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Onboarding: Track Implementation Pre-work
Pre-Implementation
Track PM Prep List
Track Pulse Prep List
Track Advanced CRM Prep List
Company Setup Configuration
Company Setup - General Column (15:47)
Company Setup - User Setup Column (13:29)
Company Setup - Customizations (10:27)
Company Setup - Business Rules (12:50)
Unit Profiles Pre-work
The Unit Tree & Node Types (8:21)
Unit Types & Lodging Types (8:01)
General Unit Information (15:45)
Populating Amenities (13:15)
Reservation Configuration for Units (7:00)
Setting Security Codes (15:58)
Uploading Images (8:05)
Housekeeping & Maintenance Information (11:58)
Unit Policies (6:07)
The Misc. Tab (15:05)
Channel Settings (9:13)
Rooms & Bed Types (12:02)
Unit Profiles Import Template Walkthrough (30:25)
Enabling and Deactivating Units & Nodes (10:52)
Accounting Pre-work
Track Money Flow (27:37)
Core CRM Pre-work
CRM Setup - General Column (29:52)
CRM Setup - Leads Column (22:59)
CRM Setup - Notifications (3:29)
Pulse Pre-work
Call Center Setup - System Setup Column (28:59)
Call Center Setup - Call Routing Column (37:51)
Call Center Setup - Agents Column (16:58)
Call Center Setup - Performance Monitoring (20:43)
Default Audio Files
Web Chat Setup - Configuration (6:00)
Web Chat Setup - Demo (4:18)
Distribution & Integrations Pre-work
Collecting Credentials for Your Website
Distribution Engine Features - Unit Level (9:22)
Distribution Engine Features - Review (5:47)
Distribution Engine Dashboard - Channel Drilldown (9:13)
Distribution Engine Dashboard - Unit Drilldown (9:13)
Distribution Engine Dashboard - Overview (3:25)
Distribution Engine Bulk Operations - Review (6:34)
Reservations Settings Configuration Pre-work
Introduction
Tags (2:52)
Campaigns (2:28)
Unit Block Reasons (2:17)
Cancellation Reasons (2:36)
Unit Move Reasons (1:28)
Discount Reasons and Promo Codes (3:35)
Online Booking Preferences (2:16)
Availability Gap Rules (2:07)
Reservation Preferences (4:01)
Reservation Documents
Advanced CRM Pre-work
SMS Setup - Regulatory Compliance
SMS Setup - Configuration (5:12)
SMS Setup - Demo (5:25)
Surveys Setup - Designing a Survey (18:50)
Surveys Setup - Sending a Survey (16:36)
Surveys Setup - Result Management (19:42)
Brevo Setup - Helpful Guides
Housekeeping Pre-work
Housekeeping Preferences (4:52)
Review Clean Types (3:04)
Automatic Inspections (1:55)
Stock Items (3:41)
Work Order Tasks (2:35)
Housekeeping Zones
Unit Profile Settings
Maintenance Pre-work
Introduction
Preferences (3:33)
Work Order Problems (1:16)
Task Manager (1:24)
Templates (1:55)
Schedules & Zones
Checklists - Creating & Assigning Work Orders
TrackRevenue Pre-work
Introduction to ART (2:09)
Rate Settings (3:48)
Seasonal Rate Settings
Minimum Length of Stay Settings (4:35)
Listing Settings (1:27)
Manual Overrides (3:26)
Groups (2:08)
Additional Features (0:49)
Unit Profiles Import Template Walkthrough
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