Planner Dashboard
The planner dashboard is a new feature in STS Cloud that was designed to eliminate the need to download and save copies of contracts/documents to a device, and then subsequently send as file attachments in an email to a client.
The Planner Dashboard option will provide you with a link to send to a client with all of the documents included in the link. It will open to a standard dashboard page allowing your clients to view and access their documents from any device. The client can also forward the link to any other individual they are working with on the event. The documents will be viewable to anyone with the link.
The documents you choose to include in the link will have an Open PDF button to access the file. For those utilizing the E-Signature module, it will also allow the documents to be signed online.
Get started:
1. Create a booking via normal procedures that block rooms, meeting spaces and menus to build out your BEO.
2. Once you have completed your booking, select the contract template for the group and verify your BEO presentation in the Agreements/Documents tab.
3. Check the box next to each document you'd like to share with your client via the new Planner Dashboard column. (You can also include a link to your proposal (for clients utilizing our ProposalPath module.)
4. Click the 'Open Planner Dashboard' button on the left.
5. Once clicked, the planner dashboard page will open. Look at the purple box.
6. Click the Copy link to share Planner Dashboard button with your client.
7. Open your email and input your email note to the client and paste the link into the body of your email.
8. When your client clicks the link provided, they will be able view the Dashboard page and access the documents provided in the link.
NOTE: For clients using our E-signature tool, a notation will indicate the status in the e-signing process.
NOTE: If meeting spaces are blocked for the event, a summary of events will also appear.
NOTE: If you are using the Visrez Table Diagramming tool, and have this interfaced, a thumbnail of the diagram will also be included in the event summary allowing your client to view their space diagram.
