Organisation settings - Global parameters

From below, you can view a virtual tour of where to find global parameters and how to use the feature.

💡 If you can't see the Organisation section in your main navigation, request that your account admin grant you sufficient privileges.

Global Parameters allow you to set up business rules that suit your business segment and sales orgianisation. Below are all the configurable parameters and their meanings. Your colleagues, can you use the global parameters defined here to manage sales better? These global parameters are visible for users on the orders accessible from My inbox in the main menu.

All the global parameters are optional to be used.

Bedroom Category

Here you can set your bedroom types such as the example image below.

Booking type

Here, you can define your booking types such as offline (email, phone, walk-in), direct online (webform, booking engine), indirect online (GDS, OTA, TMC), etc., depending on your most popular sales channels. The abbreviations can be used to map your booking types with external systems such as Sales & Catering, PMS, CRM, and so on, depending on the integrations you are using with MeetingPackage. Example image of the booking types

Cancelled reason

Define your cancellation reason. What are the most common reasons from your customers when they cancel the booking? Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

💡 Leave one option for Other to map out missing cancellation reasons. If you have a high number of "Other" reasons, you might need to add new ones or amend existing cancellation reasons.

Competitor

Define your competitor set. Add the most common competitors in your market with whom you compete on a regular basis. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Event type

Define your event types that suit your business. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Housing method

Define your housing methods for group bookings. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Industry

Define the most common industries your customers represent. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Lead source

Define your lead sources from where the potential business and incoming RFPs most commonly come. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Lost reason

Define your most common lost reasons to gain valuable data on why customers are turning down the requests. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Market segment

Define the market segments that suit your business environment. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Preferred contact method

Define the preferred contact method that your customer has requested. Depending on the integrations you are using with MeetingPackage, the abbreviations can be used to map your data with external systems such as Sales & Catering, PMS, CRM, and so on, or for other data management and reporting purposes.

Role

Define the most common job roles of your customers.

Sales team

Set up your internal sales teams and associate users to each team.

Title

Define titles for contacts such as Mr, Miss, etc.

Turn down reason

Define the turn-down reasons for situations where your staff needs to turn down a customer.

Note: All the global parameters are optional to use.