Sold one rental, switching guests to another
We have an accepted offer on one of our rentals and we are in the process of switching our guests to other rentals, with their permission. Is there an easy way to transfer all the information? Will their credit card info follow as well?
@Jenny-Story - Hi Jenny - I just did the same thing. It’s SUPER EASY!
Under the reservation page, go to the Quotes tab, and create a new quote. Select the NEW property that they will be moved to, and make sure that the financials are as you want them. In other words, they’re the same, or if you’re giving them a discount for their trouble, or charging them for an upgrade…
Once you have created the new quote for the other property, then change your reservation terms to that quote.
That’s it. The reservation # stays the same but it’s for the new property!