Support Home

Videos

The Basics

• About OwnerRez
• How It Works
• Requirements
• Costs & Fees
• Costs & Fees Prior to October 2022
• Switching From a Different Vendor
• OwnerRez Announcements
• OwnerRez Status Page
• OwnerRez Read-Only Environment

Setting Up Your Account

• New Registration
• Required Personal Information
• Adding a Property
• Setup Wizard for Rates and Seasons
• Where's Everything Else?
• Setup Checklist

Supported Devices

• Mobile Phones and Tablets
• Installing on Android
• Installing on iOS

ProServices

• Overview
• ProConnect
• ProTransfer
• WebAssist
• Common Issues & Questions

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 Charges
• Main Bookings Display
• Pending Bookings
• Extending a Stay
• Canceling a Booking
• Moving a Booking to a Different Property
• Blocking-off time
• Blocks vs $0 - $1 per Night Quotes and Bookings
• Split Payments
• Multiple Payments
• Mid to Long Term Stays
• 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
• Damage Protection Insurance Video
• Batch Update Existing Bookings
• 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
• Cleaner Reminder
• 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 or Merging Guest Records
• Problem Guests
• Email Blasts
• Proxy Email Addresses
• Airbnb Proxy Email Video
• Tracking guest interactions through Google Analytics and Facebook Pixel

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
• My Alerts
• Email Templates
• Channel Templates
• Inquiry & Quote Autoresponders
• Communication History
• Email Templates and Triggers
• Triggers
• Create a pre-arrival email using email templates, triggers, and custom fields
• SMS Overview
• SMS Overview
• SMS Templates
• SMS Common Issues and Questions
• SMS Segments Calculator
• Suspend Guest System Messages
• Email From/Reply-To and Verified Sender
• Theming
• Creating & Using Themes

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?
• My Account Restructuring

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
• Property Level Rules
• Availability Rules
• Descriptions
• Check-in & Check-out
• Disable or Re-enable a Property
• Updating Bookings for Property Rule Changes
• Combined properties with mutual blockoff/lockoff
• Sync Bookings to Google Calendar
• Third Party Communication Options
• Housekeeping Scheduling
• Photos Overview
• Create Rooms & Connect Photos to Rooms
• Adding Photos
• Bedroom & Bathroom Set Up
• Importing From Airbnb & VRBO

Property Management

• Overview
• Setup & Configuration
• Extra Bookings
• Missing Bookings
• Expenses
• Common Issues & Questions
• Direct Owner Payments
• PM Lock

Quotes

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

Rates

• Overview
• Overview Video
• Seasons/Holidays and Rates
• Seasonal Rates
• Setting Seasonal Rates
• Copying Seasons
• Spot Rates
• Rates Calendar
• Pricing Preferences
• Holidays
• Season Select
• Add-On Services
• Charging a Cancellation Fee
• Charging a Processing Fee
• Discount Codes
• Length of Stay (LOS) Discounts
• Common scenarios for surcharges and discounts
• Additional Pricing Settings - Surcharges
• Additional Pricing Settings - Discounts
• Last-Minute Discounts
• Gap Management
• Batch Copy
• Legacy Rates

Renter Agreements

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

Reporting

• Overview
• Common Issues & Questions
• Date Range
• Available Nights Report
• Empty Units Report
• Bookings Detail Report
• Email List Report
• Line Item Pivot Report
• Taxes Detail Report
• Listing Site Fees Report
• Credit Card Processing History
• Insurance Detail Report

Reviews

• Overview
• Storing reviews by entering them manually
• Storing reviews by importing them in bulk via Excel
• Responding to Reviews
• Reviews from Direct Bookings
• Searching and exporting reviews
• Displaying Guest 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
• Language Tags

Taxes

• Overview
• Additional Pricing Settings - Taxes
• Collecting Tax Information
• Configuring Taxes

Team Access

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

Technical Stuff

• Domain Names
• Public IP Addresses

Travel Insurance

• Travel Insurance Overview
• Travel Insurance Issues & Questions
• Travel Insurance Video

