Description: The article is about booker login. This is an introduction on some general settings in Booker software. The author introduces those settings such as the marketing tab and the products tab. He also shows other features that you will be able to use in Booker.
Welcome to the basic administrator training, this training is intended for those with an administrator login role, today we’ll go over a few general settings, the marketing tab and the products tab, let’s begin with system settings. First, you’ll need to login. To access booker, you can go to booker.com, you can click on login at the right corner. On this page, you will enter in your account name, username and password and select login.
Once logged in, you should land on the location information of your system settings, however, if you need to get back here, you can click on system settings at the top right corner of your account. Managing your system settings is crucial because many of these are based on your preferences and how you want your account to run.
I’m going to show you a few important ones, but you should take the time to go through each one when you can. First, most people don’t realize that you can click on general settings, you can set preferences such as how you want to schedule your staff.
If you want your receipts in chronological order or if you want to use the customer origination field, you can do that from this section. Next to each setting, there is also a help bubble which will provide more details about it, let’s take a look at the tax type settings. The system defaults to having sales tax and service tax but with no applicable rates, you need to make sure that you enter any necessary percentages for taxes in your locale.
Tax types can be set to flexible, this allows for similar items like services to have different tax amounts applied to them. We’ll take a look at the internal notification settings, this area allows you to choose who among your staff should be notified when an appointment is booked, cancelled or changed.
The left side is in regards to online activity, the right side is all internal, you can check off who should be notified and whether that will be an email or text notification.
Our next topic is the marketing tab, you’ll find many different resources to help promote and market your business. The first page of this tab allows you to connect your Facebook and Twitter page, making it easy to post directly onto both social media sites without ever leaving your Booker account.
Next you’ll find customer emails, this page displays all the automated emails sent out on your behalf, the description column lists what action triggers the email to go out. In this customer reply to field, you need to make sure that you enter in an email address so you’ll receive a customer’s reply.
You can choose whether or not you want to enable text message reminders for your customers and select how many hours before the appointment you want that to go out. If you want to edit or disable any of these emails, you can click Edit under the actions column on the right side of that email to do so. The next page is specials, you can create all your discounts, let’s go ahead and create a special for 10% off all retail for local clients.
On step one, you will name your special, let’s use locals discount for this example, you can choose to enter a description and what type of special this is. You can decide whether it should be automatically applied to all customers, used once per code or able to be used multiple times.
Next you’ll be required to create a code for it, the code can be any combination of letters or numbers, when you’re doing online shopping, you may have to enter in a code for free shipping and this is the same idea. You can mark it if you want this to be for internal use only, meaning it cannot be used online.
Step 2, you can choose a specific booking date range, this is only applicable if your discount applies to services. Since this is only for retail items, we can go ahead and click Save and continue. Step 3 will require an applicable date range or when the special is valid.
Since there is not a specific end date for this special we can leave that part blank, you can also make birthday and anniversary specials for your customers to use for a certain number of days before or after their birthday or anniversary.
Max redemptions per date range is not in regards to per customer, it is about how many times a special can be used in total at your business. If you don’t want to limit how many times this special is used, you can choose unlimited. If you want to give this special to the first 10 customers who use it, you can enter that number in here.
Step 4 gives you the option to select a specific time of day, the special can be used, this is useful if you want to bring in business during off-peak hours. On step 5, you can choose specific days of the week it can be used, this is useful if you want to bring in business during slow days. On step 6, you can choose what the special should apply to.
By default, it will select everything, you can uncheck this box and only check off the items applicable to this special, for this example, we will select all retail products by clicking here. On step 7, you can enter the discount amount, it can be a flat dollar amount or percentage, I’ll choose percentage and enter 10.
On step 8, you can choose whether or not you want this to be combined with any other special and click Save and continue. Finally, you can click on confirm new special to finish creating it. Next is the gift certificate template page. You can manage the ready to sell professionally designed templates that come with your account or you can create your own.
This is one of the quickest and easiest tools to help you brand your business. To create your own template, you can click on add gift certificate template and give your gift certificate a name. On the next page, you’ll notice a blank template. On the left, you can upload your own image or pick one of the pre-loaded images that are ready to use. When you upload a picture, the image will be stored in this image library.
You can click and drag the photo over the template and resize it by clicking and dragging the corners, you can even move these fields by clicking and dragging them or add any of these additional ones by doing the same. You have the option of entering in color codes too. If you have integrated credit card processing, you can sell these online.
In this next section, we’ll go over customer surveys. There is one for you to use, you can also create your own. The nice thing about surveys is that you can attach it to the thank-you email template so your customers can leave their feedback after each appointment. All survey results will be displayed in the survey results page in the reports tab.
