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[This topic has been merged with another topic (Owner Statements to include Running Balance). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (PM Balance carryover on statements)]
[This topic has been merged with another topic (Automated way to send text reports (by email)). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (Send "daily checklist" report out by email?)]
I’d like to suggest a future enhancement related to communication visibility. There are times when it’s important for us to see all emails associated with a specific property and the exact order in which they are sent. Right now, I’m not aware of a simple way to view this in one place.
It would be extremely helpful if we could click on a property and see a complete communication workflow that shows, in timeline order, every system message, template, and trigger that would be sent from the time of booking forward.
Just to clarify, I know we can see the communication history, and also the scheduled communication within each booking. Sometimes it's necessary to see it at the property level, before the booking even occurs so when the bosses say "Hey, show me a visual workflow of all the emails a guest receives from time of booking for property XYZ" there is something that shows it ALL.
Hey James, are you already on PMv2? If so, you can create a custom formula to achieve this!
Is this out yet and if so can you point me towards it please?
Hey Elliot,
We actually have a major overhaul of the Photos page dropping in the next week or two that should address all of these concerns! I'll provide an update here when that drops.
Hi Patti and Michael,
I'm not sure that I've seen Airbnb split payments more than once. Are you saying that with their split payment model, your owner receives a percentage, then the co-host, and then yourself?
Maybe the owner and co-host both being paid by Airbnb, and then you collect commission directly from the owner?
I think we're having a difficult time understanding your use case here. If you could expand on that a bit more for us, that may prove helpful.
Would this Feature Request be what you're looking to accomplish? https://www.ownerrez.com/forums/requests/support-for-invoice-cohost-business-model-within-property-management-pm-module
I hope I'm not the only one that finds it extremely disorienting to have all my photos neatly arranged and sorted, only to click the "Change" button and have them immediately locked into numerical order, with no way to have any clue which one belongs to which room any more.
Numerical order is certainly helpful for making sure the "top five" are what we want. But most of my photo sorting time is spent trying to get them assigned to the correct rooms. It would be extremely handy to have a drop-down selector in edit mode (as there already is in non-edit mode!) to tell OR how we want them sorted. It would make assigning them to rooms so much easier if we could just drag-n-drop them to the correct headings instead of having to click "edit," find the room in the drop-down, and then click "close" on every one of them.
I recently changed from Remotelock to OR for managing my locks. One thing i miss, when i look at the events from OR on the lock, it is missing the event data. From RL, i could see what code was being used so that I could tell if the last person out was a guest, was my cleaners, handyman, etc. the current events does not show anything. I know the data is coming from Schlage and that data is there because i can see it in the Schlage app
Hey Gus and Lindsey,
I also wanted to mention that we have some new field codes for the booked nightly rate in development at this time. This would allow you to apply field codes in your correspondence that break out those nightly rates for visibility.
With the features mentioned by Katie and myself here, do you feel that this request would be satisfied once the booked nightly rate field codes are available?
We have plans to eventually surface the nightly rates within the bookings themselves, but there's a lot of backfilling that needs to take place before we can make that available to the end user.
Praise Be! Did a quick review of owner statements, and everything is correct now. Thank you, Bri and the rest of the OR team!
Hey Alece,
I think we've addressed this as of today. Next time you run your statements, please check it out and let us know.
Yes! The solution that you're proposing would actually be better -- really all we need to do is see when guests say they will arrive and depart without having to gather and enter that info manually. And perhaps also include a notes field that hosts can turn on and off to allow guests to make any special requests like for early check in or late check out.
To answer your question, the other system was almost entirely reliable except that very occasionally a guest would invert their arrival and departure times, and because arrivals defaulted to p.m. and departures to a.m., it would end up looking like they were arriving at 11 pm and departing at 4 am (for example). That wouldn't have been an issue except it was tied to the electronic lock timing so we had a time where someone arrived at 4 pm and was locked out because the system had their arrival as 11 pm.
Other than that, we never had an issue. We just added an hour buffer, so if a guest said they were checking out at 8:00 am due to a 10:30 am flight, the cleaner might show up at 9:00 am. For check in, it allowed us to prioritize which condos to get ready first or to schedule maintenance in the afternoon or maybe have the cleaner do some extra deep cleaning.
Thanks so much!
Hey Stevi,
I appreciate where you're coming from, but this isn't something we'll be moving forward with at this time. As BlueMtnCabins mentioned, the ability to hide fees within the rental rate is already available in OwnerRez, and that's the intended solution for situations like yours where you prefer not to itemize certain charges.
While I understand you're already using that feature for your cleaning fee, you could apply the same approach to your processing fee to avoid the separate line item display on quotes.
I'll leave this request open for voting. Feel free to share it with likeminded users who would be willing to give it an upvote! But at present, we have no plans to move forward unless there is significant demand for this feature.
Hi Elliot,
I appreciate you taking the time to explain how seasonal variations could affect different aspects of your property listing. Thanks for the clarification.
After reviewing this request with our team, we've decided not to move forward with seasonal property attributes beyond photos at this time. While we understand that some property details may vary throughout the year, we've found that the core attributes—like descriptions, location information, and policies—generally remain consistent regardless of season. We do, however, have seasonal cancellation policies in development at this time.
For aspects that do need seasonal updates (like amenities available or specific instructions), we'd recommend using our existing tools like scheduled triggered messages or FAQ updates (currently available with Rezzy AI) to communicate those changes to guests at the appropriate times.
We really do appreciate the feedback and understand this may not be the answer you were hoping for. If there are specific pain points you're trying to solve with seasonal variations, we'd be happy to explore whether there are other features or workflows that might help address those needs. Feel free to write to our Helpdesk at help@ownerrez.com
Aha! Thanks for clarifying. 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.
