Why you should create quotes instead of bookings

Quotes let guests follow the checkout process. Using OwnerRez quote acceptance ensures a signed agreement, payment, and scheduled security deposits. OwnerRez suggests directing guests to book this way, via a quote or a Book Now widget.

If a guest wants to book by contacting you, create and send them a quote, then have them complete the checkout process using the link in the quote email. You can attribute the quote to a specific listing source to help track your top-performing referrals or listing sites.

Manually Creating a Booking

If you have to manually create a booking, either by directly entering one or manually converting a quote into a booking in the OwnerRez screen, OwnerRez will not do any of the automatic setup that it does when following the usual quote/booking checkout process we recommend.  You will have to take these actions yourself.

1. Create the booking and enter the guest info, or by manually converting a quote into a booking in the OwnerRez quote screen
2. In this newly created booking, go to the Transactions tab.  Click the Payments dropdown button, and select Collect Payment (Run Card).  Follow the prompts to enter the guest's credit card information and collect their initial payment.
3. If the Booking was not paid in full by the initial payment, schedule a second payment for the remaining balance.  On the Transactions tab, click the Schedule dropdown button, and select Schedule Payment.  Follow the prompts to schedule a payment for the remaining balance at the appropriate time using the card on file from Step 2. 
4. If your rules require a security deposit, you need to schedule that.  On the Transactions tab, click the Schedule dropdown button, and select Schedule Security Deposit.  Follow the prompts to schedule the security deposit to be taken the day before arrival, and to be released a few days after departure, using the card on file from Step 2.
5. Go to the Legal tab. Click the Request e-Signature dropdown button, and select the appropriate Legal Agreement template.  Follow the prompts to send the guest a request to sign your rental agreement.
6. If there is any other information that you need to collect (photo ID, etc), you'll need to reach out to the guest to get it.