I'd like the ability to add Customer Notes
that would come up when re-booking a previous guest so I can see what, if any, problems they may have caused, or if they were really awesome. We had a guest that had dogs and left them in the room for 6 hours at a time, they peed all over the rugs and barked incessantly. I'd like to know this so I can factor this in to whether I'll rent to them again or ban them altogether.
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In MANAGE / LAYOUT / BOOKING FORM
I've added a custom field.
I called it "Internal Note"
Parameters for this field:
This allow a place to save information that can only be seen by Staff.
If a booking is created by a Staff, the field will be automatically filled with the info at the time of creation, so you can make the appropriate decision.
You can even include the content of this field in a notification, using "{$name_of_field}".
Unfortunately, I haven't found a way (and I've tried hard!!) to have the content of this field to be added/"imported" to a booking made by the customer.
The field needs to be "Shown on form" only to Staff (for obvious reason), therefore, CheckFront doesn't fill it with saved info when the Customer creates its booking!!!!
TO CHEKFRONT:
is there a way to change that ?
Stay tuned for more insights on next steps from us!
That would defo be very helpful.
On the topic of Customer's info, I understand that during the 1st ever booking made by a new customer the info he submits are stored in his profile (for fields with the option "Attach this field to customer profil");
then when a returning customer creates a new booking, these info are used to pre-fill the new booking.
But then these info are not automatically updated if modified on the booking.
They can only be modified through the Customer's profile page.
Would it be possible to have the option of auto-updating of fields every time a booking is submitted ?
This option would be set individually for each field, as some may be required to not be updated automatically (as it currently is), while others should...
I hope this makes sense.
Thanks
thanks
However, this workaround (see the 2nd message on this thread) lots of limitations on how to use, display or report it.
Anyone at CheckFront ?
Thanks for your feedback, everyone.
Currently, the Customer Profile and Customer booking form on the Edit tab of the Invoice are not synced. This means that if you update the name of a customer on the Edit tab of the Invoice, it won't update the customer profile. That said, I can see how having this information synced could be helpful, and I've made a note of your feedback.
Dedric mentioned a helpful workaround option - adding an internal note. Adding an 'internal note' field allows operators to add customer notes to each booking a customer makes.
Here's how to set this up:
When adding a note, you'll need to add it to the Customer Profile, and when making a booking as a staff, you'll want to use the Customer Directory if the customer has booked with you before.
Remember that when adding a note, you'll need to add it to the Customer Profile and when making a booking as a staff, you'll want to use the Customer Directory if the customer has booked with you before.
Click here to see a silent video of how this is done.
Adding notes to the Customer Profile
If you want this information to be on all future bookings made by this customer, you'll want it to be on the Customer Profile.
To add a note to the new booking for a customer who doesn't have a note, you'll also want to add the note to the new booking. To do this, click Edit on the Invoice and add it to the customer form.
Staff Bookings
When making new bookings as a staff member, use the Customer Directory if the customer indicates that they have booked with you in the past.
Click here to see a silent video.
Customer Bookings
With the internal notes added to the Customer Profile, all future bookings made by the customer (with the same email and name) will have that note on it.
I hope this helps shed some light on this workaround. Thanks again for your feedback, and please get in touch with us directly at support@checkfront.com to dive further into your specific use case!
I am SO tired of every reply made by CheckFront's support to be of the form "...I can see how this would be useful… I've added your name to an existing feature request… blablabla".
And then nothing happens. for years. or ever.
If you mean it, if you really see how something is useful for us, then ACT on it!
Anyway, the work around in this case is ONLY a WORK AROUND. This can't be an [acceptable] solution for at least the following reasons:
Precision on your description of the workaround:
Hi @Dedric,
You’re right - it’s a workaround and a temporary solution, and it does have it’s limitations. We receive hundreds of feature requests and suggestions for feature improvements each month, and while we don't have the ability to add all of them (even those that may seem like no brainers), we can still appreciate all the feedback and suggestions that we get.
We’d like to provide a better experience and more clarity into our product and development process, so thank you for indicating that this is something that is important to you.