Experience the difference of "Elite".

Summary page for contracts/deposits

CTK
Aug 15, 2022 7:20 PM
Joined Dec, 2020 31 posts

Is there a summary page I can see all my upcoming reservations across all properties and see who has signed the rental contract/provided CC info for security hold etc? Right now I have to go into each reservation and check each guest separately, as well as track which are outstanding etc.

Ken T
Aug 16, 2022 2:47 PM
OR Team Member Joined Aug, 2019 930 posts

Not exactly, but, you can go to the main Bookings display screen, choose List view, and use the Filters to find bookings that have/have not signed the contract, provided a credit card, etc.

CTK
Aug 18, 2022 1:14 AM
Joined Dec, 2020 31 posts

That is exactly what I was looking for. Much appreciated!

 

For the CC piece - I was used the "Security Deposit Status" - "none" - is that the best filter to see if there's a CC on file?

Ken T
Aug 22, 2022 6:12 PM
OR Team Member Joined Aug, 2019 930 posts

I have confirmed that, at present, there is no better way.