Q4 Updates

Issue	Fix
Allow User to get a rate estimate from the RG rates table.	New Feature: We have added a new functionality in Rategenie called Cost Estimator. Using this feature, users can estimate the rate for potential bookings without using Tokeet or Sympl.
Users should be able to view how Rate Estimator works.	On Rate Estimator Modal, we have added video to include a brief introduction about our new Feature. The video along with the link to help guide is also available on the Welcome page.
Allow users to create currency conversions for different channels.	New Feature: We have added a new Rule named as 'Currency Adjustment Rule' in Rategenie Strategies rule list. Using this rule, users can use different currencies for different channels. Users can also see the forex conversion table that's updated regularly to perform the conversion, prior to adding a new currency for a specific channel.
Users should be able to view how this new Rule works.	On the 'Add New Rule' modal on strategies page, we have added a brief introductory video to make User understand how this new rule works. The video along with the link to help guide is also available on the Welcome page.
Distortion in Market Data graph removed.	The Numbers around the graph were not displayed properly when there wasn't any data for the graph. This issue is fixed and the graph is correctly visible.
Message in Settings tab for Rate overlay updated.	Message related to Additional Guest Fee is updated in the Settings tab to show correct application of Additional guest fee.
Custom Feed Strategy was getting saved even if invalid CSV was uploaded.	If a strategy was saved after adding a CSV file with invalid data in all rows, an error message was displayed but strategy was also created. This is updated now and strategy will not be created if invalid CSV file is added by the user.
Error should be shown for CSV entry with wrong date format.	It's fixed now and validation error is shown.
Data within quotes in Custom Feed File was not saved.	It's fixed now and data within quotes is saved.
Duplicate Default Strategies should not exist.	In a few specific cases, User was able to set multiple strategies as default. This issue is fixed now and more than one strategies cannot be set as default now.

New Features

Updated: The photo ID request popup will not appear when the guest clicks the Submit button. This allows the guest to review and complete the contract, prior to the photo ID being submitted. now, both contract and photo ID will be submitted at the same time, when the guest clicks the Submit button.

Updated: Users can now download a PDF of the original file they uploaded. This is done on the Templates page, by clicking the Edit button and selecting Download. Only PDF format will be supported for downloads.

Updated: The user role now shows under the profile name in the upper-right corner of the dashboard.

Updated: User names longer than 30 characters will be truncated in the navigation bar, in order to maintain usability of the navigation bar on mobile devices.

Updated: Some minor changes were made to tooltips on the Edit Template screen, to improve clarity.

Updated: Zoom controls have been added to the sign template page. This will allow users on both desktop and mobile to have greater control over the view settings of the template, as they complete the required fields.

Updated: A new action has been added in the Inbox, that will allow users to associate a template with a different inquiry than it is currently associated with. This should allow users to continue tracking their templates in the TV3 dashboard, even after inquiries have been deleted and remade.

Updated: Users can now modify the text that shows when requesting a photo ID. In the Edit Template modal, select Passport, National ID, or both. The text shown to the signer, when requesting the photo ID will specify the selected ID type. Any pre-existing templates that request a photo ID will default to the National ID option.

Updated: To make use of the feature easier to understand, the Assign Inquiry action will always be visible on saved templates in your inbox. This will allow you to change the TV3 inquiry that the contract is assigned to, Previously, this action would only become visible if the assigned inquiry was deleted in TV3.

Updated: The subject and message body for outgoing emails can now be customized for each template. The Edit Template modal now shows an Edit Message button, which will allow you to add your own email subject and body, that will replace the default text sent by Signature. Be sure to click the Save button for the changes to take effect.

Updated: When trying to save a contract or form, there are certain fields that are required in order to make the contract or form template valid. The Save button is disabled until the required fields are placed in the template. There is now a tooltip on the Save button to explain which required fields are missing from the template, in order to provide better guidance when completing the template creation process.

Bug Fixes

Fixed: Data tokens were parsing into the completed templates out of alignment, making text hard to read and/or messy-looking.

Fixed: There was a blue square appearing around the close icon on the My Signature modal.

Fixed: Property owners were receiving 2 copies of the signed contract.

Fixed: When sending a template manually, the inquiry selector was showing the email address incorrectly. The "." in .com was converted into "%2E".

