ROAM » Tutorials http://thepowertoroam.com Reservation and Outdoor Activity Marketing Sun, 20 Oct 2024 21:01:53 +0000 en-US hourly 1 https://wordpress.org/?v=119 Availability http://thepowertoroam.com/learning-centre/tutorials/reservations-2/availability/ http://thepowertoroam.com/learning-centre/tutorials/reservations-2/availability/#comments Wed, 09 Oct 2013 21:36:37 +0000 http://thepowertoroam.com/?post_type=tutorial&p=254 Introduction

The availability is the nerve center to all that is going on within your company.

Usage

Configuration

]]> http://thepowertoroam.com/learning-centre/tutorials/reservations-2/availability/feed/ 0 Document Management http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/document-management/ http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/document-management/#comments Wed, 09 Oct 2013 20:49:38 +0000 http://thepowertoroam.com/?post_type=tutorial&p=246 Introduction

Documents in Roam are HTML files used for a specific purpose such as invoices, letters, gift certificates, etc. While Roam initially comes with these documents, you are free to add your own or edit existing documents.

Upload and Download

Learn how to get new documents into Roam and how to download existing documents.

Edit a Document

If you prefer not to download/edit/upload documents, you can edit them directly within Roam.

]]> http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/document-management/feed/ 0 Data Select and Download http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/data-select-and-download/ http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/data-select-and-download/#comments Wed, 09 Oct 2013 20:36:11 +0000 http://thepowertoroam.com/?post_type=tutorial&p=242 Introduction

Roam has a very sophisticated method to create, run, and save queries to extract mailing list entries and reservation data.

Parameters

Learn the many ways in which you can select data. From simple selections to complex multi-step queries.

Output Selected Data

Once you’ve selected the data you need, there are various ways in which the data can be output. As well you can choose what information fields to output.

Examples

See how to perform various queries.

Save and Retrieve Queries

Query parameters can be saved for repeated use. Learn how to save and retrieve queries.

]]> http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/data-select-and-download/feed/ 0 Operational http://thepowertoroam.com/learning-centre/tutorials/operational/ http://thepowertoroam.com/learning-centre/tutorials/operational/#comments Wed, 25 Sep 2013 16:54:35 +0000 http://thepowertoroam.com/?post_type=tutorial&p=237 Introduction

Roam has a number of specific tasks not directly related to reservations.

Lodging Assignments

Often times it’s more efficient to not assign units when a reservation is made. Rather, units can be assigned en-masse for a period of time. This allows the scheduler to make optimal use of space.

Liability waiver entry

In an ideal world guests would complete liability release forms online. However, there will always be times when release forms are completed manually. The primary purpose of entering release forms is to build your customer database. The more names, the more marketing opportunities.

]]> http://thepowertoroam.com/learning-centre/tutorials/operational/feed/ 0 Administrative http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/administrative/ http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/administrative/#comments Wed, 25 Sep 2013 16:43:03 +0000 http://thepowertoroam.com/?post_type=tutorial&p=233 Introduction

Every Roam user needs to have a login ID. Each login ID has an associated privilege level which determines what a user can access and which actions they can perform.

Setting up Roam users

]]> http://thepowertoroam.com/learning-centre/tutorials/advanced-topics/administrative/feed/ 0 Reports http://thepowertoroam.com/learning-centre/tutorials/reports/reports/ http://thepowertoroam.com/learning-centre/tutorials/reports/reports/#comments Wed, 25 Sep 2013 16:26:18 +0000 http://thepowertoroam.com/?post_type=tutorial&p=227 Introduction

While Roam has many reports covering everything from day-to-day operations to sales analysis, all reports are in one of two formats. The most common format in Roam are columnar reports which present data in a standard rows and columns format. This type of report allows the user to choose which columns to show, select sort orders, totals and sub-totals, along with summarization. Multiple versions of each report can be saved. The second type is for reports that need a fixed format and cannot use rows and columns.

]]> http://thepowertoroam.com/learning-centre/tutorials/reports/reports/feed/ 0 Payments – Setup http://thepowertoroam.com/learning-centre/tutorials/payments/payments-setup/ http://thepowertoroam.com/learning-centre/tutorials/payments/payments-setup/#comments Wed, 25 Sep 2013 12:46:11 +0000 http://thepowertoroam.com/?post_type=tutorial&p=221 Introduction

Most payment types require no setup, but there are a few that do. Gift Certificates can only be taken as payment provided they were created in Roam. Social payments are more than just a payment; Roam ensures that a coupon used as payment is valid, used for the correct item, and the proper price was charged for the item.

