Support Home

Videos

The Basics

• About OwnerRez

• How It Works

• Requirements

• Costs & Fees

• Switching From a Different Vendor

• OwnerRez Announcements

• New Design 2024

• OwnerRez Status Page

• OwnerRez Read-Only Environment

Setting Up Your Account

• New Registration

• Required Personal Information

• Adding a Property

• Setup Interview for Rates and Seasons

• Where's Everything Else?

• Setup Checklist

Supported Devices

• Mobile Phones and Tablets

• Installing on Android

• Installing on iOS

ProServices

• Common Issues & Questions

• Overview

• ProConnect

• ProTransfer

• WebAssist

Overview

• Glossary/Definitions/Acronyms

• A Bird's Eye View

• Setting Up Direct Bookings

• Getting to your booking area

Bookings & Quotes

• Inquiries, Quotes, and Bookings Overview

• Why you should create quotes instead of bookings

• Quote and Booking Reservation Process

• Changing Charges

• Main Bookings Display

• Pending Bookings

• Extending a Stay

• Canceling a Booking

• Moving a Booking to a Different Property

• Blocking-off time

• Blocks vs $0 - $1 per Night Quotes and Bookings

• Split Payments

• Multiple Payments

• Mid to Long Term Stays

• Quote Acceptance Form Messages

• Open Rescheduling

• Instant Book vs. Request-to-Book

• Booking Statistics Glossary

• Understanding a Booking & Its Parts

Damage Protection

• Damage Protection Overview

• Damage Protection Insurance Video

• Batch Update Existing Bookings

• Common Issues & Questions

• Enhanced Damage Protection Specific Questions

Data Management

• Exporting Data from OwnerRez

• Importing Outside Bookings

Deposits

• Overview

• Deposits, Fees and Adjustments

• Deposit Status and Finding/Filtering Deposits

• Historic Deposits Pre-July 2022

• Stripe and Lynnbrook Group Automatic Imports

Email Template Library

• Overview

• Cleaner Reminder

• Discount for gap nights - automatically up-sell the night before or after the booking to the guest

• Facebook Like Request

• Inquiry Available Response

• Offer Travel Insurance to All Guests After Booking

• Arrival Day Email

• Day of Week Reminder

• Post Stay Email

• Pre-Arrival door lock code for Schlage

• Pre-arrival door lock code

• Receipt/Billing Summary/Invoice

• Reminder to Guest to Sign Rental Agreement

• Reminder to Myself - RA Has Not Been Signed

• Review Request

• Second payment reminder

• Vrbo Inquiry Response

Fields

• Field Codes

• Field Codes Walk-through

• Custom Fields

• Field Codes Common Issues and Questions

• Capture additional fields on booking and agreement signing

Guests

• Guests Overview

• Creating new guest records

• Find, search and filter guests

• Separating or Merging Guest Records

• Problem Guests

• Email Blasts

• Proxy Email Addresses

• Tracking guest interactions through Google Analytics and Facebook Pixel

Integrations

• Overview

Listing Site Integration

• Integration Overview

• Regional Listing Sites

• Inquiry Import

• Inquiry parsing for emails using body text

• Inquiry parsing for emails using custom SMTP headers

• Listing Content Import

• Listing Content - Importing from Airbnb

• Listing Content - Importing from Vrbo

• Custom Sources

• Using OwnerRez with Houfy

• Connecting to Evolve

Messaging

• Overview

• System Messages

• Email Templates

• Channel Templates

• Inquiry & Quote Autoresponders

• Communication History

• Email Templates and Triggers

• Create a pre-arrival email using email templates, triggers, and custom fields

• SMS Overview

• SMS Overview

• SMS Templates

• SMS Common Issues and Questions

• SMS Segments Calculator

• Suspend Guest System Messages

• Email From/Reply-To and Verified Sender

• Theming

• Creating & Using Themes

My Account

• Changing my password

• Freezing Your Account

• Closing Your Account

• Affiliate Program

• Forgot your email address?

• Forgot your password?

