Course curriculum

Here is an overview of what you, as a sales manager, can expect to learn:

    1. Can you walk me through the flow of creating a group booking?

    2. Thynk about the flow of creating a group booking.

    3. How do I create a new group booking from the account?

    4. Thynk about creating a new booking from the account.

    5. How do I create a group booking from the Home Page?

    6. Thynk about creating a booking from the Home Page.

    7. How do I edit a booking?

    8. Thynk about editing a booking.

    9. How do I edit and delete multiple events, products, packages on my booking? (Multi-edit & multi-delete)

    10. Thynk about multi-editing and multi-deleting on a booking.

    11. How do I change the status on a booking and what do the statuses mean?

    12. Thynk about changing the booking status.

    13. Where do I enter a customer’s group budget?

    14. Thynk about group budgets.

    15. How do I add a commission to my booking?

    16. Thynk about adding booking commissions.

    17. Where can I see my own personal pipeline for the dates of my booking?

    18. Thynk about viewing your pipeline from the booking.

    19. My client wants to book a series of meetings. How do I block this?

    20. Thynk about booking a series of meetings.

    21. How can I copy a booking and update it with future dates? (Cloning a booking)

    22. Thynk about copying a booking.

    23. How do I track deposits and payments?

    24. Thynk about deposits and payments.

    25. How do I handle if my customer wants their guests to pay for part of the booking? (Individual Contributions)

    26. Thynk about individual contributions.

    27. How can I email a proposal/contract/ BEO/proforma to my customer?

    28. Thynk about emailing documents.

    29. Where can I find contracts sent to customers?

    30. Thynk about finding a contract.

    31. How can I view my bookings for the current arrival year?

    32. Thynk about the 'bookings by owner CY' list view.

    33. How can I view bookings by booking ‘type’ for the current arrival year?

    34. Thynk about the 'bookings by type CY' list view.

    35. How can I view my pipeline for this month, and next month?

    36. Thynk about viewing my sales pipeline.

This course is designed for teams selling venues without guest rooms in your day to day sales activities.

  • 36 lessons