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How can we improve the property management platform?

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124 results found

  1. Hide Inactive property in the list when creating leads

    I want to hide/remove the inactive properties from the list when creating new lead.

    I don't want to delete them because I might manage them in the future, it's just I am not dealing with them at the moment.

    2 votes
    under review  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
    How important is this to you?

  2. To have the ability to change some information and SAVE a lead regardless if the dates are already reserved or the lead status.

    When a client lead is in the system for dates that get booked by a different lead the original lead is not able to be edited at all. The system will not allow it to be saved since the dates have been booked. Regardless if lead is closed or open. this lead can not be edited / saved.
    Users should have the ability to change some information such as notes, name, change lead assignment etc and SAVE a lead regardless if the dates are reserved.
    This is a serious limitation in your platform and causing us a lot of issues…

    2 votes
    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  3. Add balance status on lead "Edit/View" modal

    It would be easier and less time consuming to be able to see the balance status from the lead modal directly instead of going to "View Order".

    2 votes
    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  4. Send a message to guests from the order view/ customer info page

    I should be able to send a message related to the order from the order screen.
    I should also be able to send a guest message from their customer info page.

    1 vote
    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  5. Field to add refund reason.

    To have a check box that offers a refund other than just a check box for the refund confirmation.
    Maybe even a space to give a reason for that refund so you can refer back to it if there is ever an issue that arises.

    1 vote
    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  6. Adding a customized checklist to each guest

    I would like the ability to add a checklist to each guest. I currently use a checklist that I mark off for each guest, but it is in excel. I would love to be able to link a checklist to each guest so that I see it within Hostfully and I don't have to go outside of the software to utilize it. Is this possible, or is something like this available within Hostfully now?

    1 vote
    requires more information  ·  1 comment  ·  Pipeline & Lead Assignment  ·  Admin →
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  7. Be notified when guests request a hold

    As a VRM, I would like to get a notification when guests request a hold from my Quote sent.

    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
    received  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  8. "View order" button

    Only suggestion I would make is to make the "View Order" button a bit more obvious, maybe make it available within the pipeline as one of the options that pops up when you click/hover over the circle. We don't have to click "Edit" to see that button.

    1 vote
    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  9. Ability to edit the nightly rent instead of only the rent total from the Pipeline/ Calendar lead modal

    1 vote
    received  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  10. Sort Guests Alphabetically

    Currently Hostfully aggregates a database of all guests, however the UX of this feature leaves a lot to be desired.

    Not only is the guest list hard to find, (you have to navigate to the pipeline then click “See all customers”), but guests are sorted alphabetically by first name (last would make more sense) and within the letter categories, the individual names seem to be in no discernible order.

    This could be a very valuable tool for rebooking guests, and looking up reservations especially if combined with the auto-saving notes from the guests booking and the ability to access reservations…

    8 votes
    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  11. See All Customers?

    In Pipeline, I can click on "See All Customers." Except I can't "see all customers." I then have to do a search or run a report. Instead of this, can you let me actually "See All Customers"? Thanks for your consideration and for all you do for us hosts.

    2 votes
    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  12. Leads to automatically expire and close after a certain amount of time

    Please add option where you can set a time for leads to automatically close. This way quotes/leads are not left active forever. We do a lot of direct quotes/leads and it is not always possible to go and manually close each lead/quote and it's time consuming. Thank you.

    7 votes
    1 comment  ·  Pipeline & Lead Assignment  ·  Admin →
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  13. Upload documents into Lead Model in Stay Details tab

    I would like to be able to upload documents into the guest record, preferably in Stay Details. I currently keep these in my Google Drive, but I would prefer to have everything in Hostfully.

    8 votes
    under review  ·  2 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  14. Email

    Make both Email addresses for a guest, (Client information) active. Not just the one with a red star. This is so if two guest want to get all notices, both emails will get them.

    7 votes
    received  ·  1 comment  ·  Pipeline & Lead Assignment  ·  Admin →
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  15. Option to change commission rate for stays entered manually

    We offer a lower commission rate on stays that acquired by our home owners. Since these are all entered in manually it would be great to have the option to change the commission rate when creating a booking so that the calculations will shake out in the reports rather than us having to track these stays and break it down after we run reports.

    4 votes
    received  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  16. Enable groups for access controls

    I'd like to add "groups" of users where anyone in that group can manage bookings/listings/etc.

    As it is now: Each lead is assigned to an individual. If someone else needs to do something, they have to take ownership then go back in and make the changes, then go back and re-assign it.

    I'd like a group "West Coast Property Managers" and any user in that group can manage any leads/properties in that group at any time.

    The logs should show who did what when but this would avoid the overhead of having to reassign things.

    I thought I made this…

    2 votes
    received  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  17. Include Current Stays in the Pipeline filter "Relevant/Arrival Date"

    Include current Stays in the Pipeline filter "Relevant/Arrival Date".

    Current Stays are Relevant and useful when looking at the upcoming stays list.

    I have to Filter "Stays/Arrival Date" in order to see who is staying in which listing, and I would like to see this information all in one place under Relevant/Arrival Date.

    4 votes
    1 comment  ·  Pipeline & Lead Assignment  ·  Admin →
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  18. Add a link in the Rental Conditions

    It would be helpful to allow links in the Rental Conditions, for those who want to use fillable pdf URLs for their guests to complete. And, to have the lead on the pipeline show that the rental conditions have been completed.

    2 votes
    received  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  19. Filter by reservation tag in Pipeline

    Use the "Add tag" feature to add tags that can then be used to filter the Pipeline. I.e. "Return Guest"

    9 votes
    1 comment  ·  Pipeline & Lead Assignment  ·  Admin →
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  20. 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…

    2 votes
    planned  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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