Alphares Admin - Training 03

Summary

This video tutorial guides viewers through the use of Resolution 360 software, a tool designed for managing customer orders, appointments, and listings. It covers how to navigate the dashboard, track orders, manage customer information, and create new appointments. The video explains the process of creating, delivering, and submitting listings, including uploading content like images and videos. It also discusses how the system automates many tasks, such as notifications and content access after payment, ensuring a smooth and efficient workflow for users in managing their orders and customer interactions.

Takeaways

• 😀 The Resolution 360 software allows managing customers, orders, and listings directly from the taskbar.
• 😀 The dashboard displays any appointments for the day, and allows viewing all orders from the system.
• 😀 The software provides a sub-context menu to view delivered listings, create new listings, or deliver them to clients.
• 😀 Orders section helps track which orders are paid, unfulfilled, or still pending delivery, along with the relevant customer details.
• 😀 The calendar tool allows for viewing appointments in daily, weekly, or monthly formats and categorizes external events.
• 😀 The customers section stores customer information, including contact details, orders, and outstanding balances.
• 😀 The products section lets users create new products that customers can purchase, though it's already pre-set in the system.
• 😀 Reports give a summary of payments, orders, and territories to analyze business growth opportunities.
• 😀 The team section allows for adding new team members, such as photographers or videographers.
• 😀 When creating an order, users input the address, customer details, and order information, including service packages and specific instructions like gate codes.
• 😀 Once an order is created, users can schedule the appointment, assign times, and send notifications to both the client and the team member involved.

Q & A

What is the purpose of the Resolution 360 software?

Resolution 360 is designed to help businesses manage customer orders, appointments, deliveries, and listings efficiently. It enables users to create, track, and fulfill customer orders, as well as manage appointments and customer details.

How can users view their scheduled appointments for the day?

Users can view scheduled appointments for the day through the 'Dashboard' section of the software. If there are no orders for the day, this section will appear empty.

What happens when a user delivers a listing to a client?

When a listing is delivered, the user creates a 'Listing' by selecting the order, uploading media, and confirming the delivery. Both the company and the client will receive a notification that the order has been completed.

How can a user create an order in Resolution 360?

To create an order, the user must click 'Create Order' and then fill in details such as the customer’s address, the order type (new or existing customer), order notes, and appointment details. The order can then be finalized by sending a notification to the customer and team member.

Can multiple properties be added to a single order?

Yes, if the customer has multiple properties, the user can adjust the number of properties in the order. The system allows flexibility in this regard.

What is the significance of adding extra time when scheduling an appointment?

Adding extra time (e.g., 15 minutes) before or after the appointment is useful for setup and preparation, allowing operators to get ready for the scheduled tasks. This ensures smooth operation during the appointment.

How does the system handle external events outside the Resolution 360 software?

The software labels external events, such as weddings from outside sources, as 'external events.' These events are tracked separately, and users can filter them by territories or team members.

What happens if a client hasn’t paid for a delivered order?

If a client hasn’t paid, they can view the order, but they will not be able to download any media until the payment is completed. The system prevents the download until the payment status is cleared.

How does the software help users manage their team members?

The software allows users to add and manage team members, such as photographers and videographers. It offers an easy interface to assign roles and track appointments associated with different team members.

What are the key sections of the software’s dashboard, and what do they represent?

The key sections of the dashboard include 'Appointments' (to view scheduled orders), 'Delivered Listings' (to view completed orders), and 'Orders' (to manage the order status and details). These sections help users track their ongoing tasks and manage client interactions efficiently.