LESSON
3: What You Need to Do to Get Started
Contact
List Keywords
Event
Types
Logbook
Categories
Guest
Profile Indicators
The Concierge
Staff
The Concierge
Assistant is a complex system that is very easy to use. To make it work the way
you want it to there are several things you must setup before you begin to use it.
Now that you know the basic components of The Concierge Assistant we will address
those decisions you must make to fully utilize each of the components.
We will start with the Contact List Keywords.
These keywords are used to allow you to create the list of contacts that fit
your guest's request. If he has asked about Thai Restaurants you can give him a
list of the Thai Restaurants in your area.
Next are the Event Types. These types are
used to group event entries. If your guest has asked about Boxing events you can
give him a list of the Boxing Matches scheduled to occur in your coverage area.
Next are the Logbook Categories. These categories
are used to group logbook entries. Think about how you want to analyze your entries
before creating new categories. Do you want to see all restaurant reservations as
a group and also be able to know how many reservations you have made for a particular
restaurant? You have the ability to create a Vendor/Commission
Report to list all restaurant reservations and sort by the restaurant name.
Take a close look at your Data Entry Panels.
These should not be changed once they have been defined. Any change, even
a single character, means that the data on you pre-existing logbook entries may
be lost. You may add additional line items, but please do not change the
panels once your staff has begun to use them.
Perhaps your General Manager asks you how many covers you booked for your property's
gourmet restaurant last week. If you had included that restaurant as a logbook category
you could run a report that will give you a list of all of the reservations booked
during that time frame.
Next are the Profile Indicators. These indicators
are used to store information about your most valued guests. You decide what types
of information to retain. If your Marketing Department wants to run a special Anniversary
promotion you will be able to give them a list of all Anniversaries by date, by
state and city, or by name.
Next are the Concierge Staff Members. Each
Concierge staff member has a Logon Name to use in accessing the Concierge Assistant.
The initials you enter allow you to see who has added comments to the Logbook entries.
You define who has access to the authorized features of the Concierge Assistant.
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