The Basics

• About OwnerRez
• How it works
• Requirements
• Costs & Fees
• Switching from a different vendor
• Mobile Phones and Tablets

Setting Up Your Account

• New registration
• Required personal information
• Adding a property
• Setup Wizard for rates and seasons
• Where's everything else?!
• Setup Checklist
• Setting up OwnerRez and adding widgets to your WordPress site
• Connecting VacationSoup to your OwnerRez account
• Concierge Setup Overview

Signing In

• Getting to your booking area
• Forgot your password?
• Forgot your email address?
• Security

Overview

• A Bird's Eye View

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
• No Instant 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

Guests

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

Quotes

• Creating, Sending & Converting to Booking

My Account

• Usage Pricing
• Legacy Usage Pricing
• Freezing Your Account
• Closing Your Account
• Affiliate Program

Messaging

• 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
• Sending files with email templates
• Renter Agreements and other legal agreements
• Email From/Reply-To and Verified Sender
• Theming

Email Template Library

• Review Request
• Receipt/Billing Summary/Invoice
• Facebook Like Request
• Post Stay Email
• Discount for gap nights - automatically up-sell the night before or after the booking to the guest
• Request for Contact Info and Signed Renter Agreement
• Offer Travel Insurance to Channel Guests
• Second payment reminder
• Pre-arrival door lock code
• Inquiry Available Response
• VRBO Inquiry Response

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 ResortLock door locks
• Integration for Parakeet door locks

Property Management

• Overview
• Portal Access
• Common Issues & Questions
• PM Lock
• Housekeeping Service Connections Overview
• ResortCleaning
• VR Scheduler

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

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

Widgets

• Overview
• Setting up widgets for inquiries, bookings, availability, rates and reviews
• Prepopulating Widget Fields
• Cross-Domain Analytics
• Adding OwnerRez widgets to WordPress
• Adding OwnerRez widgets to WiX
• Facebook Widgets
• Adding OwnerRez widgets to Weebly
• Adding OwnerRez widgets to SquareSpace
• Fix 403 Error by Whitelisting in WordFence

Hosted Websites

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

Technical Stuff

• Public IP Addresses
• Importing Outside Bookings

Privacy & Security

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

Insurance and Damage Protection

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

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

Rates

• Overview
• Seasonal Rates
• Spot Rates
• Holidays
• Season Select
• Add-On Services
• Charging Guests a Credit Card Fee
• Discount Codes
• Length of Stay (LOS) Discounts
• Common scenarios for surcharges and discounts
• Last Minute Discounts
• Gap Management
• Legacy Rates
• Legacy Rates Upgrade

Rules

• Cancellation Policies Overview
• Cancellation Policies - Common Issues & Questions
• Pets
• Minimum Age

Security Deposits

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

Taxes

• Overview
• Collecting Tax Information
• Configuring Taxes

Payments

• Payment methods
• Alternate Payment Brand Names
• Recommended Payment Processors
• Authorize.Net API Credentials
• Payeezy API Credentials
• Bambora API Credentials
• Lynnbrook API Credentials
• Changing Credit Card Payment Processors
• Stripe Process Unsafely Warning
• PayPal versus Credit Card Processing
• PayPal Statement Name
• Converge API Credentials
• Why No Square Support

Dynamic Pricing Integrations

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

OwnerRez API

• Overview
• Authentication
• OAuth Apps

Other Integrations

• RueBaRue
• Wishbox

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
• Manual Modes
• HomeAway Overview
• HomeAway Setup & Connecting
• HomeAway Common Issues & Questions
• Airbnb Overview
• Airbnb Setup & Connecting
• Airbnb Rules & Settings
• Airbnb Taxes
• Airbnb Common Issues & Questions
• Connect OwnerRez to Booking.com
• Booking.com API Rates Settings
• Booking.com Common Issues & Questions
• TripAdvisor Overview
• TripAdvisor Setup & Connecting
• TripAdvisor Common Issues & Questions
• Connecting OwnerRez to CanadaStays API
• Connecting OwnerRez to FloridaRentals.com API
• Connecting OwnerRez to Houfy API

Calendar Import/Export

• Overview
• Common Issues & Questions
• HomeAway guide
• Airbnb guide
• TripAdvisor guide
• HomeEscape guide
• Houfy guide
• FloridaRentals.com guide
• ECBYO 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 HomeAway/VRBO
• Common Issues & Questions

Why Test?

• Overview

Rate Testing

• Overview

Calendar Testing

• Overview
• Imports To OwnerRez
• Exports from OwnerRez