In this article
Where the problem startsA practical way to look at itHow it connects to the businessWhy RestimeThe term has a business, operational and financial context. If it remains only in the calendar, the company loses it.
01 / Operational reality
Where the problem starts
In a regular calendar, the event ends with a time and a name. However, the reception needs to know what the client ordered, what the team has to prepare, what the warehouse is used up, and accounting what has been sold. If this information is divided, each department creates its own version of reality.
02 / Practical approach
A practical way to look at it
The reservation should carry the identity of the client, service, responsible person, price, notes and status. Upon arrival, it changes to a check-in, payment or invoice; according to the service, it can write off the material and update the client's history. A single event thus naturally creates further steps.
03 / Connected context
How it connects to the rest of the business
CRM completes previous visits and communication, Invoices closes the financial flow and Documents & Data processes related documents. If the enquiry came from the web or social networks, the company can evaluate which activity brought the actual booking and sales.
What to take away
Three practical principles
- 01The reservation should contain the operational context.
- 02The status of the term should trigger subsequent steps.
- 03Evaluate reservations according to the resulting service and revenue.