General Help and Questions

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Correct way to handle vacation rental payments in Quickbooks (not integrated with OR) ? 8 replies

Jason W
Jan 25, 2021 9:17 PM
Joined Jan, 2021 1 post

Hi Paul, I'm just setting up OwnerRez this week and I'm loving the centralized calendar and integrations. I'm also connecting my QBO account. Question... have you started implementing the second model that accountants like better (invoice for each payment)? Also, can you elaborate what you mean by the final "close out" invoice you specify? What exactly is this?

Again, loving the software, this is very much a well-rounded solution.

Respectfully,
Jason

Alternative messaging for guests who don't use email 11 replies

Jeff @ UT Escape
Jan 24, 2021 6:57 PM
Joined Dec, 2020 1 post

PacViewLodging said:

Along the lines of fully integrating solutions with our PMS this is a vision of what our ideal situation would be.

Think of a scenario like this with integrated cleaning app, smartlocks, guest portal, credit card processor, website
1. Bookings are created...from wherever they come from and guest is charged as appropriate to your booking requirements.
2. Door lock codes are sent to a door lock solution (from the booking, not generated by the door lock) - we prefer to use the last 4 digits of their phone number to cut down on the number of "I forgot my PIN phone calls"
3. Communications flow to guest letting them know the basics of their booking and pointing them to the guest portal (webapp) for info about the property as well as their booking.
4. The guest decides to bring their dog or they want an anniversary package - they can request that in the portal and add it to the booking (channels are totally unaware of this) Charges are added, payments are taken, etc.
5. Prior to arrival we send them a text message letting them know their access code and reminding them about the portal for information on the area and the property as well as checkin information, driving directions and the like.
6. They arrive on property - the first time their door lock code is used, OR is notified that the guest has checked in and change a status on the booking/property to occupied or in house
7. The system checks to see if there are "gaps" in the schedule after the checkout date for this booking and if so it sends a message to the guest asking them if they would like to extend their stay with perhaps at a discount..
8. They go to the portal and add the day and pay for it... booking is updated, door lock is updated.
9. On checkout day they are reminded via text message what time checkout is... and we ask them to respond to the text when they have checked out. They respond to the text, status on OR changes to checked-out
10. Cleaning integrated app is notified of the check out so the housekeepers know when they can get in to clean... perhaps it is early?
11. Cleaners finish cleaning the unit and mark the cleaning app as completed, OR is notified the unit is Guest Ready...
12. Next arriving guest wants an early check-in. they are looking at the app and it indicates an early check-in is available and there is an upsell opportunity to give them that early access. They purchase the early access and the booking arrival time changes and the door lock codes are updated.

All of this is visible in OR... single system of truth.

This would be the Holy Grail solution, 100% yes please!

Strange VRBO issue wrong property 4 replies

E & R Vacation R
Jan 22, 2021 8:44 PM
Joined Jan, 2020 56 posts

thx

Strange VRBO issue wrong property 4 replies

Ken T
Jan 22, 2021 6:28 PM
OR Team Member Joined Aug, 2019 1704 posts

No, that should work - but keep an eye on it to be sure. :-)

Strange VRBO issue wrong property 4 replies

E & R Vacation R
Jan 22, 2021 12:57 PM
Joined Jan, 2020 56 posts

Huh, I must have gone in and quickly updated it at some point, I just noticed that I did transpose the two addresses. To be clear, I now have as my primary (which I always had)
info@richtervacationrentals.com

2nd
orp5b3f624x@inquiryspot.com

Is this correct or do I have to have the inquiryspot.com first as my primary?
thx

AirBnB House Manual 6 replies

Dori123
Jan 21, 2021 3:14 PM
Joined Sep, 2020 90 posts

Thanks. I ended up using the "Limited" feature to just delete it. Back in the day, you used to have all your info in a self-produced manual. Now there is a field for everything, so it's not necessary.

Portal access vs. notifications 1 reply

Ken T
Jan 20, 2021 6:21 PM
OR Team Member Joined Aug, 2019 1704 posts

Are you thinking of the Third-Party Alerts?

https://www.ownerrez.com/support/articles/bookings-display-for-cleaners#third-party-alerts

Portal access vs. notifications 1 reply

Dawn Miko
Jan 20, 2021 6:02 PM
Joined May, 2018 3 posts

I have granted some people portal access but can't find the pathway to have notfications of new bookings sent to another email or sms. Where do I find that? I kind of think it should be on the same page as Portal Access..

