Lodgix User Manual

Setup Checklist

Do these things in order and setup with Lodgix will be a breeze

Written by Brent Kleinheksel
Updated over a week ago

Welcome to Lodgix

Brief overview of Lodgix features, functions and benefits

Written by Brent Kleinheksel
Updated over a week ago

Upgrading (or Downgrading) your Subscription Package

Upgrading / downgrading your Lodgix subscription is easy!

Written by Brent Kleinheksel
Updated over a week ago

How does Lodgix work with my website?

Options for integrating Lodgix into your website

Written by Brent Kleinheksel
Updated over a week ago

Viewing Billing Account Activity

Itemized billings and statements are always just a click away

Written by Brent Kleinheksel
Updated over a week ago

How Do I Cancel My Account?

No calls or emails required, cancel from within your Lodgix account

Written by Brent Kleinheksel
Updated over a week ago

Entering Properties into Lodgix

Instructions on entering your properties into Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Property Setup Wizard

Description of the property setup wizard to help avoid issues with property setup

Written by Brent Kleinheksel
Updated over a week ago

Creating Properties on Lodgix from Airbnb

How to import properties from Airbnb

Written by Brent Kleinheksel
Updated over a week ago

Setup Deposits, Fees, Services, and Taxes

How to setup and assign security deposits, fees, services and taxes

Written by Brent Kleinheksel
Updated over a week ago

Adding and Editing Rates

How to edit and add rates for a property.

Written by Brent Kleinheksel
Updated over a week ago

How to Add / Edit / Remove Deposits

Written by Brent Kleinheksel
Updated over a week ago

How To Add / Edit / Remove Fees - Additional Details

Additional detail on the adding, editing and removing of fees

Written by Brent Kleinheksel
Updated over a week ago

How To Add / Edit / Remove Services

Offer optional add-ons to guests

Written by Brent Kleinheksel
Updated over a week ago

How To Add / Edit / Remove Taxes

Additional details on how to add / edit / remove Taxes

Written by Brent Kleinheksel
Updated over a week ago

Children, Pet and Smoking Policies

Written by Brent Kleinheksel
Updated over a week ago

Adding Images, Videos and Virtual Tours

Tips for adding images to Lodgix

Written by Brent Kleinheksel
Updated over a week ago

How to Require Guest Names and Ages

Here's how to require that a guest fill in their names and ages

Written by Brent Kleinheksel
Updated over a week ago

Amenities

Assign various amenities to your property(s)

Written by Brent Kleinheksel
Updated over a week ago

Discounts / Promotions / Promo Codes

Set up last minute, length of stay and prmotional discounts

Written by Brent Kleinheksel
Updated over a week ago

Property Variables

Setup field to enter property specific information into Logix

Written by Brent Kleinheksel
Updated over a week ago

Manually Requesting a Payment from a Guest

How to send an email to a guest requesting a remaining balance payment

Written by Brent Kleinheksel
Updated over a week ago

How to Manually Send an Email to a Guest

How to manually send an email to a guest, etc.

Written by Brent Kleinheksel
Updated over a week ago

Account Profile

Review of all Account Profile fields

Written by Brent Kleinheksel
Updated over a week ago

Billing Profile

This is where to learn how to view billing details, update credit card data, change plans, remove / add modules, etc.

Written by Brent Kleinheksel
Updated over a week ago

Important Settings

LOTS of settings here including localization, booking settings, company data, etc.

Written by Brent Kleinheksel
Updated over a week ago

Localization - Details

More details on how Lodgix supports various currencies and languages.

Written by Brent Kleinheksel
Updated over a week ago

Adding or Removing Modules

How to add or remove optional modules lik.e employees, property management or quickbooks online sync

Written by Brent Kleinheksel
Updated over a week ago

Guest Data Gathering / Booking Survey

Collect data from guests at the time of booking. Learn how to edit the question, the responses and report on the results.

