Lodgix User Manual

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

How to Regenerate / Update an Invoice

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

Upgrading (or Downgrading) your Subscription Package

Upgrading / downgrading your Lodgix subscription is easy!

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

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

How to Update a Property

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

Adding and Editing Rates

How to edit and add rates for a property.

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

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

Creating Properties on Lodgix from HomeAway / VRBO Listings

Import properties from HomeAway to make setup a ton easier.

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

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 Taxes

Additional details on how to add / edit / remove Taxes

Written by Brent Kleinheksel
Updated over a week ago

Adding Images, Videos and Virtual Tours

Written by Brent Kleinheksel
Updated over a week ago

Children, Pet and Smoking Policies

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

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

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

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

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

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 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 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

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

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

HomeAway / VRBO Integration

Important information on how to integrate to any of the HomeAway platform properties.

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 TripAdvisor Inquiries to Work with Lodgix Inquiry Management

Written by Brent Kleinheksel
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 / VRBO Integration: Troubleshooting

Help with common HomeAway integration problems

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

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

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

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

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

Homeaway Review Trigger

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

Employee 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

Generating and Emailing a Guest Quote

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

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

Vendor Management

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

Written by Brent Kleinheksel
Updated over a week ago

Kaba

Written by Brent Kleinheksel
Updated over a week ago

eRentalLock

Written by Brent Kleinheksel
Updated over a week ago

How can I add additional users to Lodgix?

How to add the employees module to your Lodgix account

Written by Brent Kleinheksel
Updated over a week ago

Employees Module Overview

How to setup employees and other users with access 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

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