How to request multiple bookings
In order to submit a bulk booking request with multiple bookings, please follow the below steps. • Click the 3-dot next to the booking request button and select “New Bulk Request” • Download an Excel template by clicking on “Download Template” • Fill in the information in the Excel template: • Start Date • Start Time • Program Start • End Date • End Time • Name – the name of the event • Contact Info – dedicaPopularHow to create announcements for your takers
The announcement feature in SCORE has been implemented to allow pushing brief announcement or messages to a group or selected takers. The announcement can be modified to include severity level, timing, and the option to push the announcement to the users email in addition to displaying on his SCORE dashboard. 6.2 Announcement Screen Content Owner type clients with the announcement permission can log into their SES 360 account and will be presented with a new module called “Announcements”. LoginSome readersHow to download reports as a content owner
Reports can be downloaded by content owners and takers. Content owners can download the reports to track which takers ordered and consumed events (consumption data is only available for IP events). Takers can download the reports to see the events that they have ordered. • From the main view, click on the 3-dot menu at the top right corner and select “Download Report” (https://storage.crisp.chat/users/helpdesk/website/5cfa527f7acfc800/image1vpzwwm.Few readersHow to assign groups of takers to events
• Tick the checkbox next to the events that need to be assigned • Click the 3-dot menu and select “Add Taker Group(s)” • Select the groups you wish to assign and click “OK” • To assign groups from an individual event’s view, navigate to the event, go to Takers / Pricing tab, click on the 3-dot menu and choose “Add Taker Group(s)”. Select the requested groups and click “OK”. (https://storage.crisp.chat/usFew readersHow to request a single booking
Click on “Booking Request” in the upper left corner of the screen to open the booking request wizard. Information Tab Fill in the necessary information and click “Create Draft”. • Event Name – free text • Project – select the project that this event is associated with. If the project is missing, contact SES Booking Team. • Request a new project to bFew readersHow to assign takers to events
This action makes the events details available for the takers to view. Takers will also be able to purchase the events. • Under “All Events” tab, select single or multiple events, then click on the 3-dot menu and select “Assign Takers” • Choose the takers and click “OK”Few readersHow to create a bundle
Create a bundle with multiple events that are under the same project. • Under “All Events” or inside a project’s view, tick a single or multiple events, then click on the 3-dot menu and select “Create Bundle” • Fill in the necessary information – there are two types of bundles: “All Events” and “Quota Based” All Events • This bundle is a complete unit with all selected events • By purchasing this bundleFew readersHow to create groups of takers
It is possible to create groups with different takers in them and to assign the groups of takers to the events. To create a group of takers: • Click the 3-dot menu at the top right section of the screen and select “Manage Takers” • In the “Manage Takers” module click 3 dot menu and choose “Manage Takers Groups”. In this module the user can view the existing taker groups on the left and the takers that are associated on the right. Clicking on a group will highlight the takers that are a part of tFew readersEvent Details View
By clicking on an event under the “All Events” main view, the event detailed view will be opened. Here the user can: • View the event's details • Edit and modify details • View and edit the services that are under the event: • To delete a service, click on the 3-dot menu “Delete Service” • To add a new service, click the “Add Service” button • View and edit the resources that are under each service, clickFew readers