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'Change lead status from the calendar' has been merged into this idea

Property Management Platform: Calendar

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Ability to cancel a booking directly from Calendar

When you are in the calendar you could cancel a booking rather than having to leave the calendar and go find the listing in the pipeline- which is an unnecessary extra step; this would streamline workflow.

And it would be so much faster and easier, less opportunities for mistakes.

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Tien Nguyen shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  AdminTed Nguyen (Admin, Hostfully) responded  · 

Great news: Pipeline actions are now available in the reservation modal!

This means, whether you're on the Dashboard, Calendar, Inbox, or elsewhere, if the reservation modal is open, your Pipeline actions (e.g., record payments, send payment request, cancel a booking, etc.) are right there with you.

For more details on Pipeline actions, please refer to this article: https://help.hostfully.com/en/articles/2043714-manage-a-booking-on-the-pipeline#h_e94327ec2a

To learn how to take action on a booking from your Calendar, check this article: https://help.hostfully.com/en/articles/2627154-utilize-the-hostfully-central-calendar#h_ac709126ca

To learn how to take action on a booking from your Dashboard, check this article: https://help.hostfully.com/en/articles/9034218-navigate-the-hostfully-dashboard#h_6ca8ff5596

To learn how to take action on a booking from your Inbox, check this article: https://help.hostfully.com/en/articles/5412369-communicate-with-guests-through-the-inbox#h_f0510b94fa

Thanks everyone for your patience while we worked on this. Happy hosting!

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  • Jared Dineen Shanstrom commented  ·   ·  Report

    When viewing a booking in Calendar, I want to have a button to direct to that booking in Pipeline so I can take Pipeline actions like "Send payment reminder" without having to open Pipeline and teaching for the booking again.

  • AdminAlice (Sr Product Mgr, Hostfully) commented  ·   ·  Report

    Agreed this would be a great feature and a time saver. We plan to allow you to apply those actions within the lead modal itself (the same way we have it on the app: from each inquiry/booking, you can apply the action)

  • Marc Grenley commented  ·   ·  Report

    agreed. especially since we can't see example messages so when checking how your messages look you have to make fake bookings over and over and cancel them in a different place than you make them

  • Maria Bailey commented  ·   ·  Report

    I would like to be able to do all these pipeline actions on bookings/inquiries in the Calendar rather than needing to move to the Pipeline to complete these tasks:
    - Mark as booked
    - Mark as paid
    - Place on hold / extend hold / revoke hold
    - Close lead
    - Cancel booking
    - Re-open (a closed lead)
    - Record a payment

  • Keith commented  ·   ·  Report

    IMHO, you should be able to do all the things from the same view.
    doesn't make sense that the booking info works differently from dashboard, vs pipeline vs calendar view.

    Should all be the same and allow us to do everything.

  • Keith commented  ·   ·  Report

    I think this is related to this one:
    https://hostfully.uservoice.com/forums/271343-property-management-platform-web/suggestions/46502164-update-dashboard-userflow-of-processing-new-leads

    I would think it would simplify the programming if all the lead management views were the same.

    Shouldn't matter if I'm viewing a lead from the dashboard, pipeline or calendar.
    All Same info all should work the same.

    I suppose in some cases where the lead assignee has certain rights that others don't there might be some differences but these should also be consisted based on permissions.

  • AdminAlice (Sr Product Mgr, Hostfully) commented  ·   ·  Report

    We actually plan to have the pipeline actions available within the lead modal. So from the calendar, you would be one click away from those actions (click on a booking, get the lead modal, select your action).

  • AdminTed Nguyen (Admin, Hostfully) commented  ·   ·  Report

    Thanks for your response, Donatas! I have edited the ideas based on your latest comment. The team will look into it and will consider this improvement for future developments.

  • Donatas Viskontas commented  ·   ·  Report

    Yes, you are right I wasn't aware of the Edit option (that's my bad)

    the other part was that it would be great if I could change the lead status (like it is on the pipeline) when I am going through the calendar view. For example mark it as paid, etc.

  • AdminTed Nguyen (Admin, Hostfully) commented  ·   ·  Report

    Thanks for your feedback, Donatas! Can you let us know what kind of editing in the Calendar that you're referring to?

    Normally, you can adjust your bookings directly in the Pipeline by clicking on "Edit" button.

  • Donatas Viskontas commented  ·   ·  Report

    It would be great if I could change the lead status (like it is on the pipeline) when I am going through the calendar view. For example mark it as paid, etc.