General Help and Questions

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

Chris Hynes
Apr 19, 2020 8:40 AM
OR Team Member Member for 13 years 1405 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
Member for 5 years 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
Member for 5 years 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
Member for 9 years 1190 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
Member for 5 years 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
Member for 6 years 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
Member for 5 years 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
Member for 5 years 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
Member for 5 years 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

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

Lydia B
Apr 15, 2020 10:24 PM
Member for 6 years 159 posts

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.)

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

Lydia B
Apr 15, 2020 10:03 PM
Member for 6 years 159 posts

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.

Up load ID from email? 2 replies

Scott Jennings
Apr 15, 2020 8:18 PM
Member for 5 years 8 posts

By chance can the rental agreement email also have a link for individuals to upload their ID directly to Owner Rez?

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

Ellen E
Apr 15, 2020 8:05 PM
Member for 6 years 12 posts

I'd love to join the Zoom. I will email you!

Lynnbrook - Alert, you have a PCI Non-Compliant MID. 3 replies

Chris Hynes
Apr 15, 2020 6:23 PM
OR Team Member Member for 13 years 1405 posts

OwnerRez is PCI compliant, but gateways don't automatically know that.

Contact Lynnbrook support and they should be able to toggle that for you.

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

BlueMtnCabins
Apr 15, 2020 5:10 PM
Member for 9 years 1190 posts

I can. email me at mybluemountainlodge@gmal.com

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

BlueMtnCabins
Apr 15, 2020 5:06 PM
Member for 9 years 1190 posts

I have to have a hot tub addendum. In my case I just have it as a last page of my general rental agreement. So it gets signed at the time of booking (or after time of booking if I am sending link later). Will that work?

Lynnbrook - Alert, you have a PCI Non-Compliant MID. 3 replies

BlueMtnCabins
Apr 15, 2020 5:03 PM
Member for 9 years 1190 posts

I see that message in my portal. So I guess it is the same as it was with Stripe - it "thinks" that something about this set up is unsafe?
I know currently everyone is so concerned with PCI compliance, is there anything we need to do?
Tx

Travel Insurance 1 reply

Ellen E
Apr 15, 2020 4:46 PM
Member for 6 years 12 posts

Please disregard my question. I turned on Book Now and went through the process of booking and the travel insurance selection was there!

Pretty cool!

Travel Insurance 1 reply

Ellen E
Apr 15, 2020 11:50 AM
Member for 6 years 12 posts

Hi, I am really new to ownerrez but I think I am going to love it once I figure it out and get it all set up. My question today is that I have Travel Insurance enabled for my property. I thought that when someone requested a quote that the option for purchasing travel insurance would automatically come up.

I just went out and requested a quote but the option for purchasing travel insurance did not populate the quote. Any feedback?

TIA

Channel Bridge --NO email?? 1 reply

Ken T
Apr 15, 2020 8:06 AM
OR Alum Member for 6 years 1704 posts

Airbnb does not make guests' real emails available at all. You cannot see them in your Airbnb control panel yourself, so Channel Bridge cannot get them either.

What is available, is a proxy email address via Airbnb that they will forward to the guest. Once a booking has been made, this email is not filtered and any email can be sent to it, and it'll make it to the guest. After the booking is finished, the proxy email is disabled and won't work anymore.

Here's how to set up OwnerRez to send an automatic email to your Airbnb guests, to get their real email address:

https://www.ownerrez.com/support/articles/airbnb-request-for-contact-info-real-email-address-and-signed-renter-agreement

Channel Bridge --NO email?? 1 reply

Scott Jennings
Apr 15, 2020 6:56 AM
Member for 5 years 8 posts

I just used Channel Bride for the first time with Airbnb. It did not scrape emails. Is that correct?
I thought it was supposed too
Scott

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

Chris L
Apr 14, 2020 10:19 PM
Member for 8 years 210 posts

Another time this would be useful is for long-term stays. For example, if someone books my property for a month, I'd like to take a $400 security deposit instead of a $100 one. Not sure if the channels would support this, but if some or all do (or even for direct bookings only), it would certainly be a nice addition, especially in these current times (where we're getting some month-long inquiries).

Incidentally, I did have a monthly renter earlier this year and had some trouble collecting on the security deposit. The authorization still showed as open and available (it hadn't been released yet), but when I tried to claim it, the card was declined. I suppose for longer stays, an actual charged SecDep is probably preferable to an authorization-only hold. Anything that can be done in the software to assist with that?

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

Scott Jennings
Apr 14, 2020 8:34 PM
Member for 5 years 8 posts

Hey guys how can I trigger an email to go out on a Sunday for trash collection on Monday?

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

Scott Jennings
Apr 14, 2020 5:38 PM
Member for 5 years 8 posts

Ken we know you mean well but we need help now. Is there any community people who would be willing to do a little hand holding?
Scott

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

Dewey Getaway
Apr 14, 2020 5:35 PM
Member for 5 years 49 posts

Thanks, Ken!

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

Dewey Getaway
Apr 14, 2020 5:32 PM
Member for 5 years 49 posts

I've set up my rental agreement for guests to sign as part of the booking process. However, our HOA requires guests to sign a lease addendum specific to rules on common property. I usually send this with my check-in email to guests 7 days before booking - it serves as a good reminder of the general rules.

I know there is a way to create multiple legal agreements. However, I don't see any guidance about a way to require guests to sign a second agreement post-booking. Is this possible?
Thanks.

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

Ken T
Apr 14, 2020 5:30 PM
OR Alum Member for 6 years 1704 posts

Yes! You can do that in the Rules tab of a specific Booking or Quote.

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

Dewey Getaway
Apr 14, 2020 5:28 PM
Member for 5 years 49 posts

Is there a way to manually change it on a per-booking level?

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

Ken T
Apr 14, 2020 5:16 PM
OR Alum Member for 6 years 1704 posts

Unfortunately, at present we do not have the ability for your security deposit to vary for the same property at different seasons. We've occasionally had people ask for this, but it's rare.

City Tax on Homeaway through API 3 replies

Ken T
Apr 14, 2020 5:15 PM
OR Alum Member for 6 years 1704 posts

Can you write in to the Helpdesk about this issue? I took a look at your account, and some of your properties are on the API, and some aren't. The API ones should still do all the taxes, as Chris said, because you're doing your own charging of the guests. The other ones may be an issue, so we need to gather more information with you.