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Hi Anna,
Thanks for submitting this request! While we don't have everything you're looking for in one export file, the following can be found in a Booking List View export:
name, contact info, which property they stayed at, booking platform, stay date (start and/or end date), tags
To do this, go to the Bookings tab in the OwnerRez menu bar, then select List on the far right (assuming you're not already in List view):
Once you're on the list view, use the Filter option to tell the system what date ranges to encompass, or whatever other preferred filters you'd like to sort by:
Next, use the Export button to export that file. You can either download to excel using the Export button alone, or us the dropdown arrow to choose your file preference:
What you won't get with that export are reviews / what review they left. You can, however, export your Reviews page.
https://app.ownerrez.com/reviews
Hope this helps!
Did this feature ever get released? Not the VRBO commission import but the more general capability.
Hey Edward,
I believe this may be along the lines of what you're looking for - Commission on Fee Expenses:
https://www.ownerrez.com/support/articles/property-management-commission-fee-expenses
Note that this will be a feature of PMv2, which is in Private Beta at this time and is not yet available to all users.
More info on the PMv2 Upgrade here:
https://www.ownerrez.com/support/articles/property-management-upgrade
If I've missed the mark here, drop us a note at help@ownerrez.com!
I would like to download one file that contains ALL data you have so I can then eliminate what I don't want.
Ideally I'm looking for at least this data for guests:
name, contact info, which property they stayed at, booking platform, stay date (start and/or end date), tags, if they left a review, what review they left.
This would help me know if I should or should not send them a direct email, and how to customize their message.
Eg, I would exclude anyone who I've tagged as BAD, and anyone who left a review lower than 5 stars.
Right now, it requires multiple steps for me to get this info from the various places, even though it's all in OR!
Leaving Hostaway because of their booking fee?
Forums Forums » Feature Requests »Please create a category for Owner BookingsStatus: Closed 4 VotesThis request is a duplicate of Owner stay reservations, not just blocks
[This topic has been closed as a duplicate of another topic (Owner stay reservations, not just blocks)]
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Currently, when owners log into their calendar to make a reservation for their use, OR creates a blocked-off time on the Orez calendar. We need them to be bookings and not blocks so that they trigger appropriately in Breezeway and PointCentral.
As the OR system is currently, point central will not generate a code, nor will Breezeway create workflow tasks (pre-arrival check, departure cleans, etc.) unless we happen to catch the Owner block and then manually convert it to a booking (which, BTW sends a confirmation with a balance due to the owner – not ideal.)
It would be so much easier if there were a category for Owner Booking, that defaults to 0.00 rent. This would trigger Point Central to generate codes for their arrival, and trigger the necessary workflows in Breezeway. It will also automatically eliminate them from Safely charges. 3 birds…one stone! 😊
Would you please create a category for an owner booking so all of our other systems recognize it as an owner stay?
Hello, despite the fact that no one has voted for this request I would like to suggest it be considered, i.e. ability to modify and/or add discounts by EXPORT existing discounts to EXCEL to modify and IMPORT new discounts.
Thank you
Please add this feature. it would be so helpful to so many. Add Category as a column to the expense side of the PM Statement. Looks like people have been asking for it for 4 years... Seems like it would be a simple column add....
Please add the CATEGORY column to the PM Statement export. This will enable an easy sort of expense types (by category). It's already on the Expense item export so it should be an easy add to the export file.
Currently, when owners log into their calendar to make a reservation for their use, OR creates a blocked-off time on the Orez calendar. We need them to be bookings and not blocks so that they trigger appropriately in Breezeway and PointCentral.
As the OR system is currently, point central will not generate a code, nor will Breezeway create workflow tasks (pre-arrival check, departure cleans, etc.) unless we happen to catch the Owner block and then manually convert it to a booking (which, BTW sends a confirmation with a balance due to the owner – not ideal.)
It would be so much easier if there were a category for Owner Booking, that defaults to 0.00 rent. This would trigger Point Central to generate codes for their arrival, and trigger the necessary workflows in Breezeway. It will also automatically eliminate them from Safely charges. 3 birds…one stone! 😊
Would you please create a category for an owner booking so all of our other systems recognize it as an owner stay?
I would like to be able to export custom fields added to the owner record. We have no place to keep Taxpayer Id for 1099 reporting, and I'd like to be able to keep that in Owner Rez. I can do that, but then I can't export it.
Hi Shawn,
Excited for the next round of development around triggers! Do you have an rough timeframe of when you plan to role those out to OR users? Secondly, is it possible to add one onto your list? Specifically, include Custom Fields as a trigger criterion? Even though all custom fields are just an open text field (so, technically, you never know what a guest will write) I could still automate a lot of my management tasks. In my example, I prompt the guest to reply "yes" or "no" for adding optional pool heat onto their reservation, so 99 times out of 100, I guest just say "yes" or "no". It may also be useful to have a trigger option for "Is empty" if the guest didn't write anything in the custom field. FYI - I did include some suggested custom field enhancements to help resolve some of the ambiguity around custom fields, but those can wait.
Agree. "Review Status" seems like a really basic feature that is missing from the trigger criterion.
Persistent filters for the calendar are available but just for one setting. Disappointing since this feature was requested over a year and a half ago.
Please allow filters to not only remain persistent but also allow use to save a handful of custom filters that owners / pms would often reuse.
For instance since OR defaults all unpaid bookings to PENDING I have to manually turn off the PENDING status every day > a total waste of time. At least if I could save PENDING as a specific custom filter, my added workload would take just a little less time.
