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Training Plan
This section gives you an outline guide to the Training which should be completed with each member of staff when starting to use the Elite Booking System. Select a heading below to see the full description.
You can then select either to view the ‘Full’ Detailed Document or a ‘Quick’ Reference Guide.
Booking Screen Navigation
Full Document
Quick Ref Document
•Understanding the content of the Booking Screen
•Changing the Booking Screen Date using both the available calendar and the quick date change functions keys
•Changing the Booking Time using both the keyboard and mouse
•Selecting the required booking tab using both the keyboard and mouse
•Navigating between the three available booking screen views using both the keyboard and mouse
•Entering a resource allocation and understanding the purpose
•Entering booking screen notes
Individual Bookings – Creating, Finding, Amending & Deleting
Full Document
Quick Ref Document
•Creating bookings for visitors by either entering:▪The customer name;▪Creating a customer file;▪Selecting the customer details
•Creating bookings for members by either:▪entering the Membership Number;▪entering the Customer Address Code;▪swiping the Member’s Swipe Card;▪selecting the Member’s Details from ESP’s Administration system database
•Creating bookings for guests of members by:▪entering the Guest Name▪creating a Customer File▪selecting the Guest Details (if previously created)
•Entering booking notes (see )
•Printing a confirmation letter
•E-mailing a confirmation letter
•Viewing existing bookings
•Viewing the amendment history
•Adding Supplementary Bookings
•Deleting Supplementary Bookings
•Deleting individual names
•Deleting an entire booking
•Moving a booking using the F10 Move option
•Moving a booking using ‘Drag n Drop’
•Finding a booking
Group Bookings – Creating, Finding, Amending & Deleting
Full Document
Quick Ref Document
•Creating a group booking:▪by creating a customer file▪by selecting the customer details (if previously created)
•Entering the group booking order number
•Entering a description for the group booking
•Entering the applicable event type for the group booking and the implications of not entering correctly
•Applying additional bookings to the group booking, e.g. golf day booking a second round of golf
•Entering the applicable package code(s) onto the group booking
•Allocating stock items from both the Food & Beverage and Retail systems to the group booking
•Itineraries:▪Creating▪Formatting▪Alignment▪Cut and Paste▪Saving an Itinerary as a Template▪Applying an Itinerary Template▪Adding Group Booking Actions
•Printing an Event Form
•Printing a Confirmation Letter
•Returning a Group Booking to Individual Bookings
•Detaching Bookings from a Group
Event & Course Bookings – Creating, Finding, Amending & Deleting
Full Document
Quick Ref Document
•Creating Event bookings for visitors by either entering:▪The customer name;▪Creating a customer file;▪Selecting the customer details
•Creating Event bookings for members by either:▪entering the Membership Number;▪entering the Customer Address Code;▪swiping the Member’s Swipe Card;▪selecting the Member’s Details from ESP’s Administration system database
•Creating Event bookings for guests of members by:▪entering the Guest Name▪creating a Customer File▪selecting the Guest Details (if previously created)
•Creating Course Bookings
•Viewing existing bookings
•Deleting individual names
•Deleting an entire booking
•Moving an Event booking for an Individual booking
•Moving all bookings on an Event
Deposit Transactions
Full Document
Quick Ref Document
•Processing booking deposits
•Refunding booking deposits
•Retaining booking deposits
Arriving and Refunding Bookings (including Day Accounts)
Arriving and Refunding Bookings (including Day Accounts)
Full Document
Quick Ref Document
•Arriving All and only Specific Individuals associated with an individual booking file
•Refunding All and only Specific Individuals associated with an individual booking file
•Arriving supplementary bookings
•Arriving individual bookings when a deposit has previously been received
•Arriving and invoicing group bookings
•Crediting back an invoiced group booking
•Charging a booking to a Credit Account
•Arriving and opening a day account for a group booking
•Issuing swipe cards to an open day account
•Paying and Invoicing a Day Account from Point of Sale
•Arriving Course Bookings
Chargeable No Shows
Full Document
Quick Ref Document
•Understanding how No Shows are displayed in the Customer Record
•Understanding the prompt when making a booking
•Charging No Shows as part of the Booking Arrival routine
•Charging No Shows as part of the Customer ID routine at Point of Sale
•Understanding how No Show Charges and Cancellations are displayed in the Electronic Till Roll and Transaction Audit
•Understanding how No Show Charges are reported on the Weekly Sales Report
Bookable Activity Reporting
Full Document
Quick Ref Document
•Arrivals report
•Utilisation reports
•Usage statistics report
•Diary report
•Booking sheet
•Detailed booking sheet report
•Deleted Bookings Report
Event Activity Reporting
▪Print Event Attendee List on Receipt Printer
▪Print Arrivals for an Event
▪Print Deleted Bookings Reports
▪Print Event Attendee List
Booking Packages
Full Document
Quick Ref Document
•Defining a package code and creating a package file
•Entering package details, i.e. package description, package price, revenue breakdown calculated as percentages of the package price
Activity Pricing
•Using the Maintain Calendar screen
•Specifying the date range in which you wish to set the prices for
•Selecting the days of the week for which the pricing relates
•Committing the pricing for the selected Date Range
Event Activity Files
•Creating Event Activity Files
•The importance of the Activity Type in specifying where on the booking screen the activity will be displayed
•Charging Types – Person, Booking or Activity
•Maximum Number
•Understanding the importance of the Parameters Page, e.g. Set-up/Breakdown Time, Duplicate Time, Book All Event, Sole Occupancy, Identify Usage Numbers, Event Slot Time
•Default Location
Course Booking Packages
•Understanding the importance of the Package Group and Package Type selections
•Understanding the use of the Qty tickbox
•Associating an Event Activity File with a Course Package File and the importance of doing so
Templates
•Creating Template Files
•The relevance of the Group field in a template
•Adding Event Activity Files to a Template
•Entering the Start and End Times for Activities and the importance of them
•Understanding the relevance of the Maximum and Minimum Numbers
•Adding Locations to the Event Activity in a Template
•Copying templates using ‘F9 Copy’
•Using the F10 Prices option to specify the various pricing for the Event’s
•Specifying the appropriate days on which the event is to take place within the Pricing Matrix
•Using the Add Template to Calendar option
•Removing Templates from the Calendar
•Using the Add Event to Calendar option from within the Templates Menu to add an individual event course to the booking screen
•Using the Create Ad Hoc Event option to add an individual event/course to the booking screen
Event Booking Maintenance
•Using the Add Maintenance to Calendar option
•Using the F7 Action option to amend the details of an Event:▪Show Event Details
▪Override Maximum
▪Amending the Event Description
▪Amend Event Minimum & Maximum Values
▪Cancel Event
▪Event Pricing
▪Event Messages
