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Security deposit for 3rd party bookings 8 replies

BlueMtnCabins
Aug 3, 2017 11:04 AM
Joined Jun, 2016 1153 posts

VRBO/Ha started to hold security deposits (i.e they charge the renter sec dep but they do not deposit it into owner's account). I do not like that arrangement at all. I like to be in control of deposit instead of (potentially) having to prove damages to HA in order to collect from deposit.
So I was entertaining the following idea.
1. set up VRBO with "security deposit not required".
2. Disclose in VRBO listing that sec dep will be required by a cc and will be collected 3 days prior to arrival.
3. VRBO booking is imported to OR
4. be able to send the sec dep link to the renter 3 days prior to arrival and have them submit their CC info for the sec dep amount. I don' want to have to handle their CC myself

I have done some testing and it seems I am unable to set up a link for sec deposit UNLESS I enter guest's card number. But i want to have THEM enter the card number when they receive a link.

P.S. I do not collect sec dep in a form of CC auth for my OR bookings - I have it as a nontaxable "surcharge" that I later refund. So i do not have sec dep enabled globally.

So is there anything i am doing wrong here? That is preventing me form being able to send them a link where they can enter their CC for sec dep hold?
TIA

security deposit release time 4 replies

Jacques L
Aug 1, 2017 4:46 PM
Joined Jun, 2014 50 posts

How long does it usually take for the security deposit release to clear? I've had a couple people who paid with debit cards follow up about the deposit. I have SecureNet for the process.

thanks,
-JJ

Stats 3 replies

BlueMtnCabins
Jul 31, 2017 12:46 PM
Joined Jun, 2016 1153 posts

Chris Hynes said:

Huh, that's a great idea! Like you mentioned, we already trigger the events in GA.

Could add some custom vars in there for Arrival and Departure, would that work?

i do not know. What i meant that this stat would not be for quotes-turned-bookings (obviously on those we do know what dates ended up being booked because they got booked :-). But rather when you look in GA (even in real time) and you see users hitting "inquiry/book" widget, you see what location they are from, and what referrer/website they came from, but you do not see what dates they are querying.

Stats 3 replies

Chris Hynes
Jul 31, 2017 12:42 PM
OR Team Member Joined Oct, 2012 1403 posts

Huh, that's a great idea! Like you mentioned, we already trigger the events in GA.

Could add some custom vars in there for Arrival and Departure, would that work?

Stats 3 replies

BlueMtnCabins
Jul 31, 2017 12:22 PM
Joined Jun, 2016 1153 posts

is there any way to track in stats which dates users are queriying inquiry/book widgets for? We can already see in GA when user is using a booking/inquiry widget of which property. It's be great if we can also see what dates they plugged in. TIA.

Help with required fields in Rental Agreement 15 replies

Melanie K
Jul 29, 2017 2:49 PM
Joined Jul, 2017 4 posts

Chris Hynes said:



Eventually we'll add something where you can break the agreement into sections and require initialing of each one separately, but that's a more complex process to have multiple sections, sign, then stitch them back together.



This is what I'm looking for! Currently, my guests are required to click through and initial after each section of our rental agreement. Thank you for all your help. Great customer service with OwnerRez!

Help with required fields in Rental Agreement 15 replies

BlueMtnCabins
Jul 29, 2017 2:30 PM
Joined Jun, 2016 1153 posts

Yes , that is what I did - put "undersigned" instead of name. Thanks a lot!

Help with required fields in Rental Agreement 15 replies

Chris Hynes
Jul 29, 2017 2:17 PM
OR Team Member Joined Oct, 2012 1403 posts

No, you can reference the guest name in the agreement, but the signing name isn't known until after the agreement is rendered.

Instead, it's stamped at the top and the bottom with their name and signature (see below). Can you reference the signatory, undersigned, etc.?

Eventually we'll add something where you can break the agreement into sections and require initialing of each one separately, but that's a more complex process to have multiple sections, sign, then stitch them back together.

Help with required fields in Rental Agreement 15 replies

BlueMtnCabins
Jul 29, 2017 2:03 PM
Joined Jun, 2016 1153 posts

Chris Hynes said:

Yep, the hotfix did the blanking. Have a look at the sign link for that booking now. The name will now be blank and you'll see the additional signing note at the bottom. That way when Sam Spade goes to sign, he'll have to put in his name or get an error. He could still put in the wrong name on purpose, but won't do it by accident.

Here's an example:



yes this is better. However I cannot embed his name in the body of the document can I . Like "I, [ require typed name] understand and agree to the hot tub use waiver .. " , can I?

Help with required fields in Rental Agreement 15 replies

Chris Hynes
Jul 29, 2017 1:50 PM
OR Team Member Joined Oct, 2012 1403 posts

Yep, the hotfix did the blanking. Have a look at the sign link for that booking now. The name will now be blank and you'll see the additional signing note at the bottom. That way when Sam Spade goes to sign, he'll have to put in his name or get an error. He could still put in the wrong name on purpose, but won't do it by accident.

