Feature Requests

Latest Activity...

Link for Credit Card payment 4 replies

cp9293
May 1, 2012 11:02 AM
Joined Apr, 2012 395 posts

NEVERMIND -

Customized Quotes & Follow up Letter 5 replies

cp9293
Apr 30, 2012 3:01 PM
Joined Apr, 2012 395 posts

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

Customized Quotes & Follow up Letter 5 replies

Michelle J
Apr 30, 2012 2:59 PM
OR Team Member Joined Jan, 2011 582 posts

cp9293 said:

Plus, included each time, for my responses?


Definitely yes to this one. The biggest issue is being able to save the same response so you don't have to copy/paste each time. That, for sure, will be included.

Customized Quotes & Follow up Letter 5 replies

Michelle J
Apr 30, 2012 2:58 PM
OR Team Member Joined Jan, 2011 582 posts

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

Customized Quotes & Follow up Letter 5 replies

cp9293
Apr 30, 2012 2:56 PM
Joined Apr, 2012 395 posts

Will it have all the things I mentioned above... colors, fonts, pictures (not attachments)?

Plus, included each time, for my responses?

Claudia

Customized Quotes & Follow up Letter 5 replies

Michelle J
Apr 30, 2012 2:49 PM
OR Team Member Joined Jan, 2011 582 posts

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

Customized Quotes & Follow up Letter 5 replies

cp9293
Apr 30, 2012 2:36 PM
Joined Apr, 2012 395 posts

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

Calendar Subject Line - Balance Due 1 reply

Michelle J
Apr 26, 2012 1:23 PM
OR Team Member Joined Jan, 2011 582 posts

Thanks for the suggestion.

-Michelle

Expiration Option 0 replies

cp9293
Apr 26, 2012 12:41 PM
Joined Apr, 2012 395 posts

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

Calendar Subject Line - Balance Due 1 reply

cp9293
Apr 26, 2012 12:15 PM
Joined Apr, 2012 395 posts

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

Alert via TEXT 1 reply

Michelle J
Apr 26, 2012 9:43 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Claudia,

Good suggestion! I know it's been asked for before and flagged as future development.

-Michelle

Alert via TEXT 1 reply

cp9293
Apr 26, 2012 9:27 AM
Joined Apr, 2012 395 posts

Can we have a text messaging alert when an inquiry comes in?

Claudia

Balance Due and Security Deposit Due Reminders 2 replies

cp9293
Apr 25, 2012 1:03 PM
Joined Apr, 2012 395 posts

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

Balance Due and Security Deposit Due Reminders 2 replies

Michelle J
Apr 25, 2012 12:56 PM
OR Team Member Joined Jan, 2011 582 posts

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

Balance Due and Security Deposit Due Reminders 2 replies

cp9293
Apr 25, 2012 11:02 AM
Joined Apr, 2012 395 posts

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

Payment Received Email 1 reply

Sam Westcott
Apr 25, 2012 8:07 AM
OR Team Member Joined Dec, 2009 240 posts

Moved to Feature Requests forum.

Payment Received Email 1 reply

cp9293
Apr 25, 2012 7:48 AM
Joined Apr, 2012 395 posts

Can we have a little more information on the Subject Line, on the Payment Received Email?

For examaple:

Payment Received from Claudia Peragine for $357.50

Claudia

Generated Quote Email 0 replies

cp9293
Apr 24, 2012 3:03 PM
Joined Apr, 2012 395 posts

Hi,

In the Generated Quote Email, can you please provide some information? I know you have the link, but it would be nice to have the details on the email...base rate, extra and total.

Thanks,
Claudia

"Awaiting Approval" 14 replies

Michelle J
Apr 23, 2012 3:32 PM
OR Team Member Joined Jan, 2011 582 posts

What happens now for most users is that they send both emails. Here's the most typical workflow...

1) Inquiry arrives and they answer it by either asking for more information or saying that "a quote has been prepared for you" with the payment link, just as it is prefilled to say.

2) The user then goes over to the quote and sends that email as well, showing the actual charges in the email.

So if the guest is good to, they'll receive two emails - the first being a casual response to their inquiry and the second being the more formal quote charges.

"Awaiting Approval" 14 replies

cp9293
Apr 23, 2012 3:26 PM
Joined Apr, 2012 395 posts

You would have to put the field tags, or whatever they are called, so that when the letter is sent via the INQUIRY side, the actual calculation can come on when the letter is sent. Or else, I would have to calculate everything on my own, which then wouldn't be helping me using your system. Also, to have a tag for TOTAL COST, since that is what I send out.

