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๐Ÿ  Navigating the Main Bookings Display in OwnerRez

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Purpose:
Empower team members to efficiently monitor and manage bookings using various calendar and list views within OwnerRez.


1. Accessing Bookings

  • Log in to OwnerRez.
  • By default, you land on the Bookings Displayโ€”your central hub. Alternatively, click Bookings in the top menu to reach it at any time.

2. Understanding View Modes

Switch between four booking views (top-right of the screen):

  • Ribbon View โ€“ horizontal timeline of bookings across properties
  • Month View โ€“ traditional calendar month display
  • Year View โ€“ full-year overview, one property at a time
  • List View โ€“ spreadsheet-style table of bookings

Choose the view that fits your teamโ€™s workflow.


3. Ribbon View Essentials ๐ŸŽฏ

  • Highlights the current date in yellow.
  • Hover over property names (left menu) to view house details (beds, baths, rates, tags).
  • Hover over booking bars to see guest information (dates, names, payment status, channel icon, etc.).
  • Early check-in or late check-out shows as red ticks on the booking bar.
  • Drag or double-click dates to create a new quote, booking, or block with pre-filled dates.

4. Filtering Bookings

  • Click the Filter button to narrow view by property, listing channel, payment status, security deposit, and availability.
  • Sticky filters remain applied until cleared, even when navigating away or logging out.
  • Clear filters via the โ€œXโ€ next to filter, โ€œShow Allโ€, or โ€œClear (Show All)โ€ options.

5. Month & Year View Usage

  • Month View displays bookings for the current month for multiple properties. Use the dropdown to select which properties to show.
  • Year View gives a high-level annual overview, one property at a time. Hover for detail.

6. List View Advantages

  • Ideal for detailed booking management (filtering by signed agreements, payment status, channels, etc.).
  • Sort columns by clicking headers.
  • Save default filters to maintain preferences each session.

7. Current View Quick Check

  • Displays only bookings occurring yesterday, today, or tomorrowโ€”quick snapshot for immediate action.

8. Helpful Tips & Navigation Tricks

  • Manually enter a date in the calendar’s date box, zoom out the year, or click โ€œNowโ€ to jump to today.
  • Open bookings in new browser tabs (Ctrl/Shift + click or right-click โ†’ Open in new tab) to maintain context.

9. Personalizing Preferences

  • Adjust default booking view and calendar settings via Preferences โ†’ Bookings.

๐Ÿ”— Reference:
OwnerRez support article:
https://www.ownerrez.com/support/articles/main-bookings-display