@Donna-Notaro - are you using the free version or an updated pay version for this?
Owner of Premium Beach Condos, LLC
Managing Beach Front Condos at the Calypso Resort & Towers in Panama City Beach, FL
Posts made by Jenny Oest
RE: How do I refund an over payment?
yes you can.
If you adjust the quote to reflect the NEW NET AMOUNT that you need to collect in the currency in which you originally charged, then when the terms are accepted (or you accept them) then the refund should automatically process. This does NOT refund the security deposit. You will still be able to refund that as you normally do.
Now, that said, if you are changing the currency mid-transaction, it might be better to refund 100% in the US dollars, and the switch and re-charge them in Canadian dollars? Otherwise the deposit refund will also be tricky.
RE: Custom Contact Forms or Adding New Dynamic Components
Could you add a custom field to your contact page for "referral source", and then in your Facebook promo give them the specific code to enter into that field?
RE: More smart tags available?
That's probably a feature request to add that additional field, and may be relatively simple.
But my initial thoughts were that the address format tends to be tailored toward US addresses, so their smart tag would have to be formatted to accommodate ALL possible US addresses. But by using a custom field, you could format it just the way YOU would like for it to appear, removing any blank lines for example.
I realize that this is a duplication of effort, but since property addresses are not likely to change, it isn't something you'd have to do again after the initial set-up. Other fields, even Property names, can and do change, so a custom field makes sense to maintain their consistency.
Hope that helps!
RE: How do I refund an over payment?
My first question would be how would you charge in Canadian dollars vs. US dollars to begin with? I wasn't aware that we had the ability to change that, even within our merchant account.
Was your quote in US dollars or Canadian dollars?
Based on what I know, you need to work in only one currency (US dollars). So your Canadian guest would need to understand that your quote is US dollars, and they would need to do the conversion to know how much that means in CA $. Then their bank will convert it, as they probably did.
If you're just refunding in US dollars to make it work out right for the guest, then you should just be able to create a new quote (for the US dollar equivalent of what you should have charged - and now will receive), set it as your reservation terms, and then once accepted, it will automatically refund any overpayment - in US dollars.
For you to manually calculate the exchange, it's about $1US - $1.35CA today, but it's not an exact conversion and always changing. Banks also add their conversion fees. I'd strongly recommend just agreeing to a US dollar amount, and leave it to them to agree to accept the "then-current" conversion rate. That's what I do with all of my Canadian guests.
Hope that helps.
RE: Assigning Cleaners and Pool Maintenance to Properties
With your automated stay emails you can specify which property group is included for a given email. You can use a grouping to indicate who receives the email.
For example: Group ABC uses pool service 1, and Group XYZ uses pool service two. Assign the correct properties to those groups.
Then, create a different stay email for each group, and address it to the appropriate pool service.
You can follow the same logic for cleaners.
Does that help?
RE: How do I find a "failed" reservation request?
@Tristan-Brotherton - I'd like to see the requested reservation entered as a "tentative" reservation so that we can see what they were trying to book. It could be flagged as a "failed payment" and placed in our inbox.
I will do a feature request too