ClubSpeed

ClubSpeed

Printing Invoice for Staff

  1. Click on email invoice
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  2. Select "Printable Invoice" and send the email to yourself
    mceclip1.png
  3. Go to outlook and open the email you sentmceclip2.png
  4. Click on file->Print select your printer as "Microsoft Print to PDF" to save the invoice or select the center printer to give it to the staffmceclip3.png

 

Formatting Notes

Useful tags for formatting notes for emails

  • "
    " is used for line breaks enter like below
    mceclip4.png
  • "" and "" for bold and italic
    mceclip0.png

 

Creating A Booking

  1. Input the contact and event info below
    Step-1-CS.png
  2. Select the packages you want from the categories available
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  3. Updating tasks, statuses, event notes, contract notes, and private notes
    • Tasks are used to keep track of what has been done
    • Status is used to look at and see what is currently being done
    • Contract notes are the notes the customer see on the contract
    • Event notes are for the staff to see
    • Private notes are only for the sales team and managers to see and look at
    mceclip3.png
  4. mceclip5.png

Creating A Schedule Block

  1. Select "Schedule Blocks"
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  2. Select resource you wish to book and then for the time you wish to book formceclip1.pngmceclip3.png
  3. Choosing a quantity is how many blocks you need to put. *Example booking lanes 1-3 would require you to book a quantity of 3 for 3 lanesmceclip4.png
  4. You will then be brought to the calendar screen with the number of resources booked on the side. On the right only calendars that are relevant to the resource being booking are able to be selected
    mceclip5.pngmceclip6.png
  5. Select your time slots by simply clicking on the boxes that correspond with the times you wish to book for
  6. If you need to fix a time slot that was booked incorrectly or is being changed you can click on the resources on the left to select it then click back in the calendar to update it
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  7. After you booked the resources click on "Add to Cart" at the bottom left of the screen
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