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The Concierge Assistant® Tutorial

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The latest version is:
9.0.8. C11

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LESSON 4:    Logbook Categories


The Logbook Categories are used to categorize your Logbook entries.    For example, you will want to be able to look up all Limosine reservations occurring this week. To do this you will want to have the category "Limosine" available as an Logbook Category selection.

To add a new Logbook Category simply key the category into the Category field.    If you choose to use the Confirmation text (used for additional information on guest confirmation reports) key the appropriate information into the Confirmation text field.    An example of an "Golf" confirmation might be:

   A 48 hour cancellation is necessary to avoid any penalties. Please allow 20
   minutes prior to your scheduled tee time for check in.

Press Enter or click on Add and you have a new Logbook Category.

If you do not like a particular Logbook Category Name you may change it by selecting the original Logbook Category and keying the new description of the logbook category into the "Replace With" field.    When you change this field the Add button changes to a "Replace" button.    Press the "Replace" button and all Logbook entries using this category will be updated with the new category name.

To delete a Logbook Category you select the category to be deleted and press the Delete button.    If no Logbook entries are coded with this Logbook Category the category will be deleted.



If you know that another Logbook Category has been created that has the same Confirmation Text as this logbook category we have the "Clone" feature.

Simply select the Logbook Category from the Drop Down List and Press the Clone Button. The selected Confirmation Text will appear. You may edit the text as you wish.

If you wish to use this as a Restricted category click on the "Check if this is a Restricted Type of Logbook Category" checkbox. This category will then be accessible to "Restricted" Users.

Administration | Lesson  1 | Lesson  2 | Lesson  3 | Lesson  5 | Lesson  6 | Lesson  7 | Lesson 7.1 | Lesson 7.2 | Lesson 7.3 | Lesson 7.4 | Lesson  8 | Lesson  9 | Lesson 10 | Lesson 11 | Lesson 12 | Lesson 13 | Lesson 14 | Lesson 15 | support@goldkeysolutions.com | 818-865-0006 | GoldKeySolutions.com