RezExpert Documentation
Property management system documentation.
  • Billing & Payments
    • Accounts Receivable
      • Accessing Charges and Payments Tab
      • Accounts Receivable Flow
      • Adding Sales to Client Reservation Balance
      • Assigning General Ledger Numbers in Accounting System
      • Checking Out Reservations with Outstanding Balances
      • Corporate Reservation Balance Transfer to AR Account
      • Locating Invoices in System Interface
      • Pay Off Account Balance Instructions
      • Printing Account Invoices and Statements
      • Sending Invoices to Checked-Out Guests
      • Sending Meter Charges to Accounts Receivable
      • Setting Up Meter Charges to AR Account
      • Transferring Money to Accounts Receivable
      • Viewing Guest Outstanding Balances
      • Writing Off Bad Debt in Reservations System
    • Billing Policies
      • Adjust Meter Reading Fee Label
      • Batch Processing of Billing Policies
      • Billing Policy Setup Instructions
      • Managing Monthly Electricity Rebates for Residents
      • Paying Bills
      • Periodic Billing Policy for Long-Term Residents
      • Periodic Billing Setup for Permanent Residents
      • Processing Meter Readings and Charges
      • Resolving Pending Billing Policy Charge Error
    • Credit Card Transactions
      • Credit Card Payment in Shift4
      • Credit Card Preauthorization Process Steps
      • Credit Card Processing
      • Generating Credit Card Tokens via Public Payment
      • Handling Credit Card Failures in Online Booking
      • Pre-Authorization Process
      • Shift4 Credit Card Refunds
    • Payment Processing
      • Configure Payment Status Colors in Rez Grid
      • End of Day Process and History Viewing
      • Payment Audit Panel Usage Instructions
      • Payment Gateway Manager Panel Overview
      • Payment Processing Instructions for Bookings
      • PayTrace Payment Processing Overview
      • Paytrace Token Payment Instructions
      • Processing PayTrace Refunds
      • Public Payment Add-on Module
      • Refunding a Payment Process
      • Refunding Non-Processor Payments Instructions
      • Refunding Payments via Windcave
      • Resolving Unresolved Payment Gateway Transactions
      • RezPay Manager Payment Tracking and Auditing
    • Recurring and Future Payments
      • Advance Power Payment Options for Residents
      • Configure Automatic Charging for Products or Services
      • Processing Future Rent Payments in Guest Folio
      • Recurring Billing for Guest Reservations
      • Set Up and Process RecurPay Policies
    • Reservation Payment Adjustments
      • Adding Charges to Guest Folios
      • Adjusting Payment Types on Checked-Out Reservations
      • Allocating Payments in Guest Folio
      • Assigning Discounts and Rates to Clients
      • Change the Payment Type used on a Reservation Payment
      • Correcting Incorrect Rent Charges in Reservation System
      • Rate Plan Manager: Dynamic Pricing Features
      • Recalc Button Usage in Guest Folio
      • Resolving "Cannot Overpay Reservation" Error
      • Setting Up Occupant Base Rates
      • Setting Up Rates for Pricing System
    • Security Deposits
      • Determine Pre-Auth on Reservation
      • Managing Security Deposits at Check Out
      • Manually Applying and Handling Security Deposits
      • Refunding Security Deposit via Paytrace Processor
    • Tax and Fees Management
      • Adding Credit Card Fees to Reservations
      • Alternate Rate Group Tax Application Issue
      • Configuring Tax Settings for Unit Bookings
      • Removing Tax from Single Reservation
      • Setting Up Last Day Charge in Rez Fee
      • Setting Up Site Lock Fee
      • Setting Up Taxes
  • Channel Management
    • Channel (OTA) Setup
    • Channel OTA Reservation Log Management
    • Channel Provider Setup
    • Integrating V3 TXA
    • Siteminder - Configuration
    • SiteMinder Integration
  • Client & Account Management
    • Business Records Setup
      • Creating AR Accounts for Businesses
      • Creating Business Records
      • Custom Field Setup for Guest Folio Management
      • Setting Up Travel Agent Business Records
      • Setting Up Wholesalers Business Records
    • Client Account Management
      • Account Review/Aging Screen Overview
      • Adding Credit to Client Account
      • Creating AR Accounts for Clients
      • Creating Client Accounts Receivable
      • Creating Multiple Accounts Receivable for Clients
      • Enable AR Accounts in Client Editor Panel
    • Client Data Management
      • Add Warning Comment to Client Record
