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Yep! Use the preview link you get from the request e-Signature button on the Legal tab of the booking and you can see what it looks like.
Everything that would be required on a quote checkout on the contact info page is also required on the signing link page. The only time it's not required is after the booking has arrived, to make sure the guest doesn't go back and change things later.
When the guest gets the link to the rental agreement, are they forced to fill in address, custom fields etc?
I have been having Airbnb guests send me mailng address, list of guest names and other info that would go into my custom fields during a normal booking. Then I send them a link to the rental agreement to sign, marking them as having paid by CC other.
I've setup email trigger a week before arrival asking for a credit card for security deposit since I can't or don't collect it at signing.
Its really nice information for accounting transaction. Thank you for sharing this information. It is useful information for us.
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id love vrbo and fb imports- watching for that!
That's very cool with the scenes and other ZWave devices -- I may have to check into that for my own house! :-)
If you want to shoot an email to help@ownerreservations.com with the API details, I'll have a look and see what we can do. Does it take username/password or something more complex like OAuth?
Chris Hynes said:
We don't support Vera yet, but that's something we're researching.Yep, the payment data import is only as good as the data HomeAway provides. It sounds like they've improved it over time, so it might be worth reviewing their sheet again to see if its right.
If you have alternate payments, though, it doesn't have any usable information other than the guest fee -- which we have a separate option to import.
The reservation import is separate from the payment import and updates the contact info only, not any charges/payments, so you can pick and choose which is useful to you.
Thank you, I do not use them, but folks on HA forum said multiple times that HA payments download spreadsheet is wrong. so wonder what it would do if imported. I never used theirs, i enter everything manually also because their ss is not clear on what has been paid and what is outstanding. the new mess they have reportedly created iwth damage deposit that they now hold, but reportedly it is still included in spreadsheet as if it was deposited to owner. .
We're now well into Fall, with the nights longer and the mornings crisper. Leaves are changing to brilliant colors, or perhaps already have. The perfect time for our monthly Gallimaufry.
Gallimaufry (n): A collection or hodgepodge of things with no apparent unifying theme.
Previous gallimaufries: June, July/August, September.
We've already announced Vacation Rental Tools, with TripAdvisor reviews download and import reviews from Excel. If you missed it, go read up on that and try it out!
New listing sites
Quote overlay for Ribbon
We added an overlay for the ribbon view that lets you view all quotes or open quotes. This gives you a visual indication of what periods are in demand and helps inform discounts, minimum stay rules etc.
Building on our experience with the Airbnb transaction history import, we've added two new imports for HomeAway/VRBO: reservations and payment data. No longer will you have to copy/paste contact info or add numbers by hand. Instead, grab the export from HomeAway/VRBO, upload it into OwnerRez and everything will be merged and updated.
We also fleshed out the financial section for this so you can track payment fees and guest/host fees and roll up totals on reports. If you're a property manager, you can also track fees as non commissionable amounts and expense them back to the owner.
We revamped the owner statements and portal access with a new Owner Revenue view and permission that shows commission and owner relevant amounts rather than full guest amounts. We also fleshed out the other permissions, added capabilities to move/delete blocked off time, and added header/footer theme templates and PDF download for statements.
Everything else...
I am looking to update my system. Probably using Wink and then schlage or kwikset lock. I will probably use my guests last 4 digits of their telephone number(I think that is an option) for lock access so its something they easily remember. From what I have read that maybe the easiest option. Then create a template where you can add those numbers with the insert field. Possibly having one where you can select their last 4 digits of their phone number. It would be nice to be able to bypass me creating the code each time, and have OwnerRez do that for me, but not sure how that would work.
This has now been released.
There is a new Owner Revenue view of the owner statements, with a Financials permission in the portal access user configuration that lets you control which is accessible. That also applies to the booking view as well.