Here's an example:

Help with required fields in Rental Agreement 15 replies

BlueMtnCabins
Jul 29, 2017 1:45 PM
Joined Jun, 2016 1153 posts

Chris Hynes said:

The checkout fields are collected before the renter agreement, just for that reason -- so they can be included in the agreement.

We don't have a way to validate number of people on checkout, other than adding a required field where they type the number of guests again -- that may actually be the best way. Add a field called "confirm number of guests", require it, and then check that against the number of guests on the quote.

Problem with an actual number that would go into the guests field is that many amounts are based on number of guests with guest fees etc. But if you're checking the confirm field, you can then update the charges to match and send them another sign link from the booking.

The legal agreement prepopulates with the contact name from the contact info checkout step. Are they missing that and then just clicking next...next...next? I suppose I could see that, but what about the other side -- do you validate that the signing name matches the contact name or the billing name, and if so, what if they're different.


I just had a situation when one person (say Jane Doe) booked via VRBO. So I import her booking into OR and trigger email with link to rental agreement for her to e sign. . Then i look in my VRBO dash and I see that payment was made by another individual form her group ( Say Sam Smith). So Now I have Jane Does signing the RA abut Sam Smith paying. I ask her for Sam's email, resend the rental agreement to Sam, but even then the Name field on the bottom is pre populated with Jane Does's name - although editable,. he just clicked next next net and signed as Jane Doe. because nothing forces him to validate his name. But that is outside booking, Ideally, on OR bookings I would like to match the name of the person on the rental agreement to name of payer, but not sure it is doable. or at least to make the name blank (as above) so that they are forced to enter it on the bottom of the agreement before proceeding . Is that what hotfix was for?

Help with required fields in Rental Agreement 15 replies

Chris Hynes
Jul 29, 2017 1:13 PM
OR Team Member Joined Oct, 2012 1403 posts

Good call on the blanking of the signing name -- we just pushed up a hotfix to do that and add a signature message.

Help with required fields in Rental Agreement 15 replies

Chris Hynes
Jul 29, 2017 12:52 PM
OR Team Member Joined Oct, 2012 1403 posts

The checkout fields are collected before the renter agreement, just for that reason -- so they can be included in the agreement.

We don't have a way to validate number of people on checkout, other than adding a required field where they type the number of guests again -- that may actually be the best way. Add a field called "confirm number of guests", require it, and then check that against the number of guests on the quote.

Problem with an actual number that would go into the guests field is that many amounts are based on number of guests with guest fees etc. But if you're checking the confirm field, you can then update the charges to match and send them another sign link from the booking.

The legal agreement prepopulates with the contact name from the contact info checkout step. Are they missing that and then just clicking next...next...next? I suppose I could see that, but what about the other side -- do you validate that the signing name matches the contact name or the billing name, and if so, what if they're different.

Help with required fields in Rental Agreement 15 replies

BlueMtnCabins
Jul 29, 2017 12:34 PM
Joined Jun, 2016 1153 posts

On the same note, I have a lot of situations when one person inquires but another member of the partywants to pay and be the signer of rental agreement. But the legal agreement form pre populates original inquirer's name . Is there any way to make that blank and require the signer to type in their name? Thanks

Help with required fields in Rental Agreement 15 replies

BlueMtnCabins
Jul 28, 2017 1:22 PM
Joined Jun, 2016 1153 posts

Chris Hynes said:

Cool. Noticed you're making some fields for other things like State and Phone. Most of those should be already collected at checkout - it's usually the guest list you need the custom field for.

To see how checkout looks for the guest, first go to Settings > Payment Methods and add one so you can go through checkout. A check method is is easy, and you can turn it off later if you don't want to take checks. Then go to Quotes and create a test one. Use the Payment Form link and that will take you to the checkout that the guest will see.


Are they collected at check out before or after the renter agrees to the rental agreement. A related question - is there a way to make renter validate number of guests before proceeding to check out and rental agreement. for example, some Tripadvisor inquiries come in with default (like 2 people). my places sleep 10 and 12, so usually when I see 2, it means they just used a site default. I do not want to be correcting the agreement if they proceed to book from the quote, so can i force them to validate the number of people, and how? thanks

Help with required fields in Rental Agreement 15 replies

Chris Hynes
Jul 27, 2017 10:42 PM
OR Team Member Joined Oct, 2012 1403 posts

Cool. Noticed you're making some fields for other things like State and Phone. Most of those should be already collected at checkout - it's usually the guest list you need the custom field for.

To see how checkout looks for the guest, first go to Settings > Payment Methods and add one so you can go through checkout. A check method is is easy, and you can turn it off later if you don't want to take checks. Then go to Quotes and create a test one. Use the Payment Form link and that will take you to the checkout that the guest will see.

Help with required fields in Rental Agreement 15 replies

Melanie K
Jul 27, 2017 10:25 PM
Joined Jul, 2017 4 posts

Got it - Thank you!

