'In-Contact' booking system training videos for Motorcycle Training Companies (ATBs)

In-Contact booking system for motorcycle training companies (ATBs)

We have put together a set of training videos especially for motorcycle training schools. We have based them around a ficticious motorcycle training school called 'Hot Wheels Motorcycle Training'. Watch the videos to see step by step how the 'In-Contact' system software can be used to help run a motorcycle training school.

Getting Started - How to open a course, make a booking and send a confirmation

Getting Started - How to open a course, make a booking and send a confirmationThis video shows you how to carry out the most common function of a booking system - how to open a course, book someone in and then send them a printed or emailed confirmation.

Adding courses and managing your diaries

Adding courses and managing your diariesThis video shows you how to add more courses to your diary and how to view your diaries in different ways to get the information you need.

Working with contacts and amending booking details

Working with contacts and amending booking detailsThis video shows you how to look up an existing contacts' details and then amend an existing booking, make a new booking, or cancel a booking. Finally it shows how to take further payments from customers.

In-Contact booking system for motorcycle training companies (ATBs)

Managing your staff

Managing your staffThis video shows you how to manage your staff. How to add staff, then book them into your courses. Categorising staff so you can see who can teach which course. Add holiday, sick leave and day of the week availability for your staff. How to use the staff planner. How to view staff availability in the diary.

Managing your bikes

Managing your bikesThis video shows you how to manage your motorbikes, mopeds and other vehicles. How to add your motorycles, mopeds and other vehicles to the system. Booking bikes onto courses using the diary. Using the vehicle planner to see which bikes are being used. Altering bookings using the planner

Automatically allocating your bikes to course bookings

Automatically allocating your bikes to course bookingsThis video shows you how to have motorcycles automatically allocated to a booking when the booking is made. It also shows you how to make sure you cannot overbook a bike that you have a limited number of, for example, mopeds.

Recording CBT certificates and DL196 returns

DL196 retunsThis video shows you how to record your CBT certificate details and then generate a DL196 return to send via email to the DVSA.

In-Contact booking system for motorcycle training companies (ATBs)

Entering training notes

Entering training notesThis video shows you how your instructors can enter training notes during the day using a mobile device like a tablet or phone. Customers can view and sign disclaimers and terms and conditions electronically removing the need for all that paperwork. They can also issue CBT certificates and all the details are automatically recorded.

Reviews

ReviewsThis video shows you how to send out review requests and keep your reviews in one centralised location for publishing to your website.

Enabling credit/debit card handling

Enabling credit/debit card handlingThis video shows you how to enable 'In-Contact' to handle credit and debit card payments. 'In-Contact' fully integrates several card processors credit and debit card payment services so that you can take payments over the phone, in person or through your own online booking system.

In-Contact booking system for motorcycle training companies (ATBs)

Sending 3D secure payment requests

Sending 3D secure payment requests3D secure is automatically used when card payments are taken through your website. When payments are taken over the phone the payment method used is not as secure. This video shows you how to use 3D secure even when taking a payment over the phone, giving you extra security for phone based payments.

Using Pay By Link

Using Pay By Link.This video shows you how to use 'Pay By Link' - a method to get your customers to pay you with a credit or debit card by simply sending them an email. You can get them to pay for one or more bookings, or pay for an invoice.

In-Contact booking system for motorcycle training companies (ATBs)

Online BookingOnline Booking

These two videos and working example show you how to set up an online booking screen that will allow your customers to book your courses through your web site.

Using online booking

Using online bookingThis video shows you how to configure and run online booking. In-Contact enables you to add online booking facilities to your own website to take CBT bookings. The first part shows a working online booking system for 'Hot Wheels'. You can see a booking being taken and then see the booking details automatically appear in your diaries.

Changing the online booking screen

Changing the online booking screenThis video shows you how to edit the online booking screen demonstrated in the previous video, and shows the new updated online booking screen after the changes. This will allow you to make your own online booking screens match your own website.

View the online booking screen live!

View the online booking screen liveThis will allow you to view the 'Hot Wheels' online CBT booking screen live. This is the online booking screen that was created in the video, allowing you to see it working for real. You can use any credit card details you like, real or ficticious, as no actual payments are taken. Please use an email address you have access to as you will be sent the confirmation to this address.

