Review of booking process
- Agent Bookings - different types - affect on Commissions
- Direct Bookings - including direct agents
- Single or multiple enrolments?
- Use of Provisional bookings
- Quotations
- Enquiries
- Changes to bookings:
- Simple changes
- Date wizard
- Finance/Invoicing
- Documents (use of, not creation)
Groups
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Input
- Amendments - individual and batch
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Quick Reports
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Explanation of Report types
- Explanation of fields plus useful fields
- Use of Criteria
- Special use of Comparisons e.g. use of Null, similar to, etc.
- Values
- Search - not all values displayed
- Sorting - rules
- Search/Outputs
- Edit
- Merge with documents
- Labels
- Excel - Counts etc.
Statistics
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Forward Sales
- By Course
- Booking and Production
- Enquiries
Price Lists
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General Overview of all fields
- Master/Supplementary
- Seasonal Prices
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