Back Office Bookings - Booking for multiple delegates using Contact Tags
Bulk booking delegates based on their contact label or tag is a add on feature. Please contact us to find out if its included in your package and if it will be good for your business
This feature works best for companies that do not require a leadbooker to manage the attendees and view their certs. This bulk booking option does not give the option to add a leadbooker.
Creating a Bulk booking based on the contacts Tag
To create a back-office booking for multiple delegates is very quick and easy. Firstly, you will need to assign a tag to each contact eg Group 1.
This means, when creating the booking, you will be able to select the tag and it will present all the contacts with this tag (might be 100 or 200 contacts) and then allow you book these large number of contacts into a schedule. (Quick and easily)
Please follow the linked user guide for Adding tags to contacts to get started
Once you have added the tags to your contacts, you are ready to create the booking
Login as admin
In left menu, go to ‘Bookings’ plugin
Click ADD BOOKING. The Create a new booking page will be displayed.
From the Booking Type dropdown list, select Booking for a MULTIPLE STUDENTS
Using the input Labeled ‘Select Tag’ start typing the Tag name and select from the dropdown.
Select Add Students
Outcome: All the students with that tag assigned will be listed. Manually remove any student you do not want to book.
Select the schedule from the list by clicking on ‘Select’
Click on ‘Book’ button
Outcomes:
Booking will be confirmed.
An email will be sent to the delegate (if configured on your Platform)
An invoice booking with an outstanding transaction will be created if pending payment.
The student can view the booking in their portal.
Timetables will be updated.
Attendance reports will be updated.
The booking will be reflected in the upcoming booking and revenue reports.