Fixed: Template recipients were not able to type anything into the textbox in the template.

Fixed: Users were able to create templates that did not have required fields, allowing guests to submit empty contracts with no fields completed. This has been fixed, so the correction for any further affected users will be to re-save the templates, making sure the important fields like the signature field are marked as required. The signature field will be marked as required by default now.

Fixed: The location information on a completed contract was sometimes showing the wrong location. This will now correctly show the location where the IP address of the recipient is registered. In my case, while i live in Krabi, Thailand, my location shows as Bangkok, Thailand, where my ISP has registered the IP range.

Fixed: In the change password modal, the top field was being highlighted, which wasn't correct behavior.

Fixed: |RENTAL:DIRECTIONS| & |RENTAL: WEBSITES| were not being replaced with the correct values when a Signature template was sent to a recipient using Automata triggers. After the fix, the correct driving directions and website URLs, for the associated rental, are now correctly populating the areas of the template where the data tokens have been inserted.

Fixed: The message body of the custom message sent with each template was not retaining the formatting shown when saved. This has been fixed now.

Fixed: When completing a form, guests were unable to enter any value into text fields. This issue has been fixed.

Fixed: When submitting a completed template, the Terms of Service popup was not displaying correctly. This issue has been fixed.

Fixed: Some users were unable to send templates to guests due to incorrect account information. This issue has been fixed.

New Features

Updated: The send to guest option was removed from rate events. This is because there is no reason to send a guest a rates notification.

Updated: The data token |GUEST:WIFE| has been updated in the data dictionary to |GUEST:SPOUSE|. users with templates that still say |GUEST:WIFE| will be unaffected. Both WIFE and SPOUSE data tokens will parse the same thing into the outgoing message.

Updated: Users can now filter triggers on the Triggers page by action performed.

Updated: Saving a custom code with a name that has only numbers was creating issues for some users. We will no longer allow names that are only numbers.

Updated: We added the user role underneath their name in the upper-right corner of the dashboard.

Updated: Users will now be able to set conditions on a trigger before saving. As long as all required fields in the trigger details have been completed, the trigger conditions will become available to be added. This will allow users to create triggers for multiple rentals at once, and have all of them share the same trigger conditions.

Updated: The trigger condition section now appears once all of the required fields are completed in the trigger details. The user no longer has to click the Save button to see this section appear. This should be more intuitive.

Updated: When archiving an active trigger, a pop-up now appears asking the user if they want to disable the trigger before archiving. This will prevent the confusion of archived triggers firing for some users.

Updated: A new Automata Portal has been added to the Help widget. This allows users to submit and vote on suggestions for new features in the app.

Updated: The Exclusion List switch, on the trigger overlay, has been given a label, to go along with the tooltip that was already in place. This should make it easier to understand what the switch does.

Updated: Sympl and Checklist logos were added to the login page. This allows users to quickly navigate to those new products directly from the Automata login page.

Bug Fixes

Fixed: New templates were automatically replacing existing templates on triggers.

Fixed: When duplicating workflows, the triggers in the new workflow were not copying the channel filter selection.

Fixed: When selecting the action Send Signature Form, the template selector was just 10 forms, instead of all forms if the user had more than 10. This has been corrected.

Fixed: Tokeet Widget triggers were not firing for inquires created via widget. A change has been made to the inquiry widget HTML code, that will not allow Automata to capture these events. You will need to make the inquiry widget again in TV3, in order to copy the updated HTML code to your website.

Fixed: Trigger conditions were not visible for triggers that had a hyphen in the trigger name. This issue has been corrected, and the pre-made samples have had any hyphens removed, in order to prevent future conflicts.

Fixed: Webhook service experienced a brief interruption in operation. This issue was quickly resolved, and webhook triggers should operate properly now.

Fixed: On the Booking page, the Last Triggered column was no longer showing the last trigger that fired. This issue did not prevent triggers from firing, and has now been resolved.

Fixed: Triggers were no longer firing for task events. The issue has been resolved, and task triggers now fire as expected.

Fixed: When an inquiry-related data token was included in a Signature contract, sending the contract using an Automata trigger would sometimes result in only the Tokeet User receiving the contract, and not the guest. After the fix, the Tokeet User and the guest receive the triggered contract in all situations.

