General Help and Questions

Latest Activity...

2022 Calendar 4 replies

Paul W
Apr 21, 2020 8:56 AM
OR Team Member Joined Jun, 2009 866 posts

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.

How to get optional discount applied only to rent on a quote 3 replies

Dewey Getaway
Apr 20, 2020 8:16 PM
Joined Feb, 2020 49 posts

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?

How do I test - eg, see what renters see when goign through quote and rental agreement? 6 replies

Dewey Getaway
Apr 20, 2020 7:13 PM
Joined Feb, 2020 49 posts

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...

Search function for this forum? 2 replies

Dewey Getaway
Apr 20, 2020 3:52 PM
Joined Feb, 2020 49 posts

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?

Is there a merge field code for Discount amounts? How about surcharges? 4 replies

Dewey Getaway
Apr 20, 2020 3:51 PM
Joined Feb, 2020 49 posts

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?

Surcharge showing up as rent item in quote 4 replies

Dewey Getaway
Apr 20, 2020 3:48 PM
Joined Feb, 2020 49 posts

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.

Up load ID from email? 2 replies

Valerie R
Apr 20, 2020 2:52 PM
Joined Sep, 2019 122 posts

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? 1 reply

Valerie R
Apr 20, 2020 2:48 PM
Joined Sep, 2019 122 posts

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

How to send 2nd legal agreement post booking with check-in email? 7 replies

Dewey Getaway
Apr 20, 2020 2:35 PM
Joined Feb, 2020 49 posts

Thanks. Will give this a try.

How do I test - eg, see what renters see when goign through quote and rental agreement? 6 replies

Dewey Getaway
Apr 20, 2020 2:26 PM
Joined Feb, 2020 49 posts

Thanks, Chris.

AirBNB not showing property 1 reply

Sarah H
Apr 19, 2020 7:01 PM
Joined Jul, 2019 109 posts

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

2022 Calendar 4 replies

Maggie S
Apr 19, 2020 4:14 PM
Joined Aug, 2019 3 posts

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

2022 Calendar 4 replies

Maggie S
Apr 19, 2020 4:04 PM
Joined Aug, 2019 3 posts

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

2022 Calendar 4 replies

BlueMtnCabins
Apr 19, 2020 3:57 PM
Joined Jun, 2016 1172 posts

You probably have it on your property rule how far you take reservations. that limits calendar.

2022 Calendar 4 replies

Maggie S
Apr 19, 2020 3:38 PM
Joined Aug, 2019 3 posts

I am trying to set rates for April 2022 but the calendar only goes thru March 2022. How do I get around this?
Newbie here!
Lisa

Is there a field / table showing amount due to book now and balance due /date. 3 replies

BlueMtnCabins
Apr 19, 2020 10:41 AM
Joined Jun, 2016 1172 posts

Thank you!

How do I test - eg, see what renters see when goign through quote and rental agreement? 6 replies

Chris Hynes
Apr 19, 2020 9:04 AM
OR Team Member Joined Oct, 2012 1403 posts

The best thing to do is to create a quote with yourself as the guest. Send it to yourself, then run through the entire process -- that way you'll see all the emails etc. end to end.

You can also, if you're on a specific quote, click the Payment Form link and it will take you to the guest reservation flow.

Here's a video with more on quotes: https://www.ownerrez.com/support/articles/quotes-creating-sending-converting-to-booking

How to send 2nd legal agreement post booking with check-in email? 7 replies

Chris Hynes
Apr 19, 2020 9:00 AM
OR Team Member Joined Oct, 2012 1403 posts

You can send a signing link in the email template that will ask them to sign a specific agreement. The system doesn't enforce that they do it so you'll have to follow up and make sure they did, but you can at least make it automatic to that point. OwnerRez only enforces that first renter agreement when the quote is booked.

There's not an insert button for it yet so you have to hack the merge field. Here's how:

First, go to your renter agreement in Settings > Legal Agreements and edit it. Take note of the ID in the URL bar -- in this example it's 12345, (screenshot 1).

Then in your email template, click the Insert link button and enter {BULEASE}?a=12345 in the URL field (screenshot 2). That will link to that specific agreement instead of the default agreement for the property.