• My Account Restructuring

• My Alerts

Payment Processing

• Stripe Process Unsafely Warning

• PayPal versus Credit Card Processing

• PayPal Statement Name

• Why No Square Support

Privacy & Security

• Overview

• Frequently Asked Questions

• Privacy Policy

• Data Backups

• SSL Certificates

• Terms of Service

• Messaging Policy

• Refund Policy

• Two-Factor Authentication

Properties

• Adding New Properties

• Listing Content - Starting from Scratch

• Property Level Rules

• Availability Rules

• Descriptions

• Check-in & Check-out

• Disable or Re-enable a Property

• Updating Bookings for Property Rule Changes

• Combined properties with mutual blockoff/lockoff

• Sync Bookings to Google Calendar

• Third Party Communication Options

• Housekeeping Scheduling

• Photos Overview

• Create Rooms & Connect Photos to Rooms

• Adding Photos

• Bedroom & Bathroom Set Up

• Importing From Airbnb & VRBO

• Amenities

Property Management

• Overview

• Setup & Configuration

• Extra Bookings

• Missing Bookings

• Expenses

• Common Issues & Questions

• Direct Owner Payments

• PM Lock

Quotes

• Overview Video

• Creating, Sending & Converting to Booking

• Status Changes

Rates

• Overview

• Overview Video

• Seasons/Holidays and Rates

• Seasonal Rates

• Copying Seasons

• Spot Rates

• Rates Calendar

• Pricing Preferences

• Holidays

• Season Select

• Add-On Services

• Charging a Cancellation Fee

• Charging a Processing Fee

• Discount Codes

• Length of Stay (LOS) Discounts

• Common scenarios for surcharges and discounts

• Additional Pricing Settings - Surcharges

• Additional Pricing Settings - Discounts

• Last-Minute Discounts

• Gap Management

• Batch Copy

• Legacy Rates

Renter Agreements

• Overview

• Request for Contact Info (real email address) and Signing

Reporting

• Overview

• Common Issues & Questions

• Date Range

• Available Nights Report

• Empty Units Report

• Payments Summary Report

• Bookings Detail Report

• Email List Report

• Line Item Pivot Report

• Taxes Detail Report

• Listing Site Fees Report

• Credit Card Processing History

• Insurance Detail Report

Reviews

• Overview

• Storing reviews by entering them manually

• Storing reviews by importing them in bulk via Excel

• Responding to Reviews

• Reviews from Direct Bookings

• Searching and exporting reviews

• Displaying Guest Reviews on Your Website

• Pushing Non-Vrbo Booking Reviews To Vrbo

• Automatic 5-Star Reviews

• Delayed Posting of Bad Reviews

Rules

• Cancellation Policies Overview

• Cancellation Policies - Common Issues & Questions

• Pets

• Minimum Age

• Lead Time

• Minimum Nights

• Change Restrictions, Booking Window, Forced Gaps

Security Deposits

• Security Deposits Overview

• Security Deposit Holds

• Security Deposit Holds Common Issues & Questions

• Refundable Damage Deposits (RDD)

Suppressed Email Addresses

• Overview

• Blocked Email Domains

Tags

• Overview

• Add and Edit

• Use and Assign

• Search and Filter

• Tag Groups

• Common Issues & Questions

• Language Tags

Taxes

• Overview

• Additional Pricing Settings - Taxes

• Collecting Tax Information

• Configuring Taxes

Team Access

• Overview

• Portal User Access

• Portal Access Video

• Branded Portal

• Staff Member Access

• Branded Portal Setup

Technical Stuff

• Domain Names

• Public IP Addresses

Travel Insurance

• Travel Insurance Overview

• Travel Insurance Issues & Questions

• Travel Insurance Video

Triggers

• Overview

• Setup & Configuration

• Common Issues & Questions

• Examples

• Example - Inquiry Reply for Rule Violation

• Example - Inquiry Reply for Unavailable Dates

• Example - Inquiry Reply for Missing Information

• Example - Inquiry Reply for Bookable Quote

• Example - Request Channel Guest for Contact Info and Sign Renter Agreement

• Example - Request Channel Guest With Contact Info to Sign Renter Agreement

• Example - Thank Your Guest, Who Booked on Your Website, for Booking Direct

• Example - Notify Cleaning Staff of New Booking

• Example - Notify Owner of New Booking

• Example - Send Booking Cancellation Notice to Channel Guest Without Contact Info

• Example - Send Booking Cancellation Notice to Channel Guest With Contact Info

• Example - Send Booking Cancellation Notice to Guest Who Booked on Your Website

• Example - Notify Cleaning Staff of Cancellation

• Example - Notify Owner of Cancellation

• Example - Offer Travel Insurance to Channel Guest Without Contact Info

• Example - Offer Travel Insurance to Channel Guest With Contact Info

• Example - Offer Travel Insurance to Guest Who Booked on Your Website

• Example - Offer Discounted Gap Night to Channel Guest Without Contact Info

• Example - Offer Discounted Gap Night to Channel Guest With Contact Info

• Example - Offer Discounted Gap Night to Guest Who Booked on Your Website

• Example - Offer Deeply Discounted Gap Night to Channel Guest Without Contact Info

• Example - Offer Deeply Discounted Gap Night to Channel Guest With Contact Info

• Example - Offer Deeply Discounted Gap Night to Guest Who Booked on Your Website