Fixed: When a trigger was unsuccessful, and a error message was available for the situation, the error log was no longer visible in the dashboard. After the fix, the error log is now available for unsuccessful trigger that have qualified error messages. This can be viewed on the Recent Activity page, with the Error Log action, or on the trigger activity tab, by clicking on an event entry in the table.

Fixed: On the Booking Details overlay, the Messages tab was no longer showing the messages that had been send for the booking. After the fix, messages that were not visible before, will now be shown.

Fixed: Users with a valid Tokeet trial were being shown the banner saying that Automata would not work without a valid subscription, eventhough the app was still fully functional. This banner now only shows when there is no Automata subscription, and a Tokeet account is no longer on trial.

Fixed: The Insert Link button for inserting hyperlinks into a template was not working for some users. This has been fixed.

Fixed: The |RENTAL:WEBSITES| data token was not properly inserting the Tokeet website URL into outgoing templates. This has been fixed.

Fixed: When editing templates in multiple triggers, the first template that was edited was being assigned to the other triggers that were edited afterwards. This has been fixed now.

Fixed: Message templates were assigned to the wrong triggers. This occurred when editing multiple templates in multiple triggers. This issue has been fixed.

Fixed: The delete button on the Templates page was enabled, even when no templates were selected in the list. This issue has been fixed.

Fixed: When editing the column headers on the Triggers and Bookings pages, the column options were displaying in multiple rows. This issue has been fixed.

Fixed: When inserting a hyperlink into a template, the URL field was not visible through the sides of the template body window. This issue has been fixed.

Fixed: When a contract trigger fired, the guest name and channel name were not properly displayed on the Recent Activity page. This issue has been fixed.

Fixed: Some users received a bad request error message was appearing when attempting to save a template or trigger. The template and trigger would still save correctly, but the error message created some confusion. This issue has been fixed.

Fixed: When creating a workflow from a sample, the different sample options were not displaying the correct collection of triggers. This issue has been fixed.

Hi Rodney. We apologize for the lack of updates in the community forum. I can assure you that we have made a number of updates and changes to all of our products since Q3 2019. We have just failed to relay those updates here. We have an official changelog that you can follow here.

Hi Willem. This product is nearing completion. We do not have a timetable for release, as thorough testing must be conducted prior to launch. We will be making a public announcement, when this app is available for users to try. Thank you for your interest.

