Feature Requests

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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

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