]]> http://thepowertoroam.com/learning-centre/tutorials/payments/payments-setup/feed/ 0 Payments – Taking http://thepowertoroam.com/learning-centre/tutorials/payments/taking-payments/ http://thepowertoroam.com/learning-centre/tutorials/payments/taking-payments/#comments Wed, 25 Sep 2013 12:28:49 +0000 http://thepowertoroam.com/?post_type=tutorial&p=216 Introduction

ROAM has many payment types, from cash to credit cards, Groupons to gift certificates. The following tutorials will guide you through the process of handling the various payment types.

Taking payments

All payment types are very similar. Once you’ve learned how to take one payment type then others are very quick to learn. These first two videos introduce you to taking simple payments, like cash.

Credit Card Payments

By far the most common payment type is via credit card. Roam is fully integrated with a payment gateway to make entering and bookkeeping for credit cards very simple. Also, with the security rules around handling credit card information, a merchant must adhere to certain requirements. Roam minimizes your liability risk.

Gift Certificates and Rain Checks

Roam can issue and redeem both gift certificates and rain checks. Gift certificates are issued through the mailing list, but rain checks are created as a form of refund payment.

Transferring Money

Either by accident or otherwise there are occasions when a payment taken on one reservation needs to be transferred to another reservation. These transfers cannot be done as a refund and payment as that would skew your accounting. Rather, they are accomplished via a transfer.

Social Payments

Social Payments, such as Groupons, are not just payment types. Roam ensures that coupons taken are valid, used during the proper period, and are only used for ‘deal’ items.

]]> http://thepowertoroam.com/learning-centre/tutorials/payments/taking-payments/feed/ 0 Reservations – How To (part 2) http://thepowertoroam.com/learning-centre/tutorials/reservations-2/reservations-how-to-part-2/ http://thepowertoroam.com/learning-centre/tutorials/reservations-2/reservations-how-to-part-2/#comments Wed, 25 Sep 2013 12:22:12 +0000 http://thepowertoroam.com/?post_type=tutorial&p=209 Introduction

This series of videos concludes the section on reservations.

Email/Print Documents

]]> http://thepowertoroam.com/learning-centre/tutorials/reservations-2/reservations-how-to-part-2/feed/ 0 Your Company Setup http://thepowertoroam.com/learning-centre/tutorials/your-company/your-company-setup/ http://thepowertoroam.com/learning-centre/tutorials/your-company/your-company-setup/#comments Thu, 05 Sep 2013 20:45:18 +0000 http://thepowertoroam.com/?post_type=tutorial&p=168 Introduction

Setting up your company is the first step in a series of steps needed in order to get up and running with ROAM. Not only is basic information such as name and address recorded in the company setup, but also information such as credit card account details, default settings, online pages, and many other pieces of vital information.

ROAM can handle multiple companies per installation. Most installations will only have one company, but many will run more than one company under the same roof. The ROAM company setup allows you to treat each company as a separate entity keeping each company independent.

Basic Information

Defaults and Configuration

Different functions in ROAM, such as reservations and the mailing list, work best when certain defaults are setup. These defaults are setup per company, and therefore are included as part of the company setup.

]]> http://thepowertoroam.com/learning-centre/tutorials/your-company/your-company-setup/feed/ 0 Mailing List – Setup http://thepowertoroam.com/learning-centre/tutorials/mailing-list-2/mailing-list-setup/ http://thepowertoroam.com/learning-centre/tutorials/mailing-list-2/mailing-list-setup/#comments Thu, 05 Sep 2013 20:42:57 +0000 http://thepowertoroam.com/?post_type=tutorial&p=165 Introduction

This series of videos covers two areas of interest: setups that need to be done prior to using the mailing; and default settings to simplify and verify new mailing list entries.

Background setup

These two videos will explain all of the background setups that need to be carried out in order to use the mailing list.

Mailing list defaults

This video will show you how to setup default settings as well as how to setup rules governing what fields must be present when making a new mailing list entry.

]]> http://thepowertoroam.com/learning-centre/tutorials/mailing-list-2/mailing-list-setup/feed/ 0 Mailing List – How To http://thepowertoroam.com/learning-centre/tutorials/mailing-list-2/mailing-list-how-to/ http://thepowertoroam.com/learning-centre/tutorials/mailing-list-2/mailing-list-how-to/#comments Thu, 05 Sep 2013 20:42:36 +0000 http://thepowertoroam.com/?post_type=tutorial&p=163 Introduction

This tutorial section covers how to use the mailing list. You will learn about the different features in the mailing list as well as how to search for an entry and make a new entry.

An introduction to the mailing list

This video will guide you through an overview of the mailing list.

Searching the mailing list

This video will show you how to search for an entry in the mailing list.

Entering someone into the mailing list

The following 2 videos will explain how to make a new entry into the mailing list.

Mailing list button functions

This video will explain the different functions associated with each button.

]]> http://thepowertoroam.com/learning-centre/tutorials/mailing-list-2/mailing-list-how-to/feed/ 0