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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.
Thank you Katie. All of our property owners, office staff, maintenance, contractors, housekeeping staff, along with all of our potential guests would greatly benefit from an availability calendar that shows the reservation breaks, and has the ability to show the previous month.
What is the "magic number" of upvotes does a suggestion need before action is taken?
Can anyone upvote this, or do they have to have an OwnerRez account?
I found a work around.
I use the Alternative Quick Workaround down below this.
Basically, OR uses an HTML template, so we are limited by that set of rules.
Recommended Solution: Use HTML Mode for Consistent Styling
HTML
<div style="font-family: Arial, Helvetica, sans-serif; font-size: 12pt; line-height: 1.5;">
[Your default text here or placeholder content]
<!-- Insert your field codes as normal -->
</div>This forces most of the body text to Arial 12pt by default, and new text you type should inherit it better.
Alternative Quick Workarounds
OwnerRez's rich text editor (based on older CKEditor-style tools) sometimes defaults inserted text to 10pt, which is why this happens. HTML mode gives you the most control.
Please consider Xero as well. I just QB because... well they suck. Xero is soo much easier to use.
I have a mouse that can side scroll. Being able to cruise through the months on the ribbon view would be amazing!
If you advertise your rental on Meta, this OwnerRez feature would get you more bookings for less — please upvote.
I just started running direct-booking ads and hit this roadblock: When someone clicks your ad and books through OwnerRez, Facebook is supposed to record that booking as a "conversion" so it can learn who your best customers are and show your ad to more people like them. But right now, OwnerRez isn't sending Facebook enough info to reliably match the booking back to the person who clicked. So a chunk of your real bookings never get credited to your ads.
Why that hurts you:
- Facebook or Instagram thinks your ads are working LESS well than they actually are
- It can't optimize properly, so you pay more for worse results
- You can't tell which ads are truly driving bookings
The fix: A feature called "Advanced Matching" lets OwnerRez securely send Facebook a bit more (encrypted, private) info at checkout so more of your bookings get correctly counted. It's automatic and privacy-safe once turned on.
Bottom line: more accurate tracking = Facebook shows your ads to better prospects = more bookings for less money.
If you advertise to fill your calendar (now or in the future), please vote this up so it gets the dev team's attention!
Thank you!
Laura Wegner
The Suite Life™ Whistler
For the tech's at OR: Please add Meta Pixel Advanced Matching support! I would love to see OwnerRez pass hashed customer data (email, phone, name) to the Meta Pixel via an Advanced Matching object on the booking/checkout flow.
Currently, the Pixel initializes with a standard fbq('init') call and no matching data, so any conversions that browser tracking misses (ad blockers, iOS/Safari privacy limits, cross-device bookings) go unattributed. Advanced Matching would recover a meaningful share of those, giving hosts who advertise on Meta far more accurate conversion attribution and better ad optimization. Hashing happens automatically, so it's privacy-safe.
For those of us driving direct bookings through Meta ads, this would directly improve our ability to measure and scale what's working... and what's not. This would be a huge techy win!
Yes, but as I screenshot above, it may not be an ideal guest experience and may lead to questions. That is, assuming you have a regular discount that would already apply to the dates the guest is booking. That automatically applied discount would be wiped out by the $0.01 discount code, and the booking total would visibly go up as the first discount is replaced with the one cent code.
[This topic has been merged with another topic (Step towards unified email inbox). All unique votes have also been merged.]
[Another topic was closed as a duplicate of this topic (Restore SMS Template Access and Email/SMS Toggle in Guest Communication)]
Thanks Bri! It’s appreciated. 🙂
(Suggest leaving this here for others to find your helpful reply.)
So for the time being if j set the gift value at $0.01 I can start offering a gift option and i will see a tag letting me know
Discounts are a Tag Automation condition, yes!
However, you can't currently zero out a discount code.
