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Can it be something that would be checked too - like the "SEND ME A COPY TOO". Would that be easier or just as hard?..
To:
Got the suggestion, not sure if we could commit to that though. The email form is straightforward - as you pointed out, it's already built - but it's a configuration issue.
Obviously, we couldn't just change the current process to start sending both emails (the guest's email and the owner's email) to the owner for everyone. We'd have to include some configuration options so each owner could specify if they wanted that. I've never heard it mentioned or requested before so I don't think it's highly desired.
It may be better to meet this need by making the owner's email configurable with fields and tags. That way you could specify what exactly you wanted in the owner's email.
-Michelle
Small releases sounds very good. :)
Claudia
No 100% ETA yet because it hasn't been scheduled. However, it's being debated as something that should move up in priority to one of the next few sprints. This involve quite a bit of work and we like to chop things up into small releases to get fewer changes out at a faster rate. We know a lot of users want this, and it's pivotal to the process.
-Michelle
In the future, we'll be changing the quotes grid (which is the page you're talking about) so that your filter settings are persistent.
In other words, when you select criteria from the filter bar and then navigate away to another page and then come back later, your criteria will remain as it was the last time you were on the page. The page will "remember" the filter settings from the previous visit.
I believe this should fix your problem.
-Michelle
PS. Maybe you should look at the bookings grid instead? Go to the Bookings menu, click on Grid over on the right. This is a different grid than the quotes grid. The quotes grid shows quotes. The bookings grid shows bookings.
Hi Michelle,
Do you have an idea when this will be going into effect?
Claudia
Hi,
Can we please have the EXPIRED status go a behind the scenes page, until called upon? It is very confusing with all the EXPIRED, BOOKED, OPEN. I would like to just see what is outstanding. Much easier to see how the rental is going and what is important to us. The EXPIRED is "old news" and distracting. Still keep it when we want to call it up. But, otherwise, it is distracting and clutters the screen.
Most inquiries will be EXPIRED, eventually.
I know that you can just ask for OPEN status, etc. But, if we can just have the BOOKED AND OPEN show, first thing when we enter the quote screen. That is what is important to us, right?
By the way, not sure about PREEMPTED, since we could actually use that information to send out an email stating that it was booked - if an alternate date would work for them, included with the calendar. Perhaps, this will become overwhelming on the page too. I am not sure. What do you think? Or anyone else out there.
Thanks,
Claudia
Hi,
Not sure if we spoke about this. Again, so much information to process. Can we have the same email sent to the customer, sent to us, when he books the rental? A lot of information on that email. Instead of us having to click on the link and still get a fraction of the information.
This wouldn't be too much of a change, would it, since the form is already there?
Thanks~!
Claudia
Yes, and that's a high priority on the dev roadmap. In the meantime, you can give them a link to your HomeAwayConnect, FlipKey or Google calendar - all of which are updated in real time by our system.
-Michelle
Hi Michelle and Sam,
Can there be a calendar link for our guests? When the date is not available, have a link to our calendar, for them to see what is available?
Thanks!
Claudia
Great. I didn't know that.
Hover over the Quote menu at the top and select "Create New Quote" when the menu drops down. Or go to the bookings overview page (the calendar) and over on the left side there's a "Create New Quote" link. That will take you to a page where you can create a manual quote.
-Michelle
I would have to CREATE A QUOTE first. He is not in the system, unless I create a booking. How do I create a quote?
Claudia
Ok, what you want to do now - now that he's ready to book - is to send him the Payment Form link found on the quote.
So delete the manual booking you just created. Then open the quote (if you didn't create a quote, do that really quick). You don't need to email the quote to him. Just send him the Payment Form link. You can find the payment form link by navigating to the quote and clicking on the Payment Form tab (all the way to the right). That will open a new window in your browser. Copy that link.
That Payment Form link will give him exactly the screen you're looking for. He can read and sign the legal agreement, submit and payment and everything will be created properly.
-Michelle
NEVERMIND -
I just resent you what I use for my responses, so that you can see what I do.
