Built by owners, for owners.

Getting Started

Recommended Reading

Overview

Bookings & Quotes

Properties

Guests

Quotes

My Account

Messaging

Email Template Library

Door Locks

Property Management

Reviews

Listing Site Integration

Widgets

Hosted Websites

Technical Stuff

Privacy & Security

Insurance and Damage Protection

Data Management

QuickBooks Integration

Rates

Rules

Security Deposits

Taxes

Payments

Dynamic Pricing Integrations

OwnerRez API

Other Integrations

Channel Management

Page-Specific Help

Testing

Change Log

Messaging - System Messages

OwnerRez comes with a large array of built-in system message templates for routine situations, like payment receipts, payment requests, quotes, date changes, and many other things.  These work similarly to the Email Templates and Triggers that you can program yourself, but are automatic.  The system messages are found under Settings > System Messages.

Customizing System Messages

The System Messages are intentionally designed to be fairly generic and generally suited.  Most OwnerRez users simply leave them as they are.

Individual messages can be turned off by clicking the Action dropdown button next to the message, and choosing Turn Off.  Messages which have been turned off will not be sent, but can be turned back on again via the Action dropdown button.

To replace the default system message with a customized message template, click the Action dropdown button next to the message and select Change Message.  This will open an email template editing window, pre-populated with the default system message, but which you can edit and save.  Your saved changes will be stored as a custom Email Template, and will be used for that system message in place of the default message.

Automatically Sent vs. Manually Sent

Most of the built-in system messages are be sent automatically, but some are rare and only sent in certain rare circumstances.  For instance these:

Booking - Send Property Changed to Guest
Booking - Send Dates Changed to Guest
Booking - Send Cancellation Notification to Guest

Are only automatically sent if there is an API integration with a channel that notifies us when a booking has changed properties or was cancelled.  That's a pretty rare thing, but could happen depending on the booking and channel integration.

These are never automatically sent under any circumstance:

Booking - Send Payment Request Form to Guest
Booking - Send Review Form to Guest
Booking - Send Security Deposit Request Form to Guest
Booking - Send Travel Insurance Form to Guest
Refund - Send Receipt to Guest
Refund - Send Void Receipt to Guest

They are sent in response to an action you take to request them to be sent.

The rest can be sent automatically but many of them rarely do unless some sort of automation changes the booking.

These are frequently sent because they go out for all direct bookings at the time of booking:

Booking - Send Confirmation to Guest
Lease - Send Archive Copy to Guest
Payment - Send Receipt to Guest

This one is also frequently sent if you are not using automatically scheduled payments via credit card:

Booking - Send Payment Reminder to Guest

This one sent if you have security deposits holds enabled but don't have a scheduled card on file for that booking:

Booking - Send Security Deposit Reminder to Guest