Account Complete Checklist

Properties:

Do their properties have photos?

If not, don't bother with the rest of this list.  Instead, suggest that they work through our General Setup Checklist:

https://www.ownerrez.com/support/articles/setup-checklist

Bookings:

Check Bookings List View for presence of full guest names and financials for channel bookings (Vrbo, Airbnb).  Make sure to click to make sure "Show All" to see past bookings not just future ones. This verifies that historical Channel Bridge has been run to pull in old info.

Tag: nobug-history

[Channel Bridge] Import historical data

Cancellation Policy:

Make sure the Cancellation Policy is selected/entered in 4 different places:

• Settings > Rules > Cancellation Policies
  https://app.ownerrez.com/settings/cancellationpolicies
• API Integrations, for every channel, under “Cancellation Policy.” Use the “Custom” OwnerRez established policy whenever possible.
• Properties > Rules for each property - Use the OwnerRez policy when available.
• Properties > Channel Rules for each property - Should normally be Use Channel API Setting unless it needs to be different for this specific property.

Vrbo API - Vrbo Custom cancellation policy

https://help.ownerrez.com/a/admin/canned_responses/folders/151000201021/responses/151000188480/edit 

Customize to cover other channels as needed.

Advise 97% instead of 100% refund for covering credit card transaction fees.

Payment Methods

If no Credit Card processor

Tag: nobug-credit-card

NOTE: PayPal does not count for purpose of this check!

https://www.ownerrez.com/support/articles/paypal-versus-credit-card-processing

Payments - Need / recommend payment processors

https://help.ownerrez.com/a/admin/canned_responses/folders/151000200449/responses/151000187975/edit 

API - House Rules

All APIs that offer House Rules fields, should state the requirement to sign the Rental Agreement.

• Airbnb
• Vrbo
• getawayGoGo
• GuestSmiles
• HomeToGo
• Hopper

Channels General - [Support] suggested House Rules

API - Vrbo - Security Deposit, if they have one configured in Properties.  In Vrbo API Settings:

• Security Deposit checkbox checked
• "Don't show in Vrbo guest charges" radio button selected
• Security deposit hold mentioned and amount stated in House Rules

NOTE: The above also applies to many (but not all) other non-major APIs:

• Find Rentals
• getawayGoGo
• GuestSmiles
• HomeToGo

Tag: nobug-secdep

Vrbo API - Properly show security deposit hold in Vrbo API

https://help.ownerrez.com/a/admin/canned_responses/folders/151000201021/responses/151000188002/edit

Modify macro as needed to address other non-Vrbo APIs

API - Airbnb - Security Deposit, if they have one configured in Properties.  In Airbnb API Settings:

• Security Deposits - OwnerRez radio button selected
• Security deposit hold mentioned and amount stated in House Rules

Tag: nobug-secdep

Airbnb API - ABB Security deposit secdep holds

API - Vrbo

Is the API configured but not connected?  Is there a pink badge showing the date the connection was requested?  If not, they need to ask Vrbo to do that.

Vrbo API - Vrbo QuickConnect QC API activate

Rental Agreement

• Message Template
• Trigger to send it
• If Airbnb/Vrbo API, also needs Channel Message Template

Messaging - Email message to have channel guests sign rental agreement

Support - Need trigger for rental agreement email template

Reviews:

Are reviews present in CRM > Reviews, particularly from Vrbo, if the client is known to have past channel bookings?

https://www.ownerrez.com/support/articles/channel-bridge-bringing-in-reviews-from-channels

iCal:

Check major channel iCal imports to make sure “Import Events” is set to “Bookings Only.”

Vrbo API - Vrbo Set iCal calendar imports to Just Bookings

Modify as needed for other channels

iCal:

If a channel has been connected via API, confirm no iCals for that channel.

Airbnb API - ABB iCal imports can be disabled since you're using API

Modify as needed for other channels

Website - if they don't have one at all (no Hosted or Custom)

Tag: nobug-website

Website - Do you have a website?

Website - if they have a Hosted Website but no domain name

(Skip if they have a Custom Site)

Website - Don't have a domain name

Website - if they have a Hosted Website and domain name but its DNS is not correctly configured to work

(Skip if they have a Custom Site)

Website - Domain name DNS setup

Verified Email - If they have their own Domain Name for their website:

• Do they have an Email address at that domain?
• Is it Verified?

Tag: nobug-verified-email

Account - Verified Sender - have private email address?

Account - Verified Sender - start the process

https://help.ownerrez.com/a/admin/canned_responses/folders/151000199892/responses/151000187979/edit 

 Taxes - are there any?  There almost always should be.

• If they are using Airbnb, and Airbnb IS collecting that specific tax, the setting should be "Everything But Airbnb" - Registration Info is not required
• If they are using Airbnb, and Airbnb IS NOT collecting that specific tax, the setting should be "All" - Registration Info must be filled in

TBD

 LQA - Run the Listing Quality Analyzer and check for errors or more important warnings it provides

https://app.ownerrez.com/ratetester/listinganalyzer