The Lowdown – July 2017

Ubookr news march 2017
The Lowdown is our monthly update that highlights recent improvements we’ve made to the platform, so you can easily stay informed on what’s new in Ubookr. Here’s what we launched in March.
The Lowdown is our monthly update that highlights recent improvements we’ve made to the platform, so you can easily stay informed on what’s new in Ubookr. Here’s what we launched in July.

HUGE Notification Improvements

We’ve been knee deep in tricky code and are really excited to unveil our new Notification system.

In the past, every-time you made or altered a job booking a new notification would be generated and instantly sent to everybody involved. With this new release you now have ultimate control over who gets a notification and when they get it.

You now have these options:

Always ask – you’re asked whether to send the notification or not
Immediate – make a change or new booking and everybody knows immediately
Delayed – send notifications after an amount of time has passed
Time of day – set what time of day all your notifications get sent out
On demand – use the notification management to send notifications as required

To choose your setting go to Setup > Company and click on the Notifications tab.

 

notifications

 


 Calendar Speed Improvements

We’re continually adding features to the calendar and that can eventually slow things down as the calendar gets more and more features. This month our resident calendar guru, Joseph, has released a major speed upgrade to the calendar.

Those of you with loads of bookings or staff will see dramatically faster loading times.

 


Set your invoicing date

You can now set the date that appears on the invoices you generate in Ubookr and send to Xero.

This means you can now do your invoicing after the end of the month but still set the date to the last day of the previous period. The benefit of this is that some customers pay their invoices a certain number of days after end of month and now you can ensure your invoices are included in the current payment cycle.

 

invoice-date

 


 USA beta launched

July also marked a milestone for Ubookr with our first users in the USA.

At the moment we are in beta mode and working with our volunteer testers across the USA to ensure there are no unforeseen bugs.

Welcome aboard and thanks for helping us out.

 


Minor bug fixes & upgrades

  • Notes and attachments to bookings are now displayed in the details pane
  • Email templates have a brand new improved layout and look
  • Google account sharing (contact us for more info)
  • A message appears when you have unconfirmed bookings that need attention
  • Unconfirmed bookings now appear at the top of your booking list
  • Including the word “invoice” anywhere in a bookings private notes will make an exclamation point pulse next to the booking when creating invoices.

 


What’s next?

In the coming days and weeks we’ll be releasing Busy Times for the calendar and the much anticipated Sub-contractor feature as well as lots of minor improvements and features.

Thanks for all your great feedback and happy booking!

:)  The Ubookr team

The Lowdown – APRIL 2017

Ubookr news march 2017

The Lowdown is our monthly update that highlights recent new features and improvements we’ve made to the platform, so you can easily stay informed on what’s new in Ubookr.

Here’s what we launched in April.


Calendar Improvements

As mentioned last month we have continued to add features and improvements to the already great Ubookr calendar. As the heart of our system we are continually looking for ways to make using the calendar an awesome experience.

  • Keyboard shortcuts: holding shift and clicking an event will reschedule it, holding alt and clicking an event will duplicate it, double clicking will edit it.

  • Filters: if you have a lot of staff then we now group by service type so you can look at all your photographers at once, or all your floor planners, etc.

  • Push updates: If you’re in your calendar and someone else (another staff member, a customer, etc) adds, deletes or changes a booking, you’ll get notified immediately and it will appear in your calendar straight away.


Invoicing Improvements

A big thanks to the team at Incredible Images in NZ for making some great suggestions on how to improve your invoicing experience.

The improvements implemented in April are:

  • Visual improvement to make invoicing easier (alternating background colours on invoice rows)

  • Typeahead’s in the drop-down fields – now you can start typing a customers name and they will appear so you don’t need to scroll down to find them.

  • The ability to group bookings for invoicing by contact person in a customers office.

  • Edit booking costs while invoicing without leaving the invoicing screen.

  • We’ve added a date range selector so you can determine which period you’d like to invoice.


Improvements to Create Booking

As a supplier you can override the default settings: if a staff member doesn’t usually do a particular service or in a certain work area, you can still select them to do the service if you need to.

This is great for flexibility but if you have a lot of staff it makes it hard to know who is actually designated to do the job in the given work area.

We now make that clear in the supplier staff dropdown.


WHAT’S NEXT?

Next month we’ll be releasing two big new features for the calendar, Busy Times and Delayed Notifications as well as several other handy features and improvements.

We’re also really excited to announce development has begun on the all new Ubookr mobile app. The new app is going to be a huge advancement on the current app and will allow agents and suppliers to manage bookings in a whole new way. We can’t wait to show you!

Thanks for all your great feedback and happy booking!

– The Ubookr team

Manage bookings with non-Ubookr customers

Gone are the days of sending unanswered invitations to your customers. Now you can add contacts that need to see updates to bookings straight into Ubookr–no need for them to sign up.

By blood, sweat and popular demand, our new Customer Management feature has launched!

There’s no two ways about it; logging into a new booking system can be a daunting task. The photographers (and other suppliers) of Ubookr need to get their real estate agents online and making bookings into their calendars, so bringing them into the system gently and meaningfully is paramount.

An invitation-based connection system that requires signing up had been our answer to that…

Contacts' invitations to start booking with you on Ubookr get lost in big piles of mail
…but invitations tend to get “lost in the mail”

Now, suppliers can add customers and their staff straight into Ubookr, and match them up to bookings as though they’d signed up!

We’ve re-framed the invitation emails as connection requests and continuous booking updates. These emails are far more relevant and meaningful, so customers will be more likely to engage and start making bookings. Furthermore, pesky account setup won’t be an issue–all that’s left for them to do is enter a new password and they’re in!

For our existing suppliers…

Simply head to the Customers page and search for your client’s listing.

Search for a customer by their business name and they can start booking you straight away
If we already have your customer’s information, the rest is easy!

If they turn up in the search results, just click Connect and you’re good to go. Otherwise, don’t worry; enter some basic contact details down the bottom and we’ll create an account for them automatically.

Once that’s done, you can add any staff that you book with, and you’re ready to get booking!