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EVE Counter Staff Course

Modules

Customers (2)

Lessons

  • Accessing the Customer Module
  • Customer Record
  • Employee Record
  • Adding a New Customer Record
  • Adding a New Enquiry
  • Groups
  • Contact Calls
  • Pop-Up Notes

Courses (1)

Lessons

  • Finding an Existing Course
  • Creating a New Course
  • Finding an Existing Certification
  • Adding a New Certification
  • Finding a Course Type
  • Creating New Course Types

Courses (2)

Lessons

  • Completing a Course
  • Using PIC Online with EVE

Calendar

Lessons

  • Calendar Overview
  • Scheduling Courses in Calendar
  • Optional Course Information
  • Adding Customers to a Course
  • Scheduling Day Trips in Calendar
  • Scheduling Trips (Holidays)
  • Adding Customers to a Day Trip
  • Removing Customers from a Course or Trip

Servicing (2)

Lessons

  • Services Overview
  • Creating a New Services Booking
  • Invoicing a Services Booking

Rentals (3)

Lessons

  • Rentals Overview
  • Rental Bookings
  • Invoicing the Rental Bookings
  • Dealing with Rental Returns
  • How to gain an overview of your equipment rental

Sales (2)

Lessons

  • Sales Overview
  • Invoices
  • Quotes
  • Gift Certificates
  • Gift Cards
  • Quick Links

Trips (1)

Lessons

  • Trips Overview
  • Seating Planner

Club (2)

Lessons

  • How to sell club memberships

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