Feature Requests

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Hi Claudia,

Can you be a bit more specific about the email you're sending? Are you ending it from the inquiry area or quote area? I don't follow what you mean.

If I had to guess, it sounds like you're looking for the body of the quote email to show the guest's email address so that it's easy for you to copy/paste from for offline purposes.

-Michelle

Hi,

Can you please include the potential customers email address to the REPLY letter (after quote has been sent)? Right now, I have to go back to the original inquiry and look for the email address. Then I have to copy and paste it to the REPLY letter, when I want to send a Followup letter. I like to send the follow up letter, against the original quote, so that they can see what the original quote was.

Due to not having the Followup Letter capability, at this moment, it has become difficult to go through these steps. Not so bad for a couple of letters. However, you have 5 - 10 Followup letters to write, it is very time consuming. At this moment, their email address doesn't even appear anywhere on the letter.

Please provide the email address so that a simple REPLY (after the QUOTE letter to us) can go directly to the guest, as well as us.

Thank you,
Claudia

Yes, that and other changes. The security deposit area needs a bit of love.

-Michelle

Is it in the works to allow this? I know that when I go in the security deposit page, it only allows the options to enter the credit card information. Will there be an option to enter the check amount, instead? I know it isn't there now, but for the future.

Claudia

Yes and no.

The activity stream will definitely show both the reserve and release (and any amount held).

However, our security deposit area does not yet support check security deposits. I believe we discussed this once before; maybe not. We only do security deposits by credit card.

You can get around that by recording it as a regular payment by check and then doing a refund if you want. But the security deposit specific tab only works with credit cards. Click on it and you'll see what I mean.

-Michelle

I see the stream. Ok. Since it has not arrived for the refund yet, will it state how much was released - in the event something had to be held?

I assume it will state that the Security Deposit was via Check and then Released?

Claudia

Thanks for the suggestion. I'll forward it along. Not sure how well that would fit graphically, but I can understand why you'd want it.

If it helps, notice that you can see a stream of all the billing activity on the same page at the bottom. Scroll down and look under the calendar strip. That will show if/when the security deposit has been reserved and/or released.

-Michelle

Can we add a line to include Security Deposit Received and Security Deposit Refunded, under the Booking - OVERVIEW page?

Total Charged: $ 515.00
Total Paid: $ 515.00
Total Refunded: $ 0.00

Total Security Deposit Receive: $ 250.00
Total Security Deposit Refunded: $ 0.00

Claudia

That is great - a new release! Those are always nice to see and exciting. :)

I don't know what would be a way to show this. Just would be nice to see who actually was interested and ready to book, but wasn't able to. They can check another timeframe on their own, but at times it helps to give them a little encouragement, if we knew they were ready and missed it.

Claudia

Right now, no, there's no way of knowing that, but we're considering adding "event notifications" that will send you an alert when the guest opens/reads their quote. I'm not sure if that would cover this.

We're also working on upgrading the statuses on quotes and inquiries to be more dynamic in terms of telling you when they flip. Maybe have a quick-click email you can send to them, asking if they want different dates.

Release going out tomorrow or Friday, by the way!

-Michelle

Is there a way to know when a guests tried to reserve dates but wasn't allowed, due to it being already booked (preempted)? I would be curious to know that they tried. Perhaps, I could move them to another date.

Someone tried to book the dates and she sent me an email stating she couldn't. I wouldn't have known that she was interested, if she didn't send me the email.

Thanks,
Claudia

Yes, the comments you're referred to are on the inquiry, not the quote. There isn't any good way of seeing the inquiry details (like the comments) from the quote but that's something we're thinking about.

On bookings now, you can see a link to the quote and inquiry that it came from on the overview page. We'll be adding at least the same thing on quotes.

We'll also be adding a Tracking tab on quotes and bookings that will help here, though that is for a different purpose.

-Michelle

Can you include the guests comments, which they write at the time of the inquiry, somewhere in the Quote Area? I would think it would be under GENERAL INFO, along with how many people, etc.

I was looking at one of the quotes I had sent and was looking everywhere for any comments/questions the potential guests have asked me. I couldn't find it. Is it somewhere in there and I just missed it?

Thanks,
Claudia

Hi Claudia,

This should be taken care of by some changes we're making to inquiries in the near future. We're splitting status into two fields: resolution and status.

Status will be:

* Missing Information
* Available
* Quoted
* Preempted
* Booked

Resolution will be:

* Read
* Read but Unanswered
* Answered

When an inquiry arrives, it might be Missing Information and Unread at the same time. Or it could be Available (if we parsed out the information out already) and Unread. You get the point - Status and Resolution are independent of each other. One helps you keep track of the inquiries you've dealt with; the other helps you see the inquiry's context in the system as it related to other records.

Then when a booking goes canceled, any inquiries that were for the same dates will return to Available or Quoted status similar to how Quotes currently change from Booked back to Open when bookings are canceled right now.

In the event an inquiry or quote changes from preempted back to open, the system will send you notifications telling you that you may want to re-contact the person who was preempted since the dates are now available.

