General Help and Questions

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Thanks to the new notification that "Book Now" started - I now know just how many "cart abandons" I have - i.e potential guests starts "book now" process but never completes. Sadly it is a common occurrence as I have observed.

Me Too! I would love that. Try as I might, half my owner Rez emails go into spam.

Ok thank you!

We don't have separate users for admin level access yet -- best way to do it is to change your password and give him the main OwnerRez login, then change the password back when he's done.

Just fyi, I'm not sure if the search is working always (altho it could be user error of course!). When I was looking through different topics, I saw that there was something on VacationSoup...I didn't stop because I didn't want to get distracted from what I was originally looking for. But when I went back to find the VacationSoup instance using the search, it didn't come up. I searched on 'VacationSoup' and 'vacationsoup' & the result was "We don't have anything that matches those words", but there is something: https://www.ownerrez.com/support/articles/vacationsoup-ownerrez-widgets. Searching on 'soup' only also didn't turn up this post. Thanks!

Hi, I want to allow my web guy access to my OwnerRez account. On this pricing page https://www.ownerrez.com/pricing it says unlimited users can be added, but I can't figure out how to do that....tried a search and looking through help topics.
Thank you!

Yep, I think I magicked it in there for you. I'll look into adding the upload upgrade to email template editor this week.

In the meantime, let me know and I'll get it added. Or legal agreements have the new editor that you can upload files in directly. You can upload an image there, select the image and copy/paste it into the email template editor.

Chris,
The thing is... you walked me through how to embed an image into an email template using the Files upload -- we did it on the phone -- and it did work when tested. I just can't seem to do it again. Unless YOU did it for me and I just wasn't aware that you had done it??

M.

You've got the right idea with add link, but there's no similar one for image yet on email templates, only legal agreements.

Send me the file and email template and I'll get the image added to the template for you.

I stopped using the Evolve iCal sync because the dates from Evolve were incorrect sometimes. Be cautious and check to ensure they are right (this is not an ownerrez issue but an evolve issue)

I know I did this before and it was easy, but I accidentally deleted my image when re-working one of my templates, and now I can't remember how to add the image. I could swear I simply copy the link of the image that is already uploaded in my FILES section and then use the "add link" button in the visual editor, to add the image URL but when I do that, it doesn't work.

What am I forgetting?

Thanks!
Monica

Good catch! It was using a system default instead of the property default.

Fixed now.

Not yet, but we're working on it.

You can also upload files into your OwnerRez account and then link from there: https://www.ownerrez.com/support/articles/files-email-templates

Noticed after the latest upgrade when i create manual quote, default expiration sets at 0 days. Check both properties rules and they are set at 3 days. Where does 10 days come from? Tx

I do not know, never tried

Thank you for this help.
So I am not able to click a little paperclip icon and add something from my computer?

I do the following. Create a file on Google drive and make is shareable. get a link. Put a link into your email template. guest click on the link, file opens, they can view and /or print it

Sorry to ask but is there an attachment link where I can upload a file for our guest to see?
I couldn't find one on the email I was trying to send our guest after they booked directly thru Owner Rez.

CHRIS FORGET IT... I FIGURED IT OUT. The conflict with Kanye's dates is because in all my frenzied testing, I completely forgot that I have actual, living, breathing guests who are NOT hip-hop moguls staying in my house in July and one the dates overlapped by a day.

MY FAULT.

As for the whole email PARSING thing... as much as I'd LOVE to have the new inquiries self-populate, if I go messing around in my contact form widget, my web girl WILL DRIVE UP HERE from Florida just to smother me in my sleep.

Chris,
The calendar icons work now (thank you!) but now that my Kanye West inquiry is saved and showing up in the Inquiries window, it's flagged with a DATES UNAVAILABLE badge. I don't know why, because there are no other bookings for those dates. There IS another email from Ki Kardashian that requested the same dates, but hers was never successfully turned into an inquiry.

I just wanted the flag to go away, so I went into Kanye West's inquiry and I manually changed the dates, then I saved the inquiry with new dates and still the inquiry shows up with an DATES UNAVAILABLE flag.

Every time I think I've taken a step forward I end up three steps backward. Where is Jack Daniels when I need him???

Something was very hinky! We turned off an old web protocol for PCI compliance this afternoon... turns out it wasn't as unused as we thought and disabling it was causing issues in some browsers which were causing those date widgets to not load properly.

