Contact Info and Security Deposits

Each property decides which guests, by booking source, must confirm their contact info or authorize a security deposit. For example, you can stop asking Airbnb guests for either one while still asking direct guests.

Both settings are in the property's Rules, under the Contact Info and Security Deposits sections. The rental agreement works the same way; see Rental Agreement Rules.

To see or change these settings for all your properties at once, use Booking Requirements.

• Contact Info
• Security Deposits
• Choosing sources
• Bookings already made
• FAQ
  • I excluded Airbnb from contact info, but Airbnb guests are still asked. Why?
  • I changed the setting, but an upcoming booking still asks for contact info.
  • Where do I set the deposit amount for Airbnb bookings?
  • Do guests still get security deposit reminder emails?
  • Can I exclude direct bookings?

Contact Info

Go to Properties > [property] > Rules and click the edit pencil on Contact Info.

The Contact Info section decides which guests confirm their contact details and answer your Additional Questions. Direct booking guests do this while completing the Confirm & Pay guest form; channel guests do it while completing the My Stay (guest portal) after booking. For Airbnb bookings, OwnerRez may not have the guest's real phone number. See Airbnb Guest Contact Info.

Default Settings:

• New properties skip Airbnb for both contact info and security deposits.
• A property mapped to an Airbnb listing adds Airbnb to its deposit exceptions.
• New Airbnb connections start without security deposits.
• Apply rules to other properties copies both settings.

The Contact Info section in the property's Rules summarizes the setting:

• Required for: such as "All sources" or "All sources except Airbnb". A green label follows "except Airbnb".
• Airbnb status line, on a property mapped to an Airbnb listing that asks Airbnb guests for contact info:
  • Amber, "Airbnb only allows this with an Airbnb exception. Set Airbnb exception" – links to the Airbnb exception on the Rental Agreement rules.
  • Green, "Airbnb allows this with your Airbnb exception." – the exception includes a law or homeowners association (HOA) rule, or Airbnb guests sign the rental agreement under an exception.

To change the setting:

1. Click the pencil on Contact Info.

   

2. Under Contact info is required for, pick one:
   • All sources
   • All sources except – pick the sources that skip it, such as Airbnb
   • No sources
3. Save.

Guests must confirm contact info before they can sign a rental agreement, authorize a security deposit or buy travel insurance. A booking with any of these asks for contact info even if its source is excluded. Guests who skip contact info aren't asked your Additional Questions either, and they don't see the Contact Info card in My Stay. They can still download the stay's calendar file.

Security Deposits

The Security Deposits section decides which sources get an automatic security deposit, along with the deposit type, amount and timing.

1. In the property's Rules, click the pencil on Security Deposits.
2. Set the Type and amount.
3. Under A security deposit is required for, pick All sources or All sources except and choose the sources to skip. This option is hidden when Type is No automatic security deposits.
4. Save. The section shows a Required for line.

Direct booking guests authorize the deposit while completing the Confirm & Pay guest form; channel guests do it while completing the My Stay (guest portal) after booking.

Channel listings. A source you exclude doesn't show the deposit on its listings, such as Airbnb's fee field. Changing the list updates the property's listings.

Choosing sources

Both settings use the same source list, grouped into My Channels, Custom Sources and Other Channels.

Direct bookings have no source. To exclude them, pick Any Custom Source. This also covers your own sources, such as My Website.

Bookings already made

Changes to Contact Info requirements are only applied to new, future bookings. Each booking keeps the contact info and security deposit requirements it was made with.

Change one booking. On the booking's Rules page:

• Confirm contact info is a checkbox you can check or uncheck. While the booking has a rental agreement to sign or a deposit to authorize, it's checked and greyed out, with "Always asked while the guest has a rental agreement to sign or a deposit to authorize."
• The security deposit can also be changed on this page.

Re-apply the property's settings. To update many bookings, use Apply rules to other properties with Update Bookings checked (and Contact Info checked for the contact info setting).

Update Bookings also removes pending scheduled deposits from upcoming bookings for a source you excluded from deposits.

FAQ

I excluded Airbnb from contact info, but Airbnb guests are still asked. Why?

Rental agreements and security deposits need contact info first. To stop asking Airbnb guests, exclude Airbnb from those too.

I changed the setting, but an upcoming booking still asks for contact info.

Existing bookings keep their requirements. Uncheck Confirm contact info on the booking's Rules page, or use Reset rules to property.

Where do I set the deposit amount for Airbnb bookings?

Airbnb bookings hold the deposit amount in the property's Rules. Set the amount you want there.

Do guests still get security deposit reminder emails?

Yes, for bookings that have a deposit. Bookings from an excluded source get no deposit, so no reminders.

Can I exclude direct bookings?

Yes. Pick Any Custom Source in the list. It also excludes your own sources, such as My Website.