In addition, the inability of OR to pull booking.com and airbnb email addresses means I have to also have a custom sort to find those > again more manual work each day that other channel managers handle automatically via API.
I will say that's it's a great start to have custom fields but we do need much more versatility and variety when it comes to the type of fields available.
I also added a feature request to allow us to AUTO TAG based on custom fields which you can find here
https://www.ownerrez.com/forums/requests/booking-tags-from-surcharges-and-discounts#76260
I just submitted another comment asking for similar
Found here:
https://www.ownerrez.com/forums/requests/booking-tags-from-surcharges-and-discounts#76260
content here:
Need to add to TAG AUTOMATIONS
* Apply Tag for CHARGES > ADD ON > Options
* Apply Tag for CHARGES > SURCHARGE > Options
* Apply Tag for CUSTOM FIELDS > Is Empty / Is Not Empty > Contains "text string" > Uploaded File is True/False
This way we can auto tag and then set a trigger based on the tag for each of these business case scenarios.
Need to add to TAG AUTOMATIONS
* Apply Tag for CHARGES > ADD ON > Options
* Apply Tag for CHARGES > SURCHARGE > Options
* Apply Tag for CUSTOM FIELDS > Is Empty / Is Not Empty > Contains "text string" > Uploaded File is True/False
This way we can auto tag and then set a trigger based on the tag for each of these business case scenarios.
When viewing the owners invoice from OwnerRez I am unable to print a detailed invoice with the detailed breakdown of each booking that's being charged for damage protection. This option was previously available but changed with a recent update. I recommend changing it back so we are able to print the detailed invoice.
When would this be released? Need to eliminate the manual VRBO import process asap.
Did this feature ever get released? Not the VRBO commission import but the more general capability.
We are actually working on a more general capability that would allow you to configure an expense (that can be for anything) of a fixed amount or a percentage. So, this would achieve the effect you describe. That should be out soonish.
Hello everyone,
I'd love to see an integration between OwnerRez and Ring.com that automatically creates guest users with a unique PIN for both the front door lock and the alarm panel. For example, if Guest Joe Blogs is staying from January 1st to January 7th, OwnerRez would automatically add Joe as a user in my Ring.com account with a 4- or 6-digit code that both unlocks the front door and disables the alarm.
Currently, we're doing this manually, and it would be a huge help if OwnerRez could automate the process. It would also be important to restrict access so that guests only have permissions for the front door, not any internal locks (like owner closets).
My initial research indicates Ring.com doesn't offer a public API, but they might have a private one that a developer could work with. Is this something OwnerRez might consider supporting in the future?
Thanks in advance for any info or feedback!
Door Lock Codes for TEAM Members
Group a Set of Locks - Say a location X Resort or location say Florida or Tahoe
Allow team members to have access to all of selected or by group
Like many, do they have the ability to have codes for door locks for Team members as well as codes for guests.
This allows for central management and monitoring of who has access and the ability to disable or change codes quickly.
Could we get a opinion for guest pic there own "tags" at the time of booking? A drop down with tags like "birthday, Anniversary, graduation" or a special local event. It would be a great way to give us a heads up on services we could provide or up sell.
I designed my website on Wix. I use the typical booking / availability widgets already, but would like to have the property photos, descriptions, rules, etc integrated from OwnerRez into my Wix site (like how they are on the OwnerRez hosted sites). My understanding is that if I was using WordPress, this would be possible with the WordPress Plugin. Since I'm using Wix, is there another way to accomplish this?
I could just upload pictures and type all property info into my Wix website, but then I get to update both if / when there are changes.
Thanks for the post! Giftup looks pretty interesting. I noticed they list an integration with Stripe. I'm wondering if that is a possible backdoor way to use Giftup until OR gets its own integration?
Have you figured out a way to integrate giftup with OwnerRez? Or some roundabout way to make it work?
Thanks!
Settings -> Tags -> Create Tag creates a checkbox tag that you can test on with triggers.
SBF, are you manually creating the tag though? I already have a tag-based trigger set up, but I have to manually create the tag for each booking.
If not manually, how do you get the custom field to automatically create the tag? Under Settings > Tag Automations > Create Tag Automation, there is no condition I can select that corresponds to my custom field (yes / no for pool heat).
I agree that the custom fields need some improvement. Just allowing the guest to respond with open text is too risky. As we (owners) design our custom fields, we should be able to choose how we want our guests to respond. Similar to designing a questionnaire using google forms. For example, in my case, I just want to simple yes/no response if the guest wants to opt in to the "pool heat" add-on for their booking.
Low hanging fruit are 1, 2, and 5. I think we already have #7, unless there is indeed a character limit that I'm unaware of. Controlling how the user responds will help us, owners, be able to set up tag automations & message triggers with more confidence since we'll force guests to respond the "correct" way. This is really important and will help simplify our management duties.
Thanks!
Aaron, I think you can do this now. Schedule a trigger for 1 day before booking arrives with that custom tag being set and the email you want sent. I have triggers for when I haven't yet gotten a photo ID from a guest 3 days before booking arrives and the photo ID part is a yes/not tag on the guest record.
I agree this should be a feature. I have a simple custom field that is a "yes / no" question, asking if the guest wants to add the optional pool heat. From there, I could trigger an email message to myself the day before their booking to turn on the pool heater.
I love the Bulk Block-Off feature and use it all the time, but to remove the blocks I need to go to each block individually and remove it, which is very time consuming. Could you please add a bulk unblock feature?