• Example - Send Arrival Information to Channel Guest Without Contact Info

• Example - Send Arrival Information to Channel Guest With Contact Info

• Example - Send Guest Arrival Information to Guest Who Booked on Your Website

• Example - Notify Cleaning Staff of Special Prep for Upcoming Booking

• Example - Notify Owner of Special Prep for Upcoming Booking

• Example - Send Morning of Arrival Information to Channel Guest With Contact Info

• Example - Send Morning of Arrival Information to Channel Guest With Contact Info

• Example - Send Guest Morning of Arrival Information to Guest Who Booked on Your Website

• Example - Remind Cleaning Staff About an Early Check-in and/or to Document the State of the Property

• Example - Send Morning After Arrival Message to Channel Guest Without Contact Information to Ensure Everything is Alright

• Example - Send Morning After Arrival Message to Channel Guest With Contact Information to Ensure Everything is Alright

• Example - Send Morning After Arrival Message to Guest Who Booked on Your Website to Ensure Everything is Alright

• Example - Remind Your Channel Guest Without Contact Info About Day of Week Task

• Example - Remind Your Channel Guest With Contact Info About Day of Week Task

• Example - Remind Guest Who Booked Through Your Website About Day of Week Task

• Example - Send Departure Information to Channel Guest With Contact Info

• Example - Remind Cleaning Staff About a Day of Week Task

Verified Email Domains

• Overview

• Namecheap

• GoDaddy

• Google Domains

• Wix

Channel Management

• Overview

• Identifier Mapping

• Technical Terms

• Third Party Managers

• Other OTAs and Channels

API Integrations

Airbnb

• Airbnb Overview

• Airbnb Setup & Connecting

• Airbnb Common Issues & Questions

• Overview

• Preparing to go API

• Technical & Functional Differences

• Rate & Fee Differences

• Include Surcharges in the Rent Display

• Importing Existing Bookings

• Local Laws and Regulations

• Property Field Differences

• Per-Channel Rate Adjustments

• Property Field Quirks

• Manual Modes

• Request Airbnb Guest Contact Information

• Airbnb Connecting API Video

• Airbnb Discounts

• Airbnb inquiries, Special Offers, Request to Book, Pre-Approvals

• Airbnb Photos, Rooms & Amenities

• Airbnb API Surcharge Rules & Settings

• Airbnb Taxes

• Airbnb Transaction Sync

• bnbfinder Setup & Connecting

• Booking.com Setup & Connecting

• Booking.com Messaging

• Booking.com Common Issues & Questions

• Booking.com Rates and Fees

• Book Direct Forgotten Coast Setup & Connecting

• ECBYO Setup & Connecting

• Find Rentals Setup & Connecting

• FLARBO Setup & Connecting

• FloridaRentals.com Setup & Connecting

• getawayGoGo Setup & Connecting

• getawayGoGo Common Issues & Questions

• Golightly Setup & Connecting

• Google Vacation Rentals Overview

• Google Vacation Rentals Setup & Connecting

• Google Vacation Rentals Common Issues & Questions

• Got2Go Setup & Connecting

• Glamping Hub Setup & Connecting

• GuestSmiles Setup & Connecting

• GuestSmiles Common Issues & Questions

• HomeToGo Setup & Connecting

• HomeToGo Common Issues & Questions

• Hopper Homes Setup & Connecting

• Houfy Setup & Connecting

• Houfy Common Issues & Questions

• Monthly Rentals by Owner & American Snowbird Setup & Connecting

• Nofie Setup & Connecting

• Rentalz Setup & Connecting

• TripAdvisor Overview

• TripAdvisor Setup & Connecting

• TripAdvisor Common Issues & Questions

• Vrbo Overview

• Vrbo Setup & Connecting

• Vrbo Connecting API Video

• Vrbo API vs Vrbo non-API

• Vrbo Common Issues & Questions

• Vrbo API Connection Auto-populated Expedia URLs

• Vrbo Messaging

• Vrbo Pay-Per-Booking (PPB) Commission File Imports

• Whimstay Setup & Connecting

Calendar Import/Export

• Overview

• iCal Import/Export Video

• Custom iCal Links

• Common Issues & Questions

• Vrbo guide

• Airbnb guide

• Booking.com guide

• TripAdvisor guide

• HomeEscape guide

• Houfy guide

• FloridaRentals.com guide

• ECBYO guide

• ALAVHR guide

Channel Bridge

• Overview

• Installing and Using

• What It Is & How It Works

• Bringing In Bookings From Channels

• Bringing In Reviews From Channels

• Updating to Latest Version

• Pushing rates to Airbnb and Vrbo

• When it's needed, by channel

• Common Issues & Questions

