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Training Schedule

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Requirements: Registrations must be done no later than the night before the class.

SESSION #1: YOUR CONTROL PANEL: GETTING STARTED (Click to Review Agenda)
Tuesday, May 14, 2013 1:30PM - 3:30PM EST
Tuesday, May 21, 2013 1:30PM - 3:30PM EST
Tuesday, May 28, 2013 1:30PM - 3:30PM EST
 

 

 SESSION #2: WORKING WITH RESERVATIONS (Click to Review Agenda)
Wednesday, May 15, 2013 10:30AM - 11:40AM EST
Wednesday, May 22, 2013 10:30AM - 11:40AM EST
Wednesday, May 29, 2013 10:30AM - 11:40AM EST
 

 

 SESSION #3: ACCOUNTING AND REPORTING (Click to Review Agenda)
Wednesday, May 15, 2013 1:30PM - 2:30PM EST
Wednesday, May 22, 2013 1:30PM - 2:30PM EST
Wednesday, May 29, 2013 1:30PM - 2:30PM EST
 

 

 SESSION #4: MARKETING WITH YOUR WEBSITE (Click to Review Agenda)
Thursday, May 9, 2013 1:30PM - 2:30PM EST
Thursday, May 16, 2013 1:30PM - 2:30PM EST
Thursday, May 23, 2013 1:30PM - 2:30PM EST
Thursday, May 30, 2013 1:30PM - 2:30PM EST

 

 

 SESSION #5: INVITATIONAL WEBINAR: PRO/ENTERPRISE FEATURES 
Friday, May 10, 2013 11:00AM - 12:00PM EST
Friday, May 17, 2013 11:00AM - 12:00PM EST
Friday, May 24, 2013 11:00AM - 12:00PM EST
Friday, May 31, 2013 11:00AM - 12:00PM EST

 

 

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Training Agendas

 

TRAINING SESSION 1 - GETTING STARTED WITH YOUR BOOKT PLATFORM
In your first training you will learn:

-  How to create User Accounts
-  How to tailor your Bookt Platform to meet the needs of your business
    -  Defining Website Display Rules
    -  Defining Property entry and display rules
    -  Defining Booking Rules
    -  Defining Fees
    -  Defining Taxes
    -  Defining Booking Rules
    -  Defining Commissions
-  How to enter Properties along with the rates and availability for the properties
-  Updating your Credit Card for Payment should you need to change the card

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TRAINING SESSION 2 - WORKING WITH RESERVATIONS
In your second training you will learn:

- Leads
      - Website Lead Types
      - Manually entering a Lead
      - Booking a property for the Lead
      - Calling the Lead
      - Sending the Lead an Email
      - Reassigning the Lead
      - Deferring the lead to a different date
      - Discard the lead
- Working with All Contacts
      - View All Contacts, Leads, Owners, and Users
      - Edit or Delete Contacts
-Bookings
      - How to Make a Booking
      - How to Make an Owner Booking
      - How to use the Tape Chart to make a Booking
      - How to View and Modify existing Bookings
      - How to Cancel or Confirm Bookings
      - How to Find a Booking
- Check-in and Check-out Reports
      - How to Run the "Arrivals" and "Departures" reports
- Entering Maintenance Tasks


 

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TRAINING SESSION 3 - ACCOUNTING AND REPORTING
In your third training you will learn:

- How to use the Accounting Functions to
      - Working with the Register
      - Working with Invoices Due and enter payments
      - Working with Payments Received
      - Create a New Invoice
      - Marking an Invoice as Paid
      - Creating Invoices to Owners for Maintenance performed
      - Noting payments received from Owners
      - Refunds to Guests
- Entering Owners and Identifying which properties they own
- Working with the Owner Commission Statements
      - Running the Owner Commission Statement
      - Closing out an Owner Commission Statement
- Working with Owner Reports
      - Running Owner Statements
- Entering Vendors such as Maintenance Companies and Cleaning Services
- How to use the Batch Processing function to process Balances due on Bookings
- Running Reports
      - Entering Report Criteria
      - Running Reports
      - Printing Reports

 

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TRAINING SESSION 4 - MARKETING WITH YOUR WEBSITE
In your fourth training you will learn:


- Using the Email Campaign Function to market to existing clients
    - Creating and Modifying form emails through Document Templates to automate email notification tasks and to do email marketing
    - Sending Emails with the Email Campaign
    - Using Tags to filter Contacts for more targeted emails
    - Email Campaign strategies
- Blogging to get website traffic
- Adding and Editing Pages to your Website with the Website Content Editor
- Search Engine Optimization
    - Using the SEO link at the bottom of web pages to generate Keywords
    - Using SEO Attributes to add Keywords to your system
    - The SEO Scorecard
- The Lead Dashboard


 

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TRAINING SESSION 5 - INVITATIONAL TRAINING FOR PRO/ENTERPRISE CLIENTS

In the Invitational training subjects you may learn about include:


- Agency Extra-Net
    - Definition of Agency Extra-Net and how it's utilized
    - How to create and manage your Agency Extra-Nets
    - What your extranet user can see, and how to create them
    - How to Manage Bookings
    - How to set up independent business rules, fees, commission structures, etc. 

-Instamanager Global Translation
    -Definition of Instamanager Global Translation and how it's utilized
    -What gets translated
    -What are the user responsibilities
    -Global best practices and support procedures