Training Outline (Total Length: 161 minutes)
Part 1 - Venues and Facility Setup Refresher (23 minutes)
Watch Videos: Venues and Facility Setup Refresher
Part 2 - Availability (10 minutes)
Watch Video: Availability
Homework: Enter Your Facility Availability
Part 3 - Rental Setups (17 minutes)
Watch Video: Rental Setups
Homework: Create Your Rental Setups
Part 4 - Account Categories (3 minutes)
Watch Video: Account Categories
Part 5 - Adding Equipment (6 minutes)
Watch Video: Adding Equipment
Homework: Enter Your Equipment
Part 6 - Adding Fees (8 minutes)
Watch Video: Adding Fees
Homework: Enter Your Fees
Part 7 - Users & Permissions (19 minutes)
Watch Video: Users & Permissions
Activity: Analyze Users & Permissions List
Homework: Update User Permissions
Part 8 - Reservers (19 minutes)
Watch Video: Reservers
Homework: Add Reservers
Part 9 - Reservations (26 minutes)
Watch Video: Reservations
Activity: Review Reservation Processes
Part 10 - Facility Calendar (9 minutes)
Watch Video: Facility Calendar
Part 11 - Approval Process (7 minutes)
Watch Video: Approval Process
Part 12 - Contracts & Invoices (14 minutes)
Watch Video: Contracts & Invoices
Part 1 - Venues and Facility Setup Refresher
If you need a refresher on setting up Venues and Facilities, watch the videos below from our Getting Started in Bound training course. If you already have your Venues and Facilities setup correctly, move on to Part 2.
Watch Videos:
Part 2 - Availability
1. Watch Video:
2. Homework: Enter Your Facility Availability
Instructions:
Enter all Default Regular Availability at the Venue level for all properties your District manages
Enter any Availability Variations at the Venue level
Enter Regular Availability at the Facility level
Enter Availability Variations at the Facility level
Part 3 - Rental Setups
1. Watch Video:
2. Homework: Create Your Rental Setups
Instructions:
Create your rental setups for your district. In most cases you will have at least 2.
Part 4 - Account Categories
1. Watch Video:
2. Homework: Analyze School Board Policy and Fee Structure
Instructions:
Pull out your school board policy and fee structure regarding rentals.
Identify any classifications the policy may have that have different level of fees attached to them.
Create a category for each classification or group outlined in the policy.
Part 5 - Adding Equipment
1. Watch Video:
2. Homework: Add Your Equipment
Instructions:
Add the equipment, including personnel that have fee charges, for each venue and/or facility the district manages.
Remember:
You must have at least a rental limit of one
The system is not an inventory system. It will not reduce the number of items when reserved.
Part 6 - Adding Fees
1. Watch Video:
2. Homework: Enter Fees
Instructions:
Pull out your school board policy with the fee structure regarding rentals.
Enter all fees for each Venue, Facility or Space your district manages
Enter all fees for equipment, including personnel fees, where applicable
Part 7 - Users & Permissions
1. Watch Video:
2. Activity: Analyze Users & Permissions List
Instructions:
Take out the list of people you created during your Bound Academy User & Permission Getting Start module
Does anyone on the list need access to Facility Management?
What level of access do they need?
Add anyone who will need access when you look through the lens of Facility Management?
Add anyone who need access to facility calendar and reports?
Add anyone who need notifications?
3. Homework: Enter Fees
Instructions:
Take out the list you made at the beginning of this video.
Add or update user’s permissions for Facility Management (under Venues).
Add anyone that needs to receive notifications.
Part 8 - Reservers
1. Watch Video:
2. Homework: Add Reservers
Instructions:
Gather your list of reservers.
Make a plan on how you are going to roll out Bound’s Facility Management to them.
Add the reservers to Bound using any combination of the 4 methods shown in this video.
Part 9 - Reservations
1. Watch Video:
2. Activity: Review Reservation Processes
Instructions:
Practice adding a reservation or two.
Review the video and help document for staff and public
Part 10 - Facility Calendar
1. Watch Video:
Part 11 - Approval Process
1. Watch Video:
Part 12 - Contracts & Invoices
1. Watch Video: