1st Training Session

Date*
MM slash DD slash YYYY
Company Name*
Name/s of staff being trained*
Dashboard*
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*
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*
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

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