Written by Brent Kleinheksel
Updated over a week ago

Tracking Scripts

How to configure Google Analytics to work with Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Minimum Renting Age

Written by Brent Kleinheksel
Updated over a week ago

Invoice Variables

Flight information, airport pickups, etc.. anything reservation related that is specific to your business model can be added to Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Global Variables

Written by Brent Kleinheksel
Updated over a week ago

Guest Control Panel - Overview

Written by Brent Kleinheksel
Updated over a week ago

Processing and Recording a Guest Credit Card Payment

Steps to process and record a guest credit card payment

Written by Brent Kleinheksel
Updated over a week ago

Manual Booking Process - Tutorial

How to enter a new reservation into Lodgix manually

Written by Brent Kleinheksel
Updated over a week ago

Merge Guest Profiles

How to merge duplicate guests

Written by Brent Kleinheksel
Updated over a week ago

Using an External Email Domain

Setting up SPF records for your domain

Written by Brent Kleinheksel
Updated over a week ago

Lockouts

Lockouts are when a rental of one property, will block off the dates of another property(s)

Written by Brent Kleinheksel
Updated over a week ago

How to Update a Property

Written by Brent Kleinheksel
Updated over a week ago

Booking Page Editor

Written by Brent Kleinheksel
Updated over a week ago

Troubleshooting - Not receiving notification emails

Written by Joseph Alvaro
Updated over a week ago

VIP / Blocklist

How to flag a guest as a VIP or Blocklist

Written by Joseph Alvaro
Updated over a week ago

Rate and Rule Settings

Settings for rates and rules that will assure that Lodgix performs to expectations.

Written by Brent Kleinheksel
Updated over a week ago

What are Seasonality Templates?

Help to understand how seasonality templates work

Written by Brent Kleinheksel
Updated over a week ago

Seasonality Template Overview

Written by Brent Kleinheksel
Updated over a week ago

Visual Rate Tape (VRT)

Quickly update rates and rules in Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Automatic Length of Stay Discounts

Setup discounts for longer stays using LOS discounts

Written by Brent Kleinheksel
Updated over a week ago

Automatic Last Minute Discounts

Move last minute inventory using Last Minute Discounts

Written by Brent Kleinheksel
Updated over a week ago

Per Person Rates

Charge an additional amount for guests over a certain occupancy

Written by Brent Kleinheksel
Updated over a week ago

Locating Reservations (Invoices)

Written by Brent Kleinheksel
Updated over a week ago

Adding a New Reservation (Invoice)

Written by Brent Kleinheksel
Updated over a week ago

How to Regenerate / Update an Invoice

Written by Brent Kleinheksel
Updated over a week ago

How to Confirm a Reservation

Written by Brent Kleinheksel
Updated over a week ago

How to Move Guests Between Properties

Written by Brent Kleinheksel
Updated over a week ago

Adding a One-Time or Pre-defined Fee to an Invoice

Invoice adjustments adjustments can be tracked if using pre-defined fees

Written by Brent Kleinheksel
Updated over a week ago

Adding a Pet Fee to an Invoice

Written by Brent Kleinheksel
Updated over a week ago

Canceling / Refunding an Invoice

How to cancel an invoice and record / edit refunds and cancellation fees

Written by Brent Kleinheksel
Updated over a week ago

Changing Dates of Stay and / or Adding / Removing Night(s) to an Invoice

Learn how make changes to the dates of an invoice / reservation

Written by Brent Kleinheksel
Updated over a week ago

Editing and Downloading a Guest Invoice

Learn how to edit and modify a guest invoice within Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Invoice Status Conditions

Written by Brent Kleinheksel
Updated over a week ago

Bringing an Invoice to a Zero Balance

How to record refunds, etc to an invoice

Written by Brent Kleinheksel
Updated over a week ago

Tax Reports

Details on what tax reports are offered, as well as how they are caculated and should be utilized.

Written by Brent Kleinheksel
Updated over a week ago

Financial Reports

Details on what financial reports are offered and how that data is calculated and should be utilized.