I can just create the letter (with the tags) and then copy and paste whenever I need to send it that way. Calculations would then come up.

Because what I did when I sent the original test to my sister, I copy and pasted the letter. The part about the quote was just... look below for quote total. Using the INQUIRY part, I couldn't say that. I would have to give the actual quote.

Claudia

"Awaiting Approval" 14 replies

Michelle J
Apr 23, 2012 3:20 PM
OR Team Member Joined Jan, 2011 582 posts

You got it.

(And this will be streamlined as we refine and enhance the email functionality)

-Michelle

"Awaiting Approval" 14 replies

cp9293
Apr 23, 2012 3:18 PM
Joined Apr, 2012 395 posts

Ohhhhh, so if I answer through the INQUIRY side, then the link can be removed. If I answer it through the QUOTE side, it automatically appears.

Claudia

"Awaiting Approval" 14 replies

Michelle J
Apr 23, 2012 3:09 PM
OR Team Member Joined Jan, 2011 582 posts

You're right that it's a bit confusing but keep in mind that you're dealing with the same one quote no matter if you send it from the inquiry email form or the quote email form. There aren't multiple quotes created or anything like that. There just happens to be two email forms you can use.

We'll be streamlining this a bit in the future. We have had a lot of questions about this because our inquiry feature came after our quote feature and we added the inquiry response form on top of the existing quote email form.

-Michelle

"Awaiting Approval" 14 replies

cp9293
Apr 23, 2012 3:03 PM
Joined Apr, 2012 395 posts

Which goes back to the original post. Would the suggestion I made about clicking for online booking, or not, work - for the future?

Because if there would be two different ways to deal with one customer, it might get confusing. Ideally, it would be one way and use that one system for all.

Claudia

"Awaiting Approval" 14 replies

Michelle J
Apr 23, 2012 2:48 PM
OR Team Member Joined Jan, 2011 582 posts

We're talking about two different emails. I was referring to the inquiry answer email which is over under the inquiry area. The email you sent is the quote email. The quote email has the quote (and payment links) hard-coded into it so there is no way to remove it. But you don't have to use that quote email form. If you want to email someone without sending the payment info, you would just use your own email outside of OwnerRez for that.

Now, you probably want to send them the quote, so they can see the charges, but not allow them to accept it? That, you cannot do. At the moment, sending the charges will also show the payment form.

-Michelle

"Awaiting Approval" 14 replies

cp9293
Apr 23, 2012 2:46 PM
Joined Apr, 2012 395 posts

What did I do wrong? I sent my sister an email of the quote. I erased everything and copy and pasted my wording. When she received the quote it still had ...
View more details | Accept and checkout >> .

Thus, the link somehow stays there.

Claudia

"Awaiting Approval" 14 replies

Michelle J
Apr 23, 2012 2:41 PM
OR Team Member Joined Jan, 2011 582 posts

Yes, the link I'm referring to is just the payment URL you see in the text body. Or if you go to the quote, it's the Payment Form tab you see all the way on the right side. You can give that link to the guest at any time, either in your own emails or the ones you send through OwnerRez. There's nothing special about it where it has to be sent by a certain type of form or email. You can copy/paste it to anyone you want.

-Michelle

"Awaiting Approval" 14 replies

cp9293
Apr 23, 2012 2:39 PM
Joined Apr, 2012 395 posts

Can the be changed later, to include the link? So that it goes through the process.

Claudia

"Awaiting Approval" 14 replies

Michelle J
Apr 23, 2012 2:36 PM
OR Team Member Joined Jan, 2011 582 posts

I'm referring to the link that shows in the pre-filled inquiry answer message. The link right in the body. If you remove that text, they won't have the payment link.

-Michelle

"Awaiting Approval" 14 replies

cp9293
Apr 23, 2012 2:33 PM
Joined Apr, 2012 395 posts

"Would the answers they provide be attached to the quote and then the quote be flagged as "acceptable" so that they could move on to booking?"


Maybe if there was an option at the beginning of the inquiry, where the owner can click on online booking (or something similiar). If it isn't clicked, then until the owner clicks on it, someone cannot do the online booking. OR vice versa. Click NO Online booking and then would have to be unclicked by owner.

As for answers being attached to history, I would say yes. As an owner, I would think you need the history part, just in case a problem arises and you need to refer back to what was exchanged.

Would something like the above be possible?

Claudia