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Lodgix User Manual
Lodgix User Manual
Incredible collection of Lodgix help articles, screenshots and videos!
156 articles in this collection
Written by
Brent Kleinheksel
and
Joseph Alvaro
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
Getting Started
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 promotional 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
Settings
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
Tutorials
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
Rates / Rules / Seasonality
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
Invoices
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
Reports
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
Channel Integrations
Channel Partners
Introduction and a list of channel partners
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 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
NextPax Integration
Integrate with dozens of channels via NextPax
Written by
Joseph Alvaro
Updated over a week ago
Setting Up VRBO Inquiries to Work with Lodgix
Pulling inquiries from VRBO has never been easier!
Written by
Brent Kleinheksel
Updated over a week ago
How to Unsync an Airbnb Listing
Unsyncing an Airbnb Listing and a Lodgix property is very easy.
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 Address Sync Error
How to fix the Address Sync Error for Airbnb connected listings.
Written by
Joseph Alvaro
Updated over a week ago
Airbnb Troubleshooting
Problems with the Airbnb channel?
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
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 VRBO Audit Reports
VRBO audit report errors
Written by
Brent Kleinheksel
Updated over a week ago
Internal Calendar Tape
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
Rental Agreements and Other Documents
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
Triggers
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
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
Calendars
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
Payment Gateways
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 are 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
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
Door Locks
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
Team Members Overview
How to add team members to Lodgix
Written by
Brent Kleinheksel
Updated over a week ago
Quickbooks Online Sync
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
Property Management Module
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