General Help and Questions

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I have just swapped over to Ownerrez and would also love to see more options for adding notes to Guests. This allows for a central (CRM) location to keep details about specific guests: birthdays, previous preferences, kids/names etc. We have a high return rate so keeping track of guests details is very important to us. Adding custom fields/columns would also be great.
Without this in place, what are the options in the meantime, to store or get around this?

Perfect! That did the trick. Thanks!

It's all good - this setup works just fine. Thanks!

Thank you!
Yes, I'm in the Facebook group. I need all the help I can get :)

Oho! I read that backwards, thinking it was $75 and $75, so yep, you're right -- multiplier won't work.

Are they really cancelling and exercising their travel insurance? Or just moving the dates to September?

If they're cancelling and using TI, then cancel the booking in OwnerRez and don't refund them -- the TI carrier will work with them to pay out the insurance.

If they're moving the booking to September, leave it as is in OwnerRez and just move the dates to September. They can contact the TI carrier and also adjust the dates on their policy to match.

Thanks, Chris! That should do the trick.
We charge $150 for the first dog and $75 for the second, so I don't think the multiplier will work in this case.

Percentage items apply to items above them, so you need to make sure the discounts are at the top. To do that either:

a) give the discounts position and give the surcharges a blank position (which will make them come after discounts)
b) give the discounts a lower position like 5 and the surcharges a higher position like 10 -- they're ordered in numeric order

You can test the widgets directly in the preview area after you create them. Those are all fully functional right in the preview -- you can send an inquiry there or even start a book now.

For the later on emails, you've got a couple of options:

a) create a test booking and then send those emails out to yourself
b) on the test booking, wait until they should be sent out (second payment date etc) and make sure that they are -- no need really to do this but if you wanted to test everything exactly as a guest
c) use the Preview button in the editor to see how they'd look -- that lets you pick a booking or payment and see a preview of the email rendered for that specific item

Ah - yes, that's what I'd like to do. I'll give that a try. Thanks for the suggestion!

That's controlled by the "Categorize this as a 'rent' line item" setting on the surcharge. Turn that off on the other one and it won't do that anymore.

BTW -- you don't need two separate surcharges here... since you're using the multiplier anyway you could just have one surcharge set for $75/pet for up to 2 and it will calculate accordingly.

Hello

We are new to the platform and direct bookings in general and had a guest book with us directly last week for early May. They bought travel insurance through us (CFAR) and are now requesting to cancel and move their dates to September.

My question is whether or not they can simply cancel from their side or if we need to follow the steps in the article I've attempted to link here for our property.

They are paid in full, and we do not have their security deposit hold taken/secured as of yet.

https://www.ownerrez.com/support/articles/cancelling-a-booking

I'm happy to cancel it but want to ensure we do it right for reports, taxes etc etc. Thanks in advance for your help I appreciate it very much.

If you are OK showing everything in the same place in your RA, could you use the {BCTAB} which is the table showing all charges?

Glad you're asking questions! We all do. :-)

Click on the "Support" tab at the top and use the search bar. It will return anything that matches, be it from the Forum, or a Blog or anything else.

Are you part of the Facebook "Unofficial OwnerRez Support Group"? It's a great resource.

When you set up the discount, did you check the box under "Options" for "Categorize this as a 'rent" line item"? Also, I put mine as "Position 2" so it shows up right under the rent. That's the way mine is set up and it only applies the discount to the nightly rate. Hope that works.

Unfortunately, no. What we recommend is to make the new booking have a $0 amount and note on it that the guest already paid from the old booking - and that revenue is counted. Or... record a dummy refund on the old booking with a note that it's just a credit, and then record a payment on the new booking for that amount.

Hi Joe,

I opened a few of your listings directly and I see what you mean. They redirect back to the Airbnb home page. I don't see anything wrong with your API connection on our side - it's active and appears to be pushing updates okay. Let me know what Airbnb says please! 🤔

Hi Margaret,

The rate calendar only goes out to 2 years from now. However, you can use the "Spot Rates" tab next to that to manually set in bulk the date ranges and amounts you want beyond that. It's a bit clunkier without the calendar to see but it will let you set rates for any range of dates. You could also switch to our new seasonal defaults rates and then use the new season/rate editor to set rates out further as well using seasons in 2022.

BlueMtnCabins asked the same question in this article: https://www.ownerrez.com/blog/enhanced-surcharges-discounts-and-add-ons
And it looks like it was resolved at the time. But when I added an optional discount for repeat guests and tested it, the discount appears below the cleaning line, so it's taking the discount off of the total, not just the rent line item. How can I get the discount to apply only to the rent line item?

Is there a way to "test" the emails that come from an inquiry? I don't have the widgets set up on my website yet - I don't want to do that until everything has been tested.
Also, is there a way to test emails that come later in the process - eg, check-in email, final payment email? I've tested the quote and booking process but am not sure how to test other parts of the process...

As you can probably tell, I'm a newbie and deep in testing mode so I have a lot of questions. I'd love to be able to search this forum before posting a question. I don't see a search function anywhere on this forum. Is there one?

I have a repeat guest discount and have set up the code and amount and confirmed it is working as desired on the quote. I also have surcharges for dogs, and those are showing up on the quote.
However, I include the pricing details (quote) in my rental agreement. I found merge fields for everything except the surcharges and discount. Where can I find these merge fields?

I have two surcharges entered - Dog fee for one dog and Dog fee for second dog. Both are entered as surcharges under "surcharges & discounts" in my settings.
As I'm testing, I noticed that the Dog fee for one dog shows up as a Rent in the line item list on the quote. Dog fee for second dog shows up as a surcharge.
I need both to be surcharges as any discounts will be based on the rent line item only. How can this be changed?
Thanks.

I created a Dropbox account with a folder for IDs. I include the link to that dropbox folder in the rental agreement as well as in the confirmation email that I send for each new booking. Dropbox notifies me when a file is uploaded to that folder.

This has been working pretty well. I'd rather they upload their ID to this specific folder instead of emailing it or texting a photo of their ID to me, much easier to keep track of the IDs all in one place.

Is it possible to move a payment from one booking to another?

Thanks. Will give this a try.

Thanks, Chris.

I contacted AirBNB and I have a note out to the OwnerRez team, my properties are not showing on the site. I would love any help if anyone has dealt with that. We are on API, and we have had plenty of bookings (and cancels of late), not sure what occured. I still see the properties on both owner rez and AirBNB, just not when viewing as a customer.
TIA

I went back and double checked and have it set at no limitation.

I checked and can find any limitations. Any other idea what might be wrong?