For the header/footer, there is a new Owner Statements header/footer configuration in Settings > Theming. That allows you to pull owner name, email, etc, as well as statement date. The header/footer will display while printing an owner statement only. There's also a new Download PDF button that includes the header/footer as well.
Yes to the later.
How does that work without being confusing, though?
If you show the guest pays but don't show how it breaks down to the owner amount and commission, the owner is going to ask why the guest paid * 45% is different from what you're taking as commission. Same thing with hiding taxes.
Or are you suggesting to hide all that and never show guest amount/payments at all. Instead show just those 3 values:
Total Owner Revenue: sum of items that aren't tax and aren't 100% commission
PM Comm = sum of commission on items that aren't 100% commission
Net Owner Earnings: total owner - commission
In my opinion the owner statement needs to show amounts that only relate to them.
If we use this Guest charges example:
Rent – 800.00 (PM Comm 45%)
Cleaning Fee – 100.00 (PM Comm 100%) NOT owner related revenue
Pet Fee – 100.00 (PM Comm 45%)
Taxes – 130.00
Guesst Pays – 1130.00
Owner Related Revenue (Owner Statement reporting)
Rent – 800.00 (PM Comm 45%)
Pet Fee – 100.00 (PM Comm 45%)
Total Owner Revenue - 900.00
PM Comm - 405.00
Net Owner Earnings - 495.00
Guest Charges
Item Description Rate Amount Commission
Rent 7 nights during Base Rates at Week rate 800.00 800.00 45%
Surcharge Cleaning Fee 80.00 80.00 100%
Surcharge Pet Fee 100.00 100.00 45%
Tax HST 13% 127.40
Hmm, that's a good point on financials. Maybe we need two levels for that, full financials and owner only. What items make sense to show under Owner Only? There are a lot of numbers so it needs to be simple and not confusing. The detailed items are already available on the owner statement Full Amounts view, so perhaps we could display some of those items instead?
Or maybe the Earnings Breakdown and Payout Breakdown on the PM tab of the booking, like:
Earnings Breakdown
Total Amount:
$1,830.98
Taxes:
$170.98
PM Commission:
$182.60
Owner Payout:
$1,477.40
Payout Breakdown
Guest Balance:
$1,830.98 (100%)
Can Be Remitted:
$1,477.40
Already Remitted:
$1,477.40 (Statement 1/31/2017 and Statement 9/30/2017)
Payout Balance:
$0.00
Great idea on the owner statement header/footer customizations! We'll look into it -- should be able to add that in the theming section like you can do for email templates, legal agreements
Wow, lot's of upgrades. Love it. Just beginning to dig in on some of these.
I have a couple of questions/suggestions in regard to the Owner Portal Access.
For the Booking Calendar:
When displaying financials inside of the booking calendar, the total charges shown here reflect all charges to the guest. This will cause confusion with owners as they may expect their earnings to be based on the total dollars shown. This is incorrect as it includes fees they are not entitled to earnings on such as taxes and cleaning fee.
Is it possible to display only the charges that the owners have a share in?
For the Owner Statements:
Is it possible to modify the owner statement header area to include more information? The reason for this is, it can then fully replace our owner statements and stand as a formal document for the owner’s records.
Here is an image of what I mean. https://ibb.co/dwsp86
That's correct, but those are both right at the top of agenda - VRBO and Air both. We'd like to get Facebook, HomeEscape and Google My Biz reviews in as well. FB reviews may be able to be imported via OwnerRez integration since they have an open API and offer that data through the API. The others would have to be a VRT tool. We started with TripAdvisor because there tends to be a ton of history with them and reviews and they also had a clean page model we could scrape.
But no VRBO or AirBNB review import yet, correct? By the way this is AWESOME, TA reviews were imported flawlessly
For anyone else wondering about that, it's based off of whatever TripAdvisor account you are currently logged into. Vacation Rental Tools is a browser extension, so it's working off of the information it has in your local browser. If you have multiple TripAdvisor accounts, you'll have to open TA in a separate tab and log out of/into the different accounts and then come back to the VRT extension to do it again.
