ZOHO BOOKINGS APP

Zoho Bookings Customization Brief for "Debra Stevens Training and Coaching (DSTC)" Background: DSTC offers bespoke in-house training workshops to various clientele. Our primary contact points range from HR professionals and training departments to managerial stakeholders. Our key objective is to simplify and systemize the booking process, facilitator allocation, and post-course actions with the Zoho Bookings app, all while keeping costs to a minimum. Primary Requirements: Cost-Efficiency: The setup and customization should emphasize minimal user involvement to reduce costs associated with multiple user licenses. Recommend and implement strategies or features within Zoho Bookings that can help minimize user-based charges. Course Offerings Customization: Accommodate different course content. Allow for variable durations: mainly half-day, full-day, and hourly rates for one-on-one sessions. Facilitator Tiers & Management: Categorize into three levels: Lead/Senior Facilitators, Facilitators, and Performance Facilitators/Role Play Actors. Capability to book several facilitators for a single workshop with varied combinations. Booking & Scheduling: Mechanism to document bookings made verbally or via email. Manually input by Debra Stevens for facilitator assignments, session details, and scheduling. Notify facilitators internally of their assigned dates. Synchronization with Debra Stevens' calendar to prevent overlaps. Invoicing & Payments: Extract necessary data for invoicing seamlessly. Desired: Integration with Xero for automated invoice creation and tracking. Post-Course Activities: Feature to gather emails from learners post-course completion, potentially through a QR code leading to a sign-up form. Store this data for subsequent marketing campaigns. Policies & Notifications: Address cancellations and postponements based on DSTC's policies. Generate reminders for both facilitators and course participants. Integration Requirements: Smooth integration with Zoho CRM for a centralized data hub of clients and facilitators. Integration possibilities with an upcoming membership platform and email marketing tools, ensuring a unified system. Closing Remarks: The ultimate aim is to harness Zoho Bookings for a streamlined, efficient, and cost-effective booking process for DSTC. We want to centralize operations, diminish manual handling, and boost growth, all while keeping costs low and user licenses to a minimum. Your expertise will guide us in achieving this balance.