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Best Practice & Tips
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Table of Contents
Table of Contents
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GDPR & Privacy Policies
Dashboard
Calendar
Enquiries
Client Account
Bookings & Cancellations
Invoices
Payments
Reminders
Reports
Users
Venue Management
Troubleshooting
Hirer Guides
Marketing
Best Practice & Tips
News & Updates
Websites
Instant Pay
Refine
GDPR & Privacy Policies
Dashboard
Calendar
Enquiries
Client Account
Bookings & Cancellations
Invoices
Payments
Reminders
Reports
Users
Venue Management
Troubleshooting
Hirer Guides
Marketing
Best Practice & Tips
News & Updates
Websites
Instant Pay
Home
Glossary
GDPR & Privacy Policies
Set-up Privacy Policy and Marketing Preferences
Privacy Policy & Marketing Options on Enquiry Forms on Websites
Privacy Policy & Marketing Preferences on the Clients Account
Dashboard
Overview - Dashboard
Amend 'Value of bookings' on Dashboard
Payments requiring attention
Calendar
Overview - Calendar
Setting up calendar categories
Personalise default times on calendar
Enquiries
Add a New Enquiry
The Enquiry form
Checking availability on an Enquiry
Convert to Booking
Check Availability Across Venues
Client Account
What a hirer's account looks like
Message for Paying Clients
Welcome Emails
Hirer not receiving emails
Bulk Editing VAT rates for Clients
Confirming a Provisional Booking (Hirer)
Paying an invoice (Hirer)
Uploading documents
Adding an additional user
Self-service options for clients
Client Self-Booking guide
Privacy Policy & Marketing Preferences on the Clients Account
Adding Client Flags
Adding VAT to a Client
Display calendar tab to clients
Bookings & Cancellations
Make a provisional booking
Confirm a booking
Non-Billable client
Editing a booking
Cancel a booking
Bulk cancel bookings
Cancel a booking from the calendar
Renewing a booking
Editing a Billed Booking
Invoiced bookings cancelled in error
Publish an event on What's On page
Adding Host Details to a booking
Updating VAT on a Booking
Bulk editing VAT rates for Bookings
Invoices
Client invoicing
Bulk invoicing
Weekly invoicing
Invoicing tips
Invoice Notes
Adding a Purchase Order
Credit notes
Invoice not generating
Automated invoicing
Payments
Add a manual payment
What is GoCardless?
Online payment options
Failed Payment
Correcting a manual payment and Refunds
Paying an invoice by GoCardless (Hirer)
GoCardless Invoice Information
Deposits and Refunds
Payments requiring attention
Reminders
Using reminders
Reports
General report information
Cancelled Bookings Report
Utilisation Report
Scheduled Reports
IRIS Sales Invoice and Credit Note Report Set Up
Users
User access levels
Client user ID's
Venue Management
Adding Photo's To Your Website
Set-up Privacy Policy and Marketing Preferences
How to create an advert
Checklists - how to set up & use
Suggested checklists
Amend automated emails
Populating Website Categories
Add a new space to bookings system
Update your bank account details for GoCardless
Update your school logo
Adding venue documents
Holidays & closures
Add Room tags to use the 'Check Availability Across Venues' function
Update your T&C's
Publish an event on What's On page
Booking categories
A guide on website blogging
Adding additional price types
Mass cancellations
Troubleshooting
Troubleshooting - Hirer not receiving emails
Invoice not generating
Hirer Guides
Paying an invoice by GoCardless (Hirer)
Confirming a provisional booking (Hirer)
Client Self-Booking guide
Marketing
Online link building & SEO
Website optimisation
Banners
Best Practice & Tips
Change your BookingsPlus password
Changing your default venue
Invoicing tips
Managing your lettings
Manage your office space & staffs desk usage
The renewals process
Switching to a new website template
Automated invoicing
News & Updates
Information and FAQs on the 23rd August 2021 data security incident
Summer 2019 Newsletter
Spring 2019 Newsletter
What's on at your venue this Summer?
Promote your venue more efficiently with social media
Managing Your Website
Invoicing made easy with BookingsPlus
Your 3 key steps to mastering BookingsPlus
Have you reviewed your venue's terms and conditions recently?
Review your venue's holiday and closure dates
Understanding Your Calendar
Your Reporting Suite Awaits
Bug Fixes & New Feature Updates
Websites
Privacy Policy & Marketing Options on Enquiry Forms on Websites
Switching to a new website template
Instant Pay
Instant Pay Feature: How to set it up at your venue
Instant Pay Feature: Booking changes for Administrators
Instant Pay Feature: Invoice changes for Administrators
Instant Pay Feature: Report changes for Administrators
General Client account upgrade
Instant Pay Feature: Client account process for Confirming a Provisional booking
Instant Pay Feature: Client account process for Creating a Tentative booking
Your 3 key steps to mastering BookingsPlus
Last Modified on 03/02/2021 7:06 pm GMT