Written by Brent Kleinheksel
Updated over a week ago

1099 Reporting

How to generate summary numbers for 1099 reporting for owners

Written by Brent Kleinheksel
Updated over a week ago

Bounced Email Log

How to track guest emails that bounce

Written by Brent Kleinheksel
Updated over a week ago

Airbnb Occupancy Taxes

Airbnb collects and remits most taxes, but not all...

Written by Brent Kleinheksel
Updated over a week ago

Channel Partners

Introduction and an updated channel partner table

Written by Brent Kleinheksel
Updated over a week ago

Channel Integrations

Brief overview of the channel integration options available from Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Airbnb Integration

Details on how to connect Lodgix to Airbnb, troubleshooting too!

Written by Brent Kleinheksel
Updated over a week ago

VRBO / HomeAway Integration

How to integrate to any of the VRBO platform properties.

Written by Brent Kleinheksel
Updated over a week ago

Booking.com Integration

Details on how to integrate to Booking.com

Written by Brent Kleinheksel
Updated over a week ago

Expedia Integration

Details on how to integrate to Expedia

Written by Brent Kleinheksel
Updated over a week ago

TripAdvisor Integration

Important details on how to integrate to TripAdvisor / Flipkey.

Written by Brent Kleinheksel
Updated over a week ago

Setting Up VRBO Inquiries to Work with Lodgix

Pulling inquiries from HomeAway has never been easier!

Written by Brent Kleinheksel
Updated over a week ago

Setting Up TripAdvisor Inquiries to Work with Lodgix Inquiry Management

Written by Brent Kleinheksel
Updated over a week ago

Disconnecting from Airbnb - All Listings

How to disconnect an entire Airbnb account from Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Airbnb Troubleshooting

Problems with the Airbnb channel?

Written by Brent Kleinheksel
Updated over a week ago

How to Disconnect Airbnb from Lodgix

Disconnecting Airbnb and Lodgix is very easy.

Written by Brent Kleinheksel
Updated over a week ago

Balancing Airbnb Invoices

Understanding the Airbnb invoices generated in Lodgix

Written by Joseph Alvaro
Updated over a week ago

Airbnb blocks off random dates in my calendar - why?

This article discusses how airbnb processes rental requests from unverified guests and why those requests may block out your calendar.

Written by Brent Kleinheksel
Updated over a week ago

HomeAway Off-Platform Bookings

Key takeaways for understanding off platform bookings as defined by HomeAway

Written by Brent Kleinheksel
Updated over a week ago

Troubleshooting HomeAway Audit Reports

HomeAway audit report errors

Written by Brent Kleinheksel
Updated over a week ago

Facebook App

If you have 2000 likes or more on your FB page, this app is for you!

Written by Brent Kleinheksel
Updated over a week ago

Blocking Dates

There are a couple of way to block dates on the calendar...

Written by Brent Kleinheksel
Updated over a week ago

Editing Blocked Dates

Written by Brent Kleinheksel
Updated over a week ago

Document Templates

Lodgix can create PDFs (welcome letters, rental agreements invoices, confirmations, etc.) for guests. Learn how!

Written by Brent Kleinheksel
Updated over a week ago

Rental Agreement Setup - Basic

Brief overview of rental agreements and digital signature merge tags.

Written by Brent Kleinheksel
Updated over a week ago

Rental Agreement Setup - Advanced

Everything to know about entering, editing and using merge tags to create dynamic rental agreements in Lodgix

Written by Brent Kleinheksel
Updated over a week ago

File Uploads

Static files to be included in guest communications

Written by Brent Kleinheksel
Updated over a week ago

Sending a Manual Signature Request

Need to get that rental agreement signed? Manually send the guest a signature request. Here's how.

Written by Brent Kleinheksel
Updated over a week ago

Manually Uploading a Signed Agreement

Obtained a signed rental agreement outside of Lodgix? Learn how it can be uploaded and attached to a guest invoice.