I think what you’re describing could work in theory, but I’m not sure it’s actually possible given the current limitations around tag‑triggering. In my previous attempts, I wasn’t able to flip a tag based on a guest‑entered discount code, which meant there was no reliable way for staff to know when a welcome gift needed to be prepared. Without that internal trigger, the workflow breaks down.
Can you confirm whether a discount code can, in fact, trigger a tag or internal flag today? If that’s supported, I’d gladly use it as a workaround. It’s not ideal—showing a $0 or $0.01 “discount” looks a bit awkward compared to highlighting a complimentary welcome gift—but at least it would give me a functional way to begin offering the option.
Would love to have ready internally an agent that can aggregate bookings, reviews, emails/messages with all guests in order to further develop my guest avatar: Or help with better prompts so that information stored in OR can better accessed via one single query without having to go through years of ORB ##### numbers one by one.
I want to know my guest category and understanding the person behind the booking.
Rezzy was NOT able to read my collective reviews- the ones collected here then feed to the OTAs & my website, messages sent within platform to discern what guests: loved/did not like related to location, amenities, hospitality.
It was unable to
-review pre-booking questions within the system- what travelers are worried about repeated questions
-requests that may indicate who /what type of traveler I am attracting.
As Rezzy suggests I intend to do a query with the market-level agents of data-- just wanted to rule out what it could/not do.
Rezzy's response to my query:
This is a really meaningful question for your business - but it's outside what I can help with here.
My tools are scoped to your OwnerRez account data: bookings, payments, surcharges, properties, guests, and configuration. I can pull individual guest records or booking details, but I can't:
What I can do in OwnerRez: If you give me a few booking IDs (ORB######), I can pull guest records to show you names, locations, guest counts, and booking details - which you could manually compile into a picture of who's booking.
For the deeper guest avatar work you're describing, the real sources are:
That kind of analysis is genuinely valuable - it's just not something I can pull from the tools I have access to here.
Ah, understood.
Thinking on it more, even if we allowed for a $0 discount code that could be applied at the time of booking, there's another aspect to consider.
"but instead of offering a cash discount, I want to offer a welcome gift." - If there are any applicable discounts for that booking at the start of that process, those are displayed to the guest in the pricing breakdown. Once they fill in their contact details and hit Book Now, they're presented with the Discount Code option in the right panel, but they'll see in real time how that code removes the discount that was first applied.
I set up a $20 Discount Code to show you what I mean.Your request remains open for voting! I just wanted to point out that there's a bigger lift here than first meets the eye should we decide to move forward with it at a later date.
I have been standing by patiently waiting for OwnerRez to join modern times.
Their API is clunky and the fact that we need to a) get approval for messaging (which I'm still having issues with) and b) need to pay extra to access our own listing information is about to be the final thing that pushes me to something else.
I love OwnerRez, and chose it over others years ago. I may pivot to Hospitable who is on the forefront of embracing AI with their platform.
I would like to submit a feature request for better user tracking/audit history within OwnerRez.
Any time someone sends a message, types a note, edits a reservation, updates charges, adds/removes fees, changes owner statement items, or makes any kind of adjustment in the system, it should automatically show who made that change.
Ideally, the system would tag the action with the user’s login name, initials, or staff profile, along with the date and time the action was made.
This would be very helpful for accountability and internal tracking, especially when multiple team members are working in the same account. It would allow us to clearly see who added a note, who sent a message, who changed a charge, and when the change happened.
Right now, it can be difficult to know who made certain updates, which creates confusion when trying to follow up with guests, owners, or staff. Having a clear audit trail would make the system much easier to manage and would help prevent mistakes or miscommunication.
ALso a way to include what we buy for owners and then have to wait to be paid back at the end of the month when we cut statements
Here’s a cleaner way to say it:
This definitely needs to be an option. I need to be able to notify owners when they owe us money without the system automatically treating it as already paid.
Right now, if I enter the charge, the system acts like the money has been paid and it does not roll over properly to the next month’s statement. Because of that, I have to exclude it, which defeats the purpose of tracking what the owner owes.
