What Is a Recurring Group Opportunity?
Some groups return to the same hotel on a regular basis, such as an annual conference, a seasonal sports team, or a recurring corporate meeting. The Recurring toggle on a Group Opportunity lets Matrix automatically remind you to follow up before that group's next visit, so repeat business never falls through the cracks.
When you mark a Group Opportunity as recurring, Matrix creates a follow-up activity for you automatically, based on the interval and lead time you specify.
How to Set Up Recurring
- Open the Group Opportunity
- In the About section, toggle Recurring on
- Two fields will appear once the toggle is on:
- Group recurs in ___ months: enter how often this group returns (e.g.,
6for every 6 months,12for annually) - Follow up ___ days prior to the next recurrence: enter how many days before the next expected visit you want to be reminded (e.g.,
90for a 90-day heads up)
- Group recurs in ___ months: enter how often this group returns (e.g.,
- Save the Opportunity
Matrix will create a follow-up activity on the appropriate date automatically.
The Follow Up fields only appear after the Recurring toggle is turned on.
When to Use It
Use the Recurring toggle when a group has a documented history of returning or when you have reason to believe they will return, even if the next visit hasn't been confirmed yet. It's a proactive prospecting tool, not just a booking tracker.
Good examples:
- A basketball tournament that uses the hotel every spring
- A company that holds their annual all-hands at the same property each year
- A wedding block family that comes back for reunions
Not necessary for:
- One-time groups with no return potential
- Groups where the next event is already entered as a separate Opportunity
Adjusting the Auto-Created Activity
The follow-up activity Matrix creates is fully editable. If the timing doesn't fit that particular group or if the right person to follow up with has changed, open the activity and adjust the date, assignee, or details manually.
Reminder dates are not customizable at the system level. Each activity must be adjusted manually if the default timing doesn't fit.
Questions? Email support@m1intel.com