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Training
11 Articles  in this category
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Contents

Training

11 Articles in this category
  • Share

Introductory Session I

This training video covers the following points: Navigating the Members Portal Searching lists Using the global search tool Adding your first customer Adding your first team Accessing a customer account Paying an invoice (i...
Updated on : 06 Jul 2021

Introductory Session II

This training video covers the following points: Adding your first booking Selling your first product Adding a charge Creating your first invoice Paying invoices Refunding invoices General settings Booking and Reservation s...
Updated on : 06 Jul 2021

Inventory

This training video covers the following points: Understanding the different items you can sell Creating floor plans, private offices and desks Creating plans Creating products Creating passes and bundling them with products Cr...
Updated on : 06 Jul 2021

Operations I

This training video covers the following points: Adding company customers Adding individual customers Grouping customers into teams Assigning contracts to customers Creating contract invoices Adding one-off fees to cus...
Updated on : 06 Jul 2021

Operations II

This training video covers the following points: View visitors Register visitors Check visitors in Edit visitor notification templates Check the customers who are currently checked in Manual check-ins and check-outs R...
Updated on : 12 May 2021

Networks

This training video covers the following points: Understanding how networks are structured Understanding network settings Creating and managing plans in networks Creating and managing products in networks Creating passes in netwo...
Updated on : 06 Jul 2021

CRM

This training video covers the following points: Adding CRM boards Adding stages to CRM boards Understanding stages automation Adding opportunities to stages Creating document templates Generating document templates Creating ...
Updated on : 06 Jul 2021

Bookings Setup

This training video covers the following points: Understanding how resources work Adding resources and set up their display Defining booking and cancellation policies Creating prices and restrictions for prices Setting up credits...
Updated on : 06 Jul 2021

Bookings Operations

This training video covers the following points: Navigating the bookings calendar Understanding the different bookings statuses Creating bookings Editing bookings Cancelling bookings Handling bookings paid by credit and trackin...
Updated on : 06 Jul 2021

Billing

This training video covers the following points: Configuring your tax rates and revenue accounts Reviewing billing settings Automate billing operations Creating invoices Understanding invoice statuses Editing invoices Paying ...
Updated on : 06 Jul 2021

Nexudus Explore

This training video covers the following points: Setting up Nexudus Explore Navigating Nexudus Explore Explore Pro Additional Features Review Creating Reports and Dashboards Reports navigation and exports
Updated on : 06 Jul 2021

Integrations

3 Articles in this category

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