The Buyer Portal is a post-sale assistant designed to provide buyers with a centralized place to access event information, manage attendees, communicate with the hotel, and stay updated throughout the planning process.

The portal can be enabled before or after a proposal is accepted, giving sales and event teams flexibility in when they introduce it to their clients.

Once it is activated - Navigate to Settings to manage the Buyer Portal configuration.

The portal dates are independent from the proposal and can be updated whenever needed.

Changes made to the portal dates are reflected in the Buyer Portal experience.

The Home page becomes available from the moment the proposal is sent (provided the portal is enabled).

It serves as the buyer's landing page and includes:

All Buyer Portal sections are visible to the buyer.

However, only the Attendees section is controlled by the portal dates.

The availability of the Attendees section depends on the configured portal dates.

Within this section buyers can:

Attendee lists must now be uploaded using the supported file format.

Note: Files must be uploaded in the required .xlsx format.

If an unsupported file format is uploaded, the import will not be processed.

The Buyer Portal supports drag-and-drop room assignments, allowing buyers to easily organize attendees into rooms.

Changes are saved automatically and will be syned to Opera Cloud when the sales agent clicks on the Sync-Button. Then, reservations will be created on the block in Opera based on the chosen room assignment.

Users can add notes to individual attendees.

These notes are synchronized with Opera when the sales agent syncs them through the Portal.

When synced:

The Buyer Portal includes built-in messaging between the buyer and the venue.

When a proposal is sent, the first message included with the proposal automatically becomes the first conversation in the Buyer Portal chat history.

This gives both parties a continuous communication thread from the start of the sales process.

When a new chat message is received, users are notified through:

The Buyer Portal synchronizes selected information with Opera to help keep event data consistent across both systems.

Currently supported synchronization includes:

Additional synchronization behavior may depend on your Opera integration and system configuration.

If the Buyer Portal is enabled before a proposal is sent, it becomes available immediately after the proposal is sent.

If it is not enabled initially, it can be activated later at any time.

Yes. Portal dates can be edited at any time from the Settings section.

The Attendees section is controlled by the configured portal dates. Verify that the current date falls within the allowed access period.

No. The Schedule is always available as a view-only section.

Attendee lists must be uploaded as .xlsx files.

Notes added to attendees are synchronized to Opera as Event Notes for the events that attendee is scheduled to attend. The sales agent can sync them anytime from the portal to Opera.