Within a Booking/Enquiry - Sections explained

When working on an enquiry/booking, there are various fields and details within this section that, if used, will help make the enquiry management process more efficient. See below for a run-through of all these useful buttons and fields.

  

> Go To Diary

When clicking on the ‘GO TO DIARY’ button in the top right-hand corner, the user will be taken to the grid view in the diary section for the date of that particular enquiry/booking.

> Changing Status

To confirm a booking, a user should press the green ‘Confirm’ button followed by ‘Save’. If the booking type is set up with 'Automatic Confirmation' emails then, on pressing the ‘Confirm’ + SAVE buttons, Collins will automatically send a confirmation email to the customer. This will contain the DesignMyNight confirmation template as well as any personal message you have added to this (in Settings).

To cancel an enquiry/booking a user should press the red ‘Reject’ button followed by ‘Save’. This will cause the status to change to Cancelled, with a black ‘cancelled’ label. If the booking type is set up with 'Automatic Cancellation' emails then, on pressing the ‘Reject’ + SAVE buttons, Collins will automatically send a cancellation email to the customer.


To change the booking status again, simply press the yellow ‘Reopen’ button > select the relevant status > Save.

> DMN Number

The DMN number is a code unique to each individual enquiry or booking (see above screenshot DMN-12223319624). This number is always displayed in the top left-hand corner when clicking into view the details of an enquiry/booking. This number is also displayed on all the run sheets and in every email sent to the customer. When searching for an enquiry, the DMN number can be used in the search bar.

> Received date

The date stamp found underneath the DMN number is the time when the enquiry/booking first came into the system, either via the website or external source, or manually entered into the system (see above screenshot 6 Nov 2016 21:31). If the enquiry is new (i.e hasn’t been picked up and assigned to a user yet) this date will appear written in red.

> Created by
The 'Created by:' shows the user who initially created the enquiry. Please note that this will only appear for manually added bookings/ enquiries.
   > Assigned To

Once a user has clicked on the red ‘Take’ button, the enquiry will be assigned to that user and their username will be displayed in the ‘Assigned to’ box on the left-hand side of the enquiry/booking. To change the assigned user, select from the drop-down list which other user you want to assign the enquiry/booking to. Make sure to SAVE.


NB - Once it's been re-assigned to the new user, the enquiry/booking will no longer appear in your account while the assigned to button is set to 'assigned to me'. 


> Changes by (initials)

For any users that log in on a general account, before making changes to the enquiry, they can add their initials here. In the Booking History tab, these will then be tagged against any change they make.

  
  
  

   

Enquiries Page FAQs

  1. TRAINING VIDEOS - your Enquiries page
  2. Collins Dashboard - Overview
  3. Collins Dashboard - Internal team notifications
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - How can I see my Confirmed bookings?
  6. Enquiries Page - Sorting enquiries & bookings
  7. Enquiries Page - Booking Status Explained
  8. Enquiries Page - What does it mean to 'Take' an enquiry?
  9. Enquiries Page - Manually adding new enquiries
  10. Enquiries Page - Assigned to me/Assigned to anyone
  11. Enquiries Page - Search Bar
  12. Enquiries Page - Filtering enquiries & bookings
  13. Enquiries Page - How to use the filter tool [VIDEO]
  14. Enquiries Page - Download button
  15. Enquiries Page - CSV Download
  16. Enquiries Page - Downloading Large Enquiry Data Downloads
  17. Enquiries Page - Finding out which bookings were a 'No Show'
  18. Enquiries Page - Find a colleague's 'In Progress' enquiries
  19. Enquiries Page - Notification Centre Explained
  20. Enquiries Page - Keeping your Notification Centre up to date
  21. Enquiries Page - Email bounced notification
  22. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  23. Enquiries Page - Sent Messages
  24. Within a Booking/Enquiry - Customer Details
  25. Within a Booking/Enquiry - Saving a booking/enquiry
  26. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  27. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  28. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  29. Within a Booking/Enquiry - Booking Details
  30. Within a Booking/Enquiry - Default Duration
  31. Within a Booking/Enquiry - Booking Prompts
  32. Within a Booking/Enquiry - Additional Details
  33. Within a Booking/Enquiry - Commission Box
  34. Within a Booking/Enquiry - Set Up Requirements
  35. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  36. Within a Booking/Enquiry - Assign to Areas
  37. Within a Booking/Enquiry - Area Search/Smart Space Finder
  38. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  39. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  40. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  41. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  42. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  43. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  44. Within a Booking/Enqiury - Adding a minimum spend
  45. Within a Booking/Enquiry - Invoice/VAT Receipt
  46. Within a Booking/Enquiry - Invoices [VIDEO]
  47. Within a Booking/Enquiry - Sending emails to your customers
  48. Within a Booking/Enquiry - Sending attachments in emails
  49. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  50. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  51. Within a Booking/Enquiry - Booking History
  52. Within a Booking/Enquiry - PRINT button (function sheets)
  53. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  54. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  55. Within a Booking/Enquiry - Duplicating/copying a booking once
  56. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  57. Within a Booking/Enquiry - Sections explained
  58. Within a Booking/Enquiry - Compiling and Sending a Contract
  59. Within a Booking/Enquiry - Contracts [VIDEO]
  60. Within a Booking/Enquiry - The importance of using Labels
  61. Within a Booking/Enquiry - Set yourself a reminder
  62. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  63. Within a Booking/Enquiry - Find a Customer
  64. Within a Booking/Enquiry - Customer Profile
  65. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  66. Within a Booking/Enquiry - How to update a customers marketing permission

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