HOW TO MAKE RESERVATIONS EASY. Mike Schultz / Pramod Neelambaran

Transcription

1 HOW TO MAKE RESERVATIONS EASY Mike Schultz / Pramod Neelambaran 1

2 ABOUT ME MY ACTIVE IS Snowboarding Hiking Bouldering Weightlifting Anything outdoors! 2

3 ABOUT ME MY ACTIVE IS Keeping up with my twins Family Tennis 3

4 FACILITY RESERVATIONS Agenda Facility Charge Matrix Deposits and Claims Quick Reserve Interactive Maps 4

5 5 FACILITY CHARGE MATRIX

6 FACILITY CHARGE MATRIX Why use the Facility Charge Matrix? Automatically populate the correct charges when generating a permit Organize charges based on Customer Type Configure charges at the Facility, Type, Center or Site level 6

7 FACILITY CHARGE MATRIX An example You have 10 Meeting Rooms at your Center available for booking Meeting Rooms 1 9 have the same reservation fee of $100/hour Meeting Room 10 has a higher reservation fee of $120/hour How can you configure this in ActiveNet? 7

8 FACILITY CHARGE MATRIX An example Option 1: Train your staff members to manually select or enter the reservation fees for all the meeting rooms Option 2: Configure a separate reservation fee for each of the individual meeting rooms Is there a better way? 8

9 FACILITY CHARGE MATRIX An example Using the Facility Charge Matrix: Configure a rental fee at the Facility Type level for $100 Configure a rental fee at the Facility level for Meeting Room 10 with the higher rate of $120 Why? The correct fee is always shown, minimizing human error Less data entry required as only 2 fee rules need to be programmed (and updated) 9

10 FACILITY CHARGE MATRIX Charge Matrix Report 10

11 11 DEPOSITS AND CLAIMS

12 DEPOSITS AND CLAIMS Why use Deposits and Claims? Help protect against damages to your facility from rentals Help protect against cancellations for facility rentals Hold a facility reservation before full payment is due 12

13 DEPOSITS AND CLAIMS Setting up Deposits and Claims Configure a new charge and flag the Deposit? checkbox (or Claim Charge? for claims) May be added to the Facility Charge Matrix 13

14 DEPOSITS AND CLAIMS Charging a deposit Select Add a New Charge? option and select your deposit charge Select Collect deposit now? link to collect the deposit amount 14

15 DEPOSITS AND CLAIMS Charging a claim Retrieve the permit in question Select Financial Detail Claim Deposit Refund the remaining deposit amount after the claim (if any) Deposits Report will identify a list of deposits paid 15

16 16 QUICK RESERVE

17 QUICK RESERVE Why use Quick Reserve? Set defaults for your most common reservations saving you time Quick process that could save up to 5 steps over regular reservations Simple block-based view for displaying availability Allows for drop-in reservations 17

18 QUICK RESERVE Reservation Groups A reservation group is a collection of facilities or equipment with pre-defined options selected Administration Facility Settings Reservation Groups Can be used for online reservations as well 18

19 QUICK RESERVE Using Quick Reserve Front Desk Reserve Quick Reserve Select a Reservation Group Default settings are pre-filled, but can still be modified 19

20 QUICK RESERVE Using Quick Reserve Select a customer or leave as Drop-in Customer (default) Facility availability is shown in blocks by time and facility Select the block of time you want to reserve Select Reserve and Finish to advance to the payment screen 20

21 21 INTERACTIVE MAPS

22 INTERACTIVE MAPS What are Interactive Maps? Create birds eye view maps for your Public Access interface Easily view Facility layout and availability Reserve directly from the map 22

23 INTERACTIVE MAPS How do they work? Upload an image of your Center as well as icons to indicate if a facility is Available, Booked or Closed Specify defaults for your reservations Place the icons on your Center map 23

24 INTERACTIVE MAPS What does it look like? 24

25 INTERACTIVE MAPS What does it look like? Select an icon indicated as Available for a Facility Enter a description for the reservation Advance to the usual payment screen for Public Access 25

26 SUMMARY CHECKLIST Are you marketing your Facilities to their fullest potential? Are you making optimal use of Public Access? Quick Reserve, Map Reserve, Standard Reserve Do your policies and procedures cost you more than they generate revenue? 26

27 27 QUESTIONS AND FEEDBACK

28 28 THANK YOU!