A way to limit the time that a "pay deposit now" link is valid would be tremendously useful

jason hoffman shared this question 4 years ago
Answered

We offer both delivery and pickup options, with some of our delivery items/purposes requiring human oversight instead of letting customers do the entire order themselves online. As such, we dont allow auto-booking for customers requesting a delivery or video game truck party.


When we send them a quote after they've called in, and they want to book, they are forced to either call or click the "Call me...I want to Book" button. I'd love to let them do it online, but once we create a contract to give them the ability to do that, they can effectively pay that initial deposit up until the day of the event which would really screw up our logistics. My ideas are:


Perhaps we could differentiate between a customer created quote and admin created quote. This would allow us to allow admin delivery quotes to be paid for/turned into orders by the customers without worrying about looking it over and having them call in. Customer created quotes still wouldnt allow this until an admin looks it over.


Perhaps there could be separate vairiables or links to pay - One being "deposit" and one being the typical payment page when you view a contract. Again, this would give us the ability to make restrictions on the deposit only and not affect the customers ability to make future payments before the event.


In either of the above scenarios, there'd need to some sub-options in the settings like : "On Delivery orders created by admin, only allow customer deposit payments for x days after quote is sent as long as it is x days before event date and a conflict isnt created" or "On all delivery orders, customer ability to follow the deposit link is only valid for xx days so long as event is xx days away and it doesnt create a conflict"

Best Answer
photo

We normally recommend deleting a contract if the date is nearing and you don't intend to do the event.

We've had requests to have IO auto delete/expire contracts either x days after it's created if it isn't signed or paid OR x days before the event.

I think this would effectively solve the problem you're having with logistics.

Comments (6)

photo
1

We normally recommend deleting a contract if the date is nearing and you don't intend to do the event.

We've had requests to have IO auto delete/expire contracts either x days after it's created if it isn't signed or paid OR x days before the event.

I think this would effectively solve the problem you're having with logistics.

photo
1

Yes, that would do the trick. The problem we experience is that there's so many orders...over 4500 quotes....it's tough to keep up on manually. Additionally, after we create and send the contract which effectively reserves the inventory, we change it back to 'quote' status so the inventory isn't being held until the deposit is received.


For some reason, I recall you telling me we shouldnt mess with the 'contract created' status, as I considered removing un-checking the box that makes the 'contract created' status reserve the inventory. Am I imagining this?

photo
1

The reason I would recommend against unchecking conflicts on the Contract Created status would be that you could double book inventory. You could sent two contracts to 2 different customers with the same item and they could both sign the contract & Pay the deposit.

photo
1

I see. Isn't there a way that you guys could restrict overbooking to

admin only? Perhaps somehow tie that into the new real-time availability

a customer can see if we so choose? (If I'm understanding you

correctly).

photo
1

If we were to prevent booking on any lead that is unread, would that solve your problem? Customers would not be able to book until someone from your team has clicked on the lead to view it.


In this scenario, you could potentially look at a lead and not be ready to deal with it, but if the customer emailed themselves a copy of the quote and clicked the book button after you read it, they could book. To prevent this, we could change your email templates such that the default one would not include the booking link and have a secondary one that you guys select when emailing out quotes.

photo
1

It would then prevent pickup customers from booking too, without our oversight. I like that, just want to avoid it on deliveries