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rezStream Knowledge Base

rezStream Cloud

rezStream Cloud

How to Avoid Entering a Verification Code Every Time You Log in to Your rezStream Cloud Account

Configuration - Email and Letters

Adding an Image to a Letter

Creating a Letter Template

Letters and Templates

POS Line Items to Letter Design

Using Letter Codes

Email Delivery Options - Configure Carbon Copies of Outbound Email

Managing Automatic Scheduled Emails

Letter Codes

Setting Your Default Letters

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Frequently Asked Questions

Why do I have to enter an authentication code every time I log in?

Transfer Payment from One Invoice to Another Utilizing A Gift Certificate

How to Change Your User Password and Update Your User Profile

Reduce/Remove Minimum Night Stay With the Quick Rate Editor

Feature Requests, Suggestions, and Contacting Support

What is rezStream Protection?

Why Can’t I Use a Third-Party Email Address with rezStream Cloud?

How do I set up and configure rezStream Cloud?

Configuring Owner Rates

Ensuring Email Delivery

Cancel a Reservation and Issue Refund to a Gift Certificate

How Do I See The Notes for a Reservation?

How Do I Sell an Item Without a Reservation?

Adding an Arrival Time Field to Housekeeping Report

How to Save rezStream Cloud as an App on your phone

Firefox printing issues

Auto-numbering of Gift Certificates, Invoices, and Reservations

Disable Auto Proxy Settings in Windows 10

Understanding Tabs

Understanding the Quick Navigation Pane

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Occupancy Map

Apply Custom Colors to Reservations

Remove a Unit from a Group Reservation

Customizing the Occupancy Map

Printing the occupancy map

Book by Type Mode

Wait List

Occupancy Map Unit Color

Move a Reservation

Managing Housekeeping - Clean/Dirty Mode

Applying a discount to a reservation

Change the Guest Assigned to a Unit

Set Name of Group for Group Reservation

Changing a Reservation's Length of Stay

Adding a Second Room to an Existing Reservation

Check In a Guest

Tagging a Reservation

Quick Rate Editor

Mark Units Out of Service

Make a Reservation From the Occupancy Map

Special Events, Holidays, and Notes on the Occupancy Map

Viewing Reservation Notes from the Occupancy Map

Make a Group Reservation

Quickly Finding Number of Guests from the Occupancy Map

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Configuration - Units

Managing Multiple Properties or Unit Groups

Unit Alternate Description

Unit Tags (Amenities)

Managing Units

Adding Images

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Invoices

Updating Invoices

Transfer Separate Invoices for Group Reservation

Multiple Payments on one Invoice

Void a Payment

Refunding Payments

Creating Invoices for Retail/Point of Sale (POS) and Reservations

Payment Links - Allow guests to make payments at any time!

Adding an Invoice to a Reservation

View Invoice History

Post a Charge

Invoices - Filtering and Searching

Taking a Credit Card Payment

Credit Card Pre-Authorization Scenarios

Printing or Emailing an Invoice

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How To Videos

Adding Point of Sale Items Video

Configuring Calendar Options Video

How to Access rezStream Cloud

Rate Plans (Unit Types) Video

Creating a Letter Video

Yield Management Rules Video

Creating an Email Template Video

Configuring Payment Settings Video

Making a Reservation Video

Social Settings Video

Configuring a Cancellation Policy Video

Adding Descriptions for Units and Unit Types

Collecting a Payment Video

Using the Dashboard Video

Move and Resize a Reservation Video

Check In Wizard Training Video

Editing a Payment Date Video

Using the Waitlist Video

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Cloud Booking Engine

Relax Minimum Stay Policy

Calendar Widgets

Promoting Your Booking Engine on Your Website

Term Conditions and Policies

Automatic Deposits and Gift Certificate Payments on the Booking Engine

Booking Engine Configuration Options

Adding an Image to a Unit, Rate Plan, Package, or POS

Creating a Booking Engine Theme

Advanced Calendar Widget Options

Revenue Tracking Using GA4

Social Settings

Implementing Google Analytics Universal Tracking

Booking Engine Bookable by Unit Type (grouped by Rate Plan)

External Landing Page (for 3rd party BE integrations)

Same Day Online Booking Cut-Off Time

See more

Reports

Payment Reports for Credit Card Transactions - Shift4

Enhanced Reports - Scheduled Report Feature

How do I run a Revenue by Unit Comparison Report?

