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 the charges for a quote
• Main Bookings Display
• Pending Bookings
• Extending a Stay
• Canceling 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
• Understanding a Booking & Its Parts

Damage Protection

• Damage Protection Overview
• Setup & Configuring
• Damage Protection Issues & Questions
• Enhanced DP Issues & 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
• 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 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 Chat Plugin
• Multiple area searches
• Prominent Amenities
• Rates Display
• Tags
• CSS Magic
• Common Issues and Questions

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
• Email Templates and Triggers
• Create a pre-arrival email using email templates, triggers, and custom fields
• SMS Common Issues and Questions
• SMS Setup & Usage
• SMS Brands
• 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

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

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
• Two-Factor Authentication

Properties

• Adding New Properties
• Listing Content - Starting from Scratch
• Availability Rules
• Descriptions
• Disable or Re-enable a Property
• 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
• Expenses
• Common Issues & Questions
• PM Lock
• Housekeeping Service Connections Overview

Property Sharing

• Overview

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

Tags

• Overview
• Add and Edit
• Use and Assign
• Search and Filter
• Tag Groups
• Common Issues & Questions

Taxes

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

Team Access

• Overview
• Portal User Access
• Staff Member Access
• Branded Portal Setup

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
• WordPress Designers

Channel Management

• Overview
• Identifier Mapping
• Technical Terms
• Premium Feature
• Third Party Managers
• Other OTAs and Channels

API Integrations

• Overview
• Preparing to go API
• Technical & Functional Differences
• Rate & Fee Differences
• Importing Existing Bookings
• Property Field Differences
• Property Field Quirks
• Manual Modes
• Vrbo Overview
• Vrbo Setup & Connecting
• Vrbo Common Issues & Questions
• Vrbo API vs Vrbo non-API
• Airbnb Overview
• Airbnb Setup & Connecting
• Airbnb API Surcharge Rules & Settings
• Airbnb Taxes
• Airbnb Common Issues & Questions
• Booking.com Setup & Connecting
• Booking.com Rates
• Booking.com Common Issues & Questions
• TripAdvisor Overview
• TripAdvisor Setup & Connecting
• TripAdvisor Common Issues & Questions
• HomeToGo Setup & Connecting
• HomeToGo Common Issues & Questions
• Houfy Setup & Connecting
• Houfy Common Issues & Questions
• FloridaRentals.com Setup & Connecting
• Find Rentals Setup & Connecting
• getawayGoGo Setup & Connecting
• Golightly Setup & Connecting
• GuestSmiles Setup & Connecting
• GuestSmiles Common Issues & Questions
• ECBYO Setup & Connecting

Calendar Import/Export

• Overview
• How Syncing Works
• Custom iCal Links
• Common Issues & Questions
• Vrbo guide
• Airbnb 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

• QuickBooks by Intuit

Business Intelligence

• Key Data

Devices

• GuestView Guide
• Minut
• Ok2Charge
• StayFi

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 Jervis Systems
• Integration for Manual door locks

Dynamic Pricing

• Overview
• Beyond Pricing
• DPGO
• PriceLabs
• Rankbreeze
• Rategenie
• Rented
• Perfect Price

Guest Communication

• Akia
• Chekin
• DACK
• Duve
• Folio
• RueBaRue
• The Host Co
• Touch Stay
• Touch Stay - How to Integrate
• YourWelcome

Home Automation

• BeHome247

Housekeeping Services

• Breezeway
• EZcare
• Operto Teams
• ResortCleaning
• TIDY
• TurnoverBnB

Insurance

• RentalGuardian [native]
• InsuraGuest
• Safely
• SUPERHOG

Other Integrations

• Stays Group

QuickBooks Integration

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

API for Apps

• Overview
• Authentication
• OAuth Apps
• Webhooks
• Rate Limiting

API for Channel Integration

• Overview
• Setup & Configuration
• Enumerations
• Example - Advertiser Index
• Example - Advertiser Booking Index
• Example - Advertiser Review Index
• Example - Availability
• Example - Availability Index
• Example - Booking Creation
• Example - Booking Details
• Example - Booking Update
• 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 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
• Payeezy
• PayPal
• Plug'n Pay
• Sage Payments
• Stripe
• USA ePay

Why Test?