Q1 Updates

Issue	Fix
Users should be able to save the strategy after updating strategy details.	On Strategy create view: Changing drop down selection from occupancy base to Historical demand was not allowing to create a new strategy. This issue is fixed now.
In Rental Market occupancy, Sorting was missing to display the latest 12 months data. Due to this users were not seeing all the data for the past year.	In Rental Market occupancy, Sorting is added to display the latest 12 months data. Now users can see all the data for the past year.
Label of 'Local Events' is updated.	For Rates calendar, In rates break down we have changed the label from Local Events to 'Special Events'.
Logged in User's Role should be visible.	On top right side of the app, right below the user name logged in user role should be visible now.
Allow User to select a global year for all the charts data on rental metrics tab.	New feature: On rental overlay page for rentals Metrics tab, we have added global year selection to show all the charts data in one go.
Issues with Navigation are fixed.	Fixed the navigation issue for different browser zoom sizes. Users were previously facing issues while navigating to month and year filter.
Non percentage adjustment fields were displaying maximum value is 300% error.	Strategy Rule: Non percentage adjustment fields were displaying maximum value is 300% error. This has been corrected to display this error message only in case of percentage adjustment fields.
For Strategies, Editing Min night rule from mobile app was causing problems on RG web app.	We have fixed the UI issue and also fix the issue where min night was not showing on rates breakdown.
Manual rates start and end dates are displaying incorrectly.	Fixed the time zone issue that was causing manual rate to be applied one month ahead.
Rategenie does load data when a user has a rental name with all Numerics.	Fixed the issue where Rategenie was not loading properly whenever there was a rental with name as full numeric values.
Label should be changed for Airbnb API (new).	Airbnb api (new) label is removed throughout the app and changed to Airbnb Api.
Dragging Sync buttons were causing issues.	Turning ON/OFF sync buttons in Rategenie while using Drag and Drop were causing some issues. Dragging the sync toggle was not getting ON and OFF. This is fixed now.
Reducing the screen size was causing spinner to keep rotating on the rates calendar page. The Rate calendar was not showing rates with less than 90% zoom size.	Rate Calendar is now showing correctly for different zoom sizes.
Zero percentage adjustment on manual rate was causing problems.	Zero percentage adjustment was not visible on rates breakdown and also it was showing blank value on the manual rates table. Adjusment Issues are fixed now.
On Rates calendar page while applying rental filter: selection of rental was moving the scroll on top again.	It's fixed to stay on the selected rental section.
In Strategies, adding a new rule was displaying the type as rental in the strategy activity logs and not as a rule.	New added rule is now displayed as a rule in the strategy activity logs.
Error message entering negative values need to be updated.	Update the error message when entering negative values. Following error message will be displayed now where -ve values are not allowed: Only positive integers allowed.
On Login, Terms of Service URL were outdated.	It’s fixed now to show the latest Terms of Services.
On Login, Privacy Policy URL was outdated.	It’s fixed now to show the latest Privacy Policy.
UI was getting disturbed on large Rental Names.	We have reduced the rental name display length to a certain level so that UI is not disturbed.
Check should be applied for TV3 rate mappings with auto-sync active	New Feature: Check is applied for TV3 rate mappings with auto-sync active, to prevent duplicate rate pushes. Now we show a warning pop up when user tries to turn on listing sync in Rategenie to avoid duplicate rate pushes.
On Rates calendar page, Users should see a banner to subscribe to RG or update subscription whenever subscription is expired.	New Feature: On Rates, Show a banner above the rates calendar when users are not subscribed to Rategenie. When user subscription is over/past due then we are now showing this banner on top of RG page: You are not currently subscribed to Rategenie. Rates will not push to your channels until you subscribe.
Users should be able to see Audit trail and see what changes are made to strategy type or rule.	New Feature: Added audit trail, whenever a user makes an update to his strategy or linked strategy rules in RG. In strategy activity logs now users will be able to see which rule or strategy type is updated/changed.
Users should see an info box on Channel Adjustment Rule.	New Feature: On Strategies, We have added an info box to the Channel Adjustment Rule. Following info box text is added on channel adjustment rule: Channel adjusted rates will never exceed the min or max rate that is set in the strategy or rental settings, even if a manual rate is set.
Users should be shown a red alert icon on Rates Calendar Page when rental location is updated.	New Feature: On Rates, When a user updates his rental location then we are now showing a red alert icon on the rates calendar page. When user will click on this icon then we will generate rates in rategenie according to updated location.
Icons should be updated throughout the application.	New Feature: We have added different icons like Edit, Remove, Delete throughout the app and also added different strategies type icons in the application.
Users should be allowed a grace period of one day while checking validity of active subscription.	New Feature: When checking the validity of an active subscription we have implemented a grace period. We have implemented a 24 hour grace period, in order to prevent unnecessary service outages on the day of subscription renewal.

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Q2 Updates

Issue	Fix
Truncate Users Name when the username is large.	We have truncated the user name when the username is large so that the UI is not disturbed.
Remove Year Selection option from Seasonal Rule.	We have removed the year selection option for the Seasonal rule in order to avoid the wrong rates issue due to overlapping years.
Issue with Leap Year selection on Seasonal Rule.	For the Seasonal rule, when there was a leap year then rates were not showing correctly on the rates calendar page. This is fixed now.
Allow the Users to filter data based on Rental Amenities.	New feature: We have added a new filter of Rental Amenities in the Rategenie filter list
User is not directed to Current Day on rates calendar.	On rates multi calendar page by default, User is now redirected to the current day.
User should be informed about the issues of disabled and pending listings.	New feature: Added an alert in the bell icon section for disabled/pending listings of any channel to help users to quickly fix the issue of disabled/pending listings in Tokeet.
Allow ability to drag horizontally and vertically to add a manual rate for multiple rentals in one go.	New feature: On rates multi-calendar page, we have added an ability to drag horizontally and vertically to add a manual rate for multiple rentals in one go.
Add info in Airbnb listing while adding additional guest rule.	We have added info text for Airbnb listings while adding an additional guest fee rule through the strategy page.
Allow User to adjust rates based on Custom Occupancy ranges.	New feature: We have introduced the new Custom Occupancy strategy in Rategenie. Now with custom occupancy the users have the option to define their own occupancy range, and using that range they can adjust rates up and down depending on their needs.
Allow User to define different rates across differnet seasons.	New feature: We have introduced the new Seasonal rule in Rategenie. Now with seasonal rule you can set a different base rate, minimum rate, maximum rate and minimum nights for different seasons throughout the year. The seasonal adjustment once set will repeat itself automatically for each year.
Users should be informed about the Seasonal Rule when logged in.	After user login on Rategenie page, we have added an in-app pop up message along with a video to help our users to get all the details about our new seasonal rule.
Update hierarachy for min nights after the addition of Seasonal Rule.	We have updated the min night hierarchy after the addition of new seasonal rules. The updated min night hierarchy is: Manual rate, Gap night rule, Date specific rule, Last minute rule, Seasonal rule, Advance booking rule, Min night rule, Rental rate settings, Strategy details

