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Task Reminders (linked to bookings)

Replies: 8 - Pages: 1 - Last Reply: Oct 9, 2019 6:47 PM by: Rich S
Valerie R
Registered: 9/26/19
Task Reminders (linked to bookings)

I am trying out OR for the free trial period and I am already missing the ability to schedule a reminder for certain tasks that need to be done at some point in the future related to each booking. My current software allows you to set/schedule "Reminders" using a date picker calendar, and each day you are presented with a notification on the dashboard to view the Reminders set for that day.

I hope you'll consider adding Reminders to your future enhancement list.

Chris Hynes
Registered: 10/19/12
Re: Task Reminders (linked to bookings)

Yep, that's a good idea. We are thinking about some tasks/reminders options.

If it is related to a booking, you could schedule an email to go out to yourself, like "check to make sure all the payment/renter agreement signature is in order 1 week before arrival"

Rich S
Registered: 12/28/18
Re: Task Reminders (linked to bookings)

@Valerie R - I too have asked about having scheduled tasks, but it's pretty much a nice-to-have feature that you can easily work around with a calendar app.

I personally use google calendar for all of my reminders to myself, and I find it's super easy to include reminders there anyway. I don't really think there's a huge benefit to having it in OR, except for maybe property managers who want to track the result of the task with a status update. For an individual like myself with 3 properties it works fine to just set a reminder quarterly to do taxes, annually to reset kaba lock codes, and semiannually to perform deep cleans.

Unrelated to tasks, I learned early on that OwnerRez doesn't have an enormously feature-filled email system, but again I've just learned to send emails from my dedicated personal email (eg: myname@lovelyvacationrentals.com) and keep all of that communication in my personal email. Of course automated emails come from OwnerRez, but both those and the ones from my personal email appear to come from the same email address so guests never know. I just have two places to look for emails, OwnerRez and personal when I'm searching for something that was sent.

Valerie R
Registered: 9/26/19
Re: Task Reminders (linked to bookings)

I appreciate the feedback, and I am aware that I can add reminders to my Google calendar....in fact, that is how I used to do it before beginning to use reservation software.

The "problem" (not really a problem) is that the current software that I use has the ability to attach reminders right in the booking when you are getting it set up within the system which is very convenient....no need to go to a separate website (like the Google calendar) or tool to do it.

So I've experimented with setting up an email template in OR to be sent to myself to remind me of the task that needs to be done.

I've discovered that you can only use an email template once within a booking. So, I cannot schedule a reminder email to be sent to me more than once per booking.

I'd like to request that this limitation be removed, so that you can use any email template as many times as you wish per booking.

Chris Hynes
Registered: 10/19/12
Re: Task Reminders (linked to bookings)

What are the reminders for? If it's something standard like you send it one day after arrival, you could use a trigger that would send it automatically. You can have multiple triggers using the same template.

Rich S
Registered: 12/28/18
Re: Task Reminders (linked to bookings)

@Valerie - I think it's best to post requests for feature changes in the other forum, makes it easier for the OR team to not overlook it.

I agree with your comments, there is a lot of value in keeping short term rental stuff all in one place.

Valerie R
Registered: 9/26/19
Re: Task Reminders (linked to bookings)

Thanks, @Rich. What is "the other forum"?

Rich S
Registered: 12/28/18
Re: Task Reminders (linked to bookings)

"Say No to VRBO Service Fee" and "Short Term Rental University"

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