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Lodgix User Manual
Incredible collection of Lodgix help articles, screenshots and videos!
Setup ChecklistDo these things in order and setup with Lodgix will be a breeze
Welcome to LodgixBrief overview of Lodgix features, functions and benefits
How does Lodgix work with my website?Options for integrating Lodgix into your website
Managing Your PropertiesHow to Manage Your Property List
Adding Properties to LodgixInstructions on entering your properties into Lodgix
Importing Properties from AirbnbHow to create properties in Lodgix from Airbnb
Property DetailsConfigure general information about your properties
Property AddressConfigure your properties address settings in Lodgix
AmenitiesAssign various amenities to your property(s)
Amenity Manager and MetadataManage amenities across all properties from one interface
Adding and Editing RatesHow to add and edit rates for a property.
Rate and Rule SettingsSettings for rates and rules that will assure that Lodgix performs to expectations.
Per Person RatesCharge an additional fee for each guest over a certain amount
How to Require Guest Names and AgesCollect names, ages, and email addresses for all guests staying at the property.
Adding Images, Videos and Virtual ToursTips for adding images to Lodgix
Property VariablesSetup fields to enter property specific information into Lodgix
Setup Deposits, Fees, Services, and TaxesHow to setup and assign security deposits, fees, services and taxes
How to Add / Edit / Remove DepositsAdditional details on how to add / edit / remove Deposits
How To Add / Edit / Remove TaxesAdditional details on how to add / edit / remove Taxes
How To Add / Edit / Remove FeesAdditional details on how to add / edit / remove Fees
How To Add / Edit / Remove ServicesAdditional details on how to add / edit / remove Services
Children, Pet and Smoking PoliciesCreate Policy Templates and Assign them to Properties
Minimum Renting AgeConfigure a minimum age for guests to rent your property.
Account ProfileGeneral Account Profile settings
Billing ProfileManage billing and credit card details, change plans and modules, view Lodgix invoices
Important SettingsGeneral company information and booking settings
Localization - DetailsMore details on how Lodgix supports various currencies and languages.
Guest Data Gathering / Booking SurveyCollect data from guests at the time of booking. Learn how to edit the question, the responses and report on the results.
Staylio App SettingsCustomize the functionality of the Staylio Guest App
Upgrading (or Downgrading) your Subscription PackageUpgrading / downgrading your Lodgix subscription is easy!
Adding or Removing ModulesHow to add or remove optional modules like property management or quickbooks sync
Viewing Billing Account ActivityItemized billings and statements are always just a click away
How Do I Cancel My Account?No calls or emails required, cancel from within your Lodgix account
Troubleshooting - Not receiving notification emailsHow to resubscribe to receive notification emails from Lodgix
Booking Page EditorConfigure and customize the styling of your Lodgix booking page.
LockoutsLockouts are when a rental of one property will block off the dates of another property(s)
Global VariablesCreate variables that can be used throughout the application.
VIP / BlocklistHow to flag a guest as a VIP or Blocklist
Send Emails from Your Email AddressSetting up SPF records for your domain
Send Emails Using a Custom SMTP ServerUse your own SMTP server to send emails from within Lodgix.
Tracking Scripts - Universal AnalyticsHow to configure Google Universal Analytics to work with Lodgix
Tracking Scripts - Google Analytics 4How to configure Google Analytics 4 to work with Lodgix
What are Seasonality Templates?Help understanding how seasonality templates work
Seasonality Template OverviewHow to setup your Seasonality Templates
Visual Rate Tape (VRT)Quickly override rates and rules in Lodgix
Discounts / Promotions / Promo CodesSet up promotional discounts and coupon codes
Automatic Length of Stay DiscountsSetup discounts for longer stays using LOS discounts
Automatic Last Minute DiscountsMove last minute inventory using Last Minute Discounts
Locating Reservations (Invoices)View, Filter, and Export your reservation list
Manual Booking Process - TutorialHow to enter a new reservation into Lodgix manually
Adding a New Reservation (Invoice)How to add a new reservation to Lodgix
How to Confirm a ReservationProcess or record a payment to confirm reservations
Editing and Downloading a Guest InvoiceLearn how to edit and modify a guest invoice within Lodgix
Regenerating an InvoiceRestore your invoice to its' original state
Changing Dates of Stay for an InvoiceLearn how make changes to the dates of a reservation
How to Move Guests Between PropertiesMove a guest from one property to another
Adding Fees to an InvoiceHow to add predefined, one time, or pet fees to an invoice.
