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DanCentral Video Tutorials
INTRODUCTION & BASICS
Introduction
Home Screen & Customers
For Guides & Dockhands
MAKING/EDITING RESERVATIONS
Making a Reservation, Part 1
&
Making a Reservation, Part 2
Editing Existing Reservations
(Refunds, Adding Another Activity, etc.)
Reservation Status Types
Using the Wait List
Viewing Departures & Printing Rosters
Occurred Status & Attendance
Reservations for Group Outings
RENTALS
Creating a Rental
Handling Returning Renters
Handling Group Outings As Rentals
INVOICES/POS
Creating an Invoice, Part 1
&
Creating an Invoice, Part 2
Taking Multiple Payments & Saving Invoices
Returning an Item
Selling & Redeeming Gift Certificates
DanCentral Shopping Cart (Customers Buying Online)
GROUP OUTINGS
Reservations for Group Outings
Handling Group Outings As Rentals
OTHER TASKS
Location Status Updates
Cashing Out
Selling & Redeeming Gift Certificates
DanCentral Manual
DanCentral Manual
MAKING/EDITING RESERVATIONS
Make a Reservation
(read
The Reservation Process
first)
Find an Existing Reservation
Change an Existing Reservation
Add a Customer to a Wait List
Send a Customer a Quote
Find a Customer in the Database, or Add a Customer to the Database
INVOICES/POS
Create an Invoice
Return an Item
RENTALS
The Rental Process
Handling Group Outings as Rentals
Season Passholders Bringing Friends
Renters Who Return Separately From Their Group
OFF-SITE RENTALS
Create an Off-Site Rental
Payments & Invoices for Off-Site Rentals
ON-SITE BOAT STORAGE
Create Storage
PAYMENTS, REFUNDS & CREDITS
Take a Payment
Provide a Refund
Void a Payment
Take a Payment for an Existing Reservation
Issue a Credit to a Customer
Accepting a Check Written for an Amount Greater than What’s Due
Search for a Payment
DAILY TASKS
Print a Roster
Record Attendance and Occurred Status
Finalizing Reservations at the End of the Day
Reviewing Due Invoices at the End of the Day
Find a Schedule of Departures for an Activity
Cashing Out
RESCHEDULING
Switch a Customer's Selected Event to a Different Date/Time
Reschedule a Group Outing, Private Lesson, or other Custom Event
CONTACTING CUSTOMERS
E-Mailing Customers in DanCentral
Contacting All Customers Signed Up for an Event
Contacting the Wait List for an Event
ET CETERA
Merging Duplicate Customers
...