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Quick Quote enhancements, event triggers, trigger criteria, Blocked-Off Time messages, 'available property' field codes & more

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Happy Tuesday, everyone!

Earlier today we released a large update. I want to quickly cover some of the bigger parts so that you can get a feel for what was rolled out.

Quick Quote enhancements

The ability to create a new quote, or just see rates and rules, right from the ribbon was a huge hit, and we've added a bunch more updates around that.

In addition to creating a quote, you can now create a booking or blocked-off time from the same pop-up when clicking on the ribbon calendar.

The Create Booking and Block-Off Time buttons above the calendar now open the new pop-up instead of going to a new page.

You can also open the pop-up from the Month view.  No need to switch back to ribbon or click a top button.  You can click on the day of the Month directly and open the pop-up from there.

We also spent a lot of time optimizing the yellow/blue instant-quote area in the pop-up to make it faster and smarter.  It now shows the rates and rules for the information you've entered very quickly, with less flickering and spinning.

And if you're somewhere else in the app, you can also get the same fast pop-up just by opening the Tools menu at the top.  No need to come back to the Bookings or Quotes menu.

New 'Create Booking' page

If you're on the Quick Quote pop-up and you tell it to create a booking, you'll notice that it takes you to the Create Booking page which has a new look and feel.  The layout is similar to the old one but the look has been updated.

One of the biggest goals in updating this page was making it responsive for tablet and smartphone sized displays.  The old design was difficult to use on small devices and required a lot of zooming in and out (or eyeball squinting ;-).  The new design works well on tablets and smartphones.

You'll also notice that the old "calendar strip" is gone when selecting dates.  In its place, we've put new calendar "date pickers" that reflect the same design we use in widget and other places.

These date pickers are easier on smaller devices and they facilitate better data entry because no matter which field you pick first (arrival or departure) the first thing you select will always be arrival before departure.

We will be adding and updating other sections to this Create Bookings page - such as the ability to collect a successful payment before creating the booking - but we wanted to get this out first so that we could move away from the old layout.

You'll notice that the Block Off Time page is similarly updated.  The Create Quote page will be getting the same update shortly.

Event Triggers

One of the big areas of the app we are overhauling is triggers.  The release brings the first update for that.

You used to be able to send triggers based on time - certain number of days before/after arrival or departure - but that was it.  We have now added the ability to attach triggers to certain events.  An "event" is an action that occurs in the system like "booking is created" or "payment is made".  These event-based triggers fire immediately at the time the event occurs with no delay.

The the moment, the only two events are "Booking is created" and "Blocked-off time is created".

We will be adding many more events in the coming weeks.  In fact, our goal is to do away with all other forms of emailing and make all guest-facing emails an event trigger.  That way, you can completely customize when and what messages are sent to the guest.

We are also going to be adding SMS (text) messaging as a type of template that can be sent for triggers.

More Trigger Criteria

As we move all email messaging to event triggers, and unify around the trigger workflow, we've had to expand trigger criteria.  And we've already started doing that.

Triggers now have a new criteria section where you can select adjacent night criteria or specific seasons.

Targeting specific seasons is a very useful thing for triggers.  After all, what if you want to send an email warning to guests that have booked Winter dates about a particular thing they need to know about?  You can now do that using the season criteria.

We will be adding a lot more criteria to this area so that you can really fine tune when you want messages sent.

Blocked-Off Time Messaging

Another thing we ran into when moving all the email messaging to triggers is what to do about things like Third Party Alerts.  This made us realize that Blocked-Off Time needed email templates and field codes as well, so we did both of those things.

You can now create custom email templates for Blocked-Off Time and have them sent on trigger events or specific times.  There is also a new set of field codes available for Blocked-Off Time.

So if you want to send a particular email out when time is blocked off to a third party, you can do that now using a custom email template and the trigger event "Blocked-off time is created".

Third Party Alerts will continue to work as they do now, and we will make sure to cleanly migrate the existing ones to trigger events in future months, but you can already start crafting your own custom stuff using trigger events now.

Available Property Field Codes

Have you ever wished that your email messages automatically showed the guest what properties were available when they request unavailable time?  Now you can.

We now have field codes (in bookings, quotes and inquiries) that will automatically insert a bulleted list of available properties for the current dates in question.

