"Awaiting Approval"
cp9293
Registered: 4/18/12
|
"Awaiting Approval"
Apr 21, 2012 2:52 PM
Is there a way that you the owner can click to accept a transaction, instead of being an online transaction. The reason I ask is that many people ask questions in their inquiry, which require followups. For example, I could send a quote, but they want to see more pictures. Or I want to know if they are bringing any pets, before I give them a quote. Just because they didn't click or mention the pet, does not mean they are not bringing one. Plus, I want to know it is a DOG and not a cat or a money or gerbil, or whatever. So, the first letter isn't necessarily the quote. Or, I want to know how old everyone in their group are. Nobody under 25 is allowed, without a parent. I would want to know and evaluate if I want them to be in my house - no prom nights, etc... Basically, I believe now, if I send a quote (or answer their email using the quote feature - is there another way to answer them?), they then can basically reserve, right there and then. Correct? What if I want to be the one that says, ok, you can reserve those dates and then they go through the process. It won't be done, right at that time, but the customer would have to come back and do it. Again, is there an OPTION to allow them to reserve, right there and then, or "waiting for approval"? Can we have that option? Thanks! |
Michelle J
Registered: 1/6/11
|
Re: "Awaiting Approval"
Apr 23, 2012 2:11 PM
Hi Claudia, |
cp9293
Registered: 4/18/12
|
Re: "Awaiting Approval"
Apr 23, 2012 2:29 PM
"You'll be able to "answer without creating a quote" but for the time being you can always create a quote to get past that step but not send them the link. Each payment link is a unique URL that is virtually impossible to guess." How do I not provide the link? Where is the link on the inquiry? Claudia |
cp9293
Registered: 4/18/12
|
Re: "Awaiting Approval"
Apr 23, 2012 2:33 PM
"Would the answers they provide be attached to the quote and then the quote be flagged as "acceptable" so that they could move on to booking?"
As for answers being attached to history, I would say yes. As an owner, I would think you need the history part, just in case a problem arises and you need to refer back to what was exchanged. Would something like the above be possible? Claudia |
Michelle J
Registered: 1/6/11
|
Re: "Awaiting Approval"
Apr 23, 2012 2:36 PM
I'm referring to the link that shows in the pre-filled inquiry answer message. The link right in the body. If you remove that text, they won't have the payment link. |
cp9293
Registered: 4/18/12
|
Re: "Awaiting Approval"
Apr 23, 2012 2:39 PM
Can the be changed later, to include the link? So that it goes through the process. Claudia |
Michelle J
Registered: 1/6/11
|
Re: "Awaiting Approval"
Apr 23, 2012 2:41 PM
Yes, the link I'm referring to is just the payment URL you see in the text body. Or if you go to the quote, it's the Payment Form tab you see all the way on the right side. You can give that link to the guest at any time, either in your own emails or the ones you send through OwnerRez. There's nothing special about it where it has to be sent by a certain type of form or email. You can copy/paste it to anyone you want. |
cp9293
Registered: 4/18/12
|
Re: "Awaiting Approval"
Apr 23, 2012 2:46 PM
What did I do wrong? I sent my sister an email of the quote. I erased everything and copy and pasted my wording. When she received the quote it still had ... Thus, the link somehow stays there. Claudia |
Michelle J
Registered: 1/6/11
|
Re: "Awaiting Approval"
Apr 23, 2012 2:48 PM
We're talking about two different emails. I was referring to the inquiry answer email which is over under the inquiry area. The email you sent is the quote email. The quote email has the quote (and payment links) hard-coded into it so there is no way to remove it. But you don't have to use that quote email form. If you want to email someone without sending the payment info, you would just use your own email outside of OwnerRez for that. |
cp9293
Registered: 4/18/12
|
Re: "Awaiting Approval"
Apr 23, 2012 3:03 PM
Which goes back to the original post. Would the suggestion I made about clicking for online booking, or not, work - for the future? Because if there would be two different ways to deal with one customer, it might get confusing. Ideally, it would be one way and use that one system for all. Claudia |
Michelle J
Registered: 1/6/11
|
Re: "Awaiting Approval"
Apr 23, 2012 3:09 PM
You're right that it's a bit confusing but keep in mind that you're dealing with the same one quote no matter if you send it from the inquiry email form or the quote email form. There aren't multiple quotes created or anything like that. There just happens to be two email forms you can use. |
cp9293
Registered: 4/18/12
|
Re: "Awaiting Approval"
Apr 23, 2012 3:18 PM
Ohhhhh, so if I answer through the INQUIRY side, then the link can be removed. If I answer it through the QUOTE side, it automatically appears. Claudia |
Michelle J
Registered: 1/6/11
|
Re: "Awaiting Approval"
Apr 23, 2012 3:20 PM
You got it. |
cp9293
Registered: 4/18/12
|
Re: "Awaiting Approval"
Apr 23, 2012 3:26 PM
You would have to put the field tags, or whatever they are called, so that when the letter is sent via the INQUIRY side, the actual calculation can come on when the letter is sent. Or else, I would have to calculate everything on my own, which then wouldn't be helping me using your system. Also, to have a tag for TOTAL COST, since that is what I send out. I can just create the letter (with the tags) and then copy and paste whenever I need to send it that way. Calculations would then come up. Because what I did when I sent the original test to my sister, I copy and pasted the letter. The part about the quote was just... look below for quote total. Using the INQUIRY part, I couldn't say that. I would have to give the actual quote. Claudia |
Michelle J
Registered: 1/6/11
|
Re: "Awaiting Approval"
Apr 23, 2012 3:32 PM
What happens now for most users is that they send both emails. Here's the most typical workflow... |