Getting Started:
- Initial Setup – This training video covers
- The purpose of Bookings Essential
- Your Business details set up – Automatically Displayed on your invoices and Emails.
- Taxes – Detailed
- Locations
- Staff – Basic
- Session Types
- Member Packs
- Credit Card Processing set up – Stripe – Basic
- Email Server Setup for outbound Email – Basic
- Schedule of Services – Basic
- The Clients Login Insert for your website – Basic
Schedule:
- Detailed look at creating your services schedule
- Set Closures – Holidays
- Sessions that the Client can choose online
- Update Session Casual Price across the entire existing Schedule
- Restrict clients from booking too far ahead
- Session Video Links with Zoom (Manual Setup)
Bookings:
- Initial Set up – Book Current Clients and Get their Packages up to date
- Detailed look at the Bookings pages
- Refunding Stripe Bookings
Clients:
- Client Signup Forms and Storing details not standard
- Merge and Delete Duplicate Clients
- Client Member Pack Restricted
- Client Member Package Expiry Extend in Bulk
- Refund – Client Member Pack Transfers
- Special Client Discounts
- Client Account Credit
- Client COVID-19 Vaccination Tracking (Optional)
Invoice & Payment Methods:
- Built-in Credit/Debit Card Processing
- How to send out unpaid or partially paid invoices
- Merge Attended Unpaid Bookings into a Single Invoice
- Merge Attended Unpaid Bookings Into a Single Package
- Merge Unpaid Invoices into Unpaid Invoices – simplify client’s debt
- Share Packages with 2 or more clients
- Client Account Credit
- Client Member Pack Restricted
- Use Promo Codes for special promotions on your packages
- Payment Links – For Emails, Facebook or your website
- SquareUp – Integration
Refunding:
- Refunding Stripe Bookings
- Refund – Client Member Pack Transfers
- Refund – Client Invoices to “Account Credit”
Direct Debiting / Payment Contracts
- Direct Debiting Overview (Recurring Payments)
- Single Debits (non-recurring payments):
- Creating New Invoices for Item, Charging Fees, Adding items / Fees to existing Invoice.
- Client Bank Account Change
- Put Direct Debits on hold (in bulk)
- Update Debit Pricing (in bulk)
Currently our Australian Debiting is:
- Its free to sign up with no monthly charges.
- Sign up at their website
- Contact us when you are approved.
Staff Hours and Pay Rates
Instructor Mobile Phone Web App
Templates (Emails / Newsletters / Notes):
Emailing:
- Setup GMail as your Email Server
- Update BE Google Mail Password
- Check email delivery with SendGrid.
- Bulk Emailing / Newsletters
- Bulk Emailing Recently Booked Clients
- Mailchimp Integration
Workshops and Courses
- Courses, Workshops, & Regular Session Types – A definition
- Workshops & Courses Overview – Add On
- Workshop/Course Management Case Study
Add ons:
Miscellaneous:
Support Ticket:
- How to take a Screenshot for support
- Log a Support Ticket here… :
support@bookingsessential.com
https://us06web.zoom.us/j/5013919154?pwd=yzJfocXobnDR6bFOg7aIV86M5Q1Xnt.1