Accounting

• Clearing

• Hostfi

• QuickBooks by Intuit

• VRPlatform

Automation

• BeHome247

• Zapier

Business Intelligence

• Key Data

• MovingLake

• Quibble

Devices

• GuestView Guide

• MasterMind · Tech

• Minut

• Ok2Charge

• StayFi

• WYND

Door Locks

• Overview

• Technical and Functional Differences

• Common Issues & Questions

• Schlage

• Brivo

• eRentalLock

• i-checkin

• Igloo and ResortLock

• Jervis Systems

• Kaba/Oracode

• Lynx

• Manual Locks

• PointCentral

• RemoteLock

Dynamic Pricing

• Overview

• Beyond

• DPGO

• PriceLabs

• Rankbreeze

• Rategenie

• Rented

• Perfect Price

• Wheelhouse

Guest Communication

• Akia

• ChargeAutomation

• Chekin

• DACK

• Duve

• Enso Connect

• Folio

• Orana Stay

• RedCarpet Host

• RueBaRue

• The Host Co

• Touch Stay

• Touch Stay - How to Integrate

• YourWelcome

Housekeeping Services

• Overview

• Breezeway

• EZcare

• Operto Teams

• ResortCleaning

• TIDY

• Turno

Insurance

• RentalGuardian [native]

• InsuraGuest

• Safely

• Superhog

Other Integrations

• Stays Group

QuickBooks Integration

• Overview

• Setup & Connecting

• How Syncing Works

• Settings & Mappings

• Common Issues & Questions

• Reconciling Payments and Deposits Without Fees

• Product or Service Item Mapping

Websites

• Boostly

• CraftedStays

• Magnetic Strategy

• RealTech

• Webready

API for Apps

• Overview

• Authentication

• OAuth Apps

• Webhooks

• Rate Limiting

• Creating Quotes and Bookings

API for Channel Integration

• Overview

• Setup & Configuration

• Enumerations

• Lodging Rate Fees, Discounts, & Taxes

• MOR Channel How Payments Work

• Example - Advertiser Index

• Example - Advertiser Booking Index

• Example - Advertiser Review Index

• Example - Availability

• Example - Availability Index

• Example - Booking Creation

• Example - Booking Details

• Example - Query Booking Updates

• Example - Contact Index

• Example - Fast Availability

• Example - Listing

• Example - Listing Index

• Example - Lodging Configuration

• Example - Lodging Configuration Index

• Example - Lodging Rate

• Example - Lodging Rate Index

• Example - Quote

• Example - Review

• Example - Review Index

Payment Processing

• Overview

• Overview Video

• Credit Cards

• Checks Overview

• Checks Video

• PayPal

• Custom Payment Video

• Custom Payment Options

• 3-D Secure 2.0 (3DS2)

• Common Issues & Questions

Processors & Gateways

• The Whole List

• Recommended

• Changing

• Alternate Names

• Authorize.net

• Worldline

• Converge

• Lynnbrook Group

• Lynnbrook Classic

• Clover (formerly Payeezy)

• PayPal

• Plug'n Pay

• Sage Payments

• Stripe

• USA ePay

Why Test?

• Overview

Tools

• Listing Quality Analyzer

Rate Testing

• Overview

• Direct Rate Tester

Calendar Testing

• Overview

• Imports To OwnerRez

• Exports from OwnerRez

• iCal Testing Video

Hosted Websites

• Overview

• Add Video to Your Photos Video

• Add Video to Your Website

• Add a Virtual Tour to Your Website

• HTML Widgets

• Adding a Blog

• How to Add Custom Code

• Common Issues and Questions

• Customizations using CSS Magic

• Customizations for Footers

• Customizations for Headers

• Customizations Headers & Menus

• Create a Custom Page

• Create a Video Page

• Facebook Chat Plugin

• Facebook Sharing and Images

• Home Page

• Hosted Website Video

• Links

• Listing Site Tracking

• Multiple area searches

• Prominent Amenities

• Rates Display

• Redirect Back to Your Website After Booking

• Single to Multiple Property Website

• Going Live w/ Domain Name

• Setting DNS for GoDaddy

• Setting DNS for Google Domains

• Setting DNS for NameCheap

• Tags

• Transitioning from my old site

Integrated Websites

• Overview

Property Sharing

• Property Sharing

Widgets

• Overview

• Setting up widgets for inquiries, bookings, availability, rates and reviews

• Adding Widgets to Weebly

• Adding Widgets to Wix

• Adding Widgets to WordPress

• Adding Widgets to WordPress Video

• Cross-Domain Analytics

• CSS Magic

• Fix 403 Error by Whitelisting in WordFence

• Prepopulating Widget Fields

• Website Widgets Video

• Widget Settings

• Adding Widgets to SquareSpace

WordPress Plugin

• Overview

• Common Issues and Questions

• Setup & Connecting

• Shortcodes

• WordPress Designers

• WordPress Plugin Video