Written by Brent Kleinheksel
Updated over a week ago

Sending Communications to Other Guests

How to send manual or automated emails to another guest other than the individual who booked the reservation.

Written by Brent Kleinheksel
Updated over a week ago

What is a Trigger?

How to send emails and texts to guests, employees and owners automatically

Written by Brent Kleinheksel
Updated over a week ago

Arrival Day, Departure Day and During Stay Conditions

Written by Brent Kleinheksel
Updated over a week ago

Channel Conditions

How to exclude trigger emails or texts from reservations from certain channels.

Written by Brent Kleinheksel
Updated over a week ago

Payment Request Trigger

Send an email to a guest requesting payment

Written by Brent Kleinheksel
Updated over a week ago

VRBO Review Trigger

Instructions for requesting a review from a VRBO guest

Written by Brent Kleinheksel
Updated over a week ago

Paid-in-Full Triggers when Collecting a Security Deposit

Written by Brent Kleinheksel
Updated over a week ago

Triggers for Property Managers

Written by Brent Kleinheksel
Updated over a week ago

Housekeeper / Maintenance Triggers

Triggers commonly used with employees, housekeepers, contractors, etc.

Written by Brent Kleinheksel
Updated over a week ago

Property Specific Triggers

Written by Brent Kleinheksel
Updated over a week ago

Digital Signature Request Trigger

Don't have a rental agreement in place yet? This automated trigger will take care of that!

Written by Brent Kleinheksel
Updated over a week ago

Disable Triggers Per Invoice

Don't want that trigger to fire for a particular guest? Here's how!

Written by Brent Kleinheksel
Updated over a week ago

Manually Sending or Resending a Trigger

How to manually fire an automated trigger

Written by Brent Kleinheksel
Updated over a week ago

Inquiry Management Overview

Review how the Lodgix inquiry management system works.

Written by Brent Kleinheksel
Updated over a week ago

Merge Tags and Their Definitions

Written by Brent Kleinheksel
Updated over a week ago

CSS Buttons on Email Templates

Written by Brent Kleinheksel
Updated over a week ago

Inquiry List

Written by Brent Kleinheksel
Updated over a week ago

Inquiry Control Panel

Written by Brent Kleinheksel
Updated over a week ago

Reporting on Inquiry Quantity, Bookings From Inquiries and Cost per Inquiry / Booking

Written by Brent Kleinheksel
Updated over a week ago

Setting Up VacationHomeRentals.com Inquiries to Work with Lodgix Inquiry Management

Written by Brent Kleinheksel
Updated over a week ago

Inquiry Templates

Written by Brent Kleinheksel
Updated over a week ago

Generating and Emailing a Guest Quote

Written by Brent Kleinheksel
Updated over a week ago

[AUTOSUGGEST] Feature Details

Written by Brent Kleinheksel
Updated over a week ago

What is a single-unit property vs a multi-unit property?

Deciding on how to setup properties in Lodgix.

Written by Brent Kleinheksel
Updated over a week ago

How Do I Embed a Single Property Calendar?

Instructions for placing a single property calendar into a website

Written by Brent Kleinheksel
Updated over a week ago

How To Embed the Multi-Property Calendar?

Grab the code and configure the calendar to embed it within any website

Written by Brent Kleinheksel
Updated over a week ago

How do I Obtain the Booking URL for a Single Property?

Obtain the booking url for a guest to book that property online

Written by Brent Kleinheksel
Updated over a week ago

Multi Unit Calendar User Interface

Written by Brent Kleinheksel
Updated over a week ago

Sync Calendars Using iCal

Overview of importing and exporting iCal (calendar data) into and from Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Calendar Sync for Airbnb

Use iCal to sync calendar data with Airbnb

Written by Brent Kleinheksel
Updated over a week ago

Calendar Sync for HomeAway / VRBO

Use iCal to sync calendar data with HomeAway / VRBO

Written by Brent Kleinheksel
Updated over a week ago

Calendar Sync for TripAdvisor Rentals

Setting up iCal when using TripAdvisor / Flipkey

Written by Brent Kleinheksel
Updated over a week ago

Importing Multiple iCal Feeds into Lodgix

iCal can be imported from multiple sources, and it's easy!