Manually Processing and Recording a Guest Credit Card PaymentSteps to manually process and record a guest credit card payment
Manually Requesting a Payment from a GuestHow to send an email to a guest requesting a remaining balance payment
Canceling and Refunding an InvoiceHow to cancel an invoice and record / edit refunds and cancellation fees
Bringing an Invoice to a Zero BalanceHow to record refunds, etc to an invoice
Guest Control Panel - Overview
Guest Reviews InterfaceCollect reviews from your guests for display on your website.
Guest CreditsHow to offer a credit to a guest for a future stay in lieu of a full refund
Merge Guest Profiles, Create Merge ExceptionsHow to merge duplicate guests, and allow multiple guest profiles to be associated with a single email address.
How to Manually Send an Email to a GuestHow to manually send an email to a guest, etc.
How Do I Embed a Single Property Calendar?Instructions for placing a single property calendar into a website
How To Embed the Multi-Property Calendar?Grab the code and configure the calendar to embed it within any website
Guest Generated QuotesHow a guest can generate and email a quote to friends and family
How do I Obtain the Booking URL for a Single Property?Obtain the booking url for a guest to book that property online
Blocking DatesThere are a couple of way to block dates on the calendar...
Editing Blocked DatesAdding and editing notes for your blocked dates
Sync Calendars Using iCalOverview of importing and exporting iCal (calendar data) into and from Lodgix
Calendar Sync for AirbnbUse iCal to sync calendar data with Airbnb
Calendar Sync for VRBOUse iCal to sync calendar data with VRBO
Importing Multiple iCal Feeds into LodgixiCal can be imported from multiple sources, and it's easy!
Creating an Invoice from an iCal BlockTurn iCal blocks into Lodgix invoices. Learn how!
Channel PartnersIntroduction and a list of channel partners
Channel IntegrationsBrief overview of the channel integration options available from Lodgix
Airbnb IntegrationDetails on how to connect Lodgix to Airbnb, troubleshooting too!
VRBO IntegrationHow to integrate to any of the VRBO platform properties.
Booking.com IntegrationDetails on how to integrate to Booking.com
Expedia IntegrationDetails on how to integrate to Expedia
NextPax IntegrationIntegrate with dozens of channels via NextPax
How to Unsync an Airbnb ListingUnsyncing an Airbnb Listing and a Lodgix property is very easy.
Disconnecting from Airbnb - All ListingsHow to disconnect an entire Airbnb account from Lodgix
Airbnb Request to BookFollow these steps if you do not want your Airbnb guests to use Instant Book
Airbnb Address Sync ErrorHow to fix the Address Sync Error for Airbnb connected listings.
Airbnb - Guest ReviewsHow to leave a guest review
Airbnb Occupancy TaxesAirbnb collects and remits most taxes, but not all...
Balancing Airbnb InvoicesUnderstanding the Airbnb invoices generated in Lodgix
Airbnb TroubleshootingProblems with the Airbnb channel?
Airbnb Host CancellationsInformation about cancelling Airbnb reservations from within Lodgix
Locked Attributes at AirbnbReview this if some parts of your Airbnb listing are not being updated through the API
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.
Document TemplatesLodgix can create PDFs (welcome letters, rental agreements invoices, confirmations, etc.) for guests. Learn how!