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Q3 Updates

Issue	Fix
Allow Users to set own rules of rates using CSV file or an public feed URL link.	New Feature: We have introduced a new custom feed strategy in Rategenie. Using this strategy users will be able to feed their custom rates for each day by manually uploading a CSV from their computer or by entering a public feed URL of their custom rates that we will use to pull the feed data at least once per day.
Users should be able to view how this new strategy works on Strategies lis view page	On the strategies list view page, we have updated the strategies overview video to include a brief introduction about our new Custom Feed strategy as well.
Users should be informed about the new features when logged in.	After user login on Rategenie page, we have added an in-app wizard to help our Rategenie users to get all the details about our latest Custom Feed strategy and other new features in Rategenie.
Rategenie 50% discount for New Rategenie users.	These are the countries which are charged full price in Rategenie: NA (Canada, US & Mexico), EMEA minus Africa (which includes Russia and the Middle-East), Australia, New Zealand, Japan, Korea, China, Singapore, Maldives. All others get 50% off. Read more detail about pricing plan by going to the below link here
Allow Users to set rates based on weather forecast.	New feature: Using our new weather rule, users can now set different rates depending on the weather forecast. Set a fixed rate or an adjustment to the rate based on the weather conditions in your rental location. To learn more, click here to read the help document.
Allow Users to set up an Alternate Location inside Rategenie.	New feature: Using this feature, users can adjust their rental’s location in order to get market data without impacting their rental’s primary address. Set an alternate location inside Rategenie in order to get market rates without interfering with your current primary address location. To learn more click here to read the blog article.
Allow Users to set up an Alternate Bedroom count inside Rategenie.	New feature: Using this new feature, users can set an alternate bedroom count inside Rategenie in order to get rates that are comparable to their competitors without interfering with their Tokeet rental data. To learn more, click here to read the blog article.
Add a tooltip for default rates and area avg rates in Overview tab on Rental Overlay.	New feature: On rental overlay, In the overview tab, we have added a tooltip for default rates and area avg rate.
New Integerations for Rategenie.	New feature: Added HomeToGo and Sympl in the integration section of RG.
Add a reason text field while creating manual rates.	New feature: A text field is added allowing users to add Reason while creating manual rates in Rategenie.

There was a temporary outage of the Tokeet and Automata trigger services from July 30th @ 17:56 UTC to July 31st @ 09:18 UTC. This resulted in triggers not firing when expected. As a result of this outage, any automated messages that failed to send will have to be sent manually. Automated messages outside of the specified time range will have been unaffected.

We have successfully identified and fixed the issue, with safeguards installed to prevent another occurrence in the future. Please review your inquiries and automations for the time range noted above, to ensure that your guests have received all appropriate messaging. We apologize for the inconvenience this may have caused. We will continue to monitor the situation to ensure that all corrections made have been effective. If you have any further questions, please feel free to ask. We appreciate your patience, and thank you for being a Tokeet user.

Hi Irina. Thank you for the thoughtful suggestions. These have been forwarded to the development team for consideration. We're unable to provide a timetable for implementation at the moment, as feasibility of each request has not yet been determined.

Hi Alistair. Homeaway API integration is still in development. Release of the API has been delayed until later this year.

Hi Ryland. The payment logs go back 30 days, in app. If you wish to see activity beyond that span, you will have to reference your stripe account to see the full payment logs.