rezStream Cloud
Dashboard
- Understanding the Dashboard
- Configure Dashboard Settings
- Reservations Today - Dashboard Widget
- Bulk/Batch Printing Letters
- Recent Reservations - Dashboard Widget
- Recent Gift Certificates - Dashboard Widget
- Shared Notes - Dashboard Widget
- Tasks - Dashboard Widget
- Key Items
- Email Delivery History - Dashboard Widget
Occupancy Map
- Customizing the Occupancy Map
- Book by Type Mode
- Occupancy Map Unit Color
- Quick Rate Editor
- Special Events, Holidays, and Notes on the Occupancy Map
- Make a Reservation From the Occupancy Map
- Mark Units Out of Service
- Override A Rate
- Make a Group Reservation
- Check In a Guest from the Occupancy Map
- Move a Reservation
- Managing Housekeeping - Clean/Dirty Mode
- Set Name of Group for Group Reservation
- Adding a Second Room to an Existing Reservation
- Remove a Unit from a Group Reservation
- Apply Custom Colors to Reservations
- Viewing Reservation Notes from the Occupancy Map
- Change the Guest Assigned to a Unit
- Applying a discount to a reservation
- Changing a Reservation's Length of Stay
- Waitlist Feature
- Managing Seasonal Closures
- Quickly Finding Number of Guests from the Occupancy Map
- Printing the Occupancy Map
People
Reservations
- Searching and Filtering Reservations
- Reservation Creation through New Shortcut Tab
- Edit an Existing Reservation
- Reservation and Guest Check In and Check Out
- Applying a Reservation Tag
- How to Edit Source of Contact and Reason for Reservation
- Locking Unit Assignments to Prevent Moves and Changes
- Adding an Invoice to a Reservation
- Generate a Letter
- Adding Group Members to a Reservation
- Assigning Units in a Group Reservation
- Group Members - Payments & Letters
- Re-Booking a Reservation for Next Year
- View Audit History (Log of Activity) for a Reservation
- Sending Batch Emails (Beta)
Invoices
- Creating Invoices for Retail/Point of Sale (POS) and Reservations
- Invoices - Filtering and Searching
- Post a Charge
- Tax Exemptions
- Fee Exemption
- Printing or Emailing an Invoice
- Taking a Credit Card Payment
- Credit Card Pre-Authorization Scenarios
- Multiple Payments on one Invoice
- Void a Payment
- Refunding Payments
- Transferring a Deposit Between Guests on the Same Invoice
- Transfer Separate Invoices for Group Reservation
- Payment Links
- View Invoice History
- Updating Invoices After a Database Conversion
- Tax Calculations
Credit Card Processing
rezStream Payments
Gift Certificates
- Selling Gift Certificates Online
- Setting Up Gift Certificates
- Applying a Gift Certificate
- Creating a Gift Certificate
- Transferring a Payment from One Invoice to Another Using a Gift Certificate
- Auto-numbering of Gift Certificates, Invoices, and Reservations
- Cancel a Reservation and Issue Refund to a Gift Certificate
Housekeeping
Reports
- Understanding Report Categories and Use Cases in rezStream Cloud
- Comparing Reports in rezStream Cloud: Why Totals May Differ
- Scheduled Reports - Subscribing to Reports via Email
- Guest Lifetime Value Report
- Reservations Reports
- Housekeeping Report
- Payments Reports
- Payment Reports for Credit Card Transactions - Shift4
- Pending Deposits Reports
- Revenue Reports
- How do I run a Revenue by Unit Comparison Report?
