Thingies

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
+  - Integrate payment processor data into a database of ours. Dashboard backend if it makes sense, DWH if it doesn't. Join with Dashboard data.

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