Screen Shots

The 'Today' page

This is what you see when you first log in and brings to your attention anything that needs to be dealt with. Notice also the buttons down the left hand side that to the main sections of 'In-Contact'

Diary

The courses in the diary can be colour coded for easy identification and 8 different diary views (on the menu)

New Course

Adding new courses to the diary is easy using the 'new course' screen

Recurring courses

For courses that run weekly or monthly they can be set to recur making it very easy to enter them into the diary

Contacts

The contact summary shows name and address details, the contact history, reminders, bookings and payments

Companies

The company summary shows company details along with all contacts at the company

Booking screen step 1

Sorting the date, number of spaces, discounts and the price. Notice how you can add optional extras to the booking which can have additional costs.

Booking screen step 2

Lookup or enter the contact details

Booking screen step 3

Enter payment details. Notice the integrated payment processor, all you have to do is enter the card details and the payment is taken immediately.

Booking screen step 4

A final confirmation of the details and a chance to enter any particular booking inforamtion.

Booking screen step 5

Booking complete, now send the email confirmation

Booking confirmation email

A quick preview of the booking confirmation before emailing...

Booking screen step 1

A welcome screen where you can place any information you like about your online booking facilities

Booking screen step 2

A calendar displays current availability

Booking screen step 2

Customer has selected the date they want

Booking screen step 3

Now customer can select any optional extras

Booking screen step 4

Customer enters or recalls their details

Booking screen step 5

Customer enters payment details

Booking screen step 6

Customer checks and confirms before making booking

Booking complete

Booking complete, customer can choose how to get their confirmation

Confirmation letter

Confirmation letter sent to the customer

Staff planner

The staff planner shows at a glance which trainers are running which courses

Staff diary

Each staff member can view exactly what they are booked in for

Gift voucher sale

Enter the details of the voucher

Preview the gift voucher

Enter payment details

Once the purchase is made the recipient will receive their voucher on the chosen date

Vouchers purchased

You can monitor all vouchers purchased and when they need using

Contact and Company Financial Summaries

Every contact and company will have its own set of bookings costs, payments that have been made and hence a credit or debit balance.

Financial Reports

A screenshot of some of the financial reports available

Expense tracking

Keep track of expenses as well as income. You can record all your company expenses and then report on them giving weekly, monthly or yearly totals.

Send SMS booking confirmations

The SMS booking confirmation can contain all the date, time and location information

Have SMS course reminders sent automatically

Set up which courses should have SMS confirmations sent automatically and how many days before the course start they get sent. The content on the message can be customised.

Scheduled Reports

See which reports are already scheduled to be run

Create a new query

Create the query and add an event filter

Add the search criteria

Search for all Excel bookings in the last month

Recount the query

Run the recount to find the contacts that meet the criteria

Create a new mailshot

Create a new mailshot to put our promotion into

Choose a template

Choose from the built in templates and customise

Create mailshot

Enter the contents of your mailshot

Preview and sent

Preview and send your mailshot

Login Security

Each login can have the security set to determine what can be viewed and updated.

Create and modify your own input screens

This shows the detault list of 4 screens, you can edit them or add new ones

Edit the screen layout

Add headings, text, move fields up or down or create your own fields for adding

Add new fields

Create your own new fields based on a wide variety of field types

Integrates just like any other field

Once created your new field behaves just like any other field in the system

Create or update your own stationery

You can create your own booking confirmation letters, emails and other standard correspondence and update them whenever required

Call centre

Showing the calls to be made today

Create your own resources

Here we have two laptops and two car resources

Book them onto courses

Here the laptops have been booked onto the courses as they will be used in the course.