Training and Event Booking

Training and Event Booking

Announcing Tall Emu’s Online Booking feature for training courses! If you run events (paid or free) with Tall Emu bookings you will be able to:

  • Accept Bookings Online, take payment and capture attendee details
  • Transfer the invoice and payment data automagically to MYOB or Xero.
  • Do this in 5 minutes with your existing website, with just a copy and paste.

Setting up

The first thing you’re going to want to do is set up products in Tall Emu. If you’re linked with MYOB or Xero you can import them and then flag them as “Training” products. Since each course is a product in it’s own right, it can have separate pricing, be tracked on the GL and reported on.

You can link products together – different variations on a theme , which is useful if you have introductory and advanced courses, or refreshers and renewals.

Define your courses

This is simplicity itself. We just click on “New Course” – choose what type of course it is, when it is running, how many places there are and a few other bits and pieces and we’re done! Training courses is a bit beyond the scope of what I want to talk about today, but we have some useful features for managing them.

Select your type of training course

Here we have “Kitten Wrangling” in two different flavours – introductory and advanced.

If the training were just for “advanced” kitten wrangling, then you could click that – but if you could do beginners and advanced on the same day and book into either (with a shared max attendee count) you select the parent.

Put it on your website

Tall Emu will generate code below, like this. You just copy paste it onto your website and you’re done.

<div id="tallemu-crm-web-form-d85369f2-0e98-41be-939e-7a4c91a35b74">Loading...</div>

<script
    type="text/javascript"
    src="https://exaple.org/example.js"
></script>

<script type="text/javascript">
    window.tecrmDocumentReady(function () {
        window.tecrmLoadWebForm({
            targetElementId: "tallemu-crm-web-form-d85369f2-0e98-41be-939e-7a4c91a35b74",
            webFormUrl: "https://exaple.org/example.js"
        });
    });

And you end up with something like this:

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You can now sell courses online. Cool eh? Your web developers can re-style it if they want, but they don’t need to – we’ve tried to make it look not to bad out of the box.

The neat part here is that as you add courses, or the due date pass courses will automatically be added and removed from this list. There’s no need to keep updating your website with dates and availability – it just works.

The Booking Process

When your customer clicks on the booking button, we show a popup – and they’re able to choose which course(s) they’d like to book into, and how many people.

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We can collect details for each person including custom fields. The person doing the booking doesn’t need to be the person attending the course.

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Once we have collected the attendee details, we get to the good bit: Payment. Don’t worry these are not real credit card details. No bank accounts were harmed during the testing of this feature.

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We use Ezidebit for collecting payments – they’re PCI compliant, and we integrate with them throughout the rest of CRM too – so if you take a booking online, credit card information is securely stored for use next time.

Recording the detail and post to MYOB/XERO

When the customer completes the wizard, the following things happen

  • Create a booking in CRM against the right training course.
  • The person booking the course, plus any attendees are also noted on the booking
  • The booking is invoiced, and payment for the booking is applied.
  • Now all it needs to do is transfer it to your accounting system – which is a simple click (and will soon be automatic) and our work here is done!

The Small Print

This is a preview of the feature that we’re releasing before Christmas.

In the meantime, why not start a free trial of our CRM and see how our other awesome features can help you improve business efficiency and save time & money. Start Your Free Trial

If you are interested in using the online bookings feature in your business feel free to get in touch and I can give you a demo and talk you though it in more detail. As with everything we do it’s possible to customise this to suit a wide variety of needs.