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.
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.
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 dateThe 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.