5 Clients Panel
The place where you manage Telephone Bookings and Client information
Telephone Bookings
Once the system is set up, your clients will have the choice on how they can book with you. Many will choose to book online or with your Booking Apps (an option with this system). This will reduce the time you have to spend on the telephone and potential booking errors.
However, some customers will prefer the personal touch you give over the telephone – and will continue to book that way.
When they phone and identify themselves, if they are an existing client, select the client’s red ‘Make Booking’ button, shown in the image below. Up will come the ‘Reservation Form’ where you simply enter the journey details. Job done! Their journey is on the system. (The ‘Reservation Form’ is described in the next set-up stage.)
Once the system is set up, your clients will have the choice on how they can book with you. Many will choose to book online or with your Booking Apps (an option with this system). This will reduce the time you have to spend on the telephone and potential booking errors.
However, some customers will prefer the personal touch you give over the telephone – and will continue to book that way.
When they phone and identify themselves, if they are an existing client, select the client’s red ‘Make Booking’ button, shown in the image below. Up will come the ‘Reservation Form’ where you simply enter the journey details. Job done! Their journey is on the system. (The ‘Reservation Form’ is described in the next set-up stage.)
If the person on the telephone is not an existing customer, then click on the ‘Add New’ client button at the top, above.
This is what you will see.