General Help and Questions

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Access to Back-End Data 8 replies

Marina's Edge Re
Apr 14, 2014 12:22 AM
Joined Oct, 2012 206 posts

Is there anyway to connect to the data from the back-end yet? I want to automate some of my dashboards that I build from the data.

Damon

Specials on Particular Time Frames 0 replies

cp9293
Apr 2, 2014 9:00 AM
Joined Apr, 2012 395 posts

I was wondering if there was a way to enter somewhere Special Rates, within a certain time frame? Almost like a Last Minute Special. For example, I wanted to reduce my rate by $150 for a weeks rental coming up in 3 weeks. Thus, if someone inquiries during that time frame, a separate line item would come up with a reduction of $150.

I am not sure I am explaining myself correctly. Right now, it would have two line items… rate, taxes. I would like to see another line item, if applies, stating the Discounted rate of $150 (as it comes up if it is a HOLIDAY rate added).

Can this be done?

Claudia

Included Base price in Quote Template 2 replies

cp9293
Mar 8, 2014 2:45 PM
Joined Apr, 2012 395 posts

Yes, exactly!

Thanks!

The security deposit for booking # xx needs to be released Email 1 reply

Michelle J
Mar 7, 2014 7:02 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Claudia,

Yes, I did miss you and glad to have you back!!

That has been requested before - yes, we do need to make a number of the email alerts always include some standard things like:

- Guest name
- Property name
- Arrival/departure dates?

The first two for sure!

-Michelle

Included Base price in Quote Template 2 replies

Michelle J
Mar 7, 2014 7:00 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Claudia,

That's a great idea! I think we'd need to make some general amounts like "Total Rent Amount", "Total Tax Amount", etc. We don't really have a way of knowing what the "base" rate is very well because the base rate is based on many different things added together and weighed against the guest's party size and length of stay. But I think a "Total Rent Amount" is what you're basically after.

-Michelle

Included Base price in Quote Template 2 replies

cp9293
Mar 5, 2014 9:10 AM
Joined Apr, 2012 395 posts

Me again…

Can you please include the base price option in the Quote Template? For example QTBASE?

When I send a quote, I state that the rate is $700, plus taxes and fees, for a total of QTAMT.

Thanks!
Claudia

The security deposit for booking # xx needs to be released Email 1 reply

cp9293
Mar 4, 2014 8:28 AM
Joined Apr, 2012 395 posts

Hi Michelle,

I am back. Miss me? LOL

Can you please include the Name of the person that the below email generates?…

"The security deposit for booking # 281679 needs to be released"

If possible, in both the subject and inside the body of the email. I always think the same when I receive the email. Who is it for?

Thanks,
Claudia

Overview and Info Screen 0 replies

cp9293
Mar 4, 2014 8:23 AM
Joined Apr, 2012 395 posts

Hi Michelle,

Can you please include the NOTES on these two pages? When I go in there, I would like to see the notes that the guest or myself have entered.

Thanks,
Claudia

Grant Access 1 reply

Michelle J
Feb 22, 2014 8:28 AM
OR Team Member Joined Jan, 2011 582 posts

Hi CBSunshinerental,

Unfortunately, no. We've dabbled with various implementations, but as of right now the Third Party Access feature is not available for general use.

-Michelle

Grant Access 1 reply

CBSunshinerental
Feb 21, 2014 10:29 PM
Joined Nov, 2012 8 posts

Is this available yet? Can't find it.

How do you use 2 different credit cards for payment 1 reply

Michelle J
Feb 19, 2014 7:39 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Kelly,

There are several ways to do it.

The easiest is to simply call the guest on the phone and take two manual payments over the phone. To do that, follow these steps...

