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Property Management Platform - Web

Property Management Platform - Web

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How can we improve the property management platform?

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4 results found

  1. Ability to edit a guest details

    I noticed that I can edit the details of a guest only if there's a booking: by clicking on "Edit" on the lead and then "Client Information".
    BUT NOT if I click on "See all customers". There I land on a page that permits no editing.
    Intuitively I would go to this list to edit customers info! And not on the lead pop up.
    Another path that I feel we should be able to edit customer info would be: by clicking on the client Name on the lead pipeline. This should lead to the guest information page where I could…

    1 vote

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    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
    functionality exists  ·  AdminSteph (CTO, Hostfully) responded

    If you click on the guest name, you will be able to add your metadata for this guest in the form. Note that this is not a "booking" data, this is guest data. This means that this points to a guest information, and a guest can be associated to multiple bookings, even across multiple property management companies. So you can annotate data for this guest (this is your data) but the underlying guest account is owned by the guest.

  2. Track when the booking was cancelled

    For now, we only know when the booking was booked and only see the booking was cancelled. However, there's no way to find when it was cancelled in the system. We want to know the cancellation date.

    1 vote

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    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
    functionality exists  ·  AdminSteph (CTO, Hostfully) responded

    You can create a Trigger of type "Booking Cancelled". Because triggers are real time events, you can use the time of the received cancellation notification as an indication of the day/time at which the booking was cancelled.

  3. Have a notification when guests request a hold from Quote sent

    As a VRM, I would like to get a notification when guests request a hold from my Quote sent so that I can be noticed

    At the moment, when they request a hold, it only directs guests to Hold confirmation page and the status is updated on my Pipeline page, calendar is blocked without notice.

    1 vote

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    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →

  4. Full pipeline access for all managers

    I would like to see full access to the pipeline for all managers. We are working as a team and today I have to edit a booking and assign it to me to i.e. record a payment. When I am done I have to edit the booking and assign it back to i.e. a booking agent. A Manager should be able to work with all tasks on all bookings.

    4 votes

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    functionality exists  ·  2 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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