The helpdesk tool is specific to the instance of GRATIS, this means if you want to access Conference care system via the Helpdesk Tool you will need to enter their URL e.g
https://conferencecare.venuedirectory.com/gratis/index.aspx and change the index.aspx for helpdesk
https://conferencecare.venuedirectory.com/gratis/helpdesk)
If you need to change anything for Calder you will have to log into skeleton GRATIS as CAL
Once you have the Helpdesk page open you will see
Here are different areas of GRATIS where you can make amendments.
Repair Status
Click on the wording to open this area, select the booking reference in ‘Select Booking’
The booking will appear in the dropdown, click on the dropdown to select the booking.
In the ‘Booking Statuses’ field on the top line, you will see the reservation status, booking status, booking statusId. The status showing in this area is the booking option - provisional, confirmed or claimed.
On the second line, you will see Optionid, option statusid, bookingOptionstatusid and venues. This area is showing you the option status of the venue - Provisional or Confirmed
If the agent calls with a ‘split status’ booking option showing as provisional, option status showing as confirmed you can change this in the booking status field.
You have to input the reason why you are changing the status in the field at the bottom of this page then click on the ‘save’ for the changes to show on the agents GRATIS instance.
Client Portal Login
You can view the client portal in the live database without having to use the client's username and password.
To log into the client portal you must enter the GRATIS Authorised skeleton login
Enter either the First or Last name of the client contact you are wanting to view their portal in ‘Find Contact’
Click on ‘Logon’ to gain access
This will now give you access to the clients portal - REMEMBER THIS IS LIVE!!!
Hotelzon Mapping
This functionality is only used for Calder and you have to be logged in under the CAL Branding
Enter the CAL reference number in the required field.
Select the venue you are going to change from the dropdown
This screen will appear - Enter the new venue in the Venue Field
Now select from the dropdown the venue
Once you have selected the venue 
Once you have selected the venue click on ‘Apply Changes’
A message will appear to ensure you are sure you want to update - click on ‘Yes’
The changes have now been made and will update in Calder GRATIS Instance
What's goin’ on
This gives you the opportunity to see if there are any errors in the GRATIS Database.
This function will show you Transaction waits, Connections, CPU and Timeouts.
Simply click on the wording ‘what’s goin’ on and this will open the screen
Use the scroll bar to see the Lock Timeout, this will show you when the system is timing out.
Add a new Office
To add an office to the agents GRATIS Instance you need to enter all of the relevant information into each of the fields required.
OFFICE ID - This will be what the new office is being known as and it cannot be any larger than 3 letters.
COMPANY NAME - This is the name the agent would have as a new office name
EMAIL - You must enter an email address that all correspondence will go to ( a generic email address would be preferred so everyone can access it)
DEFAULT CLIENT - The default client is the client ID for which is shown in the Company Name field.
DESCRIPTION - This is the same name as the company name.
SUB DOMAIN - This is the start of the email address for the client
PHONE - This is the phone number that will be used for clients to communicate with the agent.
All of the above information will show on the Details page of the new office in GRATIS when you select the office preferences.
Move Client Contact
This only applies to Calder at the moment as they will ask for their client contacts to be changed from either CCS NHS or CAL to PST.
To update the client contact the agent needs to provide the client name and the client ID and the office prefix PST an example of this is Client name NHS England - Area Team West Yorkshire Client ID CLNHSE1142.
Enter the client ID in the required field and change the office prefix to the requested one.
Select the client in GRATIS click on the contacts tab, as you can see in the screenshot below the contact is attached to CCS at the moment but once you enter the client Id and change the office prefix in the ‘ helpdesk’ his will change.
After you have entered the information in the ‘Move Client Contacts’ and click save the office will change.
Refresh the client profile to ensure this has updated successfully.
Fix Commission Claims
To fix a commission claims document simply enter the booking ref number in the window below and press fix. When complete verify the document can be displayed by reselecting the booking in GRATIS and clicking reprint.
Encloud Overview
This page gives you an overview of Encloud settings for THE AGENT YOU ARE LOGGED INTO
Manage Features
This page is used to control new features, if you switch one of these on or off it affects ALL GRATIS AGENTS so please don't use it without checking with your manager first
