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I should mention during day-to-day ops, I spend most of my time on OR on an iPhone (mobile). So having in that cluster would be incredibly beneficial—particularly for mobile user layouts.
Recurring Triggers has already landed in testing, and we're steadily working out the quirks to get it release-ready as I write this. While I don't have an ETA to provide, we are very close!
Thanks for the recommendation! There are not many integrations we build out from the OwnerRez end. Typically, those partners write to us, not the other way around. We do have an open API, so if you know anyone on the HomeExchange or weneedavacation.com side, you can suggest they get in contact with us about developing an API connection.
While building a cancellation/date change directive, I created logic that branches based on whether a guest purchased travel insurance. In sandbox testing, Rezzy's interjection and certainty feedback explicitly stated things like:
The problem is that, according to OR Support, Rezzy doesn't actually have access to this data. After testing with two bookings — one with insurance and one without — Rezzy returned the same "no insurance" result for both. It was confidently reporting verification of data it can't see.
OR support confirmed: "Travel insurance purchase status — including the Insurance tab data, policy details, and booking-level insurance tags — is not listed as part of Rezzy's available data sources."
The Request: Add Booking Tags and Insurance Data to Rezzy's Data Sources
For Rezzy to support directive logic around travel insurance (and other tag-based workflows), it needs access to:
These are standard fields visible on every booking. Adding them to Rezzy's data sources would unlock more reliable directive branching and increase the use-cases in which Rezzy can provide genuine, beneficial assistance.
Secondary Ask: If Rezzy Can't Access a Data Source, It Should Say So
Right now, when Rezzy can't see a field, it fabricates a verification rather than acknowledging the gap. If a data source isn't available, Rezzy should respond with "I don't have access to this data" instead of generating a confident but false confirmation. This would save significant time during directive development and testing.
Screenshots attached: [See below — Rezzy's Sandbox interjection and certainty output claiming to verify insurance data OR says it cannot access]
Thanks for this suggestion! You're right that tag automation currently doesn't support cancellation events.
Current Capabilities: Right now, Tag Automations can automatically apply tags based on various conditions when bookings are created or modified (things like renter agreement status, payment status, pets, seasons, guest count, etc.), but cancellation isn't available as a trigger event.
Truthfully, A Cancelled booking already gets a tag applied by the system, also it is clearly colored differently on most lists. And is a filterable condition in the majority of reports and other things. So I believe this is why it is not part of the tag automation system.
However, you can use the existing messaging trigger system to handle cancellations and staff workflows:
For example, check out the Notify Owner of a Cancellation Template and Trigger article - you can adapt this approach to notify any staff members who need to take action.
Here is a quick loom video showing how we currently mark a cancelled booking as well as a quick look at triggers:
Managing Cancelled Bookings and Third-Party Alerts - Watch Video
I also mention in the video the option of third party alerts. They can be helpful if you want to send a simple notificiation to a team member whenever a booking is Created, Changed, or Cancelled. Can read more about them here:
https://www.ownerrez.com/support/articles/third-party-communications-options#third-party-alerts
Does the trigger-based notification approach work for your needs in the meantime?
When a guest cancels, we'd like to tag the booking for several staff actions. I'd like to see the list of triggers for tag automation to include a cancellation.
I like this idea. Not sure I would put it with the create booking 'cluster', but it is good to have easy access to the most used features. Is this one of them? When I do manual expenses, it is at the end of the month, all at once, so I'm hanging out in the PM > Expenses page. I'm not going there every day. Let's hear from others with their votes and voices.
Hi Chelsea. I like this idea, I'd vote for it. Also, I know there is work ongoing on a new 'Guest Portal' that could ultimately become the best place for this type of interaction. No ETA available on that yet.
Hi Alece, this sounds like a good idea. I'd vote for it. If you know anyone else who you think would value this function, get them to add their voice and vote.
Hi Randy,
Thanks for adding your perspective to this recently added report option. Hopefully, we can hear from other users to see their preferences
Know other OwnerRez users who would also benefit from this feature? Point them to your request to add their vote or voice!
I need this as well. It is confusing for an owner for one month to show a negative balance, then the next statement starting balance is zero with no recognition of the negative. In my view the negative statement balance needs to carry over to the next statement as an owner expense so it is carried forward and accounted for.
