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User Manual

Payment Gateway / PayPal Setup

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Topics

Introduction 3
- Welcome to Lodgix
- What Does Lodgix.com Do?
- System Requirements
My Account 6
- Account Profile
- Upgrading (or Downgrading) your Subscription Package
- Adding or Removing Modules
- Updating Your Billing Information
- Viewing Past Invoices and Account Activity
- How Do I Cancel My Account?
Initial Setup 3
- Getting Started
- What is a single-unit property vs a multi-unit property?
- What are Seasonality Templates?
Property / Room Setup 10
- Creating Properties on Lodgix from HomeAway / VRBO Listings
- Property Setup Wizard
- How to Edit a Property
- Amenities
- Adding and Editing Rates
- Rate and Rule Settings
- Per Person Rates
- How to Require Guest Names and Ages
- Adding Images, Videos and Virtual Tours
- Lockouts
Inventory 3
- Seasonality Template Overview
- Children, Pet and Smoking Policies
- Minimum Renting Age
Deposits / Fees / Services / Taxes 5
- Deposits / Fees / Services / Taxes
- How to Add / Edit / Remove Deposits
- How To Add / Edit / Remove Taxes
- How To Add / Edit / Remove Fees
- How To Add / Edit / Remove Services
Discounts and Coupon Codes 3
- Overview
- Automatic Length of Stay Discounts
- Automatic Last Minute Discounts
Important Settings 7
- General
- Bookings
- Localization
- Marketing
- Using an External Email Domain
- Email Delivery - Best Practices
- Tracking Scripts
Availability and Booking Calendars 9
- Overview of Online Booking Page
- Mobile View of Online Booking Page
- Booking Page Editor
- Multi Unit Calendar User Interface
- Multi Unit Calendar Functionality
- How Do I Find and Embed a Single Property Calendar?
- How To Embed the Multi-Property Calendar?
- How do I Obtain the Booking URL for a Single Unit Property?
- Booking Banners for your Website
Calendar Sync using iCal 4
- Calendar Sync for HomeAway / VRBO
- Calendar Sync for TripAdvisor Rentals
- Calendar Sync for Airbnb
- Importing Multiple iCal Feeds into Lodgix
Internal Calendar Tape 4
- Overview
- Adding a New Reservation (Invoice)
- Blocking Dates
- Editing Blocked Dates
Document Templates 2
- Overview
- Editing a PDF Template
Trigger Setup 14
- What is a Trigger?
- Property Specific Triggers
- Arrival Day, Departure Day and During Stay Conditions
- Invoice Status Conditions
- Channel Conditions
- Paid-in-Full Triggers if you Collect a Security Deposit
- Employee Triggers
- Homeaway Review Trigger
- Digital Signature Request Trigger
- Travel Insurance Reminder Trigger
- Disable Triggers Per Invoice
- Manually Sending or Resending a Trigger
- File Uploads
- Payment Request Trigger
Custom Variables 3
- Global Variables
- Property Variables
- Invoice Variables
Guest Control Panel 2
- Overview
- Tabs
Work Orders 2
- Overview
- Vendor Management
Inquiry Management & Automation 14
- Overview
- Basic Understandings
- Inquiry List
- Inquiry Control Panel
- Inquiry Templates
- Reporting on Inquiry Quantity, Bookings From Inquiries and Cost per Inquiry / Booking
- [AUTOSUGGEST] Feature Details
- Merge Tags and Their Definitions
- Setting Up Your Website Email Form to Work with Lodgix Inquiry Management
- Setting Up TripAdvisor Inquiries to Work with Lodgix Inquiry Management
- Setting Up VacationHomeRentals.com Inquiries to Work with Lodgix Inquiry Management
- Setting Up HomeAway Inquiries to Work with Lodgix
- CSS Buttons on Email Templates
- Guest Generated Quotes
Merchant Accounts 4
- Read this if you are based in the US, have an existing merchant account and want to keep it.
- Read this if you are based in the US, and need a new merchant account that will work with Lodgix.com
- Read this if you are based outside of the US and need a merchant account that will work with Lodgix.com
- Upgrading to Stripe Connect
Payment Gateway / PayPal Setup 12
- Which payment gateways are supported by Lodgix.com?
- How do I setup Authorize.net to integrate with Lodgix.com?
- How do I setup Stripe.com to integrate with Lodgix.com
- How to signup for a merchant account from CDG Commerce / Quantum payment gateway
- How do I setup CDG Commerce / Quantum to integrate with Lodgix.com
- How do I setup Bambora to integrate with Lodgix?
- How do I setup PayPal to integrate with Lodgix.com?
- How to Invoice via PayPal
- Pre-Authorizations / Authorization Holds
- eCheck Acceptance
- Testing the setup of your payment gateway
- Address Verification System (AVS)
Workflow 3
- Generating and Emailing a Guest Quote
- Processing and Recording a Guest Credit Card Payment
- Manually Requesting a Payment from a Guest
Guest Invoices 9
- Locating Reservations
- How to Confirm a Reservation
- Dowloading and Editing a Guest Invoice
- Adding / Removing Night(s) to an Invoice
- Canceling an Invoice
- How to Move Guests Between Properties
- Adding a One-Time or Predefined Fee to an Invoice
- Adding a Pet Fee to an Invoice
- Creating an Invoice from an iCal Block
Reporting 4
- Financial Reports
- Tax Reports
- Housekeeping Report
- Bounced Email Log
Channel Management 11
- Lodgix.com Channel Partners
- HomeAway / VRBO Integration
- HomeAway / VRBO Integration: Troubleshooting
- HomeAway Off-Platform Bookings
- TripAdvisor Integration
- Facebook App
- Wordpress Plugin
- Booking.com Integration
- Expedia Integration
- Airbnb Integration
- Glad To Have You
Convenience Features 2
- Sending Emails to all Guests using MailChimp
- Merge Guest Profiles
Trip Cancellation / Travel Insurance 5
- Overview
- Implementation Details
- Purchasing Travel Insurance AFTER a Booking Has Been Made
- How to Inform Guests About the Importance of Travel Insurance
- How Does a Guest File a Claim?
Door Lock Integrations 4
- eRentalLock
- Kaba
- PointCentral
- RemoteLock
Security Deposit Waiver / Accidental Damage Protection 4
- Overview & Setup
- Issuance Details
- How to Request Reimbursement for Accidental Damage
- How to Manually Add a Policy to a Lodgix Invoice
Digital Signatures Module 5
- Overview
- Setting up a Rental Agreement
- Requesting a Signature
- Resending a Manual Signature Request
- Manually Uploading a Signed Agreement
Employees Module 2
- How can I add additional users to Lodgix?
- Employees Module Overview
Property Management Module 10
- Overview
- Owner Login
- Owner Statements
- Rental Expenses
- Work Orders
- Triggers for Property Managers
- Updating Management Commissions for Past Invoices
- Troubleshooting: Owner Can't Login / Credentials Invalid
- Assessing Channel Commission to Owners
- Transferring a Property to a New Owner
QuickBooks Sync 3
- Overview
- Setup
- Common Error Messages & To Do Items
API 1
- API Requirements

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