Creating a new survey is very user friendly and you are encouraged to practice creating one on your own. Under customize colors, you can do that, you can choose your online booking site theme and pattern or enter in your own color code and customize online booking colors, this allows you to create the same look and feel for your online booking engine so your customers don’t feel like that they’ve moved away from your website.
If you have a kiosk, you can also customize the computer display and customize colors for kiosk, you can change your internal Booker system theme, it is the header of the system, you can upload any logos. In the marketing tab, this is the resources page, this page has all of your links, you can search for your book online link to give it to your web designer, you’ll need to grab it from this page.
As you scroll down, you’ll see that there are specific links for each section, you can also create deep links to create an even quicker booking process for your customers. For example, if you are advertising a package, you can add it here onto the book package online link so the service is already populated and customers won’t need to search for it.
Our last topic to cover is the products tab which will have all of your retail and professional items. When you click on the products tab, you’ll be defaulted onto the manage products page, you’ll see a full list of all of your products. You can search through them by entering in a keyword or searching on what items are low in stock.
You’ll see a few different icons located on the right under the actions column, you can edit, add another variation of that item, delete it or view the adjustment history. If you want to do bulk edits, you can select a few products by checking off the box next to it, these buttons will be enabled.
You can edit all the products you selected, you can delete them, you can order them, it will generate a purchase order, you can adjust inventory and print inventory labels, let’s go ahead and adjust these inventories so you can see how easy it is to track this information.
On the next page, you can select whether you are adding or removing stock, you can select the amount and select your reason from the drop down and click on adjust to complete it. Clicking the clock icon next to the product will show you the adjustment and you can also locate this information on the inventory override report, let’s go ahead and generate a purchase order.
Purchase orders will help you to easily track and manage your inventory, outgoing and incoming, you can use this feature. You can select one or more products and click the order selected button, you will need to enter in the quantity you want under reorder quantity and click generate purchase order, this next page is what your purchase order will look like, it will have your contact information. If the vendor information has been saved in the system, that will also be listed.
On the bottom side, you can receive your items, email your Pio or print it out. To view all purchase orders, you can click on manage purchase orders, you’ll see a full list of all open received or voided purchase orders. The first peel listed is the one that we created. Once the product shipment has arrived, you’ll need to receive your Pio.
You can click the purple arrow on the right to receive it. The other icons allow you to edit or void that purchase order. When you receive the purchase order, you’re taken to a page where you can select the checkbox next to quantity received if everything was received in full, you can edit the amount if it was not.
You can click Submit an update inventory to complete this process, let’s go over how to enter a new product that doesn’t exist in your system. From the same tab, you can click on new product to begin, you can start by entering in the product name and selecting the category and subcategory from the pick list, you can also attach it to a product brand by using this pick list.
If you don’t see the brand name, you can enter it. If you plan to sell this product online, it is recommended to enter in a description picture and ingredients, otherwise you can continue on to step 2. A barcode and SKU are already populated for you, however, if you plan to use the barcode scanner, you’ll need to change the number so it reads exactly what is listed on the product.
If you plan to use the scanner but your product does not come with a barcode, you can leave it and print those directly from Booker 2. There are a couple of additional fields here but we will only go over the required ones. You can input the buy price and sale price, you can enter in your current stock and set different levels for reorder, low and par amounts.
You can also get alerted when those levels are reached to ensure that you’re always fully stocked and ready to sell, you can click save to complete or add another variation if you have a different variation of that product such as size or color. You can also take inventory in the products tab to determine your shrinkage cost.
You can access the take inventory page to begin this process, if you have the barcode scanner, you can upload the document from there. However, that scanner is now discontinued, so if you don’t own one, you will have to manually enter your inventory by clicking on enter inventory manually.
On this page, you can choose to take inventory for all your items or you can filter to specific ones using these fields. Before entering in stock levels, you can print out a hard copy, you can count your items and come back to this page to enter and submit it all at once.
Once you submit inventory, you will not be able to undo this process. After taking inventory, you can access the shrinkage report found in the reports tab for you to review what the system had accounted for versus what you have counted. If there are any discrepancies, you’ll be able to identify them. The last page under the products tab will give you the capability to enter and manage your product vendors and brands.
From this page, you can select the correct tab to add a new product vendor or brand. Today’s course covered how to manage some system settings, the marketing tab and the products tab. Having a strong knowledge of how to use these areas of the system will make it easier to help your business run and grow.
If you have any questions about the book or system, please visit the Booker Help Center, this is the most valuable resource available to you, it can be easily located by clicking on the help and training link found in the upper right corner of your Booker system. You can select Help Center, once you are there, you can search for keywords to browse through different topics.