Thanks Bri! I actually meant the Bookings Report chart.
Thanks for sharing how your previous PMS handled this! I can see the appeal of automating the collection of arrival and departure information.
I'm curious about your experience with this workflow—how reliably did guests' estimated times match their actual arrival and departure? The concern I have is that automatically updating the official check-in/check-out times based on guest estimates could create complications if their plans change. Since guests already agreed to specific times at booking, officially changing those times might cause confusion or issues if they don't stick to their estimates.
That said, I absolutely understand the value of knowing when guests expect to arrive and depart for cleaning coordination. Would a solution that collects and displays this information for you and your cleaner (without changing the official booking times) work for your needs? I can see that being something we'd consider. That way you'd have visibility into guest plans while keeping the original booking terms intact.
We are testing Rezzy on OR and its getting better.
We are looking to see if we can take it one step further...AI Voice agents integrated with OR and Rezzy.
For managers and hosts that work other jobs, actually sleep, or have a life, how can we integrate an AI voice agent that plugs into the data within OwnerRez, to help answer calls for hosts when they are unavailable.
Ideas of what it could handle
welcome calls, helps answer FAQs (wifi, late check out policy), transfer to your phone if its a true emergency.
-Integrates with Property Management Software (PMS) to train the data for the AI, understands STR terminology, handles check-in/out workflows, Highly realistic voices, live call transfers, integration with CRMs/workflows via API/webhooks.
Hi Chuck,
I was trying to picture this myself, and I think I am following what you are aiming for. It sounds like you would like a dedicated Discounts Calendar, separate from the existing Bookings or Rates calendars.
I put together a quick mockup in Claude as a proof of concept. You can click around the artifact and explore the different layout ideas.
https://claude.ai/public/artifacts/05045fe2-14c1-447d-be40-349082bec4c3
Here are some views that could exist in a tool like this:
• Table view, which would look similar to what we have today
• Checker view, which would allow you to plug in some conditions to see which discounts match
• Calendar view, which would visually show when discounts are active and help reveal overlaps
• Timeline view, which would list discounts by type in chronological order
Would something like that be useful?
No promises on how long something like this would take, but it feels worth starting the conversation with the development team.
A few potential challenges came to mind. Some discounts can look like they overlap on a calendar even though they never actually do in practice. A good example is an early bird discount and a last minute discount. On a timeline they share the same date range, which can make them look like they conflict, but the logic behind them ensures they never apply at the same time. One only applies when a stay is booked far in advance, and the other only applies when the stay is booked very close to arrival. A visual display would need a way to prevent confusion in situations like that.
There are other cases where visualizing logic gets tricky. Some discounts do not have a date range at all and instead rely on conditions like lead time, guest count, arrival day, or channel. Those types do not map cleanly to a calendar and might look active all year even though they only fire when certain conditions line up. Channel based discounts can also make a timeline confusing unless you filter by channel, and stacking rules or precedence rules would need to be represented clearly so the display does not imply that several discounts apply at once when only one really can.
We do already have the Channel Rate Tester and Direct Rate Tester under Tools. Those are often the best way to enter some dates and see exactly which discounts apply to a specific scenario.
Also, the discounts table itself can be filtered today by property or channel, which helps narrow down what is active in certain situations.
Still, I like the direction of the idea, and a visual tool could possibly help many users understand their setups more easily. I appreciate you bringing it up and giving us a chance to explore it.
If I missed the mark and you had a different way to visualize it, I would love to "see" your idea for it.
When you start to get into discounts, with all the options and channel variations, it can become a lot to track. The capability is welcome and very strong. Love it.
But, would love a way to see a display, somewhat similar to the Bookings display, that just showed discounts. Even an export format conducive to this is welcome. Purpose is to see what dates are covered by a discount, overlap, or missed for each property. Since we have various methods of choosing dates (date, month, season, day of week) I can be difficult to visualize it all.
You can accomplish this with a custom formula by dividing the rent by the number of nights. I don't use just the rent category but utilize a custom formula for rent (so that it includes any other surcharges categorized as rent and subtracts any discounts applied), and it still worked with this when I just tested it. You'll set up the custom formula as: [Whatever field/formula you use for rent] / [Nights]
I am splitting the payments and that is the issue we can’t track where the payments go to reflect an accurate statement
Hello!
If payments are going directly to the owner, you should be able to record this in their booking by going to the PM tab of the booking > clicking Change > inserting the amount in the Direct Remittance box, and saving the changes. Once that's been done, and you run the owner statement, you should see an Already Remitted column that should have the amount that was inserted in the booking.
If you'd like us to look into it further, please email help@ownerrez.com.
Is there a way to add Average Daily or Nightly Rent to owner statements? Right now I show Nights and then the rent total, it would be wonderful if the next column could display what that average rate is so owners don't have to calculate on each reservation when looking over statement
Hi Lindsey!
If the owner would like to see a breakdown of the charges, including the rent, you could update the Financials for their Portal User access to Detailed Financials. This should add a Charges tab to the bookings on their calendar, and they can see the charges of the booking (rent, surcharges, etc). Although they wouldn't be able to see a breakdown of the nightly rate for each night, they would be able to see what the total rent for the booking.
If you'd like to change it, you can do so by going to Team Access > click on a Portal User > click on their Permissions. On the following page, you can update Financials to Detailed Financials, and then save the changes. The next time they log in, they should see a Charges tab on any of the bookings in their calendar. We have this support article that goes over what they can see with the different settings: https://www.ownerrez.com/support/articles/team-portal-access
That pretty much it.
the idea is to reduce data entry and have properties with identical data have some way to manage that once at a group level rather than copying and pasting manually for each one which is difficult with many properties.
thanks for looking and voting for this.
