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1st Training Session
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MM slash DD slash YYYY
Company Name
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Name/s of staff being trained
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Dashboard
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Is an overview of your bookings, statistics and what’s happening for today.
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Booking Source Breakdown: All booking sources split into a % breakdown across all bookings
Monthly Occupancy Graph: A 12 month historical graph of your occupancy through out the year
Average Statistics: This covers Lead Time, Booking Length of Stay, Average Booking Amount and cancellation rate
Today’s Arrivals: How to print, How to Arrive the bookings manually and How to expand Arrivals
Today’s Departures: How to print, How to Depart the bookings manually and How to Expand Departures
Booking this month: Is a tally of all the bookings made this month and the total amount
Online Check In’s requiring validation: Shows you which guest registrations still need to be checked by you
Dashboard statistics: Shows different stats, number of active listings, forward bookings, bookings taken last month, you can view this by comparing either last month or last year and you can even download this into an excel spreadsheet
Quote Booking
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Searching for existing guests
Entering a new guest
Add Arrival and Departure dates
Add adults, children, infants, pets
Select specific listings
Add number of bedrooms, categories and features based on what the guest wants
Update prices to apply the changes
Select listings to add to the quote and email
Make a booking from the quote screen
Adding a Booking
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Guest and Owner bookings
Select a listing
Select Arrival and Departure dates
Add adults, children, infants, pets
Change base rate
Searching for existing guests
Entering a new guest
Select payment method – If credit card enter details
Select a booking source
How to email booking receipts
Note tabs
Packages tab – shows all packages that are linked to the listing
Reservation List
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How to search for a reservation
How to run an arrival/departure list for a specific date range
How to export the list
How to change column configuration (Cog)
Bookings
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Booking Screen Explained
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How to view and edit a Booking
Booking details tab
Guest details tab
Packages tab
Transactions tab
Payments tab
Correspondence tab
Add a Payment
Add a Deposit
Add a Pre-auth
Add a Charge
View cards saved against the booking
Status of the booking
Reservation Chart
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Properties are running down the left-hand side, clean status is also displayed, date range is running up the top.
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Select specific areas to view them on the chart
How to view cancelled bookings on the chart
How to zoom in and out
How to export the chart
How to open bookings from the chart
How to make a booking from the chart
Sending Emails/SMS
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From a booking
In bulk from reservation list