How to work with Booking and ERP (Experts)

On this course you will learn how to work with booking system and ERP system.

ERP:

This ERP system is the central hub of your client engagement. Clients can view your products, make purchases, pay directly, book meetings with you, or cancel appointments at their convenience. You can easily create and send invoices to clients for payment. Additionally, you have full visibility into all client schedules and meetings—keeping your operations organized and responsive at every step.

Booking:

The booking system enables you to manage your schedule efficiently by setting your availability and time slots. Clients can easily access your calendar, view your open time slots, and book meetings at their convenience—all directly through the platform. The system provides real-time visibility into your availability, ensuring transparency and reducing scheduling conflicts. Once a meeting is successfully booked, both you and the client will receive a personalized, pre-scheduled online meeting link via email. This link is automatically generated and ready to use, streamlining the entire meeting process and ensuring a smooth, hassle-free experience from booking to connection.