Overview

• Glossary/Definitions
• 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 the charges for a quote
• Main Bookings Display
• Pending Bookings
• Extending a Stay
• Cancelling a Booking
• Blocking-off time
• Split Payments
• Multiple Payments
• Quote Acceptance Form Messages
• Open Rescheduling
• Instant Book vs. Request-to-Book
• Booking Statistics Glossary

Properties

• Adding New Properties
• Availability Rules
• 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

Bookings

• Understanding a Booking & Its Parts

Quotes

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

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

Rates

• Overview
• Overview Video
• Seasonal Rates
• Setting Seasonal Rates
• 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

Rules

• Cancellation Policies Overview
• Cancellation Policies - Common Issues & Questions
• Pets
• Minimum Age
• Lead Time
• Minimum Nights
• Change Restrictions, Booking Window, Forced Gaps

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

My Account

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

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
• Capture additional fields on reservation/signing
• SMS Common Issues and Questions
• SMS Setup & Usage
• Sending files with email templates
• Email From/Reply-To and Verified Sender
• Theming
• Creating & Using Themes

Security Deposits

• Security Deposits Overview
• Security Deposit Holds
• Refundable Damage Deposits (RDD)

Insurance and Damage Protection

• Damage Protection Overview
• Damage Protection Issues & Questions
• Travel Insurance Overview
• Travel Insurance Issues & Questions

Taxes

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

Renter Agreements

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

Payment Processing

• Stripe Process Unsafely Warning
• PayPal versus Credit Card Processing
• PayPal Statement Name
• Why No Square Support

Dynamic Pricing Integrations

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

Widgets

• Overview
• Setting up widgets for inquiries, bookings, availability, rates and reviews
• Prepopulating Widget Fields
• 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

Listing Site Integration

• Integration Overview
• Regional Listing Sites
• Inquiry Import
• Inquiry parsing for custom emails
• Listing Content Import
• Custom Sources
• Using OwnerRez with Houfy
• Connecting to Evolve

Property Management

• Overview
• Portal Access
• Access for Cleaners & Third Parties
• Common Issues & Questions
• PM Lock
• Housekeeping Service Connections Overview

Technical Stuff

• Public IP Addresses
• Importing Outside Bookings

Hosted Websites

• Overview
• Going Live w/ Domain Name
• Going Live Video
• Setting DNS for GoDaddy
• Transitioning from my old site
• Home Page
• Header Customizations
• Footer Customizations
• Facebook Sharing and Images
• Multiple area searches
• Prominent Amenities
• Rates Display
• CSS Magic
• Common Issues and Questions

WordPress Plugin

• Overview
• Setup & Connecting

Door Locks

• Door Locks Overview
• 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

OwnerRez API

• Overview
• Authentication
• OAuth Apps

Other Integrations

• RueBaRue
• ResortCleaning
• VRScheduler
• Wishbox
• Touch Stay
• Touch Stay - How To Integrate
• Stays Group
• YourWelcome

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 Channel Guests
• Post Stay Email
• 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

Data Management

• Exporting data from OwnerRez

QuickBooks Integration

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

Privacy & Security

• Overview
• Frequently Asked Questions
• Privacy Policy
• Data Backups
• SSL Certificates
• Terms of Service
• Refund Policy