Why aren't the links included with quotes? 1 reply

Ken T
Jan 20, 2021 4:48 PM
OR Team Member Joined Aug, 2019 1704 posts

These are controlled in the System Messages. You can modify their templates to include the quote in the message.

What you want is the "Send Quote to Guest" message.

https://www.ownerrez.com/support/articles/system-messages

Strange VRBO issue wrong property 4 replies

Ken T
Jan 20, 2021 10:31 AM
OR Team Member Joined Aug, 2019 1704 posts

Where did you receive the inquiry? If it came into OwnerRez, that's likely because Vrbo is configured to send inquiries to the wrong custom email address. Each property has its own custom email address, and that's how OwnerRez knows what property an inquiry is for.

https://app.ownerrez.com/inquiries/instructions

Strange VRBO issue wrong property 4 replies

E & R Vacation R
Jan 20, 2021 10:25 AM
Joined Jan, 2020 56 posts

I just had an inquiry for one property and it answered it automatically from my other property which isn't even listed on VRBO? Hoopers Island Bayside Haven IS listed on VRBO but Ventnor Happy Ours Cottage isn't, yet it answered from VHOC? I've never had this happen, is there a glitch I'm not seeing?

Google Nest Lock 14 replies

Victoria H
Jan 20, 2021 10:12 AM
Joined Oct, 2020 5 posts

Is there a way to integrate the google nest lock with the key code option? I'm getting tired of manually creating the key codes for guests because of this I can't automate our pre check in email so it is a major pain.

Or is there a way I can create a key code field that is part of there phone number but not the entire phone number? Just thinking of ways to make this easier

Damage Waiver - ensure it's working for Airbnb and VRBO 7 replies

Ken T
Jan 19, 2021 5:16 PM
OR Team Member Joined Aug, 2019 1704 posts

Do you mean, the damage protection insurance? I checked, and it will be. But there are a number of other settings you should add - please write in to the Helpdesk for an account review, and we'll send you the list.

Damage Waiver - ensure it's working for Airbnb and VRBO 7 replies

CTK
Jan 19, 2021 2:52 PM
Joined Dec, 2020 33 posts

Can someone please confirm where I can check that the damage waiver I turned on will indeed apply to VRBO and Airbnb listings?

Why aren't the links included with quotes? 1 reply

Jessica & Tyler
Jan 19, 2021 2:47 PM
Joined Nov, 2019 5 posts

Why aren't the links included with quotes? It's so frustrating to send quotes to potential guests and they have no reference for which properties they are. It seems so simple to include photos and a link with the quote we are sending out. I copy and paste the link but sometimes forget, and it simply doesn't make sense to not have these identifies with each quote.

Tags and message triggers 14 replies

Valerie R
Jan 19, 2021 11:12 AM
Joined Sep, 2019 122 posts

Question about using tags in triggers: There are 2 types of tags, one related to bookings and one related to guests.

If we create a trigger to use "only" a specific tag, does the trigger look at ALL tags or only the tags related to bookings?

In the case of collecting IDs, it would make sense to add the "ID received" tag on the guest so that it is visible if the guest should book another stay in the future; we wouldn't have to ask them for a copy of their ID on subsequent bookings.

But if we create a trigger to automatically send Check-in instructions based upon "paid in full", "Rental agreement signed (yes)" and "ID received" will the system trigger the email if the tag is related ONLY to the guest? Or does it also need to be related to the booking?

Reporting for 1099 1 reply

Valerie R
Jan 19, 2021 10:14 AM
Joined Sep, 2019 122 posts

I use the Line Item Pivot Detailed report....it has a LOT of information so maybe one of those options might be what you need?

AirBnB House Manual 6 replies

Ken T
Jan 18, 2021 11:18 PM
OR Team Member Joined Aug, 2019 1704 posts

In many cases, yes. We do occasionally find some situations where that doesn't work.

AirBnB House Manual 6 replies

Chris L
Jan 18, 2021 8:54 PM
Joined May, 2017 209 posts

Just to clarify, when Everything sync is re-enabled, these non-API-controlled settings won't be overwritten? That's potentially very useful info.

