Comprehensive and integrated coordination of events or resource bookings can be a major challenge for many organisations. Greentree’s Bookings Management provides a flexible, easy to use and efficient solution for organisations that require co-ordination of events or booking of resources. It’s total integration with other Greentree suites, enables Bookings Management to handle all aspects of bookings, including confirmation letters and invoicing where applicable.
Inviting customers or prospects to a seminar, conference or business development function has never been easier. Bookings Management provides a timesaving tool for creating your event’s invitation list, drawing on Contact records in Greentree, using a number of different methods such as Inclusion/Exclusion criteria, amalgamation of existing lists, manual contact selection and with the ability to apply the filtering processes repetitively if required.
Bulk E-mail & Mail Merges
Bookings Management includes the ability to send selective or bulk emails as well as perform mail merges, which can be extremely useful when issuing invitations or distributing update information for existing bookings. Emails or form letters sent are recorded as communication records for each recipient, providing the Bookings Co-ordinator with an audit trail of contact and a searchable reference point for future use.
Resource Planner
As Bookings are recorded in the system, they are automatically reflected on the Greentree Resource Planner, a simple graphical interface that gives a visual account of resource deployment. Users can drill down to view detailed information about either the attributes or capabilities of the given resource, or the details of the individual Bookings.Your team will quickly warm to the use of the Resource Planner as its calendar format and functionality are very familiar and user friendly.
The Resource Planner can be utilised by a wide array of industries, with its versatility enhanced by several features, including:
Day or Night orientation for use in an accommodation bookings;
User-defined allowance/disallowance of ‘double-bookings’ with respect to each resource, or a group of resources;
Seating,Table or Room allocations for conference, seminars or dinner bookings.
Financial Management & Profitability
When Bookings Management is used for revenue generating activities, the related income and expenses are tracked, and posted to the nominated General Ledger accounts. A financial summary provides the coordinator with a breakdown of the activity’s profitability compared with the targets specified at the outset.
Direct Quotes & Invoices
When chargeable Bookings are made, a quote can be generated directly from the Bookings screen. Once the Quote is accepted, an invoice can be automatically generated, and update the customers account in Accounts Receivable.
Reporting
A range of reports are provided, with the capability to select by a wide range of filters, including date ranges,‘Co-ordinated By’,‘Approved By’, and price level. Users can also design their own reports using the powerful built in Greentree Report Writer, or with external reporting tools that support Open DataBase Connectivity (ODBC).
Security
Bookings Management utilises the highly versatile security structure found in all Greentree modules. When applicable, security administrators can utilise generalised, ‘team-based’ rules to specify a department or team’s ability to either view or edit individual bookings.