1) Create a manual booking by finalizing their quote and turning it into a booking
2) On the new booking, go to the Payments tab and click "Collect a New Payment"
3) Call the guest and, with them on the phone, enter their credit card info for the first payment and then do it again for a second payment. Make sure to set the payment amount on each one to what they want charged for that card
4) If there is a balance left after the two payments, schedule a payment to be collected for some time in the future according to your normal business workflow
5) Go to the Security Deposit tab and schedule a security deposit to be collected according to your normal business workflow
6) Go to the Legal tab and make sure to send them a renter agreement to sign

Ordinarily, the system would set up the scheduled payments and security deposits for the future when the guest completes the quote acceptance form online. In this case, since you're doing it manually, you need to make sure that's done.

The other way you could do it is to adjust their quote to have a fixed amount for the first payment. Send them the quote and let them submit their payment online the normal way. Then, go into the system and collect a manual payment for the second payment with them on the phone.

Hope this helps,

-Michelle

How do you use 2 different credit cards for payment 1 reply

Medina Vacation
Feb 18, 2014 3:27 PM
Joined Jul, 2013 4 posts

I have a guest who wants to use 2 different credit cards for payment and I can't figure out how it's done. Has anyone experienced this and how do you do it.

Thanks,
Kelly

Archived PDF File 4 replies

Michelle J
Jan 7, 2014 12:17 PM
OR Team Member Joined Jan, 2011 582 posts

It could very well be the reader/viewer program you're using.

Archived PDF File 4 replies

cp9293
Jan 6, 2014 9:02 PM
Joined Apr, 2012 395 posts

I was able to see them before. Maybe it has more to do with the adobe reader, since I made it to default when opening. Could it be that?

Archived PDF File 4 replies

Michelle J
Jan 6, 2014 8:43 PM
OR Team Member Joined Jan, 2011 582 posts

If you're wondering WHERE it's located, follow these steps:

1) Open the booking in question
2) Click the Legal tab
3) Click the Archive PDF button at the bottom of the form.

If the booking just occurred (inside the last 3 minutes) the PDF may still be pending archive. It can take as much as 3 minutes after a booking comes in for the PDF to be finalized and archived.

-Michelle

Archived PDF File 4 replies

Michelle J
Jan 6, 2014 8:41 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Claudia,

Can you be more specific about which booking you're having problems with? I looked through some of the recent bookings in your account and the archived renter agreements are there (and opening fine) same as ever. At least, for me. I tried multiple browsers too.

-Michelle

Archived PDF File 4 replies

cp9293
Jan 6, 2014 4:08 PM
Joined Apr, 2012 395 posts

I can't seem to be able to open the Archived PDF File under OwnerRez. I am trying to look at the Rental Agreement, which was agreed upon.

Thanks,
Claudia

Updating Calendar 14 replies

Michelle J
Jan 4, 2014 12:26 PM
OR Team Member Joined Jan, 2011 582 posts

We're not quite finished with this release but you'll be back up and running in a day or so. We're in the process of releasing all the new stuff now.

If you go to the Linked Accounts sections (link here:)

https://app.ownerrez.com/linkedaccounts

You can see what accounts you have linked and provide credentials for them if they're not already filled in.

You can fill in your listing IDs (such as your VRBO #) for each property and select to sync the calendar.

-Michelle

Who is your merchant account company? 8 replies

Michelle J
Jan 4, 2014 11:32 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Wendy,

SecureNet's charge is 2.95% flat like Sage, but we've noticed that SecureNet does not pass along new interchange fees like Sage has done in the past. We're recommending SecureNet for anyone with processing history for that reason.

-Michelle

Refunds on an expired card 2 replies

Michelle J
Jan 4, 2014 11:31 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Marinas Edge,

All refunds have to be "linked" to a previous payments. That's not our rule, that's a rule that the processing banks establish. In order to do "unlinked" refunds, you have to be credit checked for a different system. That's why our refund screen requires that you select a payment to link the refund too.

That being said, refunds should work on expired cards. Did you try processing the refund to the person's account? Even if the card number expired, the refund SHOULD still go through and wind up back in the person's bank account. That's usually the way it works.

