General Help and Questions

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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?

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

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

Thank you!

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

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.

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}

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!

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.

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).

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.

OwnerRez support - any guidance here???

Something like this:

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

That can be easily embedded into quote email.
?

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.

Hahahaaaa! Love you, toooooo!!!

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

Are we having fun yet?!?!?

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

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

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

This may seem a bit complicated, but it's really more tedious than anything. Unfortunately, at this point you can't say "send this on Sunday if there's a renter."

Write your email.
First Trigger:
At a Scheduled Time - 1 Day After Booking Has Arrived
In "Booking Fields" - Apply Trigger Where > Arrival Day of Week is > Equal To > Saturday

That means your email will go out on Sunday to anyone who's check in on a Saturday.

Then you set up a whole new trigger where it goes out 2 days after booking has arrived, and make the Arrival Day of Week Friday.

Does that make sense?

I warned you - tedious! Hahahaaa! (Hopefully someone way smarter than I will have a better suggestion.)

Scott and Gwen

Check out the Facebook Group "Unofficial OwnerRez Support". Lots of folks there who can help you and wonderful info from people with OwnerRez experience.

We all have ways of doing things so it's good to hear the group's input which will allow you to decide what works best for you.