How to Book a Series of Meetings

Learning Objectives

1. Create a series of meetings without creating  them one by one

2. Clone (or copy) the first booking to create the next one as efficiently as possible

Blocking a Series of Meetings

Companies sometimes like to host their regular meetings at hotels they have used before and know very well.  Usually, their meeting requirements are always the same, or mostly similar. 

When a client wants to book a series of meetings or a tour series, you will create the first meeting in the series first, making sure you have entered the most complete information on it as possible, and then, you will ‘clone’ it or copy it, to the next date(s).  This saves you the time of entering each meeting one, one by one. 

For specific instructions, please refer to the lesson https://learn.thynk.cloud/courses/take/bookings/texts/49481708-my-client-wants-to-book-a-series-of-meetings-how-do-i-block-this in Thynk University! 👩🏻‍🎓 Make sure that you have signed into the University from Thynk before clicking on the lesson link. 

Best Practices for Booking a Series of Meetings 

• When cloning a booking, you should always ensure that you have the most complete details on that first booking before cloning them.

• When cloning a booking, you should be clear on the booking name. We recommend that the booking name is clear and obvious to avoid confusion.  Example: If Company ABC, has an annual meeting, call the first booking name Company ABC 2023 Annual Meeting, the next one could be Company ABC 2024 Annual Meeting, etc

 

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