@Margaret-D'Onofrio We leave the automated messages on for owner guests since we don't know which information might still be relevant (it could be all of it). So long as you don't set the terms with a price and payment schedule, the automated messaging around payments (e.g. payment overdue) won't fire.
As @Jenny-Oest mentioned, you can turn off the automated communications for the reservation yourself.
Lastly, setting the guest type as owner is primarily a device for tracking, it doesn't change any behavior around the reservation otherwise.
@Casey-Lockhart This works a little bit differently per channel, so we have laid out the way each channel is set up. You can find this information both on the myvr.com website, and also in your account if you head to the Apps > Marketplace section. I'll outline how to get at this information in either location.
On myvr.com, head to the Applications overview in the Products section. Click on the Channel App you are interested (e.g. Airbnb for Owners, HomeAway for PMs), and then click on How It Works.
Scroll down till you find Renter Transactions & Bank Transfers. Each channel app has this section, and it defines where renter credit card transactions are processed (in your MyVR account vs. in your channel account) when a renter books online. It also explains how and when funds are transferred to your bank account.
In your MyVR account, head to Apps > Marketplace. Filter by marketing channels.
Click on a channel and, as in #1 above, head to How It Works > Renter Transactions & Bank Transfers.
@Blane-Kingsmore We do not automatically refund security deposits, but we have a project in the works that will help make returning refunds easier (another thread on this subject).
To refund the security deposit, you'll head to the reservation detail view and click on the Refund Deposit button. You can then issue a full or partial refund back to the card. It's worth noting that all Stripe payment processing fees will also be refunded.
We have something coming around this very soon. Stay tuned. It will not quite be fully automated returns out of the gate, but will bring more visibility and make open deposits far easier to review and return. We'll continue to iterate on it and will get to full automation, but we want to be careful with this one given the risk of a user accidentally returning something they didn't intend to.
If full automation is your desire, then I'd submit a feature request, since we'll consider that a separate step. But what we have coming may reduce the need for this somewhat. We look forward to the feedback on it once it's out.
If you have noticed, when you call some Utility service or any retailer - they are normally able to pull up your records using the last 4 digits of your card.
Thoughts? Good enough for a feature request?
Now that we have that solved, I have another question: I have several people that "agreed" to the blank contract. How can I go back retroactively to have people "agree" to the correct contract online?
To get people to approve the rental contract again (this time with the rental contract actually on the page), you should make a new quote for renters who were affected by this. To ensure that the renters will be asked to agree to the terms, you should create a quote with a hold on it to continue blocking the dates but set the reservation to Tentative (as opposed to Reserved). This post that I wrote explains how to send renters a new quote and force agreement to rental terms.
Note that soon you will not have to do the dance where you put a hold on the new quote and set the reservation to Tentative, but for now this is the only way to push renters back through the booking flow which includes the rental terms agreement checkbox.
@Danny-Eiden - I didn't realize that saving the new quote automatically changed the reservation terms. I've just been creating a quote, and then going to the quote to say set as reservation terms. Nice shortcut!
Note: When you change the rental agreement will no longer appear as "Agreed". I usually just update that manually to document that terms have not changed, other than to record a pre-payment. I don't make the guest re-sign unless it's going to require a different future action.
My situation comes from having FL state sales tax, but then also the county Tourist Development Tax, and a City Business Tax. They all three tax different things. If you're operating in FL, there's a very good chance this would apply.
The easiest fix (my current situation) is to continue to quote and overcharge the guests. Beats under charging them.
@Vivin-Vaid - yes - probably best to submit the feature request - I was just suggesting the workaround until the enhancement comes through.
This might actually be part of a larger scope project to integrate accounting functions with our data. That would be a big elephant to bite off, but a great addition. Another feature request. I submit a lot of them!
First, you get an upvote for the first screen shot in the MyVR Community with a smily face! Second, let me address each of the situations you brought up.
I have also had renters who were able to pay without agreeing to the rental agreement. think it's because I had already created the Reservation, so the email link went directly to the payment screen and the renter bypassed the 4-page "booking" process (where the check box appears in step #3).
Yes, you are correct. We plan to resolve on this issue soon, but for now I have a few work-arounds
When the Reservation already exists, the renter goes straight to payment
To resolve this, set your reservations to "Tentative". This will push the renter through the four step booking process. If you still need to block the dates, set a hold on the dates when you make the quote. This will create a blocking event in your calendar for the dates of the reservation. Once the reservation becomes reserved, the event will change from a blocking event to a reservation event, which also blocks the dates.
We have some guests who re-book their summer vacation a year out, but we don't exchange formal contract/deposit until January. It's important that I block their week on the calendar so we don't get other inquiries.
The strategy I mentioned above should also work for this. A tentative reservation that has a hold on its quote will both block the dates and push the renter through the booking flow whenever they are ready.
I've got other renters who want to pay off-line (by PayPal for example).
This is also handled in the quote. In addition to what I mentioned above, set "Online Payments" to "No" when you make the quote. This will allow renters wishing to pay offline to go through the booking flow without entering a credit card.
@Carole Hi Carole - payments for reservations made by the HomeAway Reservation Manager prior to integrating with MyVR will continue to be collected from within the Reservation Manager. So the payment you are referencing would have been processed by VacationRentPayment if you had set that up as your merchant account within the HomeAway Dashboard.
All reservations created after the switch to MyVR management of the listings will have the payments managed/processed in the MyVR account.
MyVR currently only allows archiving of rental agreements. As archived agreements aren't shown by default, this is effectively the same as deleting. The difference is that you have the option to recover old rental agreements just in case you want them. You can see archived contracts by switching the "Show Archives" toggle.
Regarding how to set the new agreement as default and how to remove (archive) , you can use the "Actions" menu next to each Rental Contract. There will be options both for archiving an agreement and setting an agreement as the default contract.
Here is how you can issue a refund receipt in Stripes.
Go to 'Payments' tab of Stripes
Find the guest who has to be issued a receipt.
Go down to "receipt history'
Click 'send receipt' (if you are doing it for first time - it will ask you to activate this feature)
Enter the email addresses you want to send the receipt to - and click send. You can add your own email also - so that you can see what receipt has been sent.
You can also customize your receipts.
Go to 'Account Settings' (top right corner where your name is there)
Go to 'Email's' tab
Go to 'Customize your email receipts" (bottom left of the screen) - and you can add your logo etc.
To add to the above... you can have multiple quotes, but only one can be set as the terms of the reservation. So once you have a reservation, the terms of the reservation are from the quote that was accepted. You can then create a new quote, and you can choose to then make that the terms of the reservation or not. If you want it to be the terms of the reservation, you can either:
send the new quote to the renter and, when agreed to, that quote replaces the terms on the reservation, or
set that new quote as the terms of the reservation yourself and we simply note for you that the new terms weren't technically accepted by the renter. We retain the history of the old quote and we keep the historical record of that being accepted by the renter.
Regarding the latter, you may deem some things probably as NEEDING to be accepted by the renter (e.g. adding a night to a reservation already accepted) where as some things are minor and you may deem them less important to be accepted by the renter (e.g. splitting a payment into two, as you're doing).