Owner portal
Choose what owners see, brand the portal, write owner emails and set the contact details on statements.
For property managers
Owners log in to the owner portal to read statements, see reservations and download files. Open Settings > Owner Portal. A preview next to the settings shows the portal with sample data. Nothing changes for owners until you click Save changes.
Branding
Upload your logo, PNG or JPG under 5 MB, and pick a primary color. The logo and color also appear in owner emails.
Dashboard
Turn on Dashboard to have owners land on a dashboard instead of their statements. Choose the cards: net income, expenses, stats such as ADR and occupancy, monthly performance, future revenue, occupancy and reservations. Draft statement data decides whether months with only a draft statement show.
The rent figures come from the column tagged Rents Revenue in each statement template. Open the template, click the column settings icon on the rent column and turn on Rents Revenue under Tags. A listing without the tag shows no ADR, RevPAR or future revenue.
To see an owner’s dashboard, open the owner and go to the Metrics tab.
Statement summary
Draft statement data on the summary page includes amounts of draft statements. Off, the summary shows published statements only.
Reservations and calendar
Turn on Reservations & Calendar to show owners their reservations and calendar. Then choose whether they see guest names, reservation totals and cancelled reservations, and whether they can block dates, see Owners.
Owner emails
Under Settings > Emails, edit the emails owners get:
| Sent when | Link | |
|---|---|---|
| Owner Invitation | You invite an owner or resend the invitation | A one-time link to create a login, valid for 7 days |
| Owner Statement by link | You publish or resend a statement and choose to email | The statement itself, no login needed, valid for 7 days |
| Owner Statement for viewers | The same, for portal viewers | The owner portal |
Edit the subject, preview text, header, text and button. Click the User, Listing or Date buttons to insert those values. Send me test sends the email to you.
Each owner has a Statement emails switch on their owner page. It is on for owners with a portal login and off for those without. Turn it on to send statements to owners without a login. An owner who unsubscribes is switched off. The Emails history of a statement shows who got the email and when they opened it.
Contact details on statements
Under Settings > Owner Statements, set a statement address and email that differ from your team’s general details, for example an owner relations email. Without them, statements use your team’s details.
Your own domain
A white-labeled portal uses your domain, branding and email sender for the portal, owner emails and PDFs. Our support team sets it up from your DNS records and branding. It is in limited rollout, so ask your account manager.