Missing or outdated owner banking details can delay monthly payouts. The Owner payment details collector agent keeps this information current by identifying gaps and reaching out to owners automatically.
Note:
Enable the Owners Portal module in your account to use this agent.
Understand Owner payment details collector agent
The Owner payment details collector performs the following actions:
- Identifies owners in your account who are missing payment details or who haven't updated payment details in a defined period
- Sends a secure, templated request to each relevant owner to submit or update the payment details
- Tracks owners' responses and the status of reminders
- Escalates owners who don't respond after a set number of reminders
How owners submit payment details
Owners provide the payment details in one of the following ways:
- Owners who use the Owners Portal regularly can update the payment details themselves within the portal
- Owners who don't log in to the Owners Portal receive a direct, secure link to submit the information. Guesty never stores or transmits payment details in plain-text messages.
Run the Owner payment details collector manually
Trigger the agent manually at any time from the Agents hub, in addition to its scheduled run.
- Sign in to your Guesty account.
- In the side navigation menu, select
Agents hub. - At the top, select the Owner relations tab.
- Click the Owner payment details collector tile.
- Under "When it runs," click Run now.
Review the results and status of the run in the activity feed.
Review the activity feed
- Sign in to your Guesty account.
- In the side navigation menu, select Agents hub.
- In the left submenu, click Agent activity.
- Click the relevant row with the agent's name to review the report details in the side panel.
Understand the report status and details
Each run generates a report in the activity feed where you can monitor the results. The report shows:
- Number of contacted owners
- Number of pending responses
- Number of owners who completed submission
The report displays one of the following statuses:
- "Done": All contacted owners submitted updated banking details
- "Action needed": At least one owner didn't respond, and the payout is at risk
- "Failed": The agent couldn't process the request due to an error
Review and act on flagged runs
If a run has a status of "Action needed," take the following steps:
- Manually follow up with any non-responding owners
- Ensure owner payment details are complete before the next payout cycle. Learn more about adding an owner's payout method and bank details.