In this video tutorial we cover the basics of the app to get new employees up-to-speed while providing helpful tips and guidance to those in need of a refresher.

If you are looking for help in specific areas (registrations, lodging, reports etc) the video has been time-stamped below:

What's covered in this video:

Programs (1:51)

  • Email templates (6:52)
  • Test Registrations (9:40)
  • Guest Registration Dashboard (11:21)
  • Charging/Refunding a credit card (12:25)
  • Proper way to cancel a registration (14:52)

Registrations (16:55)

  • Using the registration filters (17:00)
  • Saving a filter as a Report (19:10)

Transactions (20:15)

  • Using transaction filters (20:20)
  • Viewing a single transaction (22:04)
  • Screen Options (22:40)

Live-Support & Making Suggestions (23:10)

  • How to contact us directly via Intercom (23:15)
  • How to suggest a feature/vote on existing suggestions with Receptive (24:30)

Questions (26:15)

  • How to re-order your questions (26:20)
  • Adding new question (26:40)

Lodging & Rooms (27:27)

  • Basics of how lodging types work (27:40
  • Basics of how rooms work (29:34)
  • Room bookings chart (30:32)
  • Room blocks (31:45)

Reg.settings (33:13)

  • Quick overview of the different tabs and what they do





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