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How can we improve the property management platform?

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125 results found

  1. 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

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    planned  ·  0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  2. Pipeline > Status Dropdown > Keep Stays 'Relevant' Until Deposit Action Is Performed

    Include stays in which the deposit HASN'T yet been returned under 'RELEVANT'. Because there is still a relevant action to complete before the stay is closed.

    It's easy to miss deposit returns when users have to scroll through 'ALL' to find the stays which need Deposit Return action.

    3 votes

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    1 comment  ·  Pipeline & Lead Assignment  ·  Admin →
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  3. Display Blocks in Pipeline

    As a PM I'd like to be able to block my calendar for owners, and view their booking/block in the pipeline so that I can prepare the listing the same way I would prepare it for a guest. I need to have it cleaned, send door codes for the time of their stay, and go through the usual lifecycle of their booking as I do with the others so that I don't forget to prepare any details related to their stay.

    3 votes

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    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  4. Pipeline - Status selector for Payment Due and No Pre-Arrival Form

    Have a status drop down choice added in the Pipeline to filter guest with payments due and guests that have not submitted their Pre-Arrival Form

    34 votes

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    under review  ·  3 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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  5. Have pincode automatically generated for $0 booking value

    As a VRM, I want to have pincode auto generated for booking with 0 value.

    At the moment, pincode is not generated when I created booking manually in the system, value = 0.

    0 votes

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    0 comments  ·  Pipeline & Lead Assignment  ·  Admin →
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