Verified Email Domains

• Overview
• Namecheap
• GoDaddy
• Google Domains
• Wix

Channel Management

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

API Integrations

• Overview
• Preparing to go API
• Technical & Functional Differences
• Rate & Fee Differences
• Importing Existing Bookings
• Local Laws and Regulations
• Property Field Differences
• Per-Channel Rate Adjustments
• Property Field Quirks
• Manual Modes
• Request Airbnb Guest Contact Information
• Airbnb Overview
• Airbnb Setup & Connecting
• Airbnb Connecting API Video
• Airbnb Common Issues & Questions
• Airbnb Discounts
• Airbnb inquiries, Special Offers, Request to Book, Pre-Approvals
• Airbnb Photos, Rooms & Amenities
• Airbnb API Surcharge Rules & Settings
• Airbnb Taxes
• Airbnb Transaction Sync
• bnbfinder Setup & Connecting
• Booking.com Setup & Connecting
• Booking.com Common Issues & Questions
• Booking.com Rates and Fees
• Book Direct Forgotten Coast Setup & Connecting
• ECBYO Setup & Connecting
• Find Rentals Setup & Connecting
• FloridaRentals.com Setup & Connecting
• getawayGoGo Setup & Connecting
• getawayGoGo Common Issues & Questions
• Golightly Setup & Connecting
• Google Vacation Rentals Setup & Connecting
• GuestSmiles Setup & Connecting
• GuestSmiles Common Issues & Questions
• HomeToGo Setup & Connecting
• HomeToGo Common Issues & Questions
• Hopper Homes Setup & Connecting
• Houfy Setup & Connecting
• Houfy Common Issues & Questions
• Monthly Rentals by Owner & American Snowbird Setup & Connecting
• Nofie Setup & Connecting
• Rentalz Setup & Connecting
• TripAdvisor Overview
• TripAdvisor Setup & Connecting
• TripAdvisor Common Issues & Questions
• Vrbo Overview
• Vrbo Setup & Connecting
• Vrbo Connecting API Video
• Vrbo API vs Vrbo non-API
• Vrbo Common Issues & Questions
• Vrbo API Connection Auto-populated Expedia URLs
• Vrbo Messaging
• Vrbo Pay-Per-Booking (PPB) Commission File Imports
• Whimstay Setup & Connecting

Calendar Import/Export

• Overview
• iCal Import/Export Video
• 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

• Clearing
• Hostfi
• QuickBooks by Intuit

Automation

• BeHome247
• Zapier

Business Intelligence

• Key Data
• MovingLake
• Quibble

Devices

• GuestView Guide
• MasterMind · Tech
• Minut
• Ok2Charge
• StayFi
• WYND

Door Locks

• Overview
• Technical and Functional Differences
• Schlage
• Brivo
• eRentalLock
• i-checkin
• Igloo and ResortLock
• Jervis Systems
• Kaba/Oracode
• Lynx
• Manual Locks
• PointCentral
• RemoteLock

Dynamic Pricing

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

Guest Communication

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

Housekeeping Services

• Overview
• Breezeway
• EZcare
• Operto Teams
• ResortCleaning
• TIDY
• Turno

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

Websites

• RealTech
• Webready

API for Apps

• Overview
• Authentication
• OAuth Apps
• Webhooks
• Rate Limiting
• Creating Quotes and Bookings

API for Channel Integration

• Overview
• Setup & Configuration
• Enumerations
• MOR Channel How Payments Work
• Example - Advertiser Index
• Example - Advertiser Booking Index
• Example - Advertiser Review Index
• Example - Availability
• Example - Availability Index
• Example - Booking Creation
• Example - Booking Details
• Example - Query Booking Updates
• 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 Video
• 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
• Clover (formerly Payeezy)
• PayPal
• Plug'n Pay
• Sage Payments
• Stripe
• USA ePay

Why Test?

• Overview

Tools

• Listing Quality Analyzer

Rate Testing

• Overview
• Direct Rate Tester

Calendar Testing

• Overview
• Imports To OwnerRez
• Exports from OwnerRez
• iCal Testing Video

Hosted Websites

• Overview
• Add Video to Your Photos Video
• Add Video to Your Website
• Add a Virtual Tour to Your Website
• HTML Widgets
• Adding a Blog
• How to Add Custom Code
• Common Issues and Questions
• Customizations using CSS Magic
• Customizations for Footers
• Customizations for Headers
• Customizations Headers & Menus
• Create a Custom Page
• Create a Video Page
• Facebook Chat Plugin
• Facebook Sharing and Images
• Going Live w/ Domain Name
• Home Page
• Hosted Website Video
• Links
• Listing Site Tracking
• Multiple area searches
• Prominent Amenities
• Rates Display
• Redirect Back to Your Website After Booking
• Single to Multiple Property Website
• Setting DNS for GoDaddy
• Setting DNS for Google Domains
• Setting DNS for NameCheap
• Tags
• Transitioning from my old site

Integrated Websites

• Overview

Property Sharing

• Property Sharing

Widgets

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

WordPress Plugin

• Overview
• Common Issues and Questions
• Setup & Connecting
• Shortcodes
• WordPress Designers
• WordPress Plugin Video