Help with required fields in Rental Agreement 15 replies

Chris Hynes
Jul 27, 2017 10:04 PM
OR Team Member Joined Oct, 2012 1403 posts

The code is what you'll pick in the Insert Field dialog to reference it in the legal agreement. The name is the human readable label.on The code is for the merge engine to reference. Put something like GUESTLIST - you'll see how it works once you get to the Insert Field step..

Help with required fields in Rental Agreement 15 replies

Melanie K
Jul 27, 2017 9:50 PM
Joined Jul, 2017 4 posts

Thank you! What should I put in the Merge Code box?

Help with required fields in Rental Agreement 15 replies

Chris Hynes
Jul 27, 2017 9:43 PM
OR Team Member Joined Oct, 2012 1403 posts

Here's an article on adding fields to checkout: https://www.ownerrez.com/support/articles/capture-additional-fields-on-checkout-quote-acceptance

In this case, make it a "rich text" type (which will make it multi line) and make it required. In the field description, tell the guest to enter name and age, one per line.

Then go to the renter agreement ( legal agreements section in settings) and use the Insert Field button to add it.

Help with required fields in Rental Agreement 15 replies

Melanie K
Jul 27, 2017 9:10 PM
Joined Jul, 2017 4 posts

I've uploaded my rental agreement, and would like to add custom fields for guests to complete prior to signing the agreement. (For example, I require the names and ages of all guests in the house). Could someone walk me through this process? Thanks so much!

Review Widget? 15 replies

BlueMtnCabins
Jul 25, 2017 4:21 PM
Joined Jun, 2016 1153 posts

yes to reviews too. I have them saved as text and I manually add to website but that is not the best way. will the new widget also allow guest to enter a review?

Review Widget? 15 replies

Chris Hynes
Jul 25, 2017 3:05 PM
OR Team Member Joined Oct, 2012 1403 posts

Thanks for the vote on the reviews! That helps us prioritize things to do.

I don't have a set date for you yet, but I can tell you that it's moving up the to-do list in priority.

Booking Widget 1 reply

Chris Hynes
Jul 25, 2017 3:02 PM
OR Team Member Joined Oct, 2012 1403 posts

Yep, that's a setting on the widget. Set Adult Term to "Adult" instead of "Guest":

Booking Widget 1 reply

Deb's Beach Cond
Jul 25, 2017 2:56 PM
Joined Jul, 2016 6 posts

Can you change the booking widget to read "Adults" and "Children" Instead of "Guests" and "Children"

Multiple guests have 4 adults and 4 kids but when they read "Guests" they put 8 and "Children" 4 so it comes to me as 12 total guests, which is not what they intended.

Review Widget? 15 replies

mvweis
Jul 24, 2017 8:56 AM
Joined Nov, 2015 4 posts

I would like to see a way to store reviews from guests in each reservation record in ownerez and then have a widget to display these on my web page.

I used to display the VRBO reviews using their widget on my webpage but I'm getting fed up with Homeaway and don't want to direct people to their sites because of the fees they charge guests.

Any idea when this review feature may become available?

Maria

Problem with Shortcode 2 replies

Tracy P
Jul 20, 2017 2:06 PM
Joined May, 2017 9 posts

Took a few tries but it is working now. Thanks so much for your quick reply! Much appreciated.

Problem with Shortcode 2 replies

Chris Hynes
Jul 20, 2017 1:55 PM
OR Team Member Joined Oct, 2012 1403 posts

This usually happens when you paste the code into the Visual tab instead of the Text tab -- it ends up displaying the code on the page instead of executing the code and rendering the widget.

Just switching to the Text tab won't fix it because the code is broken from pasting into the Visual tab.

To solve the problem:
- Switch to the Text tab
- Delete everything in the Text box
- Copy/paste a fresh version of the embed code from OwnerRez into the Text box

Problem with Shortcode 2 replies

Tracy P
Jul 20, 2017 1:46 PM
Joined May, 2017 9 posts

I have attempted multiple times to load the shortcode for the multi property ribbon calendar to my wordpress website. I created a shortcode in "Shortcoder", used the embedded text to create it and inserted the code into my page. All i get when updating my page is the embedded code.

this appears instead of the ribbon calendar...

<!-- OwnerRez Ribbon Calendar widget -->
<div class="ownerrez-widget" data-widgetId="0c88228f606a471db1d6ddcd7f6b4904"></div>
<script src="https://app.ownerrez.com/widget.js"></script>

I have created several other codes without issue and they are appearing fine on my website. I can not determine what the issue might be. Help Please.

Are there any reports that include listing fees? 1 reply

Chris Hynes
Jul 19, 2017 8:12 PM
OR Team Member Joined Oct, 2012 1403 posts

There's not a report for that yet -- we put the fees in first, then will add reports.

Is that something you're looking for on the Booking Summary report, with a field like "Total less Listing Site Fees"? Or something else?