Rental Agreements, Digital SignaturesSetup your rental agreements, assign them to properties, and collect digital signatures.
File UploadsStatic files to be included in guest communications
Sending a Manual Signature RequestNeed to get that rental agreement signed? Manually send the guest a signature request. Here's how.
Manually Uploading a Signed AgreementObtained a signed rental agreement outside of Lodgix? Learn how it can be uploaded and attached to a guest invoice.
Email TemplatesCreate email templates that can be used in your guest communication
What is a Trigger?How to automatically send emails and SMS messages to guests, team members and owners
Trigger Conditions - "Send Trigger When"Set the event conditions that will fire the trigger
Trigger Conditions - "Only Send Trigger If"Set supporting conditions for your triggers
Apply Triggers to Specific PropertiesInclude or Exclude specific properties from your triggers
Apply Triggers to Specific ChannelsInclude or Exclude specific channels from your triggers
Choose Trigger RecipientsSelect recipients for your triggers
Sending an Email TriggerTrigger an email message to your recipients
Sending an SMS Message TriggerTrigger an SMS message to your recipients.
Manage Triggers Per InvoiceManually send, resend or disable triggers per invoice.
Push NotificationsDocumentation on Push Notifications in Lodgix.com and Lodgix Admin App
How do I setup Twilio to integrate with Lodgix?Instructions on how to setup a Twilio account to send sms to your guests via Lodgix
Unified Inbox OverviewAn overview of the Unified Inbox interface
Unified Inbox SettingsControl various display settings in the Unified Inbox
Unified Inbox PermissionsControl which user groups can access the Unified Inbox
Unified Inbox Office HoursLet guests know when you are available within the Unified Inbox
Unified Inbox NotificationsSet message notification options per user
Which payment gateways are supported by Lodgix.com?Review your choices for payment gateways within Lodgix
How do I setup Stripe.com to integrate with Lodgix.comIt's easy to connect Lodgix with Stripe, learn how!
How do I setup Authorize.net to integrate with Lodgix.com?Overview of how to connect Authorize.net to Lodgix
Testing the setup of your payment gatewayMake sure that the gateway is setup correctly before invoicing a guest.
Pre-Authorizations / Authorization HoldsLearn more about pre-auths and how they are utilized within Lodgix
eCheck / ACH Direct DebitLearn how guests can pay directly from their bank account.
Address Verification System (AVS)
How to customize and turn / off transaction receipts with Authorize.net
Switching to Stripe Canada from Bambora / Beanstream
Automated Guest Credit Card ProcessingLearn how to setup all guest payments to be processed automatically
Income and Transaction ReportsSeveral options for reporting on income and guest transactions.
Financial ReportsDetails on various financial reports.
Tax ReportsDetails on what tax reports are offered, and how they are calculated.
Owner Reports and DocumentsHow to generate owner statements and 1099 reports
Housekeeping, Arrival, and Departure ReportsRun reports to display upcoming arrivals, departures, and scheduled cleanings
Sales and Inquiry ReportsReport on sales and inquiries filtered by property, source, or team member
Miscellaneous ReportsAdditional reporting options for various components of Lodgix
Bookmarked ReportsSave reports to run with one click or send as trigger attachments
Bounced Email LogHow to track guest emails that bounce
Setting up Owner AccountsHow to setup an owner account, owner logins, assign properties to owners, set up management commissions, etc.
Owner StatementsAn overview of Owner Statements generated within Lodgix.
Owner Login and Access RightsInstructions for owners to login and manage their calendars.
Rental ExpensesHave expenses that require owner reimbursement?
Updating Management Commissions for Past InvoicesHow to update commissions for properties and individual invoices.
Assessing Channel Commission to OwnersChannel fees / commissions can pass through to the owners for reimbursement via the owner statement, learn how!
Transferring a Property to a New OwnerHow to transfer a property to the new owner after the property has been sold.
Sending Owner CredentialsTroubleshooting - Owner Can't Login / Credentials Invalid