In-Contact booking system for motorcycle training companies (ATBs)

StationeryStationery

These four videos show you how to set up all the letters, emails and other correspondance you send to your customers.

Creating a letter to send to your customers

Creating a letter to send to your customersThis video shows you how to input a letter that can be printed or emailed to a customer. Adding fields that allow the letter to contain the name, address and booking information specific to a customer.

Creating SMS confirmations

Creating SMS confirmationsShows how to set up SMS confirmation texts, so that you can confirm a booking to a customer quickly and easily by sending a text message to their mobile phone.

Printing Envelopes

Printing EnvelopesHow to print customer envelopes and put your company logo and company name on the envelope.

Applying standard headers and footers to stationery

Applying standard headers and footers to stationeryHow to create standard headers and footers for your letters and emails and apply them to your stationery.

In-Contact booking system for motorcycle training companies (ATBs)

Querying your database and sending mailshots Querying your database and sending mailshots

These three videos show you how to search your database of contacts using search criteria that you can specify and then send the selected contacts an email.

Creating a query

Creating a queryThis video shows you how create a query that can search your contacts to find those contacts that meet certain criteria. You can then count the contacts that meet your search criteria, export them or send them all an email using the mailshot facility.

Sending a mailshot

Sending a MailshotShows how to create a mailshot using the built in email templates. Then how to check the email by sending a test email and previewing your email. Finally sending out the mailshot.

Viewing progress of a mailshot

Tracking progress of a mailshot Shows you how you can see the number of contacts who have viewed your email, how many contacts have un-subscribed and how many have bounced. In the case of bounced emails it shows how to correct the email address and re-send the mailshot to the individual contact.

In-Contact booking system for motorcycle training companies (ATBs)

Promotional CodesPromotional Codes

Promotional codes can be used to offer discounts to your customers using a short code that you create. These codes you can use in your advertising in order to promote your business

Creating and using Promotional Codes

Creating and using Promotional CodesThis video shows you how to create and use a promotional code.

In-Contact booking system for motorcycle training companies (ATBs)

Gift vouchersGift Vouchers

You can sell gift vouchers over the phone, in person or through your website. 'In-Contact' will handle all of the management for you, including delivery of the gift vouchers by email on the chosen date and even send an SMS text to the recipient

Purchasing gift vouchers over the phone

Purchasing gift vouchers over the phoneThis video shows you how your customers can purchase gift vouchers over the phone or in person.

Purchasing gift vouchers through your website

Purchasing gift vouchers through your websiteThis video shows you how your customers can purchase gift vouchers through your own website.

Managing your gift vouchers

Managing your gift vouchersThis video shows you how to manage all of your gift vouchers

Creating gift voucher stationery

Creating gift voucher stationeryThis video shows you how to create gift voucher stationery either using a template or from scratch

Redeeming gift vouchers

Redeeming gift vouchersThis video shows you how your customers can redeem gift vouchers by calling you, you calling them or through online booking

In-Contact booking system for motorcycle training companies (ATBs)

GDPRGeneral Data Protection Regulation (GDPR)

The General Data Protection Regulation (more commonly known as GDPR) came into effect on the 25th May 2018. It aims to help protect individuals personal information with a new set of laws that all companies must adhere to. 'In-Contact' has a set of features designed to help you adhere to these new requirements easily.

GDPR configuration

GDPR configuration

This video shows you how to use the configuration screen to apply your own companies GDPR policy across all screens easily. Choose whether to ask for consent to keep details, ask for permission to send customers further information and if you can send their details to other companies.

Sending a GDPR mailshot to ask permission to keep customer details.

Sending a GDPR mailshot

This video shows you how to send a mailshot that asks your contacts if it's all right for you to keep their details. They can choose whether or not to remain on your database and can also update their preferences if they do decide to stay.

GDPR settings for your contacts

GDPR settings for contacts

This video shows you how to view the GDPR settings for each contact and view a list of the GDPR changes that are specific to each contact. You can also:
1) Send the contact all the details you currently hold on them, also known as a 'freedom of information request'.
2) Remove their personal details permanently, also known as the 'Right to be forgotten'.

GDPR Activity Report

GDPR Activity Report

This video shows you how to view the GDPR activity report. This report contains all of the changes that have occurred across all of your contacts and forms a complete audit trail of GDPR changes. So, if ever you need to prove that you are complying with GDPR then this report is a good place to start.