Sales
Maximum Bookings
Purpose This feature allows the user to set a maximum number of bookings that can be made per hour. This can be applied to both during and after hours. The Maximum Bookings feature can also be applied to All Locations and Category Types or specific ...
Sales Budget
Purpose RCM allows you to set monthly sales targets for your various locations. This feature is useful for keeping track of anticipated sales across multiple locations. Once Budgets are set, the Sales Vs Budget reports allow you to view your budget, ...
Referrals
Purpose Individuals, businesses or organizations may refer customers to you. In some cases, particularly for those that refer a significant number of customers, you may even want to formalize referral arrangements with these individuals and ...
Campaign Code
Purpose Campaign Codes refer to the codes or names that you define for your various marketing campaigns. This is to measure how effective your campaigns are in terms of the number of customers that they attract. Below is an example of an existing ...
Reasons Not Converted
Purpose The Reasons not Converted setup table allows you to set up your own list of Reasons to provide when a Quote has not been converted to a booking. This allows better analysis when you are looking at Quote Conversion Rates. Accessing the Reasons ...
Quote Statuses
Purpose The Quote Status setup table allows you to create the quote statuses you require to assist in managing your quotations. The quote statuses created will display in the Quote Status drop down box on the Booking Details tab of a quote. This ...