      • Cleaning Up Duplicate Client Records
      • Client Management Process Overview
      • Merging Duplicate Clients in RezExpert
    • Membership and Contract Management
      • Canceling RezExpert Membership
      • Changing Client Membership Type in Client Editor
      • Client Site Transfer with Different Base Rate
      • Owner Contract Setup for Property Management
      • Setting Member Type Source Defaults
    • System Navigation and Usage
      • Accessing and Using the Account Manager
      • Client Editor Features and Usage Guide
      • Searching Client History
      • Searching for Checked-In Clients in System
  • Email & Communication Management
    • Communication Tools and Management
      • Communication Manager
      • Creating and Managing Custom Alerts
      • Document Manager: Upload and Assign PDFs
      • Exporting Customer Email List from Grid Interface
      • SMS Setup and Management
      • URL Export Panel
    • Email Automation and Marketing
      • Adding Attachments to Marketing Emails
      • Creating Automated Marketing Emails for Reservations
      • Editing Automated Emails in System Manager
      • Marketing Email Automation Setup Guide
    • Email Content and Customization
      • Add Logo to Email Templates
      • Attaching Documents to Reservation Emails
      • Emailing Resident Statements and Receipts
      • Mail Merge with RezExpert and Microsoft Word
      • Sending Confirmation to Alternate Email Address
      • Wildcard Glossary for Email and Report Customization
    • Email Setup and Configuration
      • Automated Email Setup Instructions
      • Setting Up Proxy Emails for Business
      • Submitting Client with no Email Address
  • Integrations & External Systems
    • Integrating Epos Now
    • Integrating Google Analytics
    • Protect Group Integration and Policy Management
    • Unit Type URL Export and Integration
  • Inventory & Unit Management
    • Availability & Booking Management
      • Block Inventory for Online Reservations and Grid Booking
      • Blocking Inventory on Availability Grid
      • Managing Online Availability in RezExpert Inventory
      • Setting Up Closed Dates for Units
    • Cleaning & Housekeeping
      • Enabling the Auto Clean Feature
      • Housekeeping Module: Managing Unit Cleanliness Status
      • Maintaining Daily Cleaning
      • Unit Cleaning Module
    • Inventory Setup & Configuration
      • Adding a New Unit Type in Inventory
      • Adding Units to Inventory Unit Type
      • Adjust Inventory Check-In/Out Times
      • Changing Unit Name in Inventory Setup
      • Decommissioning a Unit from Inventory
      • Inventory Allocation Management Instructions
      • Inventory Control: Unit Link Configuration
      • Inventory Interval Configuration Instructions
      • Inventory Segment Setup Instructions
      • Inventory Setup and Management Guide
      • View Unit Type Inventory
    • Product & Occupant Management
      • Add a Product Group in System Grid
      • Add Pets to Grid and Set Pricing
      • Adding Products to Inventory System
      • Increase Maximum Occupants for Unit Type
      • Occupant Type Setup and Management
      • Occupant Types in Unit Types
      • Products Missing from Reservation Summary Fix
    • Unit Management & Modifications
      • Aligning Units on the Grid System
      • Change Unit Site Between Unit Types
      • Converting Tourist Units to Permanent Residences
      • Deleting Units from the Grid
      • Indicating Units with Special Information
      • Making Unit Types Length Sensitive
      • Managing Client and Unit Tasks
      • Removing Closed Unit Types from Grid View
      • Viewing Unit Types
  • Marketing & Promotions
    • Adding a New Marketing Type
    • Automatic Email Marketing Setup for Reservations
    • Cart Abandonment Notification Setup
    • Configuring Discounts and Surcharges in System
    • Creating a New Discount Type
    • Creating and Managing Promotion Codes
    • Creating Effective Guest Packages for Increased Reservations
    • Creating Marketing Types in the System
    • Creating Surveys
    • Managing Marketing Types
  • Point of Sale & Transactions
    • Adding POS Charges to AR Accounts
    • Adjusting Reservation Price in POS System
    • Hiding Products from POS System
    • Locating POS Payments in System
    • Point of Sale Activity Panel Overview
    • Processing POS Transactions Without Reservations
    • Returning to AR Account After POS Entry
    • Selling Tickets
    • Shopping Cart Functionality for Resort Sales
  • Policies & Procedures
