From bad971a5867d51ff002feebcf902045a2e11f4aa Mon Sep 17 00:00:00 2001 From: Pablo Martin Date: Tue, 5 Dec 2023 13:19:26 +0100 Subject: [PATCH] Thingies --- invoicing_comeback/README.md | 7 +++--- log.md | 46 +++++++++++++++++++++++++++++++++--- 2 files changed, 47 insertions(+), 6 deletions(-) diff --git a/invoicing_comeback/README.md b/invoicing_comeback/README.md index 6d19d42..7c7234a 100644 --- a/invoicing_comeback/README.md +++ b/invoicing_comeback/README.md @@ -35,7 +35,7 @@ My notes when watching through the video Ben C. recorded with the Finance team. - Records in Stripe about who the host is, what the booking is, need to be checked manually from the UI - From Hubspot - Get the new clients and pricing structure there - - Names in Hubspot and Dashboard are different + - Client names in Hubspot and Dashboard are different Some random thoughts: @@ -49,7 +49,8 @@ Fronts: - Quickish - Ease data export from dashboard with tailored queries - Formalize things and win spreadsheet agility by simply formalizing and documenting things + - Somehow make nicer exports from Acquired and/or Stripe - Longish - - Remove manual payments from limbo. We need some degree of organization around there, even if the first version is just a well maintained shared spreadsheet. + - Remove manual payments from process limbo. We need some degree of organization around there, even if the first version is just a well maintained shared spreadsheet. - Single payment processor - - Integrate payment processor data into a database of ours. Dashboard backend if it makes sense, DWH if it doesn't \ No newline at end of file + - Integrate payment processor data into a database of ours. Dashboard backend if it makes sense, DWH if it doesn't. Join with Dashboard data. \ No newline at end of file diff --git a/log.md b/log.md index df28d1e..04d5e9e 100644 --- a/log.md +++ b/log.md @@ -739,11 +739,52 @@ Small fish "We are very good at selling" + +# 2023-12-05 + +## Dashboard tour meeting + +- Dashboard + - Listings tab: shows listings + - Verifications tab shows all verifications. + - Emails tab: PMCs can customize the communication templates to style them with their own branding and details. + - Resolutions tab: well, for resolutions + - Account tab: the details of the PMC account can be modified here. +- Verification Journey + - PMCs can generate verification requests manually and send them to the guest through any kind of communication channel + - The page is "flexible": the steps the guest goes through will be different depending on what features + - Once the guest provides details, he exists in our database +- KYG Lite + - Light version of the dashboard + - Unpaid service to catch small fish + - Right now, only available for Hostfully PMCs +- Direct API integrations + - DACK, Enso-connect, OTA (Online Travel Agency) +- E-deposit + - Uses Athena API + - Currently only live with Guesty PMS + - No customer contact, direct service without signup +- Internal Admin Dashboard (Wilbur) + - For Superhog employees + - Can be used to set the Account Settings for any of our customer accounts +- Guest dashboard + - Will be discontinued + +Is the backend of KYG-lite 100% the same as Dashboard? Same backend yes. +Difference between Athena/e-deposit vs Direct API integration? +Is Accounts the only relevant tab on Wilbur? + - Couple of useful reports + - Resolution admins view + +READ THE PRODUCT MAP and the Superhog features +Do I have access to KYG-lite? + # Now -- [ ] Book sessions with engineering team to document data model - [ ] Try to access Core - [ ] Start building data source pages in Notion + - Add Product Map link to Dashboard + - Ask Alex and Lianne to add docs on the Notion page - [ ] Deep dive into invoicing process @@ -765,13 +806,12 @@ Small fish - ## Onboarding and Data Kickstart - [ ] Are there any shared folders in Keeper Security where I should be added? - [ ] Yes, a dev folder -- [ ] Get access to staging environment for KYG platform +- [ ] Get access to staging environment for KYG-lite platform - Accounting migration - [ ] Check iplicit content shared by Andrew