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Introducing Add Guests Enhancements in Bosseo CRM
In today’s dynamic world, the need for flexibility in managing appointments and bookings is more crucial than ever. Bosseo CRM is excited to introduce the updated ‘Add Guests’ feature, delivering enhancements that streamline the booking process, improve payment accuracy, and strengthen information collection. Designed with user control in focus, these updates cater to a wide range of industries, including home improvement, legal services, and medical practices.
What’s New?
Payment Calculation Based on Attendee Count
Understanding that businesses often charge per attendee, we now offer an option for automatic payment calculations based on the total number of attendees. Whether for group bookings or services priced per person, the booking widget will multiply the payment amount by the total number of attendees, including the primary booker and all guests.
Mandatory Guest Information
Businesses can now require guest details during the booking process, ensuring completeness of information. This feature is vital for sectors where guest details play a central role, such as couple’s therapy, restaurant reservations, and group sessions. It requires visitors to add at least one guest, capturing their name and email, making guest entry omissions a thing of the past.
How to Enable These Features
– **Go to Calendar Settings**: Access your calendar settings and click “Edit Calendar.”
– **Forms & Payment Tab**: Navigate to this section and enable the necessary options under the ‘Add Guests’ section to require guest information. To charge for all attendees, enable ‘Collect payment for all attendees’ in the Payments section.
Why It Matters
The enhancements introduced with the ‘Add Guests’ feature play a significant role in diverse settings:
Home Improvement Services
For businesses that offer workshops or sessions, like home improvement tutorials, these enhancements ensure that payments are accurately calculated based on attendance. Additionally, capturing guest details can lead to targeted follow-up marketing efforts, enhancing customer engagement.
Law Firms
Legal professionals often work with multiple clients or witnesses needing to attend meetings. By collecting payment based on attendees, law firms can streamline billing and avoid discrepancies in payments. Furthermore, ensuring mandatory guest information helps in maintaining complete client records.
Medical Practices
For medical practices hosting group therapies or consultations, automatic payment calculations guarantee simplified billing. By requiring guest information, these practices can ensure that all important patient data is collected upfront, facilitating better session management and patient care.
Conclusion
By offering advanced control over the guest addition feature, Bosseo CRM is enhancing user satisfaction and operational efficiency. These enhancements mitigate issues associated with payment confusion and missed guest entries, ultimately resulting in lower support ticket volumes and a smoother booking experience. Bosseo CRM continues to support complex case requirements across various sectors, improving scheduling flexibility and process transparency.
This latest update solidifies Bosseo CRM as the go-to platform for efficient and effective calendar management, befitting varied professional landscapes. Explore these enhancements today and experience seamless booking processes with Bosseo CRM.