    • Daily Operations
      • Daily Procedures for Kennel Operations
      • End of Day Procedures
      • Performing End-of-Day Cut-Off
      • Performing Final Daily Closure
    • Feature Requests
      • Submitting Feature Requests for RezExpert
    • Front Desk Operations
      • Front Desk Operator Procedures Guide
    • Payment Procedures
      • DPS Payment Express V2 Procedures Overview
      • Purchasing Instructions for Our Product
    • Policy Management
      • Adding a Deposit Policy Step-by-Step
      • Adding Policy Descriptions for Reports and Emails
      • Billing Policy Review Overview and Management
      • Billing Policy Type Creation Steps
      • Cancel Policy Setup Instructions
      • Change Policy Setup for Online Reservations
      • Editing Terms and Conditions Instructions
      • Editing Unit Type Policy Descriptions
      • Entering Business Terms and Conditions Online
      • Reservation Fee Policy Configuration Guide
      • Unit Type Policy Editor Setup Guide
  • Production Updates
    • Oct 20th 2026 Production Update
  • Reports & Analytics
    • Batch and Preview Functions
      • Batch Printing from In/Out Panel
      • Preview Custom Emails and Reports
    • Custom Reports and Headers
      • Creating a Custom Export Header
      • Creating Custom Reports in Availability Grid
    • Dashboard and Panel Usage
      • Analytics - Client Panel Overview and Features
      • Business Dashboard Overview and Features
      • Reading Quote Summaries
      • RezExpert Analytics Panel Usage Instructions
      • Unit Revenue and Occupancy Panel Guide
    • Export Instructions
      • Data Export to Excel Guide
      • Survey Manager Usage and Export Instructions
    • Financial Reporting
      • End of Financial Year Report Procedures
      • Generate Payment Report for Specified Dates
    • Revenue and Occupancy Analytics
      • Accessing Revenue and Statistics Report
      • Analytics Module: Revenue and Occupancy Tracking
      • Analytics Module: Revenue By Source Overview
      • Analytics Revenue by Rate Group Overview
      • Marketing Type Revenue Statistics Reporting Guide
      • Revenue Analytics by Location
      • Revenue and Occupancy Statistics Overview
      • Unit Type Category Setup and Reporting
      • Viewing and Reporting Today's Occupant Numbers
  • Reservations & Booking Management
    • Booking Processes
      • Arrivals and Departures Panel
      • Assigning Units Before Booking Submission
      • Booking Process Guide
      • Bulk Checkout Process
      • Cancelling a Reservation
      • Checking Arrivals and Departures Process
      • Creating and Managing Booking Waiting Lists
      • Creating and Managing Reservation Quotes
      • Creating Pencil In and Maintenance Pencil Ins
      • Creating Wholesaler Reservations in Availability Grid
      • Guest Folio
      • Reservation Process Using Calendar Tool and Rez Quote
      • Reservation Quote Process Steps
      • Walk-In Reservation for Vehicles with Powered Sites
    • Conflict and Issue Resolution
      • Managing Booking Conflicts
      • Resolving No Availability for Specific Occupant Types
      • Resolving Reservation Conflicts Despite Availability
      • Understanding Rez Pending Number on Availability Grid
      • Why are the Occupants not displaying when making a booking?
    • Group and Corporate Bookings
      • Add a Reservation to a Guest Folio
      • Change Primary Client on Group Booking
      • Corporate Business Reservation Process
      • Creating Group Bookings in Availability Grid
      • Group Bookings: Single vs Multi Account
      • Improved Calendar Quote Tool for Group Bookings
      • Removing Reservation from Group Booking
      • Travel Agent Reservation Process and Management
    • Online Booking Tools
      • Advanced Booking Interfaces
      • Disable Online Booking for Units/Sites
      • Locating Online Reservations with Reservation Manager
      • Online Booking for Agents Guide
      • Online Reservations Setup Checklist
      • Request Based Online Booking Configuration
      • Setting Up Online Booking Products
      • Shopping Cart Feature for Online Reservations
      • Uploading Unit Type Images for Online Booking
      • Using the Availability Calendar Tool for Quotes
      • Viewing and Printing Online Booking Fees
    • Rate Management
      • Adjust Weekly Rates for Seasonal Changes
      • Adjusting Price on Confirmed Reservation
      • Adjusting Rates for Seasonal Reservation Changes
      • Changing Rates for a Different Date
      • Changing Reservation Rates During Booking
