Web Store Trips Processing and Sales - Lessons - The Apalachicola ...

Guest Services
Procedures Training Guide |Strive for perfection. Find satisfaction in a job well done. |
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| [pic] | Table of Contents
Introduction 4 Overview 4
SGI Visitors Center Mission Statement 4
SGI Visitors Center Policies 5
Employee Information Worksheet 7
Employee Lesson completion Worksheet 8 Administrative Web Pages 12 Staff Admin Web Page 12
On The Clock 12
New Hire Paperwork to be completed 13
List of Web Browser Startup Windows 13
Grid of production links for trip selection 14 Web Store Trips Processing and Sales - Introduction 17 Background 17
Narrated Screen Shot of Nine Step booking / sales process 17
Trip Booking Policies 26
Quick links from web site and map 28
Getting Started with Training and Testing 28 Web Store Trips Processing and Sales - Lessons 29 Overview of types of transactions that will be utilized 29
Lesson One - On the water trips: Multiple trip bookings for one trip with
credit card 33
Lesson Two - On the water trips (continued): Cash booking and Refunds 38
Lesson Three - On the water trips (continued) Transfer of passengers to
other trips 41
Lesson Four - Zero cost "trips" used for Gift Shop, Consignments,
Donations, Event receipts and other sales recorded as "Upgrades" in Step
#5 43
Lesson Five - "Trips" used for Memberships, Museum Entry Fees, WBS classes
& Raffle Tickets 50
Lesson Six - Discounts via Promotional Codes, Groups and Group discounts
(Not Yet Complete) 56
Lesson Seven - Manual transactions when web is down 65
Lesson Eight - Visitor Center information gathering only, ie, no payments
of any type 65
Lesson Nine - Open for Future use 65 Web Store Maintenance - Advanced training 66 Introduction 66
The hierarchy from Outfitters to Locations to Trips to Schedules 66
Reservations 66
Customers 66
Items 66
Promotions 66
Bundles 67
Transportation and Equipment 67
Users 67
Configuration 67
CSV exports into Excel analysis worksheets 67
Excel analysis with pivot tables 67 Document Image Workflow 67 Introduction- How to Scan and Save 68
Lesson One - Scanning of a TLW batch for Manifest Document Control 69
Lesson Two - Scans file routing via email 69
Lesson Three - Scanning DPR, OTH, INV, INS and other batches 70
Lesson Four - Scanning CCR batches for credit card expenditures 71
Lesson Five - Printing documents to a scan file 71
Lesson Six - Picture and Video Files 71 Cash Accounting 72 Introduction 72
Lesson One - Shift accounting 72
Lesson Two - Daily summary (DPR) 73
Lesson Three -Event Accounting (to be completed after Sat. night event) 74
Lesson Four - Complete Three Shift DPR 75
Lesson Five - Checks and other payments received via mail 75 Procedural Checklist 76 Introduction 76
Lesson One- Completing Procedural Checklist 76
Lesson Two - Advancements 77
Lesson Three - TBD 77
Lesson Four - TBD 77
Lesson Five - TBD 77 Log Sheets 79 Introduction 79
Lesson One - Web based log sheet 79 Artifact Accession Record Form 80 Introduction 80
Lesson One - Web based log sheet 80 Inventory Processes 81 Introduction 81
Lesson One - Daily transactions accounting 81
Lesson Two - Physical Counts 81
Introduction
Overview Welcome to the Apalachicola Maritime Museum staff and team. The following
training manual is intended to educate and train all new employees on the
mandatory procedures and documents used at the Apalachicola Maritime Museum
and St. George Island Visitor Center. The training manual is organized in a
structured and hands on approach. Lessons and Exercises should be completed
and submitted to the manager for review. The training manual can also be
utilized for practice and review for current museum and visitor center
employees.
SGI Visitors Center Mission Statement The mission of the St. George Island Visitors Center is to provide a
welcoming and educational environment for visitors to learn about the
unique characteristics of Franklin County and St. George Island, to
increase tourism and tourist spending, and to provide quality service to
our visitors. Goals: > To positively impact the economic well-being of Franklin County
through destination marketing and the promotion of local businesses. > To promote Franklin County as a top leisure tourism destination
through a broad program of advertising, public relations, social
media, Internet marketing, promotions, research, and other marketing
strategies. > To encourage visitors to discover the historic, cultural and
recreational opportunities available and the factors that make us an
outstanding destination. > To invite people to be our guests, encourage them to stay, and to
return again. > To further our image as a great place to visit, to attract increased
numbers of travelers, and to increase tourist spending. > To increase year-round tourism through awareness of our commercial and
natural resources, and our entertainment, recreational, cultural and
historical opportunities. > To assist visitors in creating the perfect getaway based on their
interests and preferences.
SGI Visitors Center Policies
The function of the SGI VC is to promote tourism to SGI and Franklin County
in a friendly and professional atmosphere. > Any business is allowed to display brochures, flyers, or posters. The
only exception has been real estate sales info, since most tourists
are not looking to buy and space is limited. > Brochures should be continually restocked as they get low. If we run
out, call the business and let them know. > Staff should learn the answers to frequently asked questions and be
knowledgeable of Franklin County and its attractions, restaurants,
etc. > Staff should be familiar with the locations of brochures and how to
find information on request. > The Franklin County Visitors Guide (blue booklet) and accompanying map
should be pointed out to all visitors and a few of each left in the
plastic box by the front door. These are the official publications of
the Franklin County Tourist Development Council, which contracts with
us to run the center. > We must not say anything negative about any business. > When asked for recommendations of restaurants, etc., try to find out
what type the person is interested in and point out the variety. Avoid
referring to personal favorites exclusively. Refer to the guide book
in #5. > Focus on Franklin County businesses. > Ask each visitor to sign the guest log. Point out that by giving their
email address, they will receive a newsletter with lodging specials,
events, festivals, deals, activities, etc. > Be sure to use the counter to record the number of visitors.
Employee Information Worksheet You should record the following information to be used in your training as
you come up to speed on what it takes to work in Operations at AMM and SGI.
1. Web based time clock a. Employee # _______ b. Email: __________________________________ c. Password: AMMFL 2. Store.riverecologic.com for simulated customer activity a. User email: _________________________________ b. Password: _________________________________ 3. Store.riverecologic.com/admin for staff administrative processes a. Admin login: _________________________________ b. Password: _________________________________ Employee Lesson completion Worksheet You should record the completion of the lessons in this guide in the grid
below and review the results with your manager. Note that this worksheet
can be printed from the Procedures worksheet using the VCPTG tab. |Visitor Center Procedure Training Guide Training Track |
|Use with the VCPTG manual |Staff | |Date | |
|Contents description |Date |Staff |Manager |Score |
| |Complete|initials|Review | |
|Introduction |
|Overview | | | | |
|SGI Visitors Center Mission Statement | | | | |
|SGI Visitors Center Policies