Lodgix User Manual
Incredible collection of Lodgix help articles, screenshots and videos!
By Brent and 3 others4 authors188 articles
- 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
- Scheduling and Attending Lodgix TrainingHow Lodgix Training Works
- 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
- AI Scan: Improve Your Property Listings with AI-Powered ToolsLearn how AI Scan helps you polish and optimize your property listings.
- 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
- Configure Security DepositsDetails on how to add, edit, and remove Security Deposits
- How to Configure TaxesDetails on how to add, edit, and remove Taxes
- How to Configure FeesDetails on how to add, edit, and remove Fees
- How to Configure ServicesDetails on how to add, edit, or remove Services
- Children, Pet and Smoking PoliciesCreate Policy Templates and Assign them to Properties
- Cancellation PoliciesCreate custom cancellation policies and assign them to your properties
- Minimum Renting AgeConfigure a minimum age for guests to rent your property.
- Account ProfileGeneral Account Profile settings, configure 2FA for your account
- 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.
- 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
- Extra Stay DiscountsOffer current guests the ability to arrive earlier or stay longer, at a discount.
- Locating Reservations (Invoices)View, Filter, and Export your reservation list
- 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
- Can I Restore a Cancelled or Deleted Reservation?What to do if you accidentally cancel or delete a reservation.
- Guest Control Panel - Overview
- Check In / Check Out GuestsKeep track of your guests by checking them in and out
- Lodgix DashboardCustomize the dashboard to view your business at a glance.
- Guest ProfileManage your guest profile information
- 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.
- VIP / BlocklistHow to flag a guest as a VIP or Blocklist
- Guest emails or quotes are not being delivered (missing, late, or in spam)Diagnose and fix issues with email delivery
- Embed a Single Property Calendar on Your WebsiteInstructions for placing a single property calendar into a website
- Embed the Multi-Property Calendar on Your WebsiteGrab 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
- URLs for Lodgix Booking CalendarsObtain the booking urls for a guest to book your properties online
- Blocking DatesThere are a couple of way to block dates on the calendar.
- Printing Your CalendarDownload a printable view of your availability calendar
- 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!
- Why an Imported iCal Feed Stopped Syncing (and How to Re-enable It)Help with iCal syncing issues
- 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 connect Lodgix to Booking.com
- Expedia IntegrationDetails on how to integrate to Expedia
- NextPax IntegrationIntegrate with dozens of channels via NextPax
- Why a booking, rate, or availability is not syncing with Airbnb, VRBO, or Booking.comStart here: which symptom matches yours?
- 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.
- Template Editor OverviewWalkthrough of the Lodgix template editor
- Template Editor InterfaceOverview of the template editor interface
- Rental Agreements, Digital SignaturesSetup your rental agreements, assign them to properties, and collect digital signatures.
- File UploadsUpload static files to be included in guest communications
- Sending a Manual Signature RequestManually send a signature request to any guest post booking
- Manually Uploading a Signed AgreementUpload a rental agreement signed outside of Lodgix and attach it to a guest invoice.
- 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.
- Sending Communications to Other GuestsHow to send manual or automated emails to another guest other than the individual who booked the reservation.
- Push Notifications via TriggersSet triggers to deliver push notifications via the 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
- Troubleshooting Triggers: Common Reasons a Trigger Did Not FireAddress common issues with triggers not firing
- 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
- AI Writing ToolsUsing AI Powered Writing Tools in the Unified Inbox
- AI Assistant for ReservationsDetails about Lodgix Unified Inbox AI Assistant Chatbot for Reservations
- AI Assistant Memory in Unified InboxGive your AI Assistant the knowledge it needs to answer guests more accurately with approved memories.
- Which Payment Gateways are Supported ?Review your choices for payment gateways within Lodgix
- How to Setup Stripe IntegrationIt's easy to connect Lodgix with Stripe, learn how!
- How to setup Authorize.net IntegrationOverview 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)
- Turn Off Transaction Receipts at Authorize.net
- 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.
- 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
- Guest Email Bounces LogHow to track guest emails that bounce
- Setting up Owner AccountsHow to setup owner accounts, assign properties to owners, and set up management commissions
- Owners: How to Login and Manage CalendarsInstructions for owners to login and manage their calendars.
- PMs: Managing Owner CredentialsTroubleshooting owner login issues
- Owner StatementsGenerate monthly or quarterly Owner Statements within Lodgix
- Owner DocumentsUpload and store documents for your owners
- Rental ExpensesHow to pass rental expenses to owners through the owner statements.
- Updating Management CommissionsHow to update commissions for properties and individual invoices.
- Assessing Channel Commission to OwnersPass channel commissions to your owners via the owner statements.
- Transferring a Property to a New OwnerHow to transfer a property to a new owner, usually after the property has sold.
- VAT/GST on Owner Statements and Management CommissionHow VAT/GST is Handled on Management Commission
- Sending Emails to all Guests using MailChimpDetails on integration to Mailchimp
- Key Data IntegrationHow to integrate Lodgix with Key Data
- Zapier IntegrationConnect Lodgix to 5,000+ apps with Zapier
- What is the Lodgix MCP Server?Discover what the Lodgix MCP Server can do
- Getting Started with the Lodgix MCP ServerQuick steps to begin using MCP Server
- AI Automation Tips & Example Workflows with the Lodgix MCP ServerTips, tricks, and example workflows to get started with MCP
- Lodgix MCP Server Integration with n8nConnect your Lodgix account to n8n using the MCP Client node and OAuth2 authentication
- WebhooksSend Lodgix events to your own tools