Boost Training Outline

Owned by Kristin Archer
Last updated: Apr 01, 2024 by Ryan Beagley-Reiner
3 min read

Training guide for SIS implementing Boost

Overview

We cannot account for every scenario through training. This outline aims to focus on HOW we train each client/Boost implementation.

All Boost Configuration and Final Review Calls MUST be recorded. Recording calls accomplishes the following:

●      Proves accurate training was provided by the Software Implementation Specialist (SIS)

●      Is helpful if a project changes hands midway through an implementation

●      Provides the client with an additional tool to refer to for assistance post-implementation

Introduction Call

This call aims to outline the project expectations, identify a “Boost Expert,” provide a high-level overview of Boost and answer questions.

  • Introduce yourself

  • Introduce the Client to Basecamp

    • Discuss how Basecamp is used throughout the project and the importance of communicating/marking to-dos completed within Basecamp.

  • Discuss the project outline

    • How many meetings will be needed and what will be covered in each

    • Provide rough estimates of the time it will take to complete each channel (pending client involvement)

      • Discuss channel onboarding priority. This will determine the order a SIS will implement channels

    • Discuss expected client involvement.

      • Identify 1-2 designated Boost Expert(s)

  • Discuss what a channel manager does and how it works

  • Boost Demo

    • High-level overview

      • Don’t dwell on each page Rather, explain how to navigate and what each section is for. Keep it simple.

        • Example; “Fee mapping is where we will match the fees from your PMS to a fee type on each channel that we will be connecting to.”

  • Questions, comments, concerns?

  • Schedule the first Configuration Call during this meeting.

Boost Configuration Call(s)

Boost Configuration Calls MUST be recorded.

During these calls, you will be configuring Boost for each channel the client has selected. Tailor Boost to their business, within the constraints of the product and OTAs.

As you go through each page of settings, be sure not only to explain what you are filling out but why you are filling it out. Explain what each page of settings does and which settings on each page will be important to revisit.

Client homework is important to learn the product. Do not do everything for the client. Rather empower them to do it themselves and offer assistance as needed.

At the end of each Boost Configuration call, briefly outline what will be covered next call, what to expect, and schedule the next call with the client if time permits.

Note: Factors such as the number of channels being implemented, Property Management Company (PMC) business needs, or client involvement may impact the number of calls required to complete Boost Configuration.

Note II: QA and Test Reservations should be completed as the SIS completes each channel configuration between the Boost Configuration Call(s) and the Final Review Call.

Final Review Call

Final Review Calls MUST be recorded.

During this call, you will recap any important issues that came up throughout implementation. The primary focus of this call will be to teach the client how to use Boost post-implementation.

This call WILL be hands-on. Have the client drive as you walk them through how to use Boost Post-Implementation.

Remind the client prior to the call that they will be navigating Boost with your direction and sharing their screen. Ensure that they are able to log into Boost and provide the login link and credentials if necessary.

Additionally, provide the client with instructions on how to share their screen with Zoom.

● Remind the client that units must first be distributed from their Property Management System (PMS) to Boost.

● Point out settings that may need to be revisited (Fee Mapping, Tax Mapping, Amenity Mapping/Property Types).

● How to identify if a client has Validation Errors.

Provide examples of common Validation Errors if no Validation Errors were present during Implementation.

● How to Publish/Unpublish Listings on each channel.

● How to access and how to interpret the information on the Booking Report.

Note: When showing the Boost Booking Report make sure the client knows to look for bookings that have a value in the Channel Confirmation column but do NOT have a value in the PMS Confirmation column, potentially indicating a booking failure.

● What to do with Booking Failure Notifications.

● How to access and navigate the Bluetent Insider Knowledge Base

● How to submit a support ticket and emphasize Support’s role (technical issues)

● How to contact Success and their role (ie; general inquiries, how to be more successful on OTAs with Boost, etc)

Additional Tools

  • Basecamp Template

  • PowerPoint for Intro Call - Coming Soon