Internal Portal

1st line Support Help Files - GRATIS 13

• Skeleton Login GRATIS
• How to add a new employee
• How to adjust or create an employee signature
• How to create a web link of an image file
• How to add a contact and connect it to a client

View all 13

Enquiries and Bookings 18

• GRATIS Booking and Enquiry Statuses
• Lock Commission On The RFP
• Deactivating Employees
• Hilton Hotels Central Contact - Meeting simplified Config
• Enquiry Release Process - Email

View all 18

MEP - Client Portal 8

• GRATIS Client Portal functionality for DEMO
• Power Point For Demo Client Portal
• Resizing URL picture in GRATIS
• Client portal and responding to an enquiry in Staging Skeleton
• Emailing into GRATIS Agent Emails

View all 8

Quoting for new clients and working with New Installs 2

• Setting up a new GRATIS Instance
• Quoting potential GRATIS clients

Calder - Change of office ID's 1

• Calder changing individual office ID’s

Instant Book 3

• Processing Live Availability Bookings in TVD GRATIS (Bookings from venues websites)
• Emails auto sent during the Instant Book process
• Instant Book in GRATIS/MEP changes

Helpdesk Repair Tool 2

• Helpdesk Repair Tool
• Adding a new office

Hubspot Integration 1

• Hubspot Integration

EnCloud 7

• What does EnCloud do?
• Adding a new agent (source) to EnCloud with Best Western or Lime as the target
• Add or Remove Venues from EnCloud configuration for Lime Portfolio
• Lime Venues Venue list - do not change the Venue Groups
• Best Western Encloud Agents

View all 7

Escalating ticket to development 3

• Common questions that could be asked to diagnose issues before they get escalated.
• How to raise a ticket to development using Freshdesk and Jira.
• How to use the GRATIS Developer chat group correctly

API 2

• API - Find all the info on the API here
• Data Clients Including Agiito

Lime Venues - How do Lime and Lime's venues use GRATIS? 1

• Lime Venue's Portfolio; an overview

HotelZon 2

• HotelZon Reservation Export Request
• What we can offer with Hotelzon

Finance 6

• Commission claims overseas
• Accounts - Setting up client invoicing in a client record
• Accounts - Commission Claim Creation and Amending
• Accounts - Claim Payment including over payment and underpayment
• Accounts - Commission chasing and aged debtor reporting

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Collection info 1

• The Venue Booker and the Westminster Venue Collection

Software Releases 1

• Software Sprints - How to find items in the sprint.

Gratis Integrations 1

• Instant Book Integration Info

Projects 2

• Project Process agreed by IT Team 16.02.21
• Email 2FA comes from auth@venuedirectory.com

Support Services 2

• Support services - Client service
• How to run the client services weekly report

Meeting Broker 1

• Meeting Broker Integration

Admin Tasks 6

• How To Load an Employee Signature
• How to run the monthly Agent stats
• GRATIS Process - Key User Points
• GRATIS Access and Passwords
• Venuedirectory.com Training Webinars

View all 6

Reports 1

• Miso Report

Videos 1

• Instructional Videos on Youtube TVD Academy

CVENT Processes 1

• New Process to Inform Cvent of Venue Changes

GRATIS NEW USER TRAINING GUIDE - Enquiry Processs 3

• GRATIS Enquiry Training Guide for New GRATIS Agents (Pt1)
• GRATIS Enquiry Training Guide for New GRATIS Agents (Pt2)
• GRATIS Enquiry Training Guide for New GRATIS Agents (Pt3)

Claims and Invoicing 9

• How do I make an amendment to the charges once I have created the commission claim and will this update the commission documents?
• How to change the payee name and/or address on a commission claim
• How to write off a commission claim
• Create an invoice instead of a claim.
• Sending a Commission Claim

View all 9

GRATIS 1

• GRATIS Enquiry/Booking - Training Walkthrough