• Overview

Tools

• Listing Quality Analyzer

Rate Testing

• Overview

Calendar Testing

• Overview
• Imports To OwnerRez
• Exports from OwnerRez

2023

• Update January 27, 2023
• Update January 12, 2023
• Update January 4, 2023

2022

• Update December 23, 2022
• Update December 16, 2022
• Update December 15, 2022
• Update December 8, 2022
• Update November 29, 2022
• Update November 23, 2022
• Update November 21, 2022
• Update November 11, 2022
• Update November 1, 2022
• Update October 21, 2022
• Update October 14, 2022
• Update October 9, 2022
• Update October 4, 2022
• Update September 30, 2022
• Update September 26, 2022
• Update September 23, 2022
• Update September 15, 2022
• Update September 12, 2022
• Update September 6, 2022
• Update August 25, 2022
• Update August 12, 2022
• Update August 5, 2022
• Update July 29, 2022
• Update July 12, 2022
• Update July 1, 2022
• Update June 21, 2022
• Update May 24, 2022
• Update May 17, 2022
• Update April 26, 2022
• Update April 18, 2022
• Update April 11, 2022
• Update April 4, 2022
• Update March 21, 2022
• Update March 8, 2022
• Update February 21, 2022
• Update February 14, 2022
• Update January 31, 2022
• Update January 17, 2022

2021

• Update December 23, 2021
• Update December 21, 2021
• Update December 13, 2021
• Update November 15, 2021
• Update November 8, 2021
• Update November 1, 2021
• Update October 18, 2021
• Update October 11, 2021
• Update September 27, 2021
• Update September 20, 2021
• Update September 13, 2021
• Update September 6, 2021
• Update August 30, 2021
• Update August 23, 2021
• Update August 16, 2021
• Update August 9, 2021
• Update August 2, 2021
• Update July 26, 2021
• Update July 19, 2021
• Update July 12, 2021
• Update July 5, 2021
• Update June 28, 2021
• Update June 14, 2021
• Update June 1, 2021
• Update May 24, 2021
• Update May 10, 2021
• Update May 3, 2021
• Update April 17, 2021
• Update April 12, 2021
• Update April 5, 2021
• Update March 29, 2021
• Update March 22, 2021
• Update March 1, 2021
• Update February 22, 2021
• Update February 2, 2021
• Update February 1, 2021
• Update January 25, 2021
• Update January 11, 2021

2020

• Update December 21, 2020
• Update December 7, 2020
• Update November 30, 2020
• Update November 23, 2020
• Update November 9, 2020
• Update November 2, 2020
• Update October 26, 2020
• Update October 19, 2020
• Update October 13, 2020
• Update September 28, 2020
• Update September 21, 2020
• Update September 7, 2020
• Update August 31, 2020
• Update August 24, 2020
• Update August 10, 2020
• Update August 3, 2020
• Update July 27, 2020
• Update July 20, 2020
• Update July 13, 2020
• Update July 6, 2020
• Update June 29, 2020
• Update June 22, 2020
• Update June 8, 2020
• Update June 1, 2020
• Update May 18, 2020
• Update May 11, 2020
• Update April 27, 2020
• Update April 13, 2020
• Update March 30, 2020
• Update March 23, 2020
• Update March 16, 2020
• Update March 3, 2020
• Update Feb 24, 2020
• Update Feb 17, 2020
• Update Feb 10, 2020
• Update Feb 3, 2020
• Update Jan 20, 2020
• Update Jan 13, 2020

2019

• Update Dec 30, 2019
• Update Dec 16, 2019
• Update Dec 9, 2019
• Update Dec 2, 2019