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This is already possible in the Settings of your Book Now Widget:
First, create an email template of the type BOOKING (Settings/Messaging/Templates).
Mine looks something like this:
Hi Lalo,
A new reservation of {BARR} to {BDEP} just came in for {PDISPNAME}, located at
{PADDRM}
So if I could please schedule a checkout clean for {BDEP}.
Thank You,
-{MYFIRST}
Then, assign that template to a trigger (Settings/Messaging/Triggers):
Occurs: as soon as the event occurs
Event: booking is created
Send Template: (the one you just created - whatever you named it - mine is called 'CLEANER Notification of New Booking (Lalo)')
All of the booking status options are 'Doesn't Matter'
Listing Sites: all
Properties: whatever makes sense for you (in my case, I have one cleaner for one remote property and I clean the ones that are local to me, so I just have this trigger assigned to one property and written specifically for the only cleaner I have...this whole thing could be done more efficiently in cases where someone has multiple properties or multiple cleaners, I'm sure, but I just got something working for my one cleaner/one property situation and haven't had a need to expand on it).
Seasons: all
Tags: I haven't created any tags, so this is greyed out
Allow Multiple: unchecked
Status: enabled
I recently had an AirBnB guest with similar concerns.
This was my reply:
"Hello, XXX ...
Thanks for your message!
I completely understand your concerns about security. Our emails to you are generated, and the document uploads and card details are processed, through OwnerRez, an approved AirBnB API (application programming interface). All transactions processed through that platform have met AirBnB’s security standards, as OwnerRez is an AirBnB preferred software partner.
We list the rental agreement, government-issued ID and security-deposit requirements in our house rules to ensure that we know the identity of the person renting our property and to provide us legal and financial recourse in the event there is significant damage to same.
If you are uncomfortable with any of the above, I understand completely, but we are unable to finalize your reservation without them. In that case, we would certainly cancel your reservation at your request with a full refund, as we want you to feel comfortable and secure in your dealings with us.
Just please let me know how you’d like to proceed, and we’ll follow your directions accordingly.
Best,
Denise"
He uploaded. :-)
Hi Greg!
Can you tell me how did you create the trigger? My team needs email notification when a new schedule comes in and we would like to have everything in Ownerrez instead of using other websites. Thanks!
I had a guest say that they weren't comfortable uploading their ID, as they were certain our database would get hacked. I told her "Please understand that security is important to us as well. Without an ID to verify the identity entered into a Rental Agreement, we can't verify to who we are giving access to our home. Often people use aliases to rent vacation homes, which can be risky for a homeowner, and why proof of identity is mandatory. Thank you for understanding!"
I offered them the option of uploading a random picture of themselves in the mandatory upload field (just to get passed the initial form), and texting me a copy of their drivers license. I could then offer to delete the image on my phone after their ID had been verified. That way we aren't sacrificing our ID verification, but we are able to offer the guest some security.
That is far less secure which is why OR worked so hard to create this safe option for ID upload.
I had a guest say that they weren't comfortable uploading their ID, as they were certain our database would get hacked. I told her "Please understand that security is important to us as well. Without an ID to verify the identity entered into a Rental Agreement, we can't verify to who we are giving access to our home. Often people use aliases to rent vacation homes, which can be risky for a homeowner, and why proof of identity is mandatory. Thank you for understanding!"
I offered them the option of uploading a random picture of themselves in the mandatory upload field (just to get past the initial form), and texting me a copy of their drivers license. I could then offer to delete the image on my phone after their ID had been verified. That way we aren't sacrificing our ID verification, but we are able to offer the guest some security.
You can go to the custom field definition setting and make it as optional instead of required.
I've had a dozen or two bookings since enabling this and they've worked beautifully. But today I got this. 😁
Given my target demographic in Branson, I may have to rethink this...
In the meantime, is there a way to send them a link to the RA signing page that skips the ID upload part? I'm not finding it--even if I don't send them the BUFIXUP link and rather just the direct link to the RA, it still prompts them for their name/address/etc. plus the ID, which is mandatory on that page.
Has the following been implemented yet?
Haven't found a way to do this yet: Triggers only seem to work with bookings.
