Sending booking details to customers In this video (2:30) we will cover the following topics- Booking detail email templates Setting up the template using TBN default email templates Creating your own template Sending details to a customer Send ...
Clover Connect & Fiserv TBN is proud to offer our customers a first of its kind online payment integration with CloverConnect driven by Fiserv. This integration allows you to put the full power of OpsDriver to work managing payments from customers ...
Management tools on the bookings screen In this video we will cover the following topics- How to see the status of bookings on a single screen without a traditional "report" Using Confirm Details and how that shows on the main booking screen Payment ...
Setting invoice and payment terms for customers In this video (2:28) we will cover the following topics- Contacts report Create or search for a contact Invoicing and payment section on the account page Credit limits and associated warnings Payment ...
Using Booking Drafts In this video (1:58) we will cover the following topics- How booking drafts let you put down a booking before it is completed and come back to it later Navigating away from a partial booking Needed minimum details in a booking ...