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.

Full Document

Quick Ref Document

Full

Quick

•	Understanding the content of the Booking Screen

Full

Quick

•	Changing the Booking Screen Date using both the available calendar and the quick date change functions keys

Full

Quick

•	Changing the Booking Time using both the keyboard and mouse

Full

Quick

•	Selecting the required booking tab using both the keyboard and mouse

Full

Quick

•	Navigating between the three available booking screen views using both the keyboard and mouse

Full

•	Entering a resource allocation and understanding the purpose

Full

•	Entering booking screen notes

Full Document

Quick Ref Document

Full

•	Creating bookings for visitors by either entering:

▪	The customer name;

▪	Creating a customer file;

▪	Selecting the customer details

Full

•	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

Full

•	Creating bookings for guests of members by:

▪	entering the Guest Name

▪	creating a Customer File

▪	selecting the Guest Details (if previously created)

Full

•	Entering booking notes

Full

•	Printing a confirmation letter

Full

•	E-mailing a confirmation letter

Full

•	Viewing existing bookings

Full

•	Viewing the amendment history

Full

•	Adding Supplementary Bookings

Full

•	Deleting Supplementary Bookings

Full

•	Deleting individual names

Full

•	Deleting an entire booking

Full

•	Moving a booking using the F10 Move option

Full

•	Moving a booking using 'Drag n Drop'

Full

•	Finding a booking

Full Document

Quick Ref Document

Full

•	Creating a group booking:

▪	by creating a customer file

▪	by selecting the customer details (if previously created)

Full

•	Entering the group booking order number

Full

•	Entering a description for the group booking

Full

•	Entering the applicable event type for the group booking and the implications of not entering correctly

Full

•	Applying additional bookings to the group booking, e.g. golf day booking a second round of golf

Full

•	Entering the applicable package code(s) onto the group booking

Full

•	Allocating stock items from both the Food & Beverage and Retail systems to the group booking

Full

•	Itineraries:

▪

Creating

▪	Formatting

▪

Alignment

▪	Cut and Paste

▪	Saving an Itinerary as a Template

▪	Applying an Itinerary Template

▪	Adding Group Booking Actions

Full

•	Printing an Event Form

Full

•	Printing a Confirmation Letter

Full

•	Returning a Group Booking to Individual Bookings

Full

•	Detaching Bookings from a Group

Full Document

Quick Ref Document

Full

•	Creating Event bookings for visitors by either entering:

▪	The customer name;

▪	Creating a customer file;

▪	Selecting the customer details

Full

•	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

Full

•	Creating Event bookings for guests of members by:

▪	entering the Guest Name

▪	creating a Customer File

▪	selecting the Guest Details (if previously created)

Full

Quick

•	Creating Course Bookings

Full

•	Viewing existing bookings

Full

•	Deleting individual names

Full

•	Deleting an entire booking

Full

•	Moving an Event booking for an Individual booking

Full

•	Moving all bookings on an Event

Full Document

Quick Ref Document

Full

Quick

•	Processing booking deposits

Full

Quick

•	Refunding booking deposits

Full

Quick

•	Retaining booking deposits

Full Document

Quick Ref Document

Full

Quick

•	Arriving All and only Specific Individuals associated with an individual booking file

Full

•	Refunding All and only Specific Individuals associated with an individual booking file

Full

•	Arriving supplementary bookings

Full

•	Arriving individual bookings when a deposit has previously been received

Full

•	Arriving and invoicing group bookings

Full

•	Crediting back an invoiced group booking

Full

•	Charging a booking to a Credit Account or Day Account

Full

Quick

•	Arriving and opening a day account for a group booking

Full

•	Issuing swipe cards to an open day account

Full

Quick

•	Paying and Invoicing a Day Account from Point of Sale

Full

•	Arriving Course Bookings

Full Document

Quick Ref Document

Full

•	Understanding how No Shows are displayed in the Customer Record

Full

•	Understanding the prompt when making a booking

Full

•	Charging No Shows as part of the Booking Arrival routine

Full

•	Charging No Shows as part of the Customer ID routine at Point of Sale

Full

•	Understanding how No Show Charges and Cancellations are displayed in the Electronic Till Roll and Transaction Audit

Full

•	Understanding how No Show Charges are reported on the Weekly Sales Report

Full Document

Quick Ref Document

Full

•	Arrivals report

Full

•	Utilisation reports

Full

•	Usage statistics report

Full

•	Diary report

Full

•	Booking sheet

Full

•	Detailed booking sheet report

Full

•	Deleted bookings report

Full

▪	Event Attendee List on Receipt Printer

Full

▪	Arrivals for an Event

Full

▪	Deleted Bookings Reports

Full

▪	Event Attendee List

Booking Packages

Full Document

Quick Ref Document

Full

•	Defining a package code and creating a package file

Full

•	Entering package details, i.e. package description, package price, revenue breakdown calculated as percentages of the package price

Activity Pricing

Full

Quick

•	Using the Maintain Calendar screen

Full

Quick

•	Specifying the date range in which you wish to set the prices for

Full

Quick

•	Selecting the days of the week for which the pricing relates

Full

Quick

•	Committing the pricing for the selected Date Range

Event Activity Files

Full

Quick

•	Creating Event Activity Files

Full

Quick

•	The importance of the Activity Type in specifying where on the booking screen the activity will be displayed

Full

Quick

•	Charging Types - Person, Booking or Activity

Full

Quick

•	Maximum Number

Full

Quick

•	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

Full

Quick

•	Default Location

Course Booking Packages

Full

•	Understanding the importance of the Package Group and Package Type selections

Full

•	Understanding the use of the Qty tickbox

Full

•	Associating an Event Activity File with a Course Package File and the importance of doing so

Templates

Full

Quick

•	Creating Template Files

Full

Quick

•	The relevance of the Group field in a template

Full

Quick

•	Adding Event Activity Files to a Template

Full

Quick

•	Entering the Start and End Times for Activities and the importance of them

Full

Quick

•	Understanding the relevance of the Maximum and Minimum Numbers

Full

Quick

•	Adding Locations to the Event Activity in a Template

Full

Quick

•	Using the F10 Prices option to specify the various pricing for the Event's

Full

Quick

•	Specifying the appropriate days on which the event is to take place within the Pricing Matrix

Full

•	Using the Add Template to Calendar option

Full

•	Removing Templates from the Calendar

Full

•	Using the Add Event to Calendar option from within the Templates Menu to add an individual event course to the booking screen

Full

•	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

Full

•	Using the F7 Action option to amend the details of an Event:

▪	Show Event Details

Full

▪	Override Maximum

Full

▪	Amending the Event Description

Full

▪	Amend Event Minimum & Maximum Values

Full

▪	Cancel Event

Full

▪	Event Pricing

Full

▪	Event Messages

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Training Plan