- Sales Reports
- Sales by Channel Report
- Taxes Reports
- Gift Certificate Redemptions
- Gift Certificate Sales Report
- Sorting Columns on Reservation Reports
- Blank Reports When Printing
Accounting
Configuration - Your Business
Configuration - Units
Configuration - Rates and Taxes
- Defining Revenue Accounts
- Managing Taxes and Tax Seasons
- Creating and Using Fees
- How to Create POS Categories
- Set up Point of Sale Items
- Edit Point of Sale items
- Resources
- Creating a New Add-on Package
- How Rate Rules Work in rezStream
- How to Create Rate Plans
- Adding Additional Rates Under A Rate Plan
- Extended Rates
- Adding a Default Package
- Rate Promo Setup
- Adding Seasons to a Rate Plan
- Edit An Existing Rate Season or Minimum Stay Adjustment
- Season Wizard
- Using the Rate Plan Calendar View
- Closing Days for Arrival and Departure
- How to Set Up Pet Fees
- Creating a 'Closed' Season
- Updating Rates on Future Reservations and Invoices
- Why Prices Look Different Across rezStream Cloud, Booking Engine & OTAs
- Display Rate Description on Booking Engine
- Rate Discounts
- Yield Management
Configuration - Customization
Configuration - Email and Letters
- Letters, Templates, Emails, and Printing in rezStream Cloud
- How to Create a Letter Template
- How to Create a Letter
- Using Letter Codes
- Letter Codes in the Letter Editor
- Adding an Image to a Letter
- POS Line Items to Letter Design
- Setting Your Default Letters
- How to Get Guest Emails Sent to Your Inbox
- How rezStream Cloud Sends Email
- Managing Automatic Scheduled Emails
Cloud Booking Engine
- How the rezStream Booking Engine Works (End-to-End)
- Promoting Your Booking Engine on Your Website
- Booking Engine Configuration Options
- Adding an Image to a Unit, Rate Plan, Package, or POS
- Booking Engine Bookable by Unit Type (grouped by Rate Plan)
- Same Day Online Booking Cut-Off Time
- Automatically Process Booking Engine Payments
- Term Conditions and Policies
- Relax Minimum Stay Policy
- Social Settings
- How to Add and Customize a Calendar Widget on Your Website
- Advanced Calendar Widget Options
- How to Link to a Specific Property in the Booking Engine
- Creating a Booking Engine Theme
- External Landing Page (for 3rd party BE integrations)
- Revenue Tracking Using GA4
Integrations
rezStream Channels
- rezStream Channels Configuration
- How Channel Sync Works in rezStream Channels (Timing, Frequency & Expectations)
- Connecting a New Unit to rezStream Channels
- Adjusting Rates for Connected Channels via rezStream Channels
- Remapping Rate Plans in rezStream Channels
- Blocking, Reducing, or Closing Units via rezStream Channels
- Updating Same-Day Booking Cutoff Times via rezStream Channels
- Adding Booking.com Through rezStream Channels, Powered by Channex
- Adding Expedia Connection Through rezStream Channels, Powered by Channex
- Adding Airbnb Connection Through rezStream Channels, Powered by Channex
- Adding VRBO Connection Through rezStream Channels, Powered by Channex
- Reconnecting Your VRBO Channel After Disconnection via rezStream Channels
- Adding Hipcamp Connection Through rezStream Channels, Powered by Channex
- Adding Glamping Hub Connection Through rezStream Channels, Powered by Channex
- Adding Hopper Connection Through rezStream Channels, Powered by Channex
- Adding Hopper Homes Connection Through rezStream Channels, Powered by Channex
rezStream Devices
Frequently Asked Questions
- How to Export and Send Your Reservation Master Database for Cloud Conversion
- Disable Auto Proxy Settings in Windows 10
- Configuring Owner Rates
- Why do I have to enter an authentication code every time I log in?
- How do I set up and configure rezStream Cloud?
- How Do I View Notes on a Reservation?
- Firefox printing issues
- How Do I Sell an Item Without a Reservation?
- Reduce/Remove Minimum Night Stay With the Quick Rate Editor
- How to Save rezStream Cloud as an App on your phone
- Adding an Arrival Time Field to Housekeeping Report
- Understanding the Quick Navigation Pane
- What is rezStream Protection?
- Understanding Tabs
- How to Change Your User Password and Update Your User Profile
- How to Avoid Entering a Verification Code Every Time You Log in to Your rezStream Cloud Account