Add all Pipeline features/information to the View/Edit Lead Modal
For a UX perspective, the calendar view is the most likely to be used when managing a large number of properties. The reservation card that is accessible from the calendar should include every available function and piece of information pertain the the guests visit.
This card should include the Pre-arrival form info, the payment status, any deposits made, remaining balance, scheduled payments, scheduled messages, etcetera.
At present, there are a number of features that are only accessible from the Pipeline. (i.e. cancelling a reservation, marking a reservation as paid, viewing the pre-arrival form, and recording a payment).
Because our company has 44 properties, and 300-500 check-ins a month, all of our properties are instant book, and the glitches/slow loading speed of the Pipeline is virtually unless to us.
Zach Shomler
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