Categories 

The Category list allows for the grouping of customers into a number of pre-defined marketing segments (Categories and Sub-Categories). When taking a booking through Res, the user can determine the Categories and Sub Categories to which the Customer belongs, then select this information in the New Booking screen. The information can then be used for marketing purposes via CRM functions, and producing reports available via the optional Business Management Reports Module.

FOR EXAMPLE: A useful category is "Purpose of Visit" with the sub categories, "Business", "Leisure", "Function". Using these categories you could run CRM reports that indicate which customers stayed with you over a certain date range for business purposes, then send them a marketing style email detailing a new promotion for business customers who stay more than two nights.

SEE ALSO CRM - Search for Customers

View/Enter Categories 

1. In Marketing, click on CRM from the left hand menu, then Set up Categories. If you have previously entered Categories, they will appear in this section as a list. 

2. Enter the new Category title into the next available Category Field, and enter up to three Sub Categories in the Sub Category Fields beneath.

3. Click on the " Add more Sub Categories" button to create more Sub Category fields for a Category.

4. Click on the " Add more Categories" button to create more Category fields.

5. Click on the " Save" button.   

Delete a Category 

1. In Marketing, click on CRM from the left hand menu, then Set up Categories. If you have previously entered Categories, they will appear in this section as a list. 

2. Delete the text in the Category and Sub Category fields.

3. Click on the " Save" button.