Managing Bookings in community

The following guide demonstrates how you can manage Corporate Bookings. When making the Booking, perhaps they did not have know exactly who they would like to attend, or maybe they would like to make a payment for their booking via credit card?

Adding Attendees Against a Corporate Booking

1. Find the Booking

You can see your list of Bookings from the Bookings Tab. Select a View to filter this list

You can order the list by clicking on a header (for example order by start date or Course Name)

Another great way to find the Booking you are looking for is to use the 'Make a Booking' tab from the Salesforce Navigation bar. This will allow you to quickly search for the Course on which the customer is booked -

  1. Select 'Make a Booking'
  2. Choose a Product - the qualification
  3. Choose the Region in which the Course is taking place
  4. Choose the calendar month in which the Course is taking place (this defaults to the current month)
  5. Select 'Filter'
  6. This will display a list of Courses matching your criteria. Select the Course the Booking is for to open it up.

 

Once you have opened your Course record, select the 'Manage Bookings' button

This will show a list of all the Bookings made against that Course.

2. Add Attendees

After tracking the Booking down, you can add attendees against it. There are two ways you can do this. 

  1. If you have accessed the Booking record itself (via the first method described above), navigate to the 'Attendees' list and press the 'Booking Attendees' button
  2. If you have accessed the list of Bookings via the Course (the second method described above) select 'Add Attendees' against the appropriate Booking

Both these methods will show you the same basic page. The page should be familiar to you as it is very similar to the one used in the 'Make a Booking' wizard

This page allows you to easily add Students against the Booking. You can either search for an existing Student, or create new ones on the fly. 

NB: At the top of the page in the 'Booking Details' section, you can see a count of how many attendees the Booking was made for and how many have been added so far. If you exceed the 'Number of Attendees' you will be presented with an error message.