Ask away, if you have any questions.
Thanks,
Claudia
cp9293 said:
Plus, included each time, for my responses?I believe so, yes. It will definitely include mail merge fields (or what you referred to as "tags"), fonts and some limited picture functionality. Let me ask and get more information on the design for that.
-Michelle
Will it have all the things I mentioned above... colors, fonts, pictures (not attachments)?
Plus, included each time, for my responses?
Claudia
Hi Claudia,
I can't give you a specific ETA on the inquiry/quote email bodies yet. It has not yet been scheduled. I can assure you, however, that it is of extremely high importance, having been requested by several dozen users.
If you'd like, you can use OwnerRez to enter bookings, send out quotes and collect payments without using our email process. You can use your own email and then include a link to the quote payment form so that the guest can use it to finalize their booking and send a payment. There are more than a few other users that do this. Basically, when an inquiry comes in, they respond offline (in their own email program) with their own message and information. Then at the bottom, they include the payment link from OwnerRez so that when the guest wants to pay, they can do that. Then, the booking is entered and payments are scheduled like normal.
I assure you it will be coming soon; I simply can't commit to a date publicly yet.
-Michelle
Hi Michelle,
I know we spoke of this previously, however, I just wanted to see if when becomes available, if it will include a few things...
1) Font options
2) Color options
3) Size options
4) Be able to add pictures in the letter
I believe I gave you an example of what I send out. I believe it is important to be "different" and stand out in our quotes, as owners. If we are all the same, then nothing is special to stick out to potential guests. Colors and fonts make reading more interested. Pictures remind the potential guests of which proptery is yours.
Since I have used your system, I have copied and pasted my email onto the email section of OwnerRez. The wording is there, but the "character" is not. It doesn't copy and paste all the pictures and the colors.
I have not gotten ANY responses to my emails. To me, this proves what I have been doing with me previous emails, make a difference. Thus, I am not using your quote/inquiry sections, for the moment. I am afraid I am falling into the "standard/average" response letter. Unfortunately, this makes it hard to go back and forth between your system and doing in the way I do it, before OwnerRez.
I know that you have spoken about others requesting this feature and that you will be working on it. Can you give me a better idea as to when you think this will be in implemented?
Also, when implemented, can this be a saved version (with fields for dates, calculations, etc.) for each owner, so that it is not copied and pasted for each response?
Thank you,
Claudia
Thanks for the suggestion.
-Michelle
Under General Info, can we add an option under Expiration?
Expiration
Expires On:
Keep existing date of 4/26/2012
Enter new expiration date of
Set it to be days from now
"Expire Now" or something like that?
Not urgent, obviously, but nice to have, if possible.
Claudia
Hi,
It would really help if on the first screen, when you are looking at the first page for the Calendar, if it can also state BALANCE DUE: $1,200.00, along side the booking number, name and property. Can this be added?
I see that you can see everything on the GRID side.
Claudia
Hi Claudia,
Good suggestion! I know it's been asked for before and flagged as future development.
-Michelle
Can we have a text messaging alert when an inquiry comes in?
Claudia
I appreciate you having the patience of a saint, while I try to process and remember everything! You have so many things to think about. :)
Claudia
Yes, we've discussed this. :-) But that's ok - we'll discuss it again!
What you're referring to is the scheduled reminders that we're going to be support in the future. That's the functionality you're looking for. They'll alert the guest that it's time to pay again so that they remember to send their check in.
-Michelle
I don't know if we discussed this. Sorry if we have. So much to digest, all at once.
Can the owners have a Balance Due Email and a Security Deposit Due Email to send out? It can be an optional thing, if not everyone wants to do this. My guests really appreciate these letters, even though it will automatically be done now (if paid via CC). Especially, the ones paying via check, appreciate these emails. I send them out 2 weeks prior to 30/60 days prior to arrival. Plenty of time for them to put money in their account, if need be, and send the checkout in time.
Thanks,
Claudia
Moved to Feature Requests forum.