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UPDATE: Tried sending another email from my own website as if I were a guest.

Email arrives in my "Emails" tab a few minutes later.

I click on it to open it, I fill in the listing site name and my property name from the drop-down menus.

Calendar icons still don't work to populate desired dates so I manually enter them.

Manually enter occupancy data.

Click SAVE and this time it doesn't even save it, nor does it show up as a new inquiry in the Inquiries tab across the top.

Something's hinky I thinky.

Monica

Sooooo... I set my website contact form to automatically email new reservation requests directly tto my OwnerRez email address and lo and behold I tested it and it showed up under the "Emails" tab like a damned miracle.

I go into the Emails tab and clicked on it to open it, and I selected "Create Inquiry" like I think I'm supposed to.

That takes me to a screen with the email itself on the left side of the screen and the blank OwnerRez fields on the right side of the screen, where I'm supposed to fill in the listing site where the guest originated, my property name, the guest's name, arrival and departure dates they want, the occupancy and then finally add the guest's name.

I filled in the listing site, my property name using the drop-down menus, no problem. But when I tried to add the check in and check out dates, it won't fill in. I must have clicked on the little calendar icon three or four times, but nothing. After sighing heavily, I manually typed in the desired dates. Then I entered the number of guests below that. Then I added the guest's (fake) name, selected "create new guest" and I hit "SAVE CHANGES." Ok, so NOW I think I'm FINALLY getting the hang of this part...

But when I went to my "Inquiries" tab, although I saw the new inquiry appearing there, it's marked UNANSWERED and MISSING CONTACT INFO. When I click on it to open it, I notice that none of the data I had just added was there. Guest name is gone, dates are gone, number of guests is gone.

So I click UPDATE CONTACT INFO and I'm taken BACK TO THE SCREEN WHERE I JUST WAS, except all the fields are blank. Gaaaah just when I thought I was beginning to see the light at the end of the tunnel, too. And now I'm back to sighing heavily again...

@Monica: If the quote was created PRIOR to changing the property rule, the quote will retain the rule it had previously. We do that because you don't want to create and send quotes, have guests read them and then change the property rules and have all the quotes update without the guest realizing it. You can MANUALLY change any quotes rules under the quote > Rules tab. The rules there only apply to that specific quote and were assigned to it based on what the property rules were at the time the quote was created.

Ok, I have changed my settings to require only 50% down as you instructed, but my quotes are still showing 100% of the reservation is "due immediately" at the bottom of the quote email, even when the reservation is more than 60 days out. Ideas?

Thanks!
M.

Thank you Chris, that makes sense!

I use a separate payments processor at the moment, so how do I set up the other radio buttons in the Payments Rules section?


M.

This is how the system works by default -- it's just configured the other way round. Instead of configuring the first payment amount based on different dates, you configure when the final payment is due and the first payment will be 100% if booked after the second payment would be due.

Set the first payment to 50% and the second (final) payment to be taken 60 days before arrival. If checkout occurs after the second payment deadline, it will automatically take everything in the first payment during checkout.

For guests checking in within the next 60 days, I collect 100% of the rental, cleaning and tax up front. But for reservations where the guest isn't checking in for 60+ days from now, I don't like to collect 100% in full that far ahead of time. I collect 50% up front and then the balance two weeks prior to check in.

I thought there would be a way I could set up the system to know that, and to automate an email for them to pay the balance at the appropriate time, but there doesn't appear to be a way.

I was looking under Properties > Rules > Payments but it looks like it's all or nothing. I can select "Collect 100% at the time of booking" but that means that someone who books my home today for their Thanksgiving vacation will have to pay the entire amount today and that's not how I want to do it.

Ideas?

Thanks!
Monica

Thanks Sam. I tried that and I was obviously not putting in the right terms because I couldn't find what I needed. Thanks, I will continue to use that search field.

M.

@Monica: the top search box on the Support page searches all support articles, forums and blogs posts. This guy here:

I have to believe someone has asked all the same questions I have and I'd like to be able to SEARCH the forums to answers instead of re-asking the same questions. I can't for the life of me, find a search field though. Am I blind, a dumbass, or doesn't one exist?

Thanks!

It was but it stopped. But Chris Hynes helped me fix it. Thanks!

Victoria, it's now under Guests > Reviews. It won't live there forever, most likely, but we needed to park it somewhere while doing the Guest and other menu/header changes without cramming in too much. More changing around this soon.

