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!

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

Dashboard and Reporting Enhancements

A subscriber brought it to our attention that when a guest orders a service add-on that there really wasn’t a great, automated way of staying up-to-date on what each guest has ordered. To fix that we implemented a series of enhancements today:

arrivals-dashboard

1) There is a new services icon which will appear in each of the arrival widgets. Moving your mouse over the service will display the service(s) ordered. This is a nice check for whomever is checking guests in, but it doesn’t really solve how to alert the housekeeper that a service has been ordered. To that extend the arrivals and housekeeping report will now have a Services column which will itemize each service that has been added to the invoice for that property.

2) While working in the dashboard we re-implemented the color coding to show invoice status on the arrival and departure widgets. We also implemented the equivalent of a “show all” icon (look for the seeing eye) in the upper right, which when clicked will show all arrivals or departures.

New Dashboard is Coming!

For almost a year now I’ve been promising a new dashboard. Our current dashboard is static and offers the user no ability to customize it to display data that is most important to them. In our current dashboard the layout is comprised of straight tables which does not display well on mobile devices. In our current dashboard there are only six data windows: arrivals tomorrow, departures tomorrow, pending reservations, balances due, refunds due and statistics. Even worse the statistics haven’t worked in five years. 🙂

Here is a screenshot of the current dashboard:

lodgix-old-dashboard

New Responsive HTML5 Dashboard

Our new dashboard will be a tool that is very flexible. We will add data from all over the application reservations, inquiries, revenues, total bookings, arrivals by day, week or month, departures by day, week or month, twitter feeds, facebook feeds, social media engagement, website visitors, anywhere we can pull data, we’ll attempt to do it.

Just as important, you can determine what data you want and where you want it. The widgets can be dropped anywhere on the screen. Maybe you want to group your widgets and have tabs for each grouping, you can do that. Maybe you want your employee to only have access to a couple of widgets, you can do that. Maybe your property owners should have a widget or two that only pertain to them, you can do that.

Also the new dashboard is responsive, meaning it will display wonderfully on any size screen or mobile device. We will be recoding our header to be responsive in the next few weeks, so the whole application will take a nice step forward to working well on any size screen or mobile device.

Here is the most recent screenshot of our new dashboard:

lodgix-dashboard

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.