It looks like weneedavacation.com offers iCal syncs:
https://www.weneedavacation.com/Help/Calendar-Import-Export.aspx
This article walks you through the steps to set up in iCal:
https://www.ownerrez.com/support/articles/setup-checklist#iCal-import-export
HomeExchange.com appears not to offer any sync options:
https://forum.homeexchange.com/t/calendar-synchronization-feature/6596/
Hi Pete:
Calendar synchronization is a key feature of OwnerRez & you could use the iCals, however, it appears that HomeExhange.com has no iCal sync available. If HomeExchange does not create a place to import an iCal there is nothing OwnerRez can do to override that.
Here is one of many HomeExchange forum posts discussing that question:
https://forum.homeexchange.com/t/calendar-synchronization-feature/6596
Sent an email to HIpCamp asking for integration.
I tried many things before determining you had a 40 ch limit. Enter any string "12345678901234567890123456789012345678901" is 41 charecters and will fail. Try "1234567890123456789012345678901234567890" and it will accept
We'd love to be able to have our renter agreements plainly spell out the ADR, not just the booking total. I don't want a list of all the different rates they're paying each night, just one simple average number for the whole stay.
Or, just add the calculated-fields option to other modules instead of confining it to PM owner statements, and it would be easy to calculate.
Hey Alece,
We agree! There's room for some cool adds here now that sentiment is a thing. We'll be adding the following:
These should move into QA in the next few weeks. We'll keep you posted.
Hi Ed,
If you're inside of a booking, you can find the SMS option in the Messages panel of the booking overview page if the guest has the appropriate contact info available.
You can also hit the Inbox button in the header here to get to a filtered view of the inbox for that guest.
To start a new thread, hit the Compose button and type in the guest's name in the "To" field. This will find any message threads associate with that booking. Note you can also just just straight to the inbox to get to Compose. No need to start from the booking.
If the guest already has existing message threads, you'll see them here. Clicking on the channel icon will bring you directly to the existing channel thread, but clicking to the left of those icons just on the text itself will give you an option to start an SMS thread, assuming that the guest has proper contact info available to send to.
From the inbox, you can select your SMS templates once you've opened that SMS thread.
>When composing a message from the guest screen, the interface should allow switching between Email and SMS without leaving the screen. Message content should persist when switching channels.
We are in the process of building out the architecture that will allow for email in the Unified Inbox. Once that work is complete, we will add email to the thread types so you can switch between the SMS thread and Email thread as needed. The project is a large undertaking so I'm afraid I have no ETA on the work at this time.
Great suggestion—thanks for submitting! Know anyone else who'd benefit from this? Send them the link so they can add their vote and show there's interest in making this happen.
Hi David!
OwnerRez has an open AI, so anyone should be able to write to it. If they'd like to have an integration with us, they can reach out to our support team, and we can see about them getting an integration set up with OwnerRez.
Hey Epiq P,
The inbox defaults to the Inbox filter, but you're seeing outbound messages there as the beginning of a thread? Could you send some examples to help@ownerrez.com so we can take a closer look please?
Hi
I have done that but it shows the VAT on top of the booking price. I want to show it as inclusive.
Hello!
You should be able to achieve this by setting up the tax under Settings > Taxes. You can configure the VAT tax in your OwnerRez account, and then when a guest goes to book, or if you create a quote, the VAT tax should be presented to them during the booking process, and you wouldn't have to add it on after the booking is created. We have this support article that goes over setting up taxes in OwnerRez: https://www.ownerrez.com/support/articles/configuring-taxes#create
Hi Alex!
OwnerRez has an open API, so if anyone is interested, they can write to it. If ClickUp would like to integrate with us, they can reach out to our support team, and we can assist with helping them write to it and getting an integration set up.
We appreciate you taking the time to submit this feature request! If you know other users who would benefit from this, we'd encourage you to share it with them so they can add their support by way of an upvote at the top of the page.
Great suggestion—thanks for submitting! Know anyone else who'd benefit from this? Send them the link so they can add their vote and show there's interest in making this happen.
Great suggestion—thanks for submitting! Know anyone else who'd benefit from this? Send them the link so they can add their vote and show there's interest in making this happen.
We appreciate you taking the time to submit this feature request! If you know other users who would benefit from this, we'd encourage you to share it with them so they can add their support by way of an upvote at the top of the page.
Hi Ed!
Could you please write to help@ownerrez.com and include the text you're inserting into the description so we can take a look?
Hey Cody!
You should be able to do this with the Owner Statement Summary report that's available: https://app.ownerrez.com/reports/pmownerstatementsummary
When configuring the criteria for the report, you can select the owner and timeframe for owner statements you wish to include. Once you've run the report, you can then export it and send the file to the owner so they can get a year-to-date summary of their owner statements. We have this support article that goes over the report: https://www.ownerrez.com/support/articles/owner-statement-summary
