Hospitality HouseKeeper – version 3.20.2
This release contains many new features resulting from our client-driven development processes.
What’s New
Functionality
- Photos can now be added to the Admin side of the site, so you can upload photos of your volunteers or staff.
- Houses have the option to now show guest photos in the Current Guests tab, in addition to a guest’s profile page in Guest Edit.
- Houses can now set up automatic emails to send during a visit. This could be a way to send more info on Day 2 of a visit or touch base with your long term guests.
- Any Notes associated with a PSG now show in the very first page of a Reservation, prior to the first Save.
Workflow
- In the Waitlist and Confirmed tabs, there’s now an Incomplete Address icon, to help users know whose profile still needs to be completed.
- Holidays can be highlighted on the Calendar. This won’t prevent you from adding visits to that date, but gives a visual cue to help remind staff of the holiday.
- New Person is now listed at the top of the Reservation search bar results.
- Houses now have the option of uploading a document during the Reservation or Check-In process. This could be useful if you take a license scan as part of check-in.
- The Online Referrals tab now has a time stamp, in addition to the Date, so users can know exactly when Referrals are coming in.
- Along with an Add Guest button in Online Referrals, there’s now a Remove Guest button, so if the Add Guest button was pressed accidentally, you have a way to remove those fields.
- The Diagnosis textbox, guest prefixes, and guest birthdates were all added as options to the Online Referral Form.
Reports
- A “Last Updated By” column has been added to the Item Report. For example, this could help management keep track of which users are adding Additional Charges or Discounts.
- The Guest Demographics report now has a Room Group chooser box. This means you can now pull the number of Unique Individuals who stayed at different house locations or were hotel guests vs house guests.
- In the Housekeeping reports, there’s now a column for Number of Guests in the Rooms Not Ready and Show All Rooms tab.
Configuration
- More Reservation Cancel Codes have been added; a house can now use up to 9 unique codes.
- There’s now an option for a Diagnosis search box. If your house tracks a lot of diagnoses, the dropdown gets rather long. Now you can search for one of your diagnoses and select the correct one—similar to how the Guest Search works.
- Diagnoses can be assigned to broader categories, which are set up and assigned in Resource Builder.
Fixes
- The phone number search bar previously glitched if more than 5 digits were entered. This is now fixed.
- New Referrals, from an online referral form, weren’t setting the Room Rate correctly. This is now fixed.
- The success / error banners are a bit different. They weren’t working properly for a few users, so we chose a new style.
And of course, many minor improvements to processing, security, logging, and performance.