      • Channel Rate Plan
      • Editing Daily Charges on Reservations
      • Reservation Charge Recalculation Settings
      • Reservation Invoice Rate Override Instructions
      • Setting Half Day Rate for Bass Tracker
      • Setting Product as Inclusive Charge for Reservations
      • Setting Product or Service Rates
      • Viewing Occupancy Overlay in Rate Plan Manager
    • Reservation Modifications
      • Adding Day Visitor to Checked-in Reservation
      • Adding Extra Occupant Post Check-In Reservation
      • Adding Product to Existing Reservation
      • Adding Wi-Fi Passwords to Check-in Forms
      • Adjusting Reservation Price Steps
      • Assign WiFi Password to Check-In Forms
      • Cancel Booking Without Refunding Deposit
      • Change Assigned Unit Type in Booking
      • Change Reservation Alert Color in RezExpert
      • Change Reservation Name in Guest Folio
      • Changing Dates on Pencil In Feature
      • Changing Occupants with Default Base Price Enabled
      • Click To Move Reservation Management Module
      • Customizing Reservation Check-In Forms
      • Extending Guest Reservation Stay
      • Managing Reservations with Availability Grid
      • Managing Reservations with Guest Folio
      • Moving Reservations on Availability Grid
      • Right Click Menu Options for Reservations
      • Searching for Reservations in Availability Grid
      • Splitting Bookings
      • Splitting Reservations
      • Transferring Balances Between Reservations
    • Reservation Rules and Configurations
      • Affiliate Code Setup in Salesforce Reservations
      • Configuring Max Days in Advance Rule
      • Down to the Minute Booking Rules Setup
      • Enable Request Based Reservations
      • Grace Period Booking Rule Setup
      • Max Days in Advance Check-In Rule Setup
      • Max Occupants Per Day Booking Rule Setup
      • Max Reservations Rule Setup Across Unit Types
      • Minimum Days in Advance Check-In Rule Setup
      • Registered Guest Panel
      • Reservation Manager Panel Overview
      • Reservation Rule Configuration Overview
      • Reservation Status Symbols Explained
      • Setting Min and Max Stay Rules
      • Setting Minimum Days in Advance Rule
      • Setting Up Down To The Minute Reservations
      • Viewing Guest List on Availability Grid
  • Security & Access Control
    • Client Management
      • Add a Warning List Alert to a Client
      • Capturing and Uploading Client Images via Webcam
      • Remove Client Token
      • Uploading Client Images for Identification
    • Gate and Access Control
      • Assign Security Gate PinCard to Reservation
      • Pin Code Manager Setup and Usage Instructions
      • Security Gate Maintenance Instructions
      • Security Gates Setup
      • Security Gates Setup with CampTrac Integration
      • Security Gates Setup With Remote Lock Integration
    • Password and Login Management
      • Creating and Resetting Employee Passwords
      • Employee Login and Security Setup
      • Logging into RezExpert
      • Resetting an Employee's Password
      • Resetting Your Password
    • Payment Security
      • Automatic Security Deposit Setup and Management
      • Credit Card Vault Usage and Management
      • RezExpert PCI Compliance Status
      • Using the Credit Card Vault
    • System Configuration
      • Permit Group Configuration and Management
      • Security Group Setup and Management Guide
    • User Permissions
      • Booking Access Restriction Setup Instructions
      • Employee Security Role Permissions Overview
      • Restrict User Access to Online Reservations
  • System Setup & Configuration
    • Booking and Reservation Management
      • Automatic Booking Assignment Configuration
      • Creating Seasons in the System
      • Employee Reservation Linking Setup and Configuration
      • Future Date Cutoff Rule Setup
      • Prescribed Check In Day Rules Setup
      • Prescribed Check Out Day Rules Setup
      • Prescribed Length of Stay Rule Setup
      • Season Setup and Management
    • Business and Tax Setup
      • Assigning Business Closed Dates in Season Setup
      • Business Category Setup Instructions
      • Business Setup and Configuration Guide
      • Business Setup Navigation Steps
      • Business Tax Configuration Guide
      • General Ledger Number Setup Guide
      • Product Category Setup Instructions
      • Product GL Number Setup Instructions
      • Setting Up Reciprocal Business Functionality
      • Settlement Type Setup
    • Content and Language Setup
      • Content Assignment
