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Defaults for manually created bookings

Marina's Edge
Jul 23, 2015 6:18 PM
Joined Oct, 2012 206 posts

Is there a way to set defaults on manually created booking identical to the defaults when a guest creates the booking (e.g. third party alerts, legal, etc.)? I don't like having to remember to do these things, and love that the system does them automatically.

Curious why they aren't on by default system wide?


Michelle J
Jul 24, 2015 9:31 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Damon,

The reason that third party alerts are not sent automatically when a booking is created is because a payment has not yet been collected and many times the user will want to delete or cancel the booking if the payment doesn't work. During the automatic quote acceptance process, the payment is taken before the booking is created. If the payment fails, the booking is rolled back automatically. The manual process is a little more clunky in that you have to manually create a booking, then manually take a payment, then manually finish the rest (send alerts, etc).

Likewise, the renter agreement is not possible to send because the guest hasn't signed it yet. The system could send a request email to the guest to sign it, but obviously they would need to do that first before the archived version could go out.

This is a process we'd like to overall in a number of ways. The payment should be closely coupled with the booking creation so that you can, if desired, process the payment while creating the booking all together. The third party alerts could then go out. Or we could offer some checkbox options at the bottom to send third party alerts at creation.

Do you have any other suggestions for this area?

Thanks, -Michelle

Marina's Edge
Jul 29, 2015 8:21 PM
Joined Oct, 2012 206 posts

My preference would be that the same defaults that are used at booking creation are the same ones used for manually created bookings.

Thanks for asking!