Ideally, there should be a way to add an owner balance due or amount owed by owner that stays open until it is actually paid, and then carries forward on future owner statements until the balance is cleared.
This would be very helpful for things like maintenance charges, supplies, reimbursements, or any other owner expenses that we need to collect back from the owner.
Hey Robert,
You can actually filter for bookings without signed rental agreements today using the Bookings List View.
Navigate to Bookings > List View, click the Filter button, and look for the Not Signed Agreements dropdown menu. Select your rental agreement from that list, then click Apply Filter. You'll see only bookings that haven't signed that specific agreement.
There's also an export option on that view, should you need it.
I found the log of that conversation you had with Rezzy and gave it a thumbs down feedback with what I've mentioned here. Not sure where the disconnect is, but we'll get it sorted.
Find Bookings without a Signed Rental Agreement
There should be a simple way to generate a list of those bookings without a signed rental agreement.
Rezzy says there isn't a way to do this.
There should be.
Hi Stacia,
Thanks for the feature request.
While I understand the desire for a bulk delete option, this is likely not something we would add. Quotes are intentionally retained in the system because they provide valuable historical and reporting data. For example, quote records help you track guest interest over time, measure quote-to-booking conversion rates, review past pricing, and maintain a complete history of interactions with prospective guests.
Because of this, OwnerRez is generally designed to preserve quote history rather than encourage bulk removal of older records.
The ability to delete individual quotes will remain available for situations such as test quotes or records that were created in error, but bulk deletion of quote history is unlikely to be added at this time.
If the concern is primarily reducing clutter on the Quotes page, a better approach would be to use filters and save a custom view that excludes expired or older quotes. This allows you to keep the historical data available for reporting and guest history while keeping your day-to-day workflow focused on active opportunities.
Let me show you how you can use these filters to your advantage:
Why Bulk Quote Deletion Is not an option - Watch Video
I would like to see an added feature to the quotes screen of being able to “delete selected “ quotes
You can currently select quotes in bulk by clicking on the box to the left, but… There’s no option for a “delete “ tab
This would allow us to delete Multiple old quotes, in which the dates have already passed, or quotes in which the guest never booked.. Rather than having to open each quote individually and delete it
Thanks
Bri,
Thanks for the response. I don’t think the solution you described addresses what I’m trying to accomplish.
From what I understand, your approach would allow any guest to select a welcome gift during booking. That’s exactly what I’m trying to avoid. I don’t want the welcome‑gift option visible to all guests.
What I’m looking for is a way to run a promotion that encourages someone to book — but instead of offering a cash discount, I want to offer a welcome gift. My thought was that a guest would enter a promo code, and that code would indicate they’re eligible for the gift. Only guests who receive the promo code would see or receive the offer, just like any targeted promotion.
Once they’re on the website, no additional discounts are needed — I just want a promo‑code‑triggered perk, not a universally visible option.
As we are API'd with Touchstay include in the Rezzy integrations TouchStay Guidebooks- because I'm tired of cutting and pasting my very involved guidebook!
My question to Rezzy: Are you able to access the content in my Touchstay guide book to use as support and information material in response to guest questions?
No - I can only access OwnerRez system data and the OwnerRez support article library. I can't browse external URLs or pull content from third-party guidebook platforms like TouchStay.
For guest-facing questions, I work from what's configured in your OwnerRez account (property details, booking info, etc.). If there's specific guidebook content you want me to be able to reference, the best path is making sure that information is also entered in your OwnerRez property settings.
One feature I would love to see in OwnerRez is automatic task creation tied to reservations.
For example, when a booking is received, OwnerRez could automatically create a housekeeping task based on the checkout date. The task would appear in the Tasks section and mobile app, allowing managers to assign it to the appropriate cleaner. Similar automation could be used for inspections, maintenance, pool service, and other operational tasks.
