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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 ESTTuesday, May 21, 2013 1:30PM - 3:30PM ESTTuesday, 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 ESTWednesday, May 22, 2013 10:30AM - 11:40AM ESTWednesday, 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 ESTWednesday, May 22, 2013 1:30PM - 2:30PM ESTWednesday, 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 ESTThursday, May 16, 2013 1:30PM - 2:30PM ESTThursday, May 23, 2013 1:30PM - 2:30PM ESTThursday, May 30, 2013 1:30PM - 2:30PM EST
SESSION #5: INVITATIONAL WEBINAR: PRO/ENTERPRISE FEATURES Friday, May 10, 2013 11:00AM - 12:00PM ESTFriday, May 17, 2013 11:00AM - 12:00PM ESTFriday, May 24, 2013 11:00AM - 12:00PM ESTFriday, May 31, 2013 11:00AM - 12:00PM EST
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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
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
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
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