-Michelle

Can we have a queue that once we check "WISHLIST", that these particular guests go into. This is a queue that a customer wanted the dates, but it was no longer available. If a cancellation occurs, we can refer back to this queue. Or, maybe it should be more of any customer that would have liked to book, but wasn't able to, but would like to in the future.

I am not sure what the queue would be really. Basically, a queue that people have expressed interest and was keeping our information for future reference.

You know what I am looking for?

Claudia

Got it. So you will put the same or "Custom" or "ANY DATE" which would be essencially, the same as CUSTOM.

Claudia

You can see a picture of on our features page. Go here:

https://www.ownerrez.com/features/bookings

Scroll down and look for the picture under "Understand where your bookings are"

That's the way it used to look before this past release.

-Michelle

The filter is:

Arriving: | -- select -- |

So you're picking when the arrival date happened (in the future, in the past, this year, last year, or ANY time)

Any date will return all bookings from the beginning of time. Or put differently, it will not filter out any bookings from the grid based on the arrival date.

-Michelle

"ANY DATE"? Not sure what "any date" brings. Would that mean that I would enter any date, and it will show from that date forward?

Claudia

The dropbox had a bunch of date options such as:

In the future
In the past
This year
Last year
etc...

And a bunch of users said that it was confusing because they wanted to see ALL bookings. So we dropped the date filter all together. What we SHOULD have done (and are now doing) is simply have an "Any date" option.

-Michelle

Curious as to why it was changed?

Claudia

As it happens, we actually had that before the last release. The arrival date column was selected by default and we had a date filter dropbox that only showed "in the future" bookings so you saw the immediate upcoming bookings in order. We took it off and have had LOTs of complaints. It's going back on this sprint with some extra configuration options.

-Michelle

I am not sure of your question. Do you mean if it retains it and brings you back to the screen you were looking at, after you click on a booking? Yes, it retains it.

Can I ask for something on that screen?.... :)

When I look at that GRID CALENDAR screen, it would be great if it would automatically start in ARRIVAL DATE order. I know that I can click on the area for ARRIVAL DATE and it will put it in the order I am looking for. HOWEVER... it would be nice if it is in that order, from the start, since that is what the owner would be looking for, on that screen.

I assume it is in the order that it was booked, currently? Not sure, since I haven't looked at it closely.

I think what is important is what is coming due, in just one glance. :)

Claudia

What about the bookings grid?

Go here:

https://app.ownerrez.com/bookings

Those are the actual real bookings as opposed to all the quotes. Does that give you what you need?

I guess it wouldn't because you're wanting to see opened (unaccepted) quotes too.

-Michelle

Thank you, Michelle. Because currently, when I select OPEN and then I click on a quote, when I come back, it has all the other information again and thus have to select OPEN each time again. I could use the BACK button, but I seem to forget that. I becomes very frustrating to keep clicking OPEN.

Claudia

Hi Claudia,

Thanks for the added thoughts and details on the quotes screen. Your insight has been very valuable.

The first change will be to make it remember the last setting you had it on. So if you set it to booked and open, it would return to that the next time you enter the page. We may also add some kind "make these filter settings my default" as well so you can persist the specific settings that you want. That was recently asked for by some other users.

-Michelle

Great, Paul. Thank you. When you first enter the screen, will it be showing only the OPEN transactions? Or, will it just depend on what you were looking at last - even if it was yesterday?

You are all doing a fanatastic job!

Thanks,
Claudia

Michelle didn't mention it, but we are already planning to include the last thing Claudia mentioned: the ability to select multiple options from the various filter boxes. So instead of just being able to select any, open, booked, etc. as a *single* option, you'll be able to select a combination of them. That will allow Claudia the ability to see booked and open together. This has not yet been scheduled for development.

Hi Michelle,

I was thinking about the Quote Screen. I send followup letters and I need to know who is OUTSTANDING, so that I can send it to them. All the other things are just clutter, since it doesn't matter who is PREEMPTED or EXPIRED, for the above purposes. Initially coming into the screen would be a clear picture of what is still OPEN.

The PREEMPTED and EXPIRED will matter for other things, when an owner want to send a letter to the preempted ones, that "those dates are no longer available, would another date work for them?" Letter.

The first screen should be what is still the possiblilty of a booking. As time goes on, many more inquiries will come in, during the busy seasons. Having all the EXPIRED and PREEMPTED show on the screen, automatically, will have me scrolling pages and pages to see the OPEN transactions. I know that there is an option you can pick, for just OPEN. But, I am just thinking that the option to pick may be better for "Any Status", instead of "OPEN". "OPEN" should be the first page.

You know what I mean?

Perhaps clicking on the different options you want to see would be good. For example, click on OPEN and BOOKED and show only the O & B deals. If I click PREEMPTED, then it will add those on the screen. If I unclick, it will remove them. Perhaps, this isn't easy to do. I don't know how programming works.

Claudia

If it was an email you send manually, we would definitely add the 'Send Me A Copy' checkbox. The problem is that it's an automatic email based on an event.

So we'd have to have a setting somewhere that allows you to specify "always send me a copy of the booking confirmation email".

We generally don't like stapling in quick settings for things like that. Over time, it tends to make the design cluttered and chaotic.

I'm sure we'll figure it out though,

-Michelle