Add Pencil as a Button on the Add Reservation Screen
Could we have a "Pencil Button" added to the reservation screen right next to Quote & Confirm buttons. as the customer usually waits until you have all there details, you then ask for a deposit the customer then asks can I get back to you with that or can you just pencil me in... the customer never starts the enquiry with "can you please pencil me in"
Thank you for your suggestion on a way we can improve RMS.
We appreciate the valuable feedback of our customers and encourage you to review suggestions made by some of our other customers to vote on those which would be of benefit to you.
We will continue to monitor this suggestion for feedback and update again with any changes.
In the interim, you may find it helpful for your situation to start with a Pencil Reservation and use the Convert to Reservation option once the customer on the phone agrees to pay the required Deposit. You can also lookup an existing Guest Profile on the Pencil Reservation screen which can save you valuable time re-entering the information when they change their mind to ‘pencil me in’.
Please feel free to submit new feature suggestions and should this feature gain new interest in the future we will re-open for consideration.
RMS Product Development
Sometimes I'm booking a reservation, then the guest says they want me to hold it for an hour/day, etc. It would be nice if I could convert that reservation into a 'pencil reservation'
It would be realy good to use the "Change Status" button within the Reservation screen to create a pencil booking just like all the other options (Cancel, No shown Unconfirm & Confirm).
That way when we are about to complete a reservation and the guest decides they want to think about it or will pay the deposit next week, we could retain all of the entered information and set it as a pencil booking that would expire.
Ryan Uhles commented
It would be nice if we could add a pencil booking from the add reservation screen. That way if we are about to complete a reservation and the guest decides they want to think about it we could retain all of the entered information and set it as a pencil booking that would expire.