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๐ Navigating the Main Bookings Display in OwnerRez
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 Displayโyour 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 teamโs workflow.
3. Ribbon View Essentials ๐ฏ
- 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 โXโ next to filter, โShow Allโ, or โClear (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 tomorrowโquick 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 โNowโ 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.
๐ Reference:
OwnerRez support article:
https://www.ownerrez.com/support/articles/main-bookings-display