I believe that's now fixed -- just checked your account and the calendars and script are now loading properly. Does it look right on your end?

While we're on the topic of websites and inquiries, check out our widgets: https://www.ownerrez.com/support/articles/widgets -- you've got inquiry/quote/booking as well as calendars, rates, reviews etc. which can be embedded into your site.

If you do want to keep using the contact us widget you've got, you can set the listing site domain to the from email domain and follow this format: https://www.ownerrez.com/support/articles/inquiry-parsing-for-custom-emails and all the values will pop in automatically rather than having to enter them.

UPDATE: Tried sending another email from my own website as if I were a guest.

Email arrives in my "Emails" tab a few minutes later.

I click on it to open it, I fill in the listing site name and my property name from the drop-down menus.

Calendar icons still don't work to populate desired dates so I manually enter them.

Manually enter occupancy data.

Click SAVE and this time it doesn't even save it, nor does it show up as a new inquiry in the Inquiries tab across the top.

Something's hinky I thinky.

Monica

Sooooo... I set my website contact form to automatically email new reservation requests directly tto my OwnerRez email address and lo and behold I tested it and it showed up under the "Emails" tab like a damned miracle.

I go into the Emails tab and clicked on it to open it, and I selected "Create Inquiry" like I think I'm supposed to.

That takes me to a screen with the email itself on the left side of the screen and the blank OwnerRez fields on the right side of the screen, where I'm supposed to fill in the listing site where the guest originated, my property name, the guest's name, arrival and departure dates they want, the occupancy and then finally add the guest's name.

I filled in the listing site, my property name using the drop-down menus, no problem. But when I tried to add the check in and check out dates, it won't fill in. I must have clicked on the little calendar icon three or four times, but nothing. After sighing heavily, I manually typed in the desired dates. Then I entered the number of guests below that. Then I added the guest's (fake) name, selected "create new guest" and I hit "SAVE CHANGES." Ok, so NOW I think I'm FINALLY getting the hang of this part...

But when I went to my "Inquiries" tab, although I saw the new inquiry appearing there, it's marked UNANSWERED and MISSING CONTACT INFO. When I click on it to open it, I notice that none of the data I had just added was there. Guest name is gone, dates are gone, number of guests is gone.

So I click UPDATE CONTACT INFO and I'm taken BACK TO THE SCREEN WHERE I JUST WAS, except all the fields are blank. Gaaaah just when I thought I was beginning to see the light at the end of the tunnel, too. And now I'm back to sighing heavily again...

@Monica: If the quote was created PRIOR to changing the property rule, the quote will retain the rule it had previously. We do that because you don't want to create and send quotes, have guests read them and then change the property rules and have all the quotes update without the guest realizing it. You can MANUALLY change any quotes rules under the quote > Rules tab. The rules there only apply to that specific quote and were assigned to it based on what the property rules were at the time the quote was created.

Ok, I have changed my settings to require only 50% down as you instructed, but my quotes are still showing 100% of the reservation is "due immediately" at the bottom of the quote email, even when the reservation is more than 60 days out. Ideas?

Thanks!
M.

Thank you Chris, that makes sense!

I use a separate payments processor at the moment, so how do I set up the other radio buttons in the Payments Rules section?


M.

This is how the system works by default -- it's just configured the other way round. Instead of configuring the first payment amount based on different dates, you configure when the final payment is due and the first payment will be 100% if booked after the second payment would be due.

Set the first payment to 50% and the second (final) payment to be taken 60 days before arrival. If checkout occurs after the second payment deadline, it will automatically take everything in the first payment during checkout.

For guests checking in within the next 60 days, I collect 100% of the rental, cleaning and tax up front. But for reservations where the guest isn't checking in for 60+ days from now, I don't like to collect 100% in full that far ahead of time. I collect 50% up front and then the balance two weeks prior to check in.

I thought there would be a way I could set up the system to know that, and to automate an email for them to pay the balance at the appropriate time, but there doesn't appear to be a way.

I was looking under Properties > Rules > Payments but it looks like it's all or nothing. I can select "Collect 100% at the time of booking" but that means that someone who books my home today for their Thanksgiving vacation will have to pay the entire amount today and that's not how I want to do it.

Ideas?

Thanks!
Monica

Thanks Sam. I tried that and I was obviously not putting in the right terms because I couldn't find what I needed. Thanks, I will continue to use that search field.

M.