Written by Brent Kleinheksel
Updated over a week ago

Creating an Invoice from an iCal Block

Turn iCal blocks into Lodgix invoices. Learn how!

Written by Brent Kleinheksel
Updated over a week ago

Guest Generated Quotes

How a guest can generate and email a quote to friends and family

Written by Brent Kleinheksel
Updated over a week ago

Guest Credits

How to offer a credit to a guest for a future stay in lieu of a full refund

Written by Brent Kleinheksel
Updated over a week ago

Which payment gateways are supported by Lodgix.com?

Review your choices for payment gateways within Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Setup Your Payment Gateway

Written by Brent Kleinheksel
Updated over a week ago

Testing the setup of your payment gateway

Written by Brent Kleinheksel
Updated over a week ago

How do I setup Stripe.com to integrate with Lodgix.com

It's easy to connect Lodgix with Stripe, learn how!

Written by Brent Kleinheksel
Updated over a week ago

How do I setup Authorize.net to integrate with Lodgix.com?

Overview of how to connect Auth.net to Lodgix

Written by Brent Kleinheksel
Updated over a week ago

How to customize and turn / off transaction receipts with Authorize.net

Written by Brent Kleinheksel
Updated over a week ago

Pre-Authorizations / Authorization Holds

Learn more about pre-auths and how they utilized within Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Switching to Stripe Canada from Bambora / Beanstream

Written by Brent Kleinheksel
Updated over a week ago

eCheck Acceptance

Written by Brent Kleinheksel
Updated over a week ago

Address Verification System (AVS)

Written by Brent Kleinheksel
Updated over a week ago

Work Orders

Assign, manage and track stuff that needs to get done!

Written by Brent Kleinheksel
Updated over a week ago

Vendor Management

Setup vendors with Lodgix

Written by Brent Kleinheksel
Updated over a week ago

RemoteLock

Lodgix can dynamically generate door codes using wifi locks from RemoteLock.

Written by Brent Kleinheksel
Updated over a week ago

PointCentral

Guide to using PointCentral locks with Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Kaba (now dormaKaba)

Written by Brent Kleinheksel
Updated over a week ago

eRentalLock

Written by Brent Kleinheksel
Updated over a week ago

Team Members Overview

How to add team members to Lodgix

Written by Brent Kleinheksel
Updated over a week ago

Quickbooks Online Sync Overview

A must read if considering syncing Lodgix to Quickbooks Online

Written by Brent Kleinheksel
Updated over a week ago

QBO Sync Setup

Detailed information on how to setup the Quickbooks Online Sync

Written by Brent Kleinheksel
Updated over a week ago

Common Error Messages & To Do Items

Written by Brent Kleinheksel
Updated over a week ago

Glad To Have You

Written by Brent Kleinheksel
Updated over a week ago

Setting up Owner Accounts

How to setup an owner account, owner logins, assigning properties to owners, setting up management commissions, etc.

Written by Brent Kleinheksel
Updated over a week ago

Owner Statements

Written by Brent Kleinheksel
Updated over a week ago

Owner Login

Written by Brent Kleinheksel
Updated over a week ago

Rental Expenses

Have expenses that require owner reimbursement?

Written by Brent Kleinheksel
Updated over a week ago

Updating Management Commissions for Past Invoices

Written by Brent Kleinheksel
Updated over a week ago

Assessing Channel Commission to Owners

Channel fees / commissions can pass through to the owners for reimbursement via the owner statement, learn how!

Written by Brent Kleinheksel
Updated over a week ago

Transferring a Property to a New Owner

How to transfer a property to the new owner after the property has been sold.

Written by Brent Kleinheksel
Updated over a week ago

Troubleshooting: Owner Can't Login / Credentials Invalid

Written by Brent Kleinheksel
Updated over a week ago