Bookings manager role kick-start guide

Author: Ishi

Version: 1.5, February 2023

Last modifed: 1st of March 2023

Abstract: The following KB article describes the series of basic documents to be understood in order to start working on the role of Bookings Manager.

What do you need to start?

• A personal computer or desktop computer
• Credentials to access of help desk system (Zoho Desk)
• Credentials to access partner websites (Book Yoga Retreats)
• Credentials to access our cloud server repository (Google Drive)
• Credentials to access our payment gateways (Stripe, PayPal)
• An email bussiness account
• Access to the backend of our website to view orders
• Credentials to acccess Wise.com (our online bussiness banking from YogaTrade company)

Where to start?

You may start by reading and understanding the following articles in the order suggested below:

General Staff:

1. General Know how document
2. How to work with our cloud storage
3. Who to contact when you need something
4. How everything works (our organizational principles)
5. Guidelines on how to promote changes in the organization
6. Guidelines on how to provide feedback to other members of the team
7. Guidelines for our weekly staff meeting

Bookings role:

1. Understanding Zoho desk app
2. General guidelines how to reply tickets
3. How to reply messages with questions from customers
4. When to close a ticket
5. Payments accepted by type of course
6. Bungalows per accommodation type and rental costs
7. How to ask for help
8. Understanding the different types of tickets and how to process them