Envibe: How to send Reminders in Bookings
Question
What is the workflow to send reminders in Bookings
Answer
For any bookings with an allocation in the upcoming week, the send Reminder list can be utilised as a quick management tool to send out the Booking Confirmation Letter.
To view an upcoming booking or send a letter from the Send Reminder list:
1. Launch BOOKINGS
2. Click FUNCTIONS
3. Click SEND REMINDERS
4. Search and select the upcoming booking
5. Click Send Letter
6. Select option to Save, Email or Print letter for customer.
Customers will automatically drop off the dynamic list if they did not have an upcoming booking allocation in the next week
Related Articles
Envibe: How to create Booking Types for Bookings
Question How do I create Booking Types and link to Booking Diaries. Answer A Booking Type is used for colour coordination and streamlining of financial processes. Booking Types are often less granular than Resource Types and are used to categorise ...Envibe: What are Booking Inclusions
Question What are booking inclusions? Answer An inclusion is an additional item that may be attached to a booking at the customer or staff members discretion. Common examples include: Additional staff hire fees Equipment Hire Floodlight hire ...Envibe: How to process a Booking deposit
Question How do I process a deposit received for a Booking? Answer If Deposits have been configured behind a business Booking Types in Envibe, the Take Deposits list can be used to manage any bookings that have not yet paid the raised deposit. To ...Envibe: How to raise a an invoice in Bookings
Question How do I raise a single invoice in Bookings Answer Pre-configured designs are available in the BOOKINGS module to allow users to raise invoices and send these directly to their customers.Invoices in Envibe can be raised for the entire ...Envibe: Bookings Configuration Cheat Sheet