Ability to flag a customer to prevent them from booking or notify staff

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10 comments

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    Dedric Hourde

    I have created my work around for this:

    I have 3 custom fields attached to the Customer's profile that is only shown to Staff:

    - 1 dropdown with 2 options:  "no note" & "special note" (only visible on the form)

    - 1 paragraph with filtered based on the value of the dropdown, so the paragraph is displayed only when there is a note (only visible on the form)

    I also have a bright red HTML output that is displayed (on the invoice) based on the same filter (ie when the dropdown is set to "special note").

     

    This way, the actual comment is never visible on the invoice, but the bright red HTML visible on the invoice tells the staff to check for a special note...

    As long of the customer uses the same email address, the flag will appear on all new bookings...

     

    Not the ideal solution we'd all want, but it sort of does the job for me.

    I hope this helps a bit.

     

     

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    Ryan Lainchbury

    Great suggestion, Mike.

    I've updated the name of this post so that other users can more easily find the suggestion. 

    As Dedric Hourde pointed out, preventing certain guests from booking would only be possible in scenarios where the booker has signed in to the booking page or/and uses the same email. Nice workaround, Dedric! 

    While we don't have plans on implementing this in the immediate future, hopefully this workaround helps in the meantime. We'll keep an eye out for more interest in this feature.

    Thanks!

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    Jess Chapman

    This would be immensely helpful! Even if it's not that you want to ban the guest, even just having a flag show that there are extra notes about them. For example, we own a horse riding business where guests will often request a particular horse. We have a handful of guests who are in love with a particular horse, but they really are not a good match to them (the horse is too strong, the rider stirs up the horse etc). There's currently no way of remembering this for their next visit, so we end up just making the same mistakes over and over as we don't remember their last ride. 

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    April Love

    We also think this would be extremely helpful!  We have a hand full of people we have told that we will no longer rent to them, but they can still make a booking online and we have no way to block them without catching it manually, refunding their payment and contacting them to let them know that we will not rent to them.  That is just one more negative interaction that we don't need to have.

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    Adele Bain

    We are a busy little caravan park. We also think this would be extremely helpful!  We have a hand full of people that we would not like to book or reserve again as their behavior was unacceptable.  Unfortunatelly, they can still make a booking online and we have no way to block them. We take immediate reservations with payment and have to try catch it manually as well. Refunding their payment and and rejecting them afterwards is a very difficult task to let them know that we will not rent to them.  I fully agree that it is just one more negative interaction that we don't need to have with them. We know their history, we don't want them back or give them the option of booking again.

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    Stephanie Meinhold

    I would also really like to see this feature.  It would be nice if it just prevented them from booking completely versus having to see a flag and then cancel their reservation and explain why it was cancelled.

     

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    Twinkle Owner

    I see that several other posts have been made requesting to black list customers, myself included. This would be a nice option for Checkfront to add and clearly there are businesses interested in having this feature. 

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    Irvine Park Railroad

    We would be interested in this feature! We reserve party pavilions and moon bounces and would like to prevent certain past customers to not be able to book again due to unacceptable behavior.

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    Breanna Lawlor

    Hi there Mike Valin,

    Thank you for making this suggestion! We have released a new feature called Blocklist that allows Checkfront users (on Growth and Managed accounts) to block customers' email addresses.

    You can find and manage the status for all of your blocked users underneath the Customer Directory > Customer Profile.

    To block an individual, navigate to Customers > Directory > Customer Profile > Block. Users with Admin permissions will also be able View Customer List and Edit Customers.

    We hope this Blocklist feature will help to prevent problematic guests from making future bookings with your company. For more details, refer to our Release Notes and this post in the Community Forum.

    Happy bookings!  

    cc: Jess Chapman April Love Adele Bain Stephanie Meinhold Twinkle Owner Irvine Park Railroad

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    Dedric Hourde

    The Blocklist feature is a good 1st step, but I think there is room for improvement:

     

    while we may want to block a user, there may be situations where we just need to flag a user.

    This doesn't mean we want to completely stop that user from making any booking, but simply as a way to draw the staff's attention to any booking made by a flagged customer. (doesn't necessarily mean it's a bad customer!)

    Hope that makes sense and hopefully this blocklist feature will evolve soon.
    Cheers

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