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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

Payment Surcharges and Discounts

Configuration - Email and Letters

Setting Your Default Letters

Letter Codes

Managing Automatic Scheduled Emails

Email Delivery Options - Configure Carbon Copies of Outbound Email

Using Letter Codes

POS Line Items to Letter Design

Letters and Templates

Creating a Letter Template

Adding an Image to a Letter

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Frequently Asked Questions

Understanding the Quick Navigation Pane

Understanding Tabs

Disable Auto Proxy Settings in Windows 10

Auto-numbering of Gift Certificates, Invoices, and Reservations

Firefox printing issues

How to Save rezStream Cloud as an App on your phone

Adding an Arrival Time Field to Housekeeping Report

How Do I Sell an Item Without a Reservation?

How Do I See The Notes for a Reservation?

Cancel a Reservation and Issue Refund to a Gift Certificate

Ensuring Email Delivery

Configuring Owner Rates

How do I set up and configure rezStream Cloud?

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

What is rezStream Protection?

How to Change Your User Password and Update Your User Profile

Transfer Payment from One Invoice to Another Utilizing A Gift Certificate

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

Reduce/Remove Minimum Night Stay With the Quick Rate Editor

Feature Requests, Suggestions, and Contacting Support

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Occupancy Map

Quickly Finding Number of Guests from the Occupancy Map

Viewing Reservation Notes from the Occupancy Map

Special Events, Holidays, and Notes on the Occupancy Map

Tagging a Reservation

Check In a Guest

Adding a Second Room to an Existing Reservation

Set Name of Group for Group Reservation

Change the Guest Assigned to a Unit

Applying a discount to a reservation

Managing Housekeeping - Clean/Dirty Mode

Occupancy Map Unit Color

Wait List

Book by Type Mode

Printing the occupancy map

Customizing the Occupancy Map

Remove a Unit from a Group Reservation

Apply Custom Colors to Reservations

Quick Rate Editor

Make a Group Reservation

Changing a Reservation's Length of Stay

Mark Units Out of Service

Make a Reservation From the Occupancy Map

Move a Reservation

See more

Configuration - Units

Adding Images

Managing Units

Unit Tags (Amenities)

Unit Alternate Description

Managing Multiple Properties or Unit Groups

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Invoices

Printing or Emailing an Invoice

Credit Card Pre-Authorization Scenarios

Taking a Credit Card Payment

Invoices - Filtering and Searching

Post a Charge

View Invoice History

Adding an Invoice to a Reservation

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

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

Refunding Payments

Void a Payment

Multiple Payments on one Invoice

Transfer Separate Invoices for Group Reservation

Updating Invoices

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How To Videos

Using the Waitlist Video

Editing a Payment Date Video

Check In Wizard Training Video

Collecting a Payment Video

Adding Descriptions for Units and Unit Types

Configuring a Cancellation Policy Video

Social Settings Video

Creating an Email Template Video

Creating a Letter Video

Rate Plans (Unit Types) Video

How to Access rezStream Cloud

Configuring Calendar Options Video

Adding Point of Sale Items Video

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Cloud Booking Engine

Same Day Online Booking Cut-Off Time

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

Implementing Google Analytics Universal Tracking

Social Settings

Revenue Tracking Using GA4

Advanced Calendar Widget Options

Creating a Booking Engine Theme

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

Term Conditions and Policies

Relax Minimum Stay Policy

Booking Engine Configuration Options

Automatic Deposits and Gift Certificate Payments on the Booking Engine

Calendar Widgets

Promoting Your Booking Engine on Your Website

External Landing Page (for 3rd party BE integrations)

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Reports

Sales Reports

Payments Reports

Revenue Reports

Guest Lifetime Value Report

Reservations Reports

Gift Certificate Redemptions

Tax Calculations

Housekeeping Report

Pending Deposits Reports

Sorting Columns on Reservation Reports

Blank Reports When Printing

Gift Certificate Sales Report

Taxes Reports

Sales by Channel Report

Accrual Accounting

Links to Old Reports

How do I run a Revenue by Unit Comparison Report?