Automatically follow up on a quote or inquiry have a trigger that allows for an automatic message template or something to be sent depending on the time etc. after an inquiry or quote has been placed to follow up with the potential guest.
This would be so good to have as we find we are having to do this manually and has great rate of converting quotes and inquiries to bookings.
The radio options shown in your screenshot only apply to booking payments.
Security deposits only support Credit Cards, since only credit cards provide the necessary level of automation for automatic hold/release and charge/refund.
Yep, the changeover rules will be added to the API when we release, in addition to being something you can set on the calendar -- so PriceLabs will be able to update them.
They already have this feature with other PMS’s though.
You'd have to ask PriceLabs about what their development plans might be.
How come a rate isn’t displayed until guest has entered number of guests, even if you aren’t using pricing per guest strategy?
Why not display the base price as soon as dates are entered, based on a permitted number of guests (1 to property maximum) and if they then enter an amount of guests that exceeds property max, just display the reason why the booking is not possible for that many, for example, “max number of guests is 4” and the price then disappears and guest cannot proceed to book.
The additional step is unnecessary and may mean some less technical users are endlessly entering dates wondering why they can’t see a price, and then assuming the dates aren’t available.
Just a thought. : )
Will this be a thing on PriceLabs too? I really miss that feature from my old PMS.
hello OR team, thanks to you we now have 111 114 properties on smokymountaincabinsbyowner.com - yeay! And more are coming.
With that number (and growing) would be awesomely great to have (in the order of importance):
Did you ever get this figured out?
We can define the type of payment for a booking as below. But could you refine this some more so we can set the payment type differently for Balance and Security Deposit?
I would like to have a guest pay by transfer for the rental but only allow them to see the credit card option for a security deposit hold.
It is, and hopefully will be out later this year.
Ok, that is really all I wanted for this feature request. While we’re on the topic of what APIs “should” be transmitting, AirBNB should be updating their payment status. Is that in the works at all?
And updates/changes to this?
No updates on our side yet. However, we have learned that Marriott has lightened the requirements to join so smaller PMs and homeowners may qualify. From a development standpoint, we're looking to do this in Q2 of 2023 at this point but that could change.
Love this!! It's an even better idea than my request for a trigger filter for repeat guests and would have even broader applicability!
I don’t like to have more templates than necessary,
And for guests that have my “SuperGuest” tag, I may wish to change a small section/paragraph of content in my template, rather than creating another template and having to edit existing triggers. Small example: “Welcome back {CFIRST}” instead of “Dear {CFIRST} for untagged guests.
So could it be possible to “tag” sections of content in a template that would change based on a customers profile being tagged?
Another example would be that I’ve tagged my guest with “Badguest” so the check-out email might not ask them for a review/thank them etc, but I wouldn’t want to clutter things with an additional template just for that.
This would keep things much neater with templates and triggers if content was interchangeable based on tags.
I heard that you are working on the tags at the moment so just wanted to give you some food for thought.
Feature request:
A filter within the triggers for automated emails based upon if a review has been left for a particular booking.
Use case:
I have automated messaging that goes out asking for a review. This filter would not send the request out if the guest has already left a review. The review could be left on an OTA or through the website.
Alternate use case:
This could also be used as a trigger to send out review requests based upon those who have not submitted a review already.
Feasibility:
OR imports reviews automatically from Air B&B, which are linked to a booking already. Any reviews left in the OR system would be linked to a booking as well. It should (in theory) be fairly easy to see if the booking ID for the reservation shows in the reviews table, similar to the "has problem" checkbox or "Has Tags" filters
Have you tried Lynx instead of RemoteLock? Their support is great. I use them for Schlage Z-Wave locks. I've been very happy with their ability to email the codes to the guests and they have a nice portal that guests can use to remotely control the locks (as well as the AC and now garage door... obvioulsy you need supported tech and each of these is an additional fee).
I recently moved from Hospitable to OwnerRez for the website hosting. For whatever reason, Hospitable has Schlage Encode integration (and only this lock). It worked perfectly and honestly it made the switch to OwnerRez a lot harder. OwnerRez supporting this would be a home run for me.
This integration would be fantastic!!
Would love this!!
We do plan to add support for multiple email addresses for owners.
Is it not practical simply to "Print to PDF" from your browser?