Requesting a Digital Signature Manually

If the guest does not sign the rental agreement online (or if you have disabled that feature), the only other option is to request the signature manually.

Manual Signature Request Icon

Wherever that icon appears within Lodgix, you must click on it to send a manual digital signature request. You cannot create an email response template and include the merge tag [DS_SIGN_LINK] and send the email through the normal correspondence or communication channels. The link will not be populated in the email and your guests will be confused. YOU MUST SEND SIGNATURE REQUESTS VIA THE ICONS.

Dashboard Widgets

All Dashboard reservation widgets contain icons for invoices that have completed, needed or pending digital signatures.

Guest Control Panel > Details Tab

Guest Control Panel > Documents Tab

Window for Requesting Digital Signatures

When you request a digital signature, a window will open that looks like above. If there isn’t a button with the text “send for digital signature” you aren’t sending a working link to sign electronically.

Email Template for Requesting Digital Signatures

Lodgix comes preloaded with four customizable templates that are used when emailing guests. You cannot create your own template, you can ONLY edit the templates we provide.

Edit the “Request Digital Signature Email” template if you wish to modify the text sent to the guest when requesting a digital signature.

If you create your own template and assign it to a type = Digital Signatures,and even replicate the merge tags within the system template, and then attempt to email the guest through the normal correspondence and communication windows within Lodgix, it will NOT work!

Inquiry Management – Automated No Response Followup

Located within Lodgix under Inquiries > Configuration Options (disabled by default)

no-response

This setting pertains to web inquiries ONLY, phone inquiries are exempt. Some property managers wonder why many times when they respond to an inquiry they never hear back. Maybe the guest never got the response, maybe they accidentally deleted the response from their inbox or more likely than not the guest had already found another property or had found a more appealing property elsewhere.

When turned on, the no response follow-up feature will send out a custom follow-up email X number of days after your (or the system’s) initial response to the inquiry. This follow-up will ONLY apply if the guest has never responded to the inquiry and it only applies to email inquiries NOT PHONE INQUIRIES.

We have developed a manual ability within the communication stream to turn off the no followup response in the event that the guest responds to the inquiry over the phone, as opposed to email and you don’t want the no response follow-up email to go out.

no-response-on

 

New Inquiry Management Options

There is a new notification option available within the Inquiry Configuration area of Lodgix. In the past every time a guest inquires or responds to a response, a notification is generated. That notification previously only went to the subscriber or to a custom email address of your choosing. Now there is an additional option to have the notification automatically sent to whomever last responded to the inquiry.

Thus if you have employees responding to inquiries, they can now be notified of the guest response. It allows the notification process to be more dynamic.

inquiry-notifications

Vendor Management for Vacation Rentals

Oh wow, three updates in one day! Another small step in the right direction. I didn’t even get to write yet about the enhanced owner login functionality or triggers or our new HTML5 website designs, so much is happening!!

Vendor management is really a lite contact manager for your vendors. It’s heavily associated with the rental expense and work order functionality.

Work Orders > Vendor Manager

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Add Vendor

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  1. Enter vendor contact information
  2. Save data
  3. Add work order (optional step)

Work orders assigned to this vendor will appear below the vendor contact details.

Inquiry Management and Automation Overview

Vacation Rental Inquiry Templates and Automation

Work and testing are underway of a new feature that will allow Lodgix subscribers to route their inquiry emails through Lodgix. This will allow a subscriber to:

  1. Run reports by custom periods for inquiries received by source
  2. Calculate ROI by source as Lodgix will have smarts that track inquiries as they turn into bookings.
  3. Apply templates to responses for easy and quick responses in the event a property is available or not available
  4. Quote inquiries. Currently if a phone or email inquiry arrives, there is no ability to send out a custom quote via email. The new system will have this functionality.
  5. Track inquiries separate from guests. Inquiry tables will be sync’d with email marketing module to allow for email marketing after the fact
  6. Access mobile friendly pages for super fast response times when receiving inquiries on your mobile device
  7. Setup complete automation, allowing inquiries to be answered with templates applied with NO subscriber intervention
  8. Enable a feature called “Rental Switch” which will automatically suggest (and quote) other “like” properties in your inventory when an inquiry arrives for a property that is not available.

and of course, much, much more.

This is truly the most robust inquiry management and conversion tool available anywhere. Best of all we are providing it at no charge to existing customers. Estimated time to arrival: January 25, 2012.

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Screenshot showing new Inquiry menu item with ability to map your source IDs to specific properties on Lodgix. Using the Cost tab you will be able to define the cost of your annual listing for ROI calculation or also define the per inquiry cost by source.