About this course
Course Overview
The objective of this training session is to have the knowledge and understanding of how to process and manage your day to day bookings.
How to track communications and tasks and ensure that guest payments are received on time.
Lesson 1: How to convert an enquiry to a booking
About the lesson:
Within this lesson you will learn how to convert an enquiry to a booking, you can convert an enquiry to a booking via a web link for the guest to process in their own time.
Or you can process the enquiry over the phone and complete the checkout process on behalf of the guest.
- Send Book Now Links
- Process bookings over the phone
- Options to process payments over the phone
Lesson 2: Booking overview
About the lesson:
Within this lesson you will learn what everything means within the top section of the booking, and how to utilise the booking tags.
Lesson 3: Booking detail overview
About the lesson:
Within this lesson you will learn about the sections within the booking 'Booking Details', 'Summary', 'Management' 'Payments', 'Client Details', 'Owner Details'.
Within this section you record all the necessary details of the booking so that all parties have the right information to deliver a great service.
Lesson 4: How to use the booking dashboard
About the lesson:
Within this lesson you will learn how to search and find a booking using the available filters on the dashboard. You will learn what the colour coding of the bookings.
Lesson 5: How to use tags within the booking
About the lesson:
Within this lesson you will learn how to utilise the booking tags functionality, giving you the ability to categorise and group bookings based on a variety of variables. You can group bookings by group size, by property type, by property feature, by location.
Lesson 6: How to add a blockout for cleaning to each booking
About the lesson:
Within this lesson you will learn how to easily add a blockout at the end of each booking to cover the additional cleaning, this is particularly useful for larger properties that need additional time to clean.
Lesson 7: How to add extras to a new booking
About the lesson:
Within this lesson you will learn how to add extras from a defined list of extras for that property, you will also learn how to add custom extras to a booking.
Lesson 8: How to add a guest payment to a booking
Part 1:
Part 2:
About the lesson:
Within this lesson you will learn how to add guest payments from directly within the booking.
Lesson 9: How to merge duplicate contacts via a booking
About the lesson:
Within this lesson you will learn how to easily merge a duplicate contact when you are within the booking screen. Use the 'duplicate contact warning' button to merge the duplicates.
Lesson 10: How to add and amend extras within a booking
About the lesson:
Within this lesson you will learn how to add, remove and edit extras from within the booking. Extras can be added to a booking right up to the day before the holiday. If you offer additional services, guests can continue to add extras to their booking even while on their holiday.
Lesson 11: How to add a booking from the property calendar
About the lesson:
Within this lesson you will learn how to use the 'Property Calendar' and how to process a booking directly from here.
Lesson 12: How to add a security deposit to a single booking
About the lesson:
Within this lesson you will learn how to add 'One Off' security deposit, this is ideal when booking large groups of young parties so that you can add additional protection to the owner.
Lesson 13: How to log complaints
About the lesson:
Within this lesson you will learn how to use our complaint tool to track and log any official guest complaints.
Lesson 14: How to add an owner booking
About the lesson:
Within this lesson you will learn how to add an Owner Booking.
Lesson 15: How to add a blockout
About the lesson:
Within this lesson you will learn how to add a blockout.
Lesson 16: Could I work in your reservation team?
About the lesson:
Within this lesson you will learn how important the 'Activity' section is, are you team updating all communications. It is vital that you use iPro as a CRM and keep everything up to date so that anybody can respond to a guest a
Resources
Click here to engage and get help within our Q & A Forum
How To Guides - Booking Management
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