Links to Old Reports

Accrual Accounting

Sales by Channel Report

Taxes Reports

Gift Certificate Sales Report

Blank Reports When Printing

Sorting Columns on Reservation Reports

Pending Deposits Reports

Housekeeping Report

Tax Calculations

Gift Certificate Redemptions

Reservations Reports

Guest Lifetime Value Report

Revenue Reports

Payments Reports

Sales Reports

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Housekeeping

The Housekeeping Section

Configuration - Your Business

Managing Users

Updating Business Details

Creating a Guest Type

Configuring Payment Settings

User Permission Settings

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Channel Management and OTAs

Viewing Credit Card Information for Channel Manager Reservations

Connecting Expedia to MyAllocator

Channel Manager - Frequently Asked Questions

Expedia Pricing Model Error

Updating Invoices with VRBO + MyAllocator Integration

Booking Times - MyAllocator Channels

MyAllocator: Integrating Units

MyAllocator Automatic Adjustment Settings

MyAllocator: Billing Setup

MyAllocator - Password/Username Reset

Connect VRBO/Homeaway to MyAllocator

Manage Occupancy Blocks by Channel

Connect Booking.com to MyAllocator

Updating your MyAllocator Credit Card Password

MyAllocator and Glamping Hub

Airbnb Fee Instructions Using MyAllocator Integration

Channel Specific Base Rate Adjustment

Setting Up A MyAllocator Account

Extra Guests using OTA Channels + MyAllocator Integration

Vacation Rental Channels (VRBO, Airbnb, FlipKey)

See more

Reservations

Reservation and Guest Check In and Check Out

Tax Exemptions

View Audit History (Log of Activity) for a Reservation

Group Members - Payments & Letters

Adding Group Members to a Reservation

Locking Unit Assignments to Prevent Moves and Changes

Generate a Letter

Assigning Units in a Group Reservation

Re-Booking a Reservation for Next Year

Edit an Existing Reservation

Make a Reservation

Reservation Creation through New Shortcut Tab

Searching and Filtering Reservations

How to Edit Source of Contact and Reason for Reservation

Override A Rate

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Integrations

Heartland Restaurant POS Integration

TripConnect Campaign Setup

Cloud PMS > TCMS Website Connection

Cloud Beds Conversion

Integrated Credit Card Processing - Shift4 Payment Gateway

Eviivo Conversion

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Dashboard

Understanding the Dashboard

Recent Reservations - Dashboard Widget

Bulk/Batch Printing Letters

Reservations Today - Dashboard Widget

Recent Gift Certificates - Dashboard Widget

Tasks - Dashboard Widget

Key Items

Email Delivery History - Dashboard Widget

Configure Dashboard Settings

Shared Notes - Dashboard Widget

See more

Configuration - Rates and Taxes

Set up Point of Sale Items

Rate Promo Setup

Extended Rates

Edit An Existing Rate Season or Minimum Stay Adjustment

Creating a New Add-on Package

Yield Management

Season Wizard

Adding a Rate Promo Code

Resources

Managing Taxes and Tax Seasons

Rate Discounts

Adding a Default Package

Adding Rate Seasons

Creating a Rate Plan

Set Up A Point of Sale Category

Closing Days for Arrival and Departure

Display Rate Description on Booking Engine

Edit Point of Sale items

Defining Revenue Accounts

Creating a 'Closed' Season

Creating and Using Fees

Updating Rates on Future Reservations and Invoices

Adding Additional Rates Under A Rate Plan

How to Set Up Pet Fees

See more

Gift Certificates

Applying a Gift Certificate

Selling Gift Certificates Online

Creating a Gift Certificate

Setting Up Gift Certificates

People

Printing Envelopes and Address Labels

Adding a Contact

Tagging a Person

How to Edit Guest Details

Advanced People Search

Repeat Guest Auto Tag

Export a Contact List to a .CSV file

Understanding Public and Private Notes

Merging Contacts

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Configuration - Customization

Adding Custom Date Type Fields

Configure Deposit Policies

Creating Reservation Tags

Creating People Tags

Custom Fields and Dates

Adding Source/Reason Fields

Deleting Custom Fields and Dates

See more

Onboarding Training Videos

RezStream Cloud Onboarding Training Video

RezStream Cloud Booking Engine Training Video

Credit Card Processing

rezSafe: Secure Credit Card Handling in rezStream Cloud

4Word: Accessing Credit Card Data without Fully Integrated Processing

4Word: View Credit Card Information

Accounting

rezStream Cloud Accounting