Church Res Onboarding Checklist
11 views 0 June 21, 2021 webdesigngracesoft-com
Church Res Onboarding Checklist Property Name_ID: _______
Name | | |
Email | | |
Phone Number | | |
| | |
| Onboarding Completed By: | Date: |
Setup Services and Online Booking STATUS
Setup Services Setup>Quick Setup | - Quick Setup>Quick Setup
- Make sure Service names and capacity are correct
- Quick Setup>Reservation Rules. Apply reservation rule to each service
| |
Setup Seat Mapping | | |
Setup Online Booking | | |
Setup Emails | - Email Configuration – assist client in configuring email server settings
- Reservation Letters – Review and assist client in editing Confirmation Email
| |
For Review STATUS
Reservation | - How to search and find reservations
- Clicking on name to Edit or Cancel
| |
Calendar | - How to block seats by using right click
| |
Reports | - Review Guest>Service Based report for contact tracing
| |
Review Browser Settings | - Verify they are using Chrome or Firefox
- Set bookmark or startup page
| |
Review Support Contact | - Explain access to live chat, after hours chat. Introduce Support team
| |
Additional Training As Needed STATUS
Reservation Rules | - How to restrict bookings for services
| |
Reservation Letters E-Connect | - How to create / edit letters
- How to send to List using Email option from Reservation Letters
- How to setup Auto Emails
| |
Module | Ticket No / Status | | Module | Ticket No / Status |
Seat Mapping | | | E-Connect | |