Failing that, the only way to return money would be via a different form such as check or money order.

-Michelle

Refunds on an expired card 2 replies

Marina's Edge Re
Jan 4, 2014 12:34 AM
Joined Oct, 2012 206 posts

We have a situation where the original card that our guest paid on has expired. We went in, scheduled a new payment and added the new credit card. When we go to refund it still references the old card and we can't figure out how to switch it to the new card.

Thanks

Who is your merchant account company? 8 replies

Wendy@A-List
Jan 2, 2014 9:48 PM
Joined Jun, 2012 32 posts

I've been taking credit cards for 4 years so that's not a problem, I've only one months statement with cornerstone and didn't have that charge and will be pretty upset if I do get one as that is one reason I've switched... does securenet have a lower than 2.95% charge?

Thanks for your reply,
Wendy

Who is your merchant account company? 8 replies

Michelle J
Jan 2, 2014 9:37 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Wendy,

For those that have at least 3 months processing history, we also offer SecureNet which is a slightly better processor. SecureNet doesn't charge the FANF fee that has started showing up for Sage/Cornerstone customers. You may have noticed that $5-10 monthly FANF fee every so often. Sage has refused to remove it, even though we've reminded them of their commitment to a flat 2.95%. So we offer SecureNet for those that want to switch. SecureNet requires processing history to quality however.

-Michelle

Who is your merchant account company? 8 replies

Wendy@A-List
Jan 2, 2014 6:49 PM
Joined Jun, 2012 32 posts

Am curious is there is still a choice of providers? I don't recall having a choice and am with Cornerstone/Sage... in one of the above reply's it sounded like one of your providers had better rates than the other, so if that is the case would love the better rates ;-) Maybe now you only have the one?

Any help appreciated.
Wendy

Updating Calendar 14 replies

chanson
Dec 29, 2013 6:29 PM
Joined May, 2012 5 posts

I just found out my VRBO & Homeaway Calendar's are not updating again. Is there something I need to do? Paul send out a "Happy Thanksgiving" message with the following "You'll need to provide your VRBO or HomeAway credentials, along with security questions/answers that you've provided them, so that we can facilitate the integration." But I don't see where I can change?

Thanks,

Claudia

Extend quote time limit after expiration? 1 reply

Michelle J
Dec 10, 2013 4:03 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Tim,

1) Open the Quote
2) Click the Info tab
3) Click the "Change Settings" button
4) Scroll to bottom and put in an expiration days/date
5) Click the "Save Changes" button

Hope this helps,

-Michelle

Extend quote time limit after expiration? 1 reply

WhiteDog
Dec 10, 2013 3:36 PM
Joined Sep, 2010 2 posts

I'm sure I've done it before but now find I cannot. Did that capability get changed?

Thanks

Tim

Calendar and inventory search widget 2 replies

Gclaseman
Nov 13, 2013 1:18 PM
Joined Aug, 2013 3 posts

Thank you! I look forward to them.

Calendar and inventory search widget 2 replies

Michelle J
Nov 13, 2013 12:49 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Gclaseman,

I assume you already know about our calendar widget? If not, that can be read about here:

https://www.ownerrez.com/blog/embed-the-ownerrez-calendar-in-your-own-website

I believe you're referring to something more sophisticated for that - something like shows all properties together and/or includes some search boxes with date range. That is definitely something on our roadmap, but not supported at the moment. We have a number of coming widgets that we'd like to release including more inquiry and booking tools.

-Michelle

Calendar and inventory search widget 2 replies

Gclaseman
Nov 13, 2013 12:24 PM
Joined Aug, 2013 3 posts

Is there any plans to create an html widget we can use on our website that allows potential guests to search our inventory thus circumventing vrbo/flipkey/homeaway?

If not, does anyone know of a 3rd party app or widget that will do the same?