      • Content Block Wildcard Setup Instructions
      • Content Setup
      • Language Setup and Management
      • RXC 10 Theme Setup Instructions
    • Form and Document Management
      • Creating and Managing Electronic Forms
      • Creating Custom Check-In Forms
      • Import/Export Utility and Help Documentation Management
      • Managing Electronic Forms in the Console
      • Ticket Sales Panel Usage Instructions
      • Ticket Search Panel Overview and Usage
      • Ticket Setup and Design Guide
    • General System Configuration
      • Configuring Property Maps
      • Creating and Managing Events in System
      • Feature Setup for Resort Web Portal
      • Hide Unit Types in System Settings
      • Location Setup and Management Instructions
      • Menu Navigation Overview
      • Meter Setup and Configuration Guide
      • Occupant Type Configuration
      • Occupant Type Setup Instructions
      • Package Setup
      • Permit Manager Panel
      • Permit Tour Manager Panel Instructions
      • Points Module
      • Product Groups
      • Resort Web Setup Configuration Guide
      • Review Resource Setup Instructions
      • Rez Object Attribute Setup Instructions
      • Rez Object Setup Instructions
      • Rez Object Type Setup Instructions
      • Setting Up Owner/Pet Relationship in Kennels
      • Task Resource Management Setup and Review
    • Grid and Interface Customization
      • Add Alert Colours to Grid System
      • Adding New Alert Colours in Grid Interface
      • Adding Views in Application Utilities
      • App Builder Features and Customization Guide
      • Availability Grid View Options
      • Change Alert Colours in Grid Interface
      • Configuring Alternate Grid Label in Availability Grid
      • Customizing the Availability Grid Options
      • Date Footer Navigation and Usage
      • Enable Auto Assign Unit on Grid Setting
      • Grid View Setup for Availability Management
      • Map Version 2 Customer Interface Guide
      • Setting Up Views
      • Sorting Columns Efficiently
      • Website Widget Generator Setup Instructions
    • Rate and Pricing Setup
      • Automatically Charging a Product Setup
      • Configure Weekend and Weekday Rates
      • Correcting Seasonal Rate Setup Errors
      • Disable Discounts for Products or Occupant Types
      • Fixing Automatic Discounts for Additional Occupants
      • Product and Service Setup Instructions
      • Product Rate Setup Instructions
      • Product Rate Setup Instructions
      • Rate Group Setup Instructions
      • Setting Product or Service Rates
      • Setting Up Rate Groups
      • Setting Up Rates for the First Time
      • Setting Up Weekend Rates in System
      • Time Period Setup for Booking Rates
      • Unit Type Rates
      • Weekend and Weekday Rate Configuration
      • Weekend Rate Configuration
    • Vehicle and Unit Configuration
      • Meter Setup and Configuration Guide
      • Permit Type Configuration Instructions
      • Pin CodeGate Setup and Configuration Guide
      • Unit Setup Configuration Guide
      • Unit Types Configuration and Features
      • Vehicle Type Filter Setup and Usage
      • Vehicle Type Setup
      • Vehicle Type Setup Instructions
  • Technical Support & Troubleshooting
    • Accessing RezExpert During Internet Outage
    • Clear Cache in Chrome and Firefox
    • Night Audit Processing Steps and Troubleshooting
    • Product Compatibility with Internet Explorer
    • Product Support and Training Costs Overview
    • Resolving Blank Screen
    • Resolving Credit Card Processing Errors
    • Resolving Email Issues
    • Submitting Support Tickets
    • Troubleshooting Missing Meters for Reservations
    • Understanding RezExpert Session Timeout Messages
    • Units Missing in Custom View Tabs Fix
Browse by tag →
Last synced at 2026-11-09T19:31:42.385490+00:00

Tags /

marketing-automation

9 documents tagged "marketing-automation".

  • Adding a New Marketing Type
  • Automatic Email Marketing Setup for Reservations
  • Cart Abandonment Notification Setup
  • Creating Automated Marketing Emails for Reservations
  • Creating Effective Guest Packages for Increased Reservations
  • Creating Marketing Types in the System
  • Managing Marketing Types
  • Marketing Email Automation Setup Guide
  • Marketing Type Revenue Statistics Reporting Guide

Documentation Assistant

Answers come only from this documentation.

Hi! Ask me anything about the documentation. I only answer from what's written here.

Submit a ticket

Tell us about the issue and our support team will get back to you.