Ok, found how to switch the TA accounts... tthanks
I have 2 separate TA accounts, and one VRBO account. So I downloaded reviews from one TA account (for cabin #1), worked beautifully. But now how do I switch to download for the other account? Or from VRBO? When i open tools., it shows connection to 1st TA account.
As great as our new Reviews feature is, we knew from the moment we released it that we would have to follow it up with some tools to help get reviews into the system faster.
Manual entry sucks! You don't want to have manually copy/paste every review you get into OwnerRez, so we set out designing ways of making it easier. To that end, we have two big things to announce.
You can now import reviews in bulk using Excel.
The import screen is similar to, and located near, the other import screens and pretty self-explanatory. Take a look at this support article for all the details:
Storing Reviews by Importing Them in Bulk Via Excel
But even though you can import via Excel, that still means you have to manually fill in the Excel spreadsheet, right? That's where the next part comes in!
Introducing the new "Vacation Rental Tools" lab project!
For awhile now, we've been dreaming up a way of providing better tools and tighter integration with listing sites while not having to wait on listing sites to develop that access on their own.
"Vacation Rental Tools" is our answer to that problem. It's a Chrome extension you can install in your browser that will provide you extra features for the listing sites you work with. And it's free for everyone to use whether you're an OwnerRez customer or not!
Visit the new website at http://VacationRental.tools or take a look at these support articles:
If you use TripAdvisor, you'll be able to use Vacation Rental Tools to download an Excel file of all your TripAdvisor reviews in a click of a button.
That same Excel file can then be imported into OwnerRez in another click, meaning no manual entry.
Hundreds of reviews moved from TripAdvisor to OwnerRez in just a few seconds. Awesome, right?!
Get ready for more great browser tools coming to Vacation Rental Tools and help us spread the word!
@BlueMtnCabins... good point on the how's. Most of the new features are automatically added. I just wrote up an article with more details on legal agreements here: https://www.ownerrez.com/support/articles/renter-legal-agreements
For the header/footer, that's referring to the Forms header/footer setting in Settings > Theming. While overhauling renter agreements, we realized that the header/footer was applied to quote checkout forms but wasn't applied to some other forms like the security deposit signing form -- so now it will be.
@Wendy... Right now it's copy/paste, but we're working on an import tool.
meant to say copy and paste each one....
Thank you! You guys are great! Have been wondering about the importing of reviews, is there a way to have them downloaded from the different ad sites or do we manually copy past each one?
Thank you for your continued improvements and enhancements of your program.
Wendy
Also, "facebook" does not show in a dropdown when i am trying to point inquiry/book widget to it.
Awesome, question off the bat: How do i do these:
Overhauled renter agreement section
Allow setting agreement to sign when generating a link for the guest << not sure what this is?
Add listing site criteria on renter agreements so language can be altered for different listing site policies << where do I set this?
Add verify contact info page on signing link (including booking checkout custom fields) << where do I set this?
Require email address to be not a listing site double blind on contact info verification << where do I set this?
Apply theme header/footer on booking forms
Following up on the Gallimaufry post from June, and July/August, here's what we've got for September.
Gallimaufry (n): A collection or hodgepodge of things with no apparent unifying theme.
One of the bigger features we've already announced was tracking and displaying reviews. We've got more to announce on reviews in the next couple of days, so keep your eyes peeled for that!
New listing sites
More docs on renter agreements can be found in our Renter Agreements and other legal agreements support article.
And all of the other stuff...
I want to be able to select a date range under the criteria tab for a discount I am creating. I understand that I could just create another season and select that but I think it would be easier to be able to select the dates under a tab. For example my rates are the same 10/8 through 4/4 and I want to select the October dates and offer a discount and I have plans for a different promotion for November and I dont want to have to create a different season for each promotion period. The season and rates page can get confusing enough. Thanks