In-Contact Demo and Training Videos

In-Contact can be used by a wide variety of companies for keeping track of their customers. As an illustration we have created a ficticious training company called 'Byte Train'. Byte Train is a computer training company that runs computer training courses every week. They sell their courses by taking bookings over the phone or by booking in through their web site. You can see how we put together their account by following these videos.

Getting Started - How to open a course, make a booking and send a confirmation

This video shows you how to carry out the most common function of a booking system - how to open a course, book someone in and then send them a printed or emailed confirmation.

Adding courses and managing your diaries

This video shows you how to add more courses to your diary and how to view your diaries in different ways to get the information you need.

Working with contacts and amending booking details

This video shows you how to look up an existing contacts' details and then amend an existing booking, make a new booking, or cancel a booking. Finally it shows how to take further payments from customers.

Managing your staff

This video shows you how to manage your staff. How to add staff, then book them into your courses. Categorising staff so you can see who can teach which course. Add holiday, sick leave and day of the week availability for your staff. How to use the staff planner. How to view staff availability in the diary.

Enabling credit/debit card handling with CardSave.

This video shows you how to enable 'In-Contact' to handle credit and debit card payments. 'In-Contact' fully integrates CardSave's credit and debit card payment services so that you can take payments over the phone, in person or through your own online booking system.

Online Booking

These two videos and working example show you how to set up an online booking screen that will allow your customers to book your courses through your web site.

Configuring online booking

In-Contact enables you to add online booking facilities to your own website to take course bookings. This video shows you how to configure an online booking screen: how to edit the screens contents, set the events that will appear, the colours and sizes of text to match your own web site etc.

Demo of the online booking screen

This shows the online booking screen created in the previous video working and taking a booking. Once taken the booking automatically appears in your own diary.

View the online booking screen live!

This will allow you to view the 'Byte Train' online course booking screen live. This is the online booking screen that was created in the video, allowing you to see it working for real. You can use any credit card details you like, real or ficticious, as no actual payments are taken. Please use an email address you have access to as you will be sent the confirmation to this address.

Stationery

These four videos show you how to set up all the letters, emails and other correspondance you send to your customers.

Creating a letter to send to your customers

This video shows you how to input a letter that can be printed or emailed to a customer. Adding fields that allow the letter to contain the name, address and booking information specific to a customer.

Creating SMS confirmations

Shows how to set up SMS confirmation texts, so that you can confirm a booking to a customer quickly and easily by sending a text message to their mobile phone.

Printing Envelopes

How to print customer envelopes and put your company logo and company name on the envelope.

Applying standard headers and footers to stationery

How to create standard headers and footers for your letters and emails and apply them to your stationery.

Querying your database and sending mailshots

These three videos show you how to search your database of contacts using search criteria that you can specify and then send the selected contacts an email.

Creating a query

This video shows you how create a query that can search your contacts to find those contacts that meet certain criteria. You can then count the contacts that meet your search criteria, export them or send them all an email using the mailshot facility.

Sending a mailshot

Shows how to create a mailshot using the built in email templates. Then how to check the email by sending a test email and previewing your email. Finally sending out the mailshot.

Viewing progress of a mailshot

Shows you how you can see the number of contacts who have viewed your email, how many contacts have un-subscribed and how many have bounced. In the case of bounced emails it shows how to correct the email address and re-send the mailshot to the individual contact.