If the available property has a URL on file, it will include that as well so that the guest can click to open the property on your website directly.

You can pick a field code that includes or excludes the current property, based on the workflow you are trying to cover.

That's enough for now!

There were many other updates in this morning's release, but that's a big enough announcement for now.  I'll be posting some other things in the next week and wanted to get these updates out of the way before we move to the bigger items.

11 Comments (add yours)

Marina's Edge
Nov 2, 2016 12:14 AM
Joined Oct, 2012 206 posts

Hey...this is looking great! I went in to evaluate the trigger settings and noticed that a lot of my default settings have changed...instead of "Days before Arrival" on many it is "Days before booking is created".

Was this intentional? Seems like a potential error. I'm holding off on modifying until I hear back!


Nov 2, 2016 7:42 AM
Joined Jun, 2016 1102 posts

Maybe due to this roll out, I have noticed that some of surcharges/discounts criteria got strange changes. I have cleaning fee discount if stay is 7+ nights, it was set up as :

[number of nights] GREATER OR EQUAL [7]

That criteria all of a sudden shows:
[arrival date] EQUAL TO [7 nights]

I left it as is for you to look at for now but I ill have to Erector it soon in case inquiry comes in.

Chris Hynes
Nov 2, 2016 7:51 AM
OR Team Member Joined Oct, 2012 1396 posts

This was a display issue on the editor. We've fixed it this morning and everything should be fine there now. It was showing the default value instead of the selected value when you went to edit, but no data was actually affected.

The fix is in place and everything should look correct in the editor now.

Marina's Edge
Nov 2, 2016 10:36 AM
Joined Oct, 2012 206 posts

Thank you. Another question on triggers and season....does the season mean the season in which the guest stayed for the trigger? For example, I want to send an email 90 days after somebody stays offering them a 15% discount if booked for a week the following summer season. How would I do this?

Michelle J
Nov 2, 2016 10:43 AM
OR Team Member Joined Jan, 2011 582 posts

Marinas Edge said:

does the season mean the season in which the guest stayed for the trigger?

It's the season that the booking occurs within.

If you set:

Send: 90 days after departure
Season: Summer

Then the trigger will send an email out 90 days for any booking that occurs in "Summer" season.

Nov 2, 2016 10:16 PM
Joined Jun, 2016 1102 posts

Also seems I can no longer send an email form imported booking; used to be able to pick form templates, plug in email etc , Now unable to do it.

Sam Westcott
Nov 3, 2016 11:23 AM
OR Team Member Joined Dec, 2009 240 posts

@BlueMtnCabins: I believe this has been addressed in another thread:


Nov 3, 2016 12:29 PM
Joined Jun, 2016 1102 posts

yes, thank you:)

Groome Vacation
Feb 12, 2017 8:55 PM
Joined Feb, 2017 9 posts

wil the quick quote be available on guest end soon?

Glenn Moore
Feb 19, 2017 10:31 AM
Joined Nov, 2012 78 posts

"Triggers now have a new criteria section where you can select adjacent night criteria"

This will be highly useful for me as I like to send a reminder to guests to regarding back to back reservations - either upon arrival so that they know cleaning will not be done until the official check-in AND/OR upon departure so that they know it is critical for cleaning to get in to turn around the house as soon as possible for the next guests. During busy season I have a lot of back-to-backs and I still get a lot of guests asking if they can come early or stay late - I am usually ok with it unless there is a back-to-back situation.

Right now, I have different emails with three different messages depending on the circumstance.
Back to back on check-in - letting them know that cleaning will be in the house right until the official check-in time
Back to back on check-out - letting them know it is critical to be out of the house by checkout time so that cleaning can enter asap
Back to back on both - indicating that both check in and check out are very important on this particular stay

If the trigger was slightly enhanced to also have the option to look at adjacent bookings "before" OR "after" OR "both" OR 'either" then I could fully automate my messages ;-)


Chris Hynes
Feb 19, 2017 5:11 PM
OR Team Member Joined Oct, 2012 1396 posts

Yep! We've got a lot of stuff on the drawing board for triggers. There's so much promise there by adding some additional logic that can let you automate a lot of that manual scheduling.

We'll keep everybody posted as we progress throughout the year.