API/Channel Bridge, do I have to use them? 1 reply

Ken T
Jan 18, 2021 2:35 PM
OR Team Member Joined Aug, 2019 1704 posts

Channel Bridge and the APIs are still useful for small companies.

- They can bring in full guest and booking details, which are then stored in your OwnerRez account and can't be removed by the channels. They've started blocking viewing contact information for old bookings after awhile, but you never know when you may want to do marketing to all your past guests.

- You can set a Rate Adjustment on each channel to increase its rates by a given percentage compared to your OwnerRez rates. This saves you from having to manually set three different rates.

- With the APIs, if you get new photos or change the amenities in your properties, you only have to change that in OwnerRez. The changes are then automatically pushed to the channels.

AirBnB House Manual 6 replies

Chris Hynes
Jan 18, 2021 1:46 PM
OR Team Member Joined Oct, 2012 1404 posts

Ahh. There are a few areas like that where Airbnb doesn't allow them to be changed via API but also disables the option in the Airbnb site when API is connected.

To get around that:

1) Go to the Airbnb settings in OwnerRez, click "Change Property Mappings" and switch the sync for that property to "Limited". That will stop syncing listing content for the moment.
2) Go to Airbnb and make the changes you need for house manual -- those options will be re-enabled since the sync is in Limited mode
3) Once everything looks good on house manual, come back to OwnerRez and switch back to Everything mode to start syncing listing content again.

API/Channel Bridge, do I have to use them? 1 reply

E & R Vacation R
Jan 18, 2021 1:40 PM
Joined Jan, 2020 56 posts

Right now I only have 2 properties on OR. One I almost exclusively use "book direct" for my bookings, the other I use only HA/VRBO and sporadically abnb. I don't like using Chrome and it seems that I need chrome to use Channel Manager, and I see no real advantage for my small property that uses OTAs. I have different prices for Book Direct and don't want to have to keep on eye on what is "pushed" to the OTAs...am I missing something?

AirBnB House Manual 6 replies

Dori123
Jan 18, 2021 1:31 PM
Joined Sep, 2020 90 posts

Email sent.
It's under "Guest Resources," as "House Manual." When API connected, this is not editable.

AirBnB House Manual 6 replies

Ken T
Jan 18, 2021 11:09 AM
OR Team Member Joined Aug, 2019 1704 posts

We're not familiar with anywhere in Airbnb where you can upload a PDF file for guests. Can you provide more information and screenshots, maybe in an email to the Helpdesk?

Is there a log that timestamps when you run Channel Bridge? 2 replies

Dori123
Jan 16, 2021 1:02 PM
Joined Sep, 2020 90 posts

Thanks, but what I was really hoping for was to see this info on the Channel Bridge pages.

There are two places I think it would be helpful:

1. The Channel Bridge Export page. The popup window gives me Export Criteria to export bookings / reviews "since" or "staying between," etc., but it would be helpful to know here on this page when the last export was done.

2. The specific Channel Bridge page where I push rates. I'd like to know when the last time was I pushed rates as I am getting ready to do it again.

Thanks!

AirBnB House Manual 6 replies

Dori123
Jan 16, 2021 12:47 PM
Joined Sep, 2020 90 posts

I have a .pdf file in the Guest Resources section of my AirBnB listing. I just updated it and want to upload it. I don't see a way to upload it and push it from Owner Rez. Also, since I am API, I am unable to edit that section on the AirBnB side.
Any suggestions?
Thanks!

Discount code? 1 reply

Ken T
Jan 16, 2021 11:51 AM
OR Team Member Joined Aug, 2019 1704 posts

Sure!

https://www.ownerrez.com/support/articles/discount-codes

They only work on direct bookings though.

Is there a log that timestamps when you run Channel Bridge? 2 replies

Chris Hynes
Jan 16, 2021 7:45 AM
OR Team Member Joined Oct, 2012 1404 posts

Look on the Channel section of the booking overview and you can see when it was last channel bridged.

Discount code? 1 reply

Boyd K
Jan 15, 2021 11:13 PM
Joined Jun, 2020 4 posts

I would like to network with vendors (wedding planners) (Morticians) Etc. Is there a method to give them a code for their clients who they refer to us?

Is there a log that timestamps when you run Channel Bridge? 2 replies

Dori123
Jan 15, 2021 7:31 PM
Joined Sep, 2020 90 posts

Question fit in the title. : )
Thanks