Hi all!
We're currently working through some of online processes for our go-live at the end of January. For booking groups and field trips online via our website, we've run into a few walls with the automation portion and were wondering how other organizations set up those booking processes. Can guests fully book and receive confirmations via your websites? If so, we'd love to hear how you set that up. Or, has it been easier to simply have a request form online that is submitted by the guest and then fulfilled manually via the back office?
Since we have an upcoming meeting, we can also discuss this there if that would be better. : )
Thanks so much!
- Cosima
Hi!
I think this depends on what e-commerce host you are using, but we have our curriculum-based School Programs online for booking. We just finished our first full school year online!
At a basic level this is instructions on how to book, skipping the main website with program descriptions:
We added a “school” constituency to all school CRM's in Tessitura so they will appear online. All school program production seasons have a grade keyword attached so they pull that program into the drop-down online once the grade level is chosen. So, if they pick grade 3, only grade 3 programs will be shown. Once they've chosen the date & time from the calendar, they fill in estimated student/chaperone numbers from more drop-downs. This is built in a way that prevents them from adding more people than we permit into a program. With either payment option they receive a booking receipt as soon as they complete the booking online. We then receive a report from Tessitura each day showing us who & what was booked online the day prior, so we can do the other scheduling on our end and follow up for payment if required.
We use a partly manual Word doc/Tessitura merge to create a confirmation letter that pulls from their order and we email it when payment has been received. We are looking at changing this for the next school year, but haven't figured out how exactly yet.
While this still takes work to set up and maintain, with our 1200+ school programs per year we no longer need to play phone or email tag to schedule anyone in - they do it themselves instantly! I would never want to go back to the manual process we used to have!
https://www.calgaryzoo.com/events/school-programs
Our bulk tickets for self-guided visits are still not available online.