Is there a field / table showing amount due to book now and balance due /date. 3 replies

Chris Hynes
Apr 19, 2020 8:47 AM
OR Team Member Joined Oct, 2012 1403 posts

There isn't a table but you could do it with the First Payment and Second Payment merge fields, like:

Amount to book: {QFPAMT}
Balance due on {QSPDATE} ({QSPDAYSFN}): {QSPAMT}

Dash Board? 1 reply

Chris Hynes
Apr 19, 2020 8:44 AM
OR Team Member Joined Oct, 2012 1403 posts

Not yet, but it's high on our todo list. It was supposed to be out this month, actually, but got bumped for some COVID-19 related features we prioritized instead. Definitely needed!

Up load ID from email? 2 replies

Chris Hynes
Apr 19, 2020 8:44 AM
OR Team Member Joined Oct, 2012 1403 posts

There isn't a way to upload the ID directly in the signing process -- that is on the TODO list.

If you ask them to email the ID photo to you, you can attach it to the booking on the Files tab of the booking.

Security deposit - is it possible for the amount charged to vary? 12 replies

Chris Hynes
Apr 19, 2020 8:40 AM
OR Team Member Joined Oct, 2012 1403 posts

You can't automatically set rules like that based on stay length, but you can alter the rules for specific quotes. If you're quoting someone for a month, you can go in on the Rules tab of the quote and change the secdep amount for just that quote. Or turn off the built in secdep hold and add a surcharge for it instead (so it's charged with the booking charges).

How do I test - eg, see what renters see when goign through quote and rental agreement? 6 replies

Dewey Getaway
Apr 18, 2020 4:08 PM
Joined Feb, 2020 49 posts

I can't find a way to see the "guest view" anywhere. I've been working on setting things up but want to try to test things to be sure the correct fields are showing.
In general, I want to go through the user experience for my guests before going live and can't figure out a way to do this other than, I suppose, creating a fake booking, but it seems there should be a way to see what guests will see at each step?
Also, is there anywhere that outlines the user flow through the system? I have no idea which emails are sent when and what guests get/see first (eg, quote, rental agreement, etc.).
Please help this newbie!
Thanks.

How to send 2nd legal agreement post booking with check-in email? 7 replies

Dewey Getaway
Apr 18, 2020 3:54 PM
Joined Feb, 2020 49 posts

OwnerRez support - any guidance here???

Is there a field / table showing amount due to book now and balance due /date. 3 replies

BlueMtnCabins
Apr 17, 2020 2:29 PM
Joined Jun, 2016 1172 posts

Something like this:

Amount to to book | $300
Balance due on May 1, 2020 | $700

That can be easily embedded into quote email.
?

How to send 2nd legal agreement post booking with check-in email? 7 replies

Dewey Getaway
Apr 16, 2020 7:59 PM
Joined Feb, 2020 49 posts

Thanks. Yes, it will work to get it signed but I really prefer to send it later with the check-in email because it serves as a good reminder of some of the general rules. So it would be ideal to be able to send a second agreement with my check-in email a week before guest arrives.

How to Trigger a certain day???? 3 replies

Lydia B
Apr 16, 2020 5:34 PM
Joined May, 2019 159 posts

Hahahaaaa! Love you, toooooo!!!

That's my workaround. Hoping someone has a MUCH EASIER route.

Are we having fun yet?!?!?

Dash Board? 1 reply

Scott Jennings
Apr 16, 2020 3:25 PM
Joined Apr, 2020 8 posts

So Pm has a Dash Board for owners that looks great.
But once a property is assigned to a owner a PM or Host can't see that Dashboard.

Is there a Dashboard for the PM or Host. It is a wonderful graphic and has value to me and I am sure for others

Will someone Zoom with me to set up emails? 10 replies

Scott Jennings
Apr 16, 2020 2:57 PM
Joined Apr, 2020 8 posts

Thanks All.... I figured out the basics of emails.
Now on to other tweeks

How to Trigger a certain day???? 3 replies

Scott Jennings
Apr 16, 2020 2:56 PM
Joined Apr, 2020 8 posts

Thank you!.... And I hate you.
Ok so I have to write 6 emails with different triggers to go out depending on when that person started a reservation so that a email goes out and asks them to put out the trash

Lord help me... This has not been a fun onboarding.

Thanks Lydia