eCM Lite System Key Features
Ecoachmanager
Features and functionalities
This section should provide detailed instructions on how to use each key feature of the software, including any customization options or settings. It should include step-by-step instructions and screenshots or other visual aids to help the user understand each feature.
Welcome to eCM Lite System
1. <Features of your user-friendly customer enquiry booking request page>
By following these steps, customers can easily navigate the page and input their booking details, such as pickup and destination addresses, pick-up time, email, passenger and luggage details, and phone number, to request a quote for their journey. This user-friendly guide ensures a seamless booking process for customers.
eCM Lite- Simple Enquiry & Booking Page:
2. <Request Quotes via your Booking Webpage, Price Jobs, and Send Quotes to Customers>
Enables users to submit travel details online for a service quote, calculate costs based on these requests, and send precise quotes back to users.
eCM Lite- How to Process Quotes from your booking webpage, Price Jobs and Send Quote responses to Customers.
3. <Create a New Job within the System>
For external quote requests (e.g., phone, email), involve manually entering client details and service specifics into the system, ensuring all requests are uniformly managed and tracked.
How to Manually Create Quotes
4. <Confirm Bookings and Update Payments>
Modify and update bank account details for Bank transfers and card-by-phone payments.
How to Confirm Bookings and Update Payment status.
eCM Lite- How to process a payment by Bank Transfer or Credit Card.
5. <Enable Bank Transfer and Card By Phone Payments>
Modify and update bank account details for Bank transfers and card-by-phone payments.
eCM Lite- Enable and Configure Payment Options.
6. <eCM Lite On Screen Calculator>
Offer quick and easy calculation capabilities directly within the interface.
eCM Lite "On Screen Calculator Tool"
7. <Fully Customised Screen View for each user. Filter your system view to personalise & prioritise your required information.>
Personalise your experience with a Fully Customised Screen View, allowing each user to filter and prioritize essential information uniquely
Fully Customised Screen View for each user. Filter your system view to personalise & prioritise your required information.
8. <How to Configure and Save Email Attachments in Admin Dashboard>
Efficiently manage email attachments directly from the Admin Dashboard by configuring settings for file types and sizes, ensuring seamless integration and automatic application in all outgoing emails
How to Configure and Save Email Attachments in Admin Dashboard
9. <How to view Email correspondence sent to a client regarding their booking>
Access and review email correspondence sent to a client about their booking by navigating to the client's profile in the system
How to view Email correspondence sent to a client regarding their booking.
10. <How to add and manage tags for quotes and bookings>
Efficiently categorise quotes and bookings by adding and managing tags through the system interface, allowing easier tracking of specific client requests and booking details.
eCM - How to add and manage tags for quotes and bookings.
11.< How to access, view, and create new contact logs for individual bookings or quotes.
Navigate to the specific booking or quote in the system to access and view its contact logs.
eCM- How to use the "Contact log" and "Callback" features on the bookings page
Well Done!
We hope this helps!
Due to resource constraints, we offer limited support for using the eCM Lite key features and training content. We encourage you to thoroughly review the available materials and explore our self-help resources before requesting assistance.
To help you get the most out of eCM Lite, training materials are also available within your admin system.
Accessing Help and Support in the eCM Lite Admin System
Need more help? Send us a support ticket here