Payment Reports for Credit Card Transactions - Shift4

Scheduled Reports - Subscribing to Reports via Email

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Housekeeping

The Housekeeping Section

Configuration - Your Business

User Permission Settings

Creating a Guest Type

Updating Business Details

Managing Users

Configuring Payment Settings

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Channel Management and OTAs

Vacation Rental Channels (VRBO, Airbnb, FlipKey)

Extra Guests using OTA Channels + MyAllocator Integration

Setting Up A MyAllocator Account

Channel Specific Base Rate Adjustment

Airbnb Fee Instructions Using MyAllocator Integration

MyAllocator and Glamping Hub

Updating your MyAllocator Credit Card Password

Connect Booking.com to MyAllocator

Manage Occupancy Blocks by Channel

Connect VRBO/Homeaway to MyAllocator

MyAllocator - Password/Username Reset

MyAllocator: Billing Setup

MyAllocator Automatic Adjustment Settings

MyAllocator: Integrating Units

Booking Times - MyAllocator Channels

Updating Invoices with VRBO + MyAllocator Integration

Expedia Pricing Model Error

Connecting Expedia to MyAllocator

Viewing Credit Card Information for Channel Manager Reservations

rezStream Channels Configuration

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Reservations

Override A Rate

How to Edit Source of Contact and Reason for Reservation

Searching and Filtering Reservations

Reservation Creation through New Shortcut Tab

Edit an Existing Reservation

Re-Booking a Reservation for Next Year

Assigning Units in a Group Reservation

Generate a Letter

Locking Unit Assignments to Prevent Moves and Changes

Adding Group Members to a Reservation

Group Members - Payments & Letters

View Audit History (Log of Activity) for a Reservation

Tax Exemptions

Reservation and Guest Check In and Check Out

Making a Reservation from a Guest History Record

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Integrations

Eviivo Conversion

Integrated Credit Card Processing - Shift4 Payment Gateway

Cloud Beds Conversion

Cloud PMS > TCMS Website Connection

TripConnect Campaign Setup

Heartland Restaurant POS Integration

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Dashboard

Shared Notes - Dashboard Widget

Configure Dashboard Settings

Email Delivery History - Dashboard Widget

Tasks - Dashboard Widget

Recent Gift Certificates - Dashboard Widget

Reservations Today - Dashboard Widget

Bulk/Batch Printing Letters

Recent Reservations - Dashboard Widget

Key Items

Understanding the Dashboard

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Configuration - Rates and Taxes

Adding Additional Rates Under A Rate Plan

Updating Rates on Future Reservations and Invoices

Creating a 'Closed' Season

Defining Revenue Accounts

Edit Point of Sale items

Display Rate Description on Booking Engine

Closing Days for Arrival and Departure

Set Up A Point of Sale Category

Creating a Rate Plan

Adding Rate Seasons

Adding a Default Package

Managing Taxes and Tax Seasons

Resources

Season Wizard

Creating a New Add-on Package

Edit An Existing Rate Season or Minimum Stay Adjustment

Extended Rates

Set up Point of Sale Items

Creating and Using Fees

Adding a Rate Promo Code

Rate Promo Setup

Rate Discounts

Yield Management

How to Set Up Pet Fees

See more

Gift Certificates

Setting Up Gift Certificates

Creating a Gift Certificate

Selling Gift Certificates Online

Applying a Gift Certificate

People

Merging Contacts

Understanding Public and Private Notes

Export a Contact List to a .CSV file

Repeat Guest Auto Tag

How to Edit Guest Details

Tagging a Person

Adding a Contact

Printing Envelopes and Address Labels

Advanced People Search

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Configuration - Customization

Deleting Custom Fields and Dates

Adding Source/Reason Fields

Custom Fields and Dates

Creating People Tags

Creating Reservation Tags

Configure Deposit Policies

Adding Custom Date Type Fields

See more

Onboarding Training Videos

RezStream Cloud Booking Engine Training Video

RezStream Cloud Onboarding 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