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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.
@Monica: the top search box on the Support page searches all support articles, forums and blogs posts. This guy here: 
I have to believe someone has asked all the same questions I have and I'd like to be able to SEARCH the forums to answers instead of re-asking the same questions. I can't for the life of me, find a search field though. Am I blind, a dumbass, or doesn't one exist?
Thanks!
It was but it stopped. But Chris Hynes helped me fix it. Thanks!
Victoria, it's now under Guests > Reviews. It won't live there forever, most likely, but we needed to park it somewhere while doing the Guest and other menu/header changes without cramming in too much. More changing around this soon.
I do not see Reviews menu option anymore?
Has it synced before and just stopped now? Or never has?
You need ical link form evolve synced into OR, you have to get ical link from evolve. and vice versa, get your OR ical link and have evolve import/sync it
Inquiry or booking? Inquiry is just a question, like "how many steps to the beach?". Once you have the BOOKING and IF you have sync/import/export OR calendar set up on VRBO, then yes, it will update VRBO (or any other synced) calendar. You have to set up import of OR calendar on VRBO and vice versa.
some of us., once booking is received, only sent automated emails via owenerrez, no those sites. Why>? Many reasons. Like VRBO will strip links off (like u have automated email to send the list of links to local attractions - cannot do that on VRBO because it will strip hyperlinks). I do not use the 3rd party site communications almost at all once I have renters email (I get it form VRBO and update the booking in OR with that email). From that moment on all emails are from OR. Like , what to bring, entry instructions, driving directions, door code (OR integrated with erentallock which I have), etc. I also use OR rental agreement that renters have to e-sign (OR send them a link to do it). OR is much more customizable and powerful than those AirtBNB and VRBO canned emails.
Monica, this should be fixed. It was only happening to a small subset. Thanks for bringing it to our attention; we also got the error report internally.
Is anyone else having a problem with the system not saving new inquiries? If I get a booking request from my own website, I click "Create Inquiry" in the email and it opens the Inquiries window on OwnerRez. I manually add the guest's name, email address, desired dates in the fields at the right, and hit SAVE but it never actually saves. It just gets stuck and no inquiry is ever created.
Ideas?
Thanks!
Monica
Does anyone else have an issue of calendar not syncing with Evolve bookings? It's been okay so far, but all of a sudden today I noticed that a new Evolve booking isn't coming through to my OwnerRez calendar. It's been about seven hours. I have gone to the "Import and export calendars" page here and hit "Sync Now" but it still isn't bringing in the new booking dates.
Ideas?
Thanks!
Monica
So I'm brand new and very confused about a lot of things, but I'll start with this one...
What is the booking automation function for? I have set up all these automatic trigger emails, but it occurs to me that I have no reason to send them because all my bookings come from another booking site like VRBO or Airbnb, and the communication is already generated from THOSE sites.
So what do you guys use the triggers for? Is is ONLY for bookings that come through Facebook, or your own website?
Thanks!!
Monica
If an inquiry is processed thru Owner Rez does that update the VRBO calendar associated with the property?
If you configure a form header/footer in Settings > Theming, that will be applied to the standalone form as well as to quote and booking forms.
Is there any way to add a little flair (like a background image ) to a standalone booking/inquiry widget , When you click a link https://app.ownerrez.com/widgets/e399cb8eee834729ac9a35de4cfb89dc?view=form&propertyKey=0a4808a7e8e943e489771b0d3076751a the form opens bu looks very generic. Is there a place to customize the header so that it applies only to a standalone (not embedded) form? Thanks
To turn off the security deposit for a booking, go to the Rules tab of the booking and set the security deposit to "do not reserve". That will disable the security deposit and keep the reminders from going out.
I'm a bit lost in auto email functions. I have a guest getting send security deposit requests and he does not need it. How do I turn it off?
If you want to charge other fees, you'd add them as surcharges in OwnerRez and put them in the same charges grid on the booking. The {BCTAB} field will pick up whatever you put there.
Are there 9 different due dates in your process, one for each type of fee, due separately? The built in amounts and dates you already found for first and second payments. You could add additional custom fields if you have additional due dates.
Travel insurance is handled separately and charged directly by TravelGuard. The guest will get a receipt email and policy notification from them.
That only show rent and tax.
How do I get all the other items I need to show?
Advanced Rent/Due Date,
Rent Balance/Due Date,
Reservation Fee/Due Date,
Trip Ins/Due Date,
Taxes/Due Date,
Cleaning Fee/Due Date,
Other Fees/Due Date,
Pet fee/Due Date,
Listing Site Booking Fee/Due Date.
Again, thank you. You all are the best!
Here's one: https://redsedona.com/privacy-policy/
TBH I don't think Converge actually reads the policy they just check to make sure it exists.
Chris,
Thank you for the quick response.
After clicking to the next and next questions on that site I'm going to give up. I can't begin to answer them all; too technical.
I will try to figure something else out.
If you know of anyone else that is using Converge then maybe I could look at their site and see what they wrote.
Again, thank you.
I hadn't seen that site before, but it looks great!
Yes we use cookies, and you can fill it out like this:
I am trying to put together a Privacy Policy for my website because the gateway site (Converge) is requiring I put a Privacy Policy on there. They also recommended I go to www.freeprivacypolicy.com to create my own Privacy Policy.
One of the questions they are asking is if my site has cookies. I have NO idea!
Any help is appreciated.
Is that basically the list of charges you're looking for? If so, the best way is to insert the entire list via the following field:
{BCTAB}
What do you use to add an automated field for your RA that isn't in the list?
I need to have the North Carolina Agreement show Advanced Rent/Due Date, Rent Balance/Due Date, Reservation Fee/Due Date, Trip Ins/Due Date, Taxes/Due Date, Cleaning Fee/Due Date, Other Fees/Due Date, Pet fee/Due Date, Listing Site Booking Fee/Due Date.
I have found the {BFPAMT} for advance rent, for security:{BSDAMT}, for rent balance: {BSPAMT} & {BSPDATE}. Tax: {BTTAX} Total: {BTAMT}. But I am missing the others and don't see how to fill these in? Help please.
That's also possible as seasons can be specific to properties. Create one more Summer season, and use one for the week long property and one for the 2 night property. Tip: name the two Summer's slightly different so you can tell which is which ;-)
Use the specific properties criteria in the season settings to associate one Summer season with one property. Then go over to the Rates section and make sure the rates are also configured to the proper season and property -- they have to match both property and season to apply.
