Overview

• Glossary/Definitions/Acronyms
• A Bird's Eye View
• Setting Up Direct Bookings
• Getting to your booking area

Bookings

• Understanding a Booking & Its Parts

Bookings & Quotes

• Inquiries, Quotes, and Bookings Overview
• Why you should create quotes instead of bookings
• Quote and Booking Reservation Process
• Changing the charges for a quote
• Main Bookings Display
• Pending Bookings
• Extending a Stay
• Cancelling a Booking
• Moving a Booking
• Blocking-off time
• Split Payments
• Multiple Payments
• Quote Acceptance Form Messages
• Open Rescheduling
• Instant Book vs. Request-to-Book
• Booking Statistics Glossary

Damage Protection

• Damage Protection Overview
• Setup & Configuring
• Batch Update Existing Bookings
• Damage Protection Issues & Questions
• Enhanced DP Issues & Questions

Data Management

• Exporting Data from OwnerRez
• Exporting Data From Guesty For Hosts (formerly Your Porter)
• Exporting Data From Streamline
• Importing Outside Bookings

Door Locks

• Door Locks Overview
• Technical and Functional Differences
• Integration for PointCentral door locks
• Integration for Kaba/Oracode door locks
• Integration for eRentalLock door locks
• Integration for RemoteLock door locks
• Integration for Igloo and ResortLock door locks
• Integration for Brivo door locks
• Integration for Manual door locks

Dynamic Pricing Integrations

• Overview
• PriceLabs Integration
• Perfect Price Integration
• Beyond Pricing Integration
• DPGO

Email Template Library

• Overview
• 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
• Welcome
• Arrival Day Email
• 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
• Review Request
• Second payment reminder
• Vrbo Inquiry Response

Guests

• Guests Overview
• Creating new guest records
• Find, search and filter guests
• Tags - Overview
• Separating Guest Records
• Problem Guests
• Email Blasts
• Proxy Email Addresses
• Tracking guest interactions through Google Analytics and Facebook Pixel

Hosted Websites

• Overview
• Going Live w/ Domain Name
• Going Live Video - NameCheap DNS
• Setting DNS for GoDaddy
• Setting DNS for Google Domains
• Transitioning from my old site
• Home Page
• Editing Headers & Menus
• Header Customizations
• Footer Customizations
• Adding a Blog
• Creating a Video Page
• Links
• Facebook Sharing and Images
• Facebook Messenger Chat
• Multiple area searches
• Prominent Amenities
• Rates Display
• CSS Magic
• Common Issues and Questions

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
• Custom Sources
• Using OwnerRez with Houfy
• Connecting to Evolve

Messaging

• Overview
• System Messages
• Email Templates
• Email Templates and Triggers
• Create a pre-arrival email using email templates, triggers, and custom fields
• Custom Fields
• Field Codes
• Field Codes Walk-through
• Field Codes Common Issues and Questions
• Capture additional fields on reservation/signing
• SMS Common Issues and Questions
• SMS Setup & Usage
• SMS Brands
• SMS Brands Support
• SMS Segments Calculator
• Sending files with email templates
• Email From/Reply-To and Verified Sender
• Theming
• Creating & Using Themes
• Using Hospitable (Smartbnb) With OwnerRez

My Account

• Usage Pricing
• Legacy Usage Pricing
• Freezing Your Account
• Closing Your Account
• Affiliate Program
• Forgot your email address?
• Forgot your password?

Other Integrations

• Overview
• RueBaRue
• ResortCleaning
• Operto Teams
• Duve
• Touch Stay
• Touch Stay - How To Integrate
• Stays Group
• YourWelcome
• DACK
• Chekin
• StayFi
• TurnoverBnB
• Key Data
• EZcare
• Safely
• InsuraGuest
• SUPERHOG
• Akia
• TIDY
• Lynx
• Ok2Charge
• Integrations In Progress

OwnerRez API

• Overview
• Authentication
• OAuth Apps
• Webhooks

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
• Refund Policy

Properties

• Adding New Properties
• Availability Rules
• Updating Bookings for Property Rule Changes
• Combined properties with mutual blockoff/lockoff
• Sync Bookings to Google Calendar
• Bookings Display for Cleaners
• Housekeeping Scheduling
• Photos Overview
• Adding Photos, Rearranging & Deleting
• Bedroom & Bathroom Set Up
• Importing From Airbnb & VRBO

Property Management

• Overview
• Setup & Configuration
• Extra Bookings
• Missing Bookings
• Portal Access
• Portal Access - Branded Setup
• Access for Cleaners & Third Parties
• Owner Instructions For Portal Access
• Expenses
• Common Issues & Questions
• PM Lock
• Housekeeping Service Connections Overview

Property Sharing

• Overview

QuickBooks Integration

• Overview
• Connecting & Setup
• How Syncing Works
• Settings & Mappings
• Common Issues & Questions
• Reconciling Payments and Deposits Without Fees
• Product or Service Item Mapping

Quotes

• Overview Video
• Creating, Sending & Converting to Booking
• Status Changes

Rates

• Overview
• Overview Video
• Seasonal Rates
• Setting Seasonal Rates
• Copying Seasons
• Spot Rates
• Using the Rate Calendar
• Holidays
• Season Select
• Add-On Services
• Charging a Processing Fee
• Discount Codes
• Length of Stay (LOS) Discounts
• Common scenarios for surcharges and discounts
• Last Minute Discounts
• Gap Management
• Batch Copy
• Legacy Rates
• Legacy Rates Upgrade

Renter Agreements

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

Reporting

• Overview
• Common Issues & Questions
• Available Nights Report
• Empty Units Report
• Bookings Detail Report
• Credit Card Processing History

Reviews

• Overview
• Storing reviews by entering them manually
• Storing reviews by importing them in bulk via Excel
• Reviews from Direct Bookings
• Searching and exporting reviews
• Showing 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
• Refundable Damage Deposits (RDD)

Suppressed Email Addresses

• Overview
• Blocked Email Domains

Taxes

• Overview
• Overview Video
• Collecting Tax Information
• Configuring Taxes

Technical Stuff

• Public IP Addresses

Travel Insurance

• Travel Insurance Overview
• Travel Insurance Issues & Questions

Verified Email Domains

• Setup and Configuration
• Namecheap
• GoDaddy
• Google Domains
• Wix

Widgets

• Overview
• Setting up widgets for inquiries, bookings, availability, rates and reviews
• Prepopulating Widget Fields
• Widget Settings
• Cross-Domain Analytics
• Adding Widgets to WordPress
• Adding Widgets to WordPress Video
• Adding Widgets to VacationSoup and Elementor
• Adding Widgets to Wix
• Adding Widgets to Facebook
• Adding Widgets to Weebly
• Adding Widgets to SquareSpace
• Fix 403 Error by Whitelisting in WordFence
• Property Sharing
• CSS Magic

WordPress Plugin

• Overview
• Setup & Connecting
• Shortcodes
• Common Issues and Questions