Welcome to HALO Academy
Your comprehensive resource for mastering the HALO platform in just a few short minutes.
The below guides cover everything you need to know to efficiently manage and enhance your sales and appointment processes within HALO.
Learn how to navigate and utilise filters and export features in the calendar view, book and manage appointments, and effectively use the Prospecting Tool for upcoming events. Dive into detailed instructions on analysing event performance, including viewing incomplete bookings, managing prospects, and assessing salesperson performance.
Our helpdesk guide ensures a seamless customer booking experience, while our manager-specific guides provide the tools to oversee team appointments and allocate prospects effectively. Explore our extensive resources to ensure organised and effective prospect management, streamlined appointment booking, and overall enhanced performance of your sales team. Welcome to HALO Academy, where we turn knowledge into success.
Please find below our guides on:
- The Calendar Tab
- Using Filters and Exports in the Calendar View
- How to Book and Manage Appointments in HALO
- The Prospects Tab
- Using the Prospecting Tool in HALO
- The Analytics Tab
- Event Performance Analytics
- The Customer View
- Guest Journey on the HALO Booking System
- The Management Tab
- Viewing and Managing Appointments on HALO
- Allocating Prospects to Your Sales Team
If you are struggling to find what you're looking for, please get in touch with our fabulous support team at support@haloauto.io
The Calendar Tab
Using Filters and Exports in the Calendar View
Watch the video guide!
The guide shows users how to use HALO's calendar filters and export features to manage appointments, view team or individual availability, handle confirmations, and export data in CSV or PDF formats.
How to Book and Manage Appointments in HALO
Watch the video guide!
This guide provides detailed instructions for booking, managing, confirming, and recording outcomes of appointments in HALO, ensuring efficient appointment handling and a seamless customer experience.
The Prospects Tab
Using the Prospecting Tool on HALO
Watch the video guide!
This guide details how to use HALO's Prospecting Tool to manage and follow up with prospects for events, covering types of prospects, booking appointments, updating statuses, assigning outcomes, and transferring prospects to enhance engagement.
The Analytics Tab
Event Performance Analytics
Watch the video guide!
This guide explains how to analyse event performance in HALO, covering viewing incomplete bookings, managing prospects, assessing salesperson performance through the sales league table, and exporting reports for further analysis.
The Customer View
Guest Journey on the HALO Booking System
Watch the video guide!
This guide offers a comprehensive overview of the HALO Booking System, detailing the step-by-step process for customers to book car appointments, including selecting interest, scheduling, providing contact details, confirming specifics, and receiving email confirmations.
The Management Tab
Viewing and Managing Appointments on HALO
Watch the video guide!
This guide shows managers how to use HALO's calendar view to oversee team appointments, switch between views, view individual and team schedules, manage availability, and access detailed appointment information efficiently.
Allocating Prospects to Your Sales Team
Watch the video guide!
The article guides managers on efficiently allocating prospects to their sales team using HALO, covering access to the Manage Prospects page, understanding prospect types, bulk and individual allocation, filtering, reallocating, and monitoring allocation history.
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