before sending invitations, assign an eligible policy to each guest in a Rail group or move guests without one to another group. Juno blocks invitations for guests whose applicable policy does not support rail
  • Hotels — Toggle to allow hotel bookings
    • When enabled, choose a hotel selection strategy:
      • Policy Default — Use your organization’s travel policy for hotel selection
      • Custom Stack Rank — Select and order specific hotels from your event’s hotel options. See Managing Hotel Options for how to configure these
  • Ground Transportation — Toggle to allow ground transportation bookings

For the booking workflows, see Rail Booking for Guests and Booking Rail on Behalf of a Guest.

Step 3: Review and Create

Review all group settings on the summary page and click Create Group to finalize.

Understanding Hotel Selection for Groups

When a group has hotels enabled, you choose how Juno selects hotels for guests in that group:

Policy Default

Juno uses your organization’s standard hotel selection rules. This is the simplest option and works well when you don’t need event-specific hotel preferences.

Custom Stack Rank

You select specific hotels from your event’s hotel options and drag them into a preferred order. Juno presents the first available hotel to guests. If that hotel is unavailable (e.g., the arranged stay is full), Juno moves to the next hotel in the list.

This is useful when:

  • You have a negotiated rate at a specific property and want it prioritized
  • You want different groups at different hotels (e.g., executives at Hotel A, general attendees at Hotel B)
  • You have an arranged stay that should be filled before guests book elsewhere

Editing a Group

To edit an existing group:

  1. From the event dashboard, click the group selector dropdown
  2. Select the group you want to edit and click Edit Group
  3. Alternatively, go to event settings and select the Groups tab

You can update:

  • Group name
  • Arrive by / leave after dates (if no bookings have been made)
  • Product options (if no bookings have been made)
  • Travel methods — Air, Rail, or both (if no bookings have been made)
  • Policy selections
  • Hotel selection strategy and hotel preferences
  • Booking cutoff date

To enable Rail for a group that already has invitations, all existing invites must use a travel policy with rail configured. Update their policies first, or enable Rail on eligible individual trips instead.

Once guests in a group have made bookings, some settings become locked. Travel dates, product options, and travel methods cannot be changed after bookings exist, including confirmed rail bookings. The booking cutoff date can always be updated.

Deleting a Group

If a group has no invitations yet, you can delete it entirely. This removes the group from the event.

If a group already has invitations, deletion is not available. You would need to cancel the group instead, which handles the associated bookings and invitations.

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