Summary page for contracts/deposits
CTK
Aug 15, 2022 7:20 PM
Member for 5 years
33 posts
Is there a summary page I can see all my upcoming reservations across all properties and see who has signed the rental contract/provided CC info for security hold etc? Right now I have to go into each reservation and check each guest separately, as well as track which are outstanding etc.
Ken T
Aug 16, 2022 2:47 PM
OR Alum
Member for 7 years
1704 posts
Not exactly, but, you can go to the main Bookings display screen, choose List view, and use the Filters to find bookings that have/have not signed the contract, provided a credit card, etc.
CTK
Aug 18, 2022 1:14 AM
Member for 5 years
33 posts
That is exactly what I was looking for. Much appreciated!
For the CC piece - I was used the "Security Deposit Status" - "none" - is that the best filter to see if there's a CC on file?
Ken T
Aug 22, 2022 6:12 PM
OR Alum
Member for 7 years
1704 posts
I have confirmed that, at present, there is no better way.