Hi, Adam from Five Diamond here. We have been slowly transitioning to ShopMetrics so some of our processes are a mess. You are exactly right, after being approved on ShopMetrics, you will receive an email with the hotel details and agenda for the visit. There are a few sample reports at the end to give you a feel for how each item on the agenda will work.
When you receive that email, send any dates that you are available to the Assignment Manager. He will check to make sure a proper room is available and then tell you what to book. It is helpful if you can give a few dates in case the hotel is full. You can also check the hotel's availability on their website before you pick your dates. Most of the websites now have a 'my date is flexible' button so you can see the whole month.
As we get closer to the date, we will send you all of the templates and set up a call to walk you through the visit (if it is your first shop with us). Let me know if you have any other questions!