I do not see Reviews menu option anymore?

Has it synced before and just stopped now? Or never has?
You need ical link form evolve synced into OR, you have to get ical link from evolve. and vice versa, get your OR ical link and have evolve import/sync it

Inquiry or booking? Inquiry is just a question, like "how many steps to the beach?". Once you have the BOOKING and IF you have sync/import/export OR calendar set up on VRBO, then yes, it will update VRBO (or any other synced) calendar. You have to set up import of OR calendar on VRBO and vice versa.

some of us., once booking is received, only sent automated emails via owenerrez, no those sites. Why>? Many reasons. Like VRBO will strip links off (like u have automated email to send the list of links to local attractions - cannot do that on VRBO because it will strip hyperlinks). I do not use the 3rd party site communications almost at all once I have renters email (I get it form VRBO and update the booking in OR with that email). From that moment on all emails are from OR. Like , what to bring, entry instructions, driving directions, door code (OR integrated with erentallock which I have), etc. I also use OR rental agreement that renters have to e-sign (OR send them a link to do it). OR is much more customizable and powerful than those AirtBNB and VRBO canned emails.

Monica, this should be fixed. It was only happening to a small subset. Thanks for bringing it to our attention; we also got the error report internally.

Is anyone else having a problem with the system not saving new inquiries? If I get a booking request from my own website, I click "Create Inquiry" in the email and it opens the Inquiries window on OwnerRez. I manually add the guest's name, email address, desired dates in the fields at the right, and hit SAVE but it never actually saves. It just gets stuck and no inquiry is ever created.

Ideas?

Thanks!
Monica

Does anyone else have an issue of calendar not syncing with Evolve bookings? It's been okay so far, but all of a sudden today I noticed that a new Evolve booking isn't coming through to my OwnerRez calendar. It's been about seven hours. I have gone to the "Import and export calendars" page here and hit "Sync Now" but it still isn't bringing in the new booking dates.

Ideas?

Thanks!
Monica

So I'm brand new and very confused about a lot of things, but I'll start with this one...

What is the booking automation function for? I have set up all these automatic trigger emails, but it occurs to me that I have no reason to send them because all my bookings come from another booking site like VRBO or Airbnb, and the communication is already generated from THOSE sites.

So what do you guys use the triggers for? Is is ONLY for bookings that come through Facebook, or your own website?

Thanks!!
Monica

If an inquiry is processed thru Owner Rez does that update the VRBO calendar associated with the property?

If you configure a form header/footer in Settings > Theming, that will be applied to the standalone form as well as to quote and booking forms.

Is there any way to add a little flair (like a background image ) to a standalone booking/inquiry widget , When you click a link https://app.ownerrez.com/widgets/e399cb8eee834729ac9a35de4cfb89dc?view=form&propertyKey=0a4808a7e8e943e489771b0d3076751a the form opens bu looks very generic. Is there a place to customize the header so that it applies only to a standalone (not embedded) form? Thanks

To turn off the security deposit for a booking, go to the Rules tab of the booking and set the security deposit to "do not reserve". That will disable the security deposit and keep the reminders from going out.

I'm a bit lost in auto email functions. I have a guest getting send security deposit requests and he does not need it. How do I turn it off?

If you want to charge other fees, you'd add them as surcharges in OwnerRez and put them in the same charges grid on the booking. The {BCTAB} field will pick up whatever you put there.

Are there 9 different due dates in your process, one for each type of fee, due separately? The built in amounts and dates you already found for first and second payments. You could add additional custom fields if you have additional due dates.

Travel insurance is handled separately and charged directly by TravelGuard. The guest will get a receipt email and policy notification from them.

That only show rent and tax.
How do I get all the other items I need to show?
Advanced Rent/Due Date,
Rent Balance/Due Date,
Reservation Fee/Due Date,
Trip Ins/Due Date,
Taxes/Due Date,
Cleaning Fee/Due Date,
Other Fees/Due Date,
Pet fee/Due Date,
Listing Site Booking Fee/Due Date.

Again, thank you. You all are the best!

Here's one: https://redsedona.com/privacy-policy/

TBH I don't think Converge actually reads the policy they just check to make sure it exists.

Chris,

Thank you for the quick response.

After clicking to the next and next questions on that site I'm going to give up. I can't begin to answer them all; too technical.
I will try to figure something else out.
If you know of anyone else that is using Converge then maybe I could look at their site and see what they wrote.
Again, thank you.