WGAN-TV RELA Booking System and Billing Platform for Matterport Pros #1230-Rela Booking Workflow Explained

Hi All,

In this WGAN-TV Short Story (#1230, above), RELA CEO Mike Land shows how to accept a deposit to confirm a Matterport shoot.

Mike also covers:

✓ send a custom confirmation email to client (including how to edit the email template)
✓ send a confirmation to photographer
✓ customize the order
✓ full Single Property Website or Media Delivery Only
✓ Generate Invoice button

Your thoughts?

Free! WGAN-TV Training U (in RELA) Courses

✓ WGAN-TV RELA Booking System with Team Calendar Sync & Getting Paid for Matterport Service Providers
✓ WGAN-TV Getting Started with RELA Platform

Best,

Dan

Transcript (video above)

So we'll just get through this order workflow process, and then we can go jump into the settings here and talk about those.

So basically, once you've got this order, if everything looks good to go, you can change this to accepted. There is also another status that we allow, which is accept on deposit, which would then allow you to basically put this order into a pending state until the customer pays a deposit amount.

And you can set whatever that deposit amount is. And once they've paid that, then the order would switch to accepted.

So that's useful in cases where maybe you work with an agent who tends to reschedule a lot or no show, and you want that particular agent to pay $50 to secure that time slot on your calendar, you can choose this option. We'll just go ahead and switch this example order to accepted.

We'll need to confirm the date and time. So since they've chosen that this should, that they want you to shoot in the morning, we're going to pre-populate this start time to that general time for you, and then you'll confirm.

You'll see in a lot of these confirmation forms, send confirmation email to the customer.

When you have this checked, this will always give you a next form that will let you customize that email, so don't be scared to use this, because it's not going to just automatically send out an email without your approval, yeah. So we'll go ahead and confirm that. And then this is the email that we can send to our customer.

We've updated our email template editor as well to make this easier. So you can see exactly what the email looks like from a design standpoint. And then you can just click and start typing if you need to make changes.

You'll see these little blue boxes here. Those are replacing details when this email is sent with the order-specific details for you, so that you can set these up as templates and you don't have to type it each time.

And you can also customize what those replacement items will be in this email. So a pretty nice feature there, and it'll save you some time just in terms of making sure you have the right messaging for each email that gets sent out.

- Awesome, and I think I heard you say I could save as a template?

- Yeah, so you can save or you can customize these templates, all of these email templates in our email settings.

- And I could have more than one, so I could have one for one client, one for another client?

- Not at the moment, the email settings, or sorry, the email templates are right now set up for each of the email events that will occur. But they're not necessarily set up for each client.

- So I could have one template saved per whatever the communication messaging.

- Correct. You can always customize it before you send it as well. If you know one customer wants you to always say hi John before you send it, you can do that.

But yeah, we don't have it set up to be customized for specific customers at the moment. So we can go ahead and send that. And now our order is accepted.

When you've produced the media for this order, you've got your photos ready, you can start adding these to this order, you can click add media to order, it will bring you down here.

In order to do that, you need to create or select an existing property site. We'll create a new one here. The property site in Rela is really the holder for all of that media, whether you do the full property website or you set it to media delivery only, that's how we're going to organize and store all of that content.

And so you can click Add Property and then start uploading your media. We'll choose an existing property here.

And then that will show you basically a progress tracker of all of the content that you have uploaded so far for this listing, so we've got 53 photos, we've got some flyers and brochures created, we've got our agents attached here.

And so once you're ready to actually deliver this and take payment, you can go to this Generate Invoice button and generate the invoice to send out.

Source: Transcript: WGAN-TV RELA Booking System with Team Calendar and Getting Paid