Five months before
10:10
Booked by phone
£190 deposit paid from the link we sent. The card is saved for the balance, with their agreement.
Job 01 of 07 · Bookings and courses
Deposits taken when they book. Balances paid before they arrive.
Put your season's dates in once. Your website shows them with the places left, the office takes phone bookings into the same diary, and Keely collects what is owed. When two courses share a yacht, they share its berths. When the last berth goes on Day Skipper, the Competent Crew page shows it has gone too.
Phone, email and walk-in bookings
A booking by phone goes in the same diary
Someone rings at ten past ten. You build the order while they are on the line, and Keely sends them a link to pay the deposit. If they would rather pay by bank transfer or cash, you record that instead.
Their forms and joining instructions go out just as they would for a booking made on your website. A pay link counts as paid online. Cash and bank transfer carry no fee.
Deposits and balances
The balance arrives without anyone asking for it
Nobody in the office sends a reminder or takes a card number by phone.
You choose the deposit and how many days before the course the balance is due. Keely does the rest, and the money goes into your own Stripe account.
35 days before
09:00
A reminder goes out
The student is told that £570 will be taken from their card in a week.
28 days before
06:00
The balance is charged
Taken from the saved card. If that card cannot be charged, they get a link to pay instead.
Day one
08:00
Paid in full
The deposit and the balance, each recorded against the booking.
You set the deposit and the day the balance is due. Keely sends the reminder, takes the payment and records it against the booking.
Also in the diary
Waitlists, vouchers, new dates and the morning register
- Waitlists you control
When someone cancels, offer the place to the next person on the list. While the office's offer is open, that place is kept back for them. It runs out if they do not take it, so you can move on to the next name.
- Packages and gift vouchers
Sell Day Skipper theory and the practical as one purchase, or a gift voucher that the person who receives it uses at checkout.
- Check-in on a phone
Expected, arrived and attended for each student. Mark the whole crew in one go once everyone is on the pontoon.
- A waitlist sign-up on your website
People join the waitlist from the course page, and the office offers them the next place that frees up.
- Moving a booking to another date in one step
Pick the new date and Keely moves the booking across, with everything the customer has paid.
- Customers choosing a new date after weather
When you cancel for weather, each customer picks a new date from your website, or takes the refund or credit you offer. Keely records it.
- Holding the last place while a customer pays
The place is held for the customer while they pay at the checkout.
- A card reader at reception
Take card payments at the desk, recorded against the order as they happen.
Questions
What principals ask about bookings
- Can a group book together, with each person filling in their own details?
Yes. One person books and pays for the group. Each person then gets their own forms to fill in on their own phone.
- What happens to the deposit if we cancel for weather?
You decide: a refund, credit or a place on a new date. Customers can pick the new date themselves, and Keely records what was chosen against the booking.
- Do you take a cut of cash and bank-transfer payments?
No. Keely is £150 a month for each school, plus 1.5% of bookings paid online, pay links included. Nothing on cash or bank transfer. Prices exclude VAT. Card fees are charged by Stripe at your own rates.
- Can we bring our bookings for next season across?
Yes. We move them for you by hand: your courses, dates and the bookings already taken for next season, with what each customer has paid. You check them before you switch.
Book a walk-through
Book a walk-through
See your own season in the Keely diary
Thirty minutes with Jake. Tell us which courses you run and we will show them to you, set up in Keely. No slides.
- £150 a month + 1.5% of bookings paid online
- Free, 30 minutes, Monday to Friday, 09:00 to 17:00 UK time
Jake Holmes runs every walk-through.
If Keely isn't right for you in the first 60 days, leave and pay nothing more. We'll hand you your data.
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