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, 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' then, on pressing the ‘Confirm’ button, 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' then, on pressing the ‘Reject’ button, 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.

Please note, if the booking type is set up with automatic confirmation/cancellation, then upon changing the status the customer will receive the according email(s) automatically.


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. 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.


Once it's been re-assigned to the new user, the enquiry/booking will not 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. Collins Dashboard - Overview
  2. Collins Dashboard - Internal team notifications
  3. Enquiries Page - Sorting enquiries & bookings
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - Booking Status Explained
  6. Enquiries Page - What does it mean to 'Take' an enquiry?
  7. Enquiries Page - How do I manually add a new enquiry?
  8. Enquiries Page - Assigned to me/Assigned to anyone
  9. Enquiries Page - Search Bar
  10. Enquiries Page - Filtering enquiries & bookings
  11. Enquiries Page - Downloading Large Enquiry Data Downloads
  12. Enquiries Page - CSV Download
  13. Enquiries Page - What is the 'Download' button for?
  14. Enquiries Page - Finding out which bookings were a 'No Show'
  15. Enquiries Page - Find a current booking/enquiry
  16. Enquiries Page - Find a colleague's 'In Progress' enquiries
  17. Enquiries Page - Notification Centre Explained
  18. Enquiries Page - Keeping your Notification Centre up to date
  19. Enquiries Page - Email bounced notification
  20. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  21. Enquiries Page - How can I see my Confirmed bookings?
  22. Enquiries Page - Sent Messages
  23. Enquiries Page - Change History
  24. Within a Booking/Enquiry - Customer Details
  25. Within a Booking/Enquiry - Why can’t I save this booking?
  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 - Marking enquires as over the phone/from email/from a third party
  29. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  30. Within a Booking/Enquiry - Booking Details
  31. Within a Booking/Enquiry - Default Duration
  32. Within a Booking/Enquiry - Booking Prompts
  33. Within a Booking/Enquiry - Additional Details
  34. Within a Booking/Enquiry - Commission Box
  35. Within a Booking/Enquiry - Set Up Requirements
  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 packages/pre-orders & minimum spends to a booking
  40. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  41. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  42. Within a Booking/Enquiry - Invoice/VAT Receipt
  43. Within a Booking/Enquiry - Sending emails to your customers
  44. Within a Booking/Enquiry - Sending attachments in emails
  45. Within a Booking/Enquiry - How do I stop the follow-up email being sent to an individual booking
  46. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  47. Within a Booking/Enquiry - Booking History
  48. Within a Booking/Enquiry - Create a run sheet (function sheet) for one booking
  49. Within a Booking/Enquiry - PRINT button (function sheets)
  50. Within a Booking/Enquiry - How do I sort the pre orders on my function sheet by course?
  51. Within a Booking Enquiry - Formatting your Pre-orders on your Function Sheet
  52. Within a Booking/Enquiry - Duplicating/copying a booking
  53. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  54. Within a Booking/Enquiry - Sections explained
  55. Within a Booking/Enquiry - Compiling and Sending a Contract
  56. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  57. Within a Booking/Enquiry - The importance of using Labels
  58. Within a Booking/Enquiry - Set yourself a reminder
  59. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  60. Within a Booking/Enquiry - Find a Customer
  61. Within a Booking/Enquiry - Customer Profile
  62. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  63. Within a Booking/Enquiry - How to update a customers marketing permission

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