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rezStream Knowledge Base

rezStream Cloud

rezStream Cloud

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

Configuring Owner Rates

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

Ensuring Email Delivery

View credit card information

What is rezStream Protection?

How do I set up and configure rezStream Cloud?

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?

Feature Requests, Suggestions, and Contacting Support

Adding an Arrival Time Field to Housekeeping Report

How to Save rezStream Cloud as an App on your phone

Reduce/Remove Minimum Night Stay With the Quick Rate Editor

Firefox printing issues

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

Transfer Payment from One Invoice to Another

Auto-numbering of Gift Certificates, Invoices, and Reservations

Disable Auto Proxy Settings in Windows 10

How to Change Your Password and Update Your Profile Information

Understanding Tabs

Understanding the Quick Navigation Pane

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Occupancy Map

Book by Type Mode

Move a Reservation

Customizing the Occupancy Map

Managing Housekeeping - Clean/Dirty Mode

Apply Custom Colors to Reservations

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

Printing the occupancy map

Remove a Unit from a Group Reservation

Adding a Second Room to an Existing Reservation

Check In a Guest

Wait List

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

Occupancy Map Unit Color

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

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

Updating Invoices

Void a Payment

Transfer Separate Invoices for Group Reservation

Refunding a Payment

Adding an Invoice to a Reservation

View Invoice History

Post a Charge

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

Invoices - Filtering and Searching

Taking a Credit Card Payment

Credit Card Pre-Authorization Scenarios

Multiple Payments on one Invoice

Printing or Emailing an Invoice

See more

How To Videos

How to Access the Cloud PMS

Rate Plans (Unit Types) Video

Creating a Letter Video

Yield Management Rules Video

Adding Point of Sale Items Video

Creating an Email Template Video

Configuring Payment Settings Video

Making a Reservation Video

Social Settings Video

Configuring Calendar Options 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

Automatic Deposits and Gift Certificate Payments on the Booking Engine

Creating a Booking Engine Theme

Advanced Calendar Widget Options

Booking Engine Configuration Options

Calendar Widgets

Accessing Credit Card Data without Fully Integrated Processing

Revenue Tracking Using GA4

Terms and Conditions and Policies

Promoting Your Booking Engine on Your Website

Social Settings

Adding an Image to a Room, Rate, P.O.S. Item, or Package

Adding a Mobile Theme

Flexible Minimum Night Stays

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

Enhanced Reports - Scheduled Report Feature

How do I run a Revenue by Unit Comparison Report?

Payment Reports for Credit Card Transactions - Shift4

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

See more

Housekeeping

The Housekeeping Section

Configuration - Your Business

Creating Users

Creating a Guest Type

Configuring Payment Settings

User Permission Settings

Updating Business Details

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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

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

Tax Exemptions

How to Edit Source of Contact and Reason for Reservation

Override A Rate

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Integrations

Cloud PMS > TCMS Website Connection

Heartland Restaurant POS Integration

Cloud Beds Conversion

TripConnect Campaign Setup

Akia SMS Integration Configuration and Contactless Check-In

Integrated Credit Card Processing - Shift4 Payment Gateway

Eviivo Conversion

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Dashboard

Reservations Today - Dashboard Widget

Recent Gift Certificates - Dashboard Widget

Tasks - Dashboard Widget

Key Items

Recent Reservations - Dashboard Widget

Bulk/Batch Printing Letters

Understanding the Dashboard

Email Delivery History - Dashboard Widget

Configure Dashboard Settings

Shared Notes - Dashboard Widget

See more

Configuration - Rates and Taxes

Resources

Rate Discounts

Managing Taxes and Tax Seasons

Rate Promo Setup

Season Wizard

Creating a New Add-on Package

Editing An Existing Rate Season

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

Yield Management

Updating Rates on Future Reservations and Invoices

Set up Point of Sale Items

Adding a Promo Code in the Cloud

Extended Rates

Adding a Default Package

Adding Additional Rates Under A Rate Plan

See more

Gift Certificates

Applying a Gift Certificate

Selling Gift Certificates Online

Creating a Gift Certificate

Setting Up Gift Certificates

People

Adding a Contact

Tagging a Person

How to Edit Guest Details

Printing Envelopes and Address Labels

Advanced People Search

Repeat Guest Auto Tag

Export a Contact List to a .CSV file

Understanding Public and Private Notes

Merging Contacts

See more

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