OwnerRez FAQ

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OwnerRez/VRBO Quirk for New Properties Add

How to import VRBO Commission Charges into OwnerRez

Reporting Income if using Avalara

Brief demonstration of how to report your taxable income to Avalara (My Lodge Tax) if using them or thinking of using them.

In OwnerRez go to reports ~ under detail reports ~ go to taxes

Click on include bookings with no charges

Under Group By click listing sites

You will see your taxable income and number of nights. You will enter those in the Avalara dashboard. Submit and you’ll see the total cost.

What I didn’t state on the video is we have 3 different taxes that have to be reported so its easier for us to use Avalara to report for us. We just list our income and they report on our behalf.

Now to make sure the total matches ~ go to reports ~ detail reports ~ my favorite report ~ line item pivot and click group by listing site and you’ll see the total taxes amount added together.

Thanks for watching!

Booking Received certain time frame

OwnerRez Question, how many bookings I received last week that were reserved for 30 days in advance

Video purpose: To demonstrate how to generate a report showing bookings received in the past week with 30-day observation periods.

Key Takeaways

Use the “Bookings” list filter with custom date ranges to track specific booking periods
Combine “Book Date” and “Rise Date” filters for precise 30-day observation windows
This method allows for flexible reporting on various booking scenarios

Topics

Generating Booking Reports with Specific Observation Periods

Access the “Bookings tab and Click list then under filters
Remove the booking stage to uncheck all of them
Set “Booked” Date range for desired booking period (e.g., Sunday 29th to current date for last week)
Set “Arrives” Date Rate to 30-day observation period (e.g., current date to 30 days in future)
Scroll Day
Apply filters to see bookings meeting specified criteria

OwnerRez Changeover Holiday Rules Question

 
  • Access settings ~ rates ~ scroll to desired date
  • Compatible with PriceLabs
  • Options for changeover rules:
  • Stays allowed, no arrival or departure
  • Not allowed for both (acts as a block)
  • Arrival not allowed, departure allowed (or vice versa)
  • “It’s complicated” for mixed rules
  • Can highlight multiple days for consistent rules
  • Example: Stays allowed, no arrival or departure for both Dec 31 and Jan 1
  • Forces bookings to span Tuesday to Friday in this scenario

Next Steps

  • Evaluate your property’s location and typical booking patterns
  • Decide on appropriate restrictions for each major holiday
  • Implement settings in your vacation rental management system
  • Monitor the impact of these restrictions on bookings and guest satisfaction
 
 

Auto-Follow Up on Quotes 

This outlines the steps to create an automated follow-up email for quotes sent via OwnRez and to set up retargeting for users who started but did not complete their booking.

Key Steps

  1. Access Settings and Templates
  • Navigate to Settings in OwnRez.
  • Select Templates from the options.
  1. Create Email Template for Follow-Up 
  • Click on Create Template.
  • Choose Quote Any questions regarding [Quote # {QID}] {PDISPNAME} for {QARR} – {QDEP}
  • Name the template Quote Follow Up.
  • Subject line add:

For message body add;

Hi {CFIRST},

Thanks for checking out {PDISPNAME}! We would love to host you on your next stay.

Below is a quote for your travel dates. You can use the link to view more details or accept and finalize your reservation with our simple and secure checkout.

{QHCTAB}

Let us know if you have any questions!

{MYFIRST}

  1. Input Follow-Up Message 
  • Open a new screen to copy your follow-up message.
  • Paste the message into the template editor.
  • Include a snippet such as ‘Thanks for checking it out’ and relevant shortcodes.
  1. Set Email Type 
  • Ensure the email type is set to Direct Bookings.
  • This will allow the email to be sent to anyone with an open quote.
  1. Create a Trigger for the Follow-Up 
  • Go to Triggers in the settings.
  • Click on Create Trigger.
  1. Configure Trigger Timing 
  • Set the trigger to activate 2 days after the quote is created.
  • Specify the time for the trigger to send the email (e.g., 10 a.m.).
  1. Add Conditions for Trigger 
  • Add a condition for Quote Status to be Open.
  • Add another condition to check if the Email Address is valid.
  1. Set Action for Trigger 
  • Under Actions, select the Quote Follow Up template you created.
  1. Save the Trigger 3:16
  • Click Save to finalize the trigger setup.

Cautionary Notes

  • Ensure that the email addresses are valid to avoid sending emails to incorrect addresses.
  • Preview the follow-up email to ensure it appears as intended before going live.

Tips for Efficiency

  • Use a consistent template for follow-ups to save time.
  • Regularly review and update the follow-up message to keep it relevant.

 

 

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