Set up users and basic searches for property, folio, quote, owner, and tenant
Training Session #2 -- Amenities in Barefoot
How to add, edit, and remove amenity fields for properties, owners, tenants, and vendors.
Training Session #3 -- Setting Up Owners, Co-Owners, and Properties
Learn how to add owners, co-workers, and properties, including uploading pictures, setting descriptions, and adding property comments.
Training Session #4 -- Global Set Up
Create the master set up, including adding reservation types and minimum day stay configuration/check in days. We can also set up to track source of business and go over the process for changing owners.
Training Session #5 - Setting Up Services and Vendors
Create new services & set pay-In and pay-out rules. We also go over setting up vendors, associating services to vendors, and setting default vendors.
Training Session #6 - Barefoot Rate Tables
Create price classes and understand the Catalog vs property rate table. Discuss dynamic pricing options.
Training Session #7 - Folio Page Functionality
Learn the difference between a quote and folio and how to create both. Also learn how to change a folio, including extending a stay.
Training Session #8 -- How Money Flows Through Barefoot
Understanding invoices and bills, dates in the folio, and how critical dates are to the system. Also be able to edit invoices/bills, receive payments, and refunding payments.
Training Session #9 - Reservation type sign off and Accounting Review
Make sure all reservation types are correct and linked to parent services. Ensure that the vendors associated with the reservation types are entered and linked to the correct service, and make sure that a default has been selected.
Training Session #10 - Using Reports in Barefoot
Explain all of the reports in Barefoot (like the folio report, due now report, and balance report) and how to export/email them.
Training Session #10A - Insurance Review
Discuss adding the insurance button to auto-report nightly to insurance company as well as the damage waiver and travel insurance report.
Technical Break-out session for VRBO
Discuss HomeAway/VRBO and get properties into API feed to begin integration process.
Technical Break-out session for Airbnb
Discuss Airbnb and get properties into API feed to begin integration process.
Training Session #11 -- Daily Cash Management
Discussing Deposit slips and creating them, the daily cash report/payment transaction report, folio auditing reports, and tax reports.
Training Session #12 - Batch Management in Barefoot
Understanding batch management and creating initial batches for owner and vendor for month-end process as well as how to print checks and create ACH files to download.
Training Session #13 - Letter and Communication Tools in Barefoot
How to create new/clone letters, set up letter bundles, and discussing all the different types of letters and how to automate them.
eSignature Break-Out Session
Discussion about Barefoot's eSignature module and guest access , folio-based texting, and vendor access.
Training Session 13A - Barefoot Owner Access
Discuss how to communicate with your owners and the admin side of owner access.
Training Session #14 - Housekeeping & Work Order Functionality in Barefoot
Explain the managers cleaning report, clean/dirty status, using the WO system, and automated service charges.
Training Session #15A - Accounting Team Audit Call / Check list
Entering property opening balances, owner fund (if applicable), and all property payments (both paid in and out).
Training Session #15B - Accounting Team
Go over advance accounting worksheets and reports.
Training Session #15C - Accounting Team
Initial bank reconciliation
GO LIVE!!
Confirm all tested and approved.
Formal Handover to Support
Review of support desk and hand over client to support.
