Lodgix.com User Manual

• Introduction

  • Welcome to Lodgix.com
  • What Does Lodgix.com Do?
  • Benefits of Using Lodgix.com

• Getting Started

  • System Requirements
  • Using an External Email Domain

• Important Settings

  • Timezones
  • Same Day Reservations
  • Tracking Scripts

• Availability and Booking Calendars

  • Overview of Online Booking Page
  • Multi Unit Calendar User Interface
  • Multi Unit Calendar Functionality
  • How Do I Find and Embed a Single Unit Calendar Widget?
  • How Do I Find and Embed a Multi Unit Calendar Widget?
  • How do I Obtain the Booking URL for a Single Unit Property?
  • Calendar Sync for HomeAway & VRBO & VacationRentals.com
  • Calendar Sync for FlipKey
  • Troubleshooting: My HomeAway / VRBO / FlipKey Calendar is not Sync'd Correctly with Lodgix
  • Linking a VRBO / HomeAway Listing to a Lodgix.com Booking Calendar

• Booking Calendar Banners

  • Booking Banners for your Website

• Internal Calendar Tape

  • Overview
  • Blocking Dates

• Property / Room Setup

  • How do I setup taxes for my vacation rental property?
  • What is a single-unit property vs a multi-unit property?
  • How do I setup a security deposit?
  • How do I setup the nightly rates for my vacation rental property?
  • How to copy rules / rates from one property to another
  • Children, Pet and Smoking Policies
  • Amenities Manager & Setup
  • Travel and Damage Insurance
  • Adding Images, Videos and Virtual Tours
  • How do I edit a property?
  • Lockouts

• Communication Templates (PDFs)

  • PDF Template Overview
  • Editing a PDF Template

• Trigger Setup

  • What is a Trigger?
  • Property Specific Triggers
  • Arrival Day, Departure Day and During Stay Conditions
  • Invoice Status Conditions
  • Paid-in-Full Triggers if you Collect a Security Deposit
  • Employee Triggers

• Guest Control Panel

  • Overview
  • Tabs

• Work Orders

  • Overview
  • Vendor Management

• Merchant Accounts

  • 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 in Canada and need a new merchant account that will work with Lodgix.com

• Inquiry Management & Automation

  • 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
  • Variables and Their Definitions
  • Setting Up Your Website Email Form to Work with Lodgix Inquiry Management
  • Setting Up VacationRentals.com Inquiries to Work with Lodgix Inquiry Management
  • Setting Up FlipKey.com Inquiries to Work with Lodgix Inquiry Management
  • Setting Up HomeAway / VRBO Inquiries to Work with Lodgix Inquiry Management
  • Setting Up VacationRentalDirect.com Inquiries to Work with Lodgix Inquiry Management
  • Tips for Being Successful on VRBO, HomeAway & FlipKey

• Payment Gateway / PayPal Setup

  • Which payment gateways are supported by Lodgix.com?
  • CDG Commerce / Quantum Gateway = Lodgix.com preferred payment gateway & merchant account provider!
  • How to signup for a merchant account from CDG Commerce / Quantum payment gateway
  • What does the CDG Online Merchant Application Look Like?
  • How do I setup CDG Commerce / Quantum to integrate with Lodgix.com
  • How do I setup PayLeap to integrate with Lodgix.com
  • How do I setup Authorize.net to integrate with Lodgix.com?
  • How do I setup BeanStream.com to integrate with Lodgix.com?
  • How do I setup PayPal to integrate with Lodgix.com?
  • How to Invoice via PayPal
  • Pre-Authorizations / Authorization Holds
  • Testing the setup of your payment gateway
  • Address Verification System (AVS)

• Workflow

  • Generating and Emailing a Guest Quote
  • Processing and Recording a Guest Credit Card Payment

• Guest Invoices

  • How to Confirm a Reservation
  • Dowloading, Printing and Editing a Guest Invoice
  • Adding / Removing Night(s) to an Invoice
  • Canceling an Invoice
  • How to Move Guests Between Properties
  • How to Add a One-Time or Recurring Fee to an Invoice
  • Adding a Pet Fee to an Invoice

• Discounts and Coupon Codes

  • Overview
  • Automatic Length of Stay Discounts
  • Automatic Last Minute Discounts
  • Tips When Creating Coupon Codes

• Reporting

  • Financial Reports
  • Miscellaneous Reports
  • Tax Reports

• Marketing Partners

  • The Concept
  • How do I Access my Property Listings on Third Party sites?
  • Marketing Using Lodgix.com Marketing Partners
  • VacationRentalDirect.com Requirements

• All Seasons Travel and Accidental Damage Insurance

  • Overview
  • Setup
  • Accidental Rental Damage Insurance (ARDI) - Guest Marketing Materials
  • All Seasons Travel Insurance (ASTI) - Guest Marketing Materials
  • How to Inform Guests About Damage and Travel Insurance Options
  • The How and When of Policies Issued Using Lodgix
  • How to Manually Add a Policy to a Lodgix Invoice
  • How to Manually Issue a Policy
  • How to File a Damage Insurance Claim
  • How to Email a Guest a Copy of their Insurance Policy
  • How to Cancel a Policy
  • Sample Travel Insurance Documentation for Subscriber Website

• Employees Module

  • How can I add additional users to Lodgix?
  • Employees Module Overview

• Email Marketing Module

  • Overview
  • Languages
  • Vacation Rental Email Marketing Templates
  • Marketplace
  • Getting Started with Email Marketing
  • How to Access and Build Your Contact List
  • How to Build and Edit the Content of Your Campaign

• Property Management Module

  • Overview
  • Owner Logins
  • Owner Statements
  • Rental Expenses
  • Work Orders
  • Triggers for Property Managers
  • Troubleshooting: Owner Can't Login / Credentials Invalid

• Convenience Features

  • File Uploads

• Miscellaneous Features

  • Custom Variables

• My Account

  • Upgrading (or Downgrading) your Subscription Package
  • Updating Your Billing Information
  • How Do I Cancel My Account?