How customers can register interest in the booking portal
Utilizing the Kinnovis booking portal, customers can easily register their interest in unavailable unit types. Being aware of their interest enables you to proactively follow up with these leads, offering personalized solutions tailored to their specific needs.
"Register interest" form
Customers have the option to click on "Register Interest" for such unavailable units, where they can input their first name, last name, email, and phone number to receive further assistance.
Unit availability logic
In the booking flow, customers first select their desired unit type and then specify their move-in date. If the desired unit type is booked out, our system shows the information that the desired unit is not available and automatically suggests the next smaller and larger unit types as alternatives to book.
Our system efficiently considers scheduled move-outs of existing customers occupying units. This ensures that once a booking has a move-out date scheduled, the unit becomes available in the booking portal following this date.
Note: If you have set up a specific "to check time" in your manager (explained here), i.e. a buffer time you need for checking a unit when the customer has moved out, this parameter will also be factored in.
"Available from" versus "unavailable" tag
When a move-out date is specified for a unit within the desired unit type, the system displays the next available move-in date as a tag in the upper left corner of the unavailable unit. This feature serves as a helpful indicator for customers of when a unit within the same unit type will potentially become vacant and available.
In cases where there is no defined move-out date for any of the units within the desired unit type, the system displays 'unavailable'.
How to manage incoming interest requests
Option 1: Lead request information on customer details page
When a new customer registers their interest for an unavailable unit through the booking portal, they are initially classified with the customer status 'lead'. Leads can be conveniently accessed by navigating to the "customers tab" and filtering the status 'lead'. Within the customer detail page of a lead who has registered interest, a "requests table" will provide vital information including its location, requested unit type, the date of the request, and the desired move-in date.
Different lead request types
The requests table will offer insights into two distinct channels through which lead information is acquired. The 'Request Type' field distinguishes between 'Register interest form' and 'Booking process'.
'Register interest form' indicates leads who proactively provided their contact details via the designated form (as discussed in this article), while 'Booking process' denotes customers who progressed through the booking portal but did not complete their booking. Both customers will have the status "lead" if they do not have any active or past bookings.
Option 2: Reminders to follow up on leads with the "Task Dashboard"
We've streamlined efficiency with our Task Dashboard. Whenever a lead expresses interest, a task will appear promptly in your Task Dashboard:
You can easily filter tasks by selecting 'Reminder to follow up on leads', which lists all types of interests in unavailable units.
To access additional information, simply click on the customer's name in the requests table.
Note: Moreover, if you've enabled notifications for these tasks, you'll receive email reminders when leads provide their contact details. Check out our help centre article on managing tasks to get more information.
Converting a 'lead' into a 'customer'
Be advised that in order to complete a booking for a lead through the manager interface, it is necessary to provide information regarding the customer type (private or business) as well as the customer's address. You will receive prompts to add this essential information before finalising the booking process.