From the Training > Bookings area of CRM you can manage all the people that have booked into your Training Courses.

When adding a Booking online, multiple Attendees can be registered on one booking by changing the order quantity.

The next screen will then provide room to add the details for each Attendee.

On a Training Course, you will be able to see both Bookings and Attendees.

See also:

• Training Courses
• Setting up Training in CRM

Adding new Bookings

There are a few ways you can add new Bookings to your system.

With a Web Form

The easiest way to gather registrations is to use a Web Form; you can the place the form somewhere on your website for people to fill in, email a link to fill in the form, or both. You can also manually register people for courses in CRM.

• To create a Web Form for online registration, go to Marketing > Web Forms and click on New Web Form.

• When the new form displays, ensure that in the Type field you have selected Training Course Booking Widget.

See also:

• About Web Forms
• Creating a simple Web Form

From Bookings

• From Training > Bookings you can click on the New Booking button.

• A new form will open where you can enter in the details for the booking by selecting an applicable Training Course and the Contact that will be the attendee, the Company they work for (if applicable) and the Booking Date.

• If the Contact and/or Company doesn’t already exist in CRM, you can create them inline – just type in the name and CRM will perform a lookup to see if there is a match for an existing record; if there isn’t a match, CRM will offer to create the record for you – just click on the dropdown option that is displayed.

 

 

• A blue “New” indicator will confirm that CRM will create a new record for you. Fields for the new record will also be displayed so that you can fill in additional information.

• Once you have clicked on Save & Close at the top of the form, a new Booking will be created and if applicable, a new Contact and/or Company record.

From a Training Course

• From the Training > Training Course area you can open the relevant course by double-clicking it.

• Navigate to the Bookings tab and click on Add Booking.

• You will then be taking to the new Booking form where you can select the relevant Contact and/or Company.

Manage your Bookings

From Bookings

• Training > Bookings – this shows you every booking for every course and you can use the New Booking button.

• You can also click on any Booking record here to open up the full record.

 

From a Training Course

• By opening any Training Course and going to the Bookings tab – here you can add or delete a Booking, as well as generate Invoices if there is a cost associated with your course.

• You can also click on any Booking record here to open up the full record.