Currently, many of us use third-party platforms such as Operto/VR Scheduler to handle this workflow. Since OwnerRez already knows the arrival and departure dates, property, guest information, and booking status, it seems like much of the necessary data already exists within the system.
From a user perspective, the biggest benefit is not saving money—it’s keeping everything in one place. Reservations, guest communications, owners, accounting, housekeeping, maintenance, and tasks could all be managed from a single platform rather than having to synchronize information between multiple systems.
Personally, I would rather pay OwnerRez for this functionality than pay a separate company. Having a centralized operational workflow would simplify day-to-day management, reduce missed cleanings, and make the platform even more valuable for property managers.
This is in reply to the previous post. I, too, am surprised that Rezzy does not live everywhere to provide that maximum coverage. I, would like to see the ability to have guests/visitors email piped/sent to the Inbox/Rezzy to complete the automation loop. It would also be nice to have Rezzy live, at a minimum as a chatbot, on hosted websites. I would assume there would be code too for any other websites for that chatbot widget.
DH
Hi,
Rezzy is currently only useful for the very first messages on OTAs. In my workflow, once guests have my direct contact details (email or WhatsApp), they no longer use Airbnb, and Rezzy cannot be used for the rest of the conversation.
In addition, inquiries coming from my own website cannot be answered with Rezzy at all.
Because of this, it’s hard to justify the paid version when Rezzy only covers a small part of guest communication.
It would be very valuable to have:
- Integration with website inquiries
- Integration with email
- Integration with WhatsApp or a Zapier/API workaround
This would make Rezzy a true multi-channel communication tool.
Thank you for considering this request.
Maartje
Another additional Feature Idea:
If we do end up having a Guest Portal, and it includes a secure login as part of its operation, and it provides access to the guest's history with us...
It would be really great and cool if there were GUEST LOYALTY FEATURES built into it!
For example, if we could have some system for awarding guests points for stays, and other activity, like leaving reviews or making referrals. And have a system for administering and providing rewards for guests; swag, discounts, free nights, optional extras like pool heating, etc.
And the guests could LOGIN and see their point total and see what rewards are available to them, and use them (if appropriate) when booking!
Love this idea!!!
Robert the issue is use... My goal for the portal is to get every guest using it... It means less that we have to respond to via the phone, sms, email, etc... If they have all of the information at their fingertips... and we all know that we now carry these phones everywhere we go... why not make it easy for them?
We use guidebooks/portals today... we have for years... the ones that required a log in or a download of an app to their phone just didnt get used as much. We may not have it in OwnerRez but there are currently a dozen or more "portals" on the integration page - https://www.ownerrez.com/support/articles/integrations-guest-communication-overview. Is there an advantage to getting one into OwnerRez... if for no other reason than self service reservation activity... changing dates, adding dates, cancellations, upsells.
I am sure OwnerRez dev will look at the options that provide the best that they can offer as it relates to their platform, security, speed, etc... and just like with all of the dozens of other integrations you will be able to choose whether you want to use it or not. Login or no login... would be something I would certainly have to look at long and hard to decide if I wanted to implement that guest "solution". That's the complexity of this industry... we all do it our own way... and OwnerRez gets to try to figure out what the majority would like and see if they can make that work...
Another additional Feature Idea:
If we do end up having a Guest Portal, and it includes a secure login as part of its operation, and it provides access to the guest's history with us...
It would be really great and cool if there were GUEST LOYALTY FEATURES built into it!
For example, if we could have some system for awarding guests points for stays, and other activity, like leaving reviews or making referrals. And have a system for administering and providing rewards for guests; swag, discounts, free nights, optional extras like pool heating, etc.
And the guests could LOGIN and see their point total and see what rewards are available to them, and use them (if appropriate) when booking!
Yes, yes! Agreed 100% with the Delta idea. Can't wait to see it. I frequently get asked questions like: "What do I owe yet?" "How much did I put down?" Etc. Etc.