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🎯 Understanding a Booking in OwnerRez
Purpose:
To understand the structure of a booking in OwnerRez, including key sections like guest info, charges, communications, and operational tools.
1. Booking Summary Overview
- The top of the booking screen shows:
- Guest name and contact info 👤
- Booking status (confirmed, pending, canceled)
- Property name and booking dates 🏡
- Total charges and payment summary 💵
- Source/channel of booking (Airbnb, direct, etc.)
2. Tabs Within the Booking
Info Tab
- Basic guest information
- Custom fields or notes
- Date of booking creation
- Travel insurance (if applicable)
Charges Tab
- Itemized list of rent, fees, taxes, and any discounts
- Shows total amount, what’s been paid, and balance
- You can edit or recalculate charges here
Transactions Tab
- Displays all payments, refunds, and security deposits
- Option to record or collect payment
- Shows payment status and history
Communication Tab
- Full log of emails and messages sent to or from guest
- Send or schedule new emails from this tab
- Add internal notes for your team
Documents Tab
- Shows signed rental agreements
- Option to request a new agreement
- View guest IP address and timestamp of signature
History Tab
- Full audit trail of changes made to the booking
- Who made the change, when, and what was changed
3. Sidebar Tools
- Quick links to change dates, cancel booking, or resend confirmation
- Access to portal, thread messages, or create tasks
- Shows linked quote or inquiry if applicable
Key Takeaway:
Each booking in OwnerRez contains all critical information needed to manage the guest’s reservation from start to finish. Familiarity with the layout ensures accurate handling of payments, communications, and compliance with procedures.
🔗 Reference:
YouTube Video – Understanding a Booking in OwnerRez: