Pilot: Configuring and managing the owner's view in Owners Portal

The Owners Portal provides owners with instant insights into their property performance. Understanding how your back-end settings translate to the owner's front-end experience helps you provide a transparent and professional service.

Dashboard

Dashboard provides a summary of recent trends and important updates. Let owners track their portfolio's performance, manage reservations, and review guest feedback directly from the main dashboard.

  • View important announcements
  • Monitor performance and occupancy
  • Track guest booking and owner reservations
  • View guests' reviews and feedback
Owners Portal dashboard tab

Performance

This section shows the performance of the owner’s revenue and occupancy trends for the past 30 days. Hover over the chart bar to display more details.

Configure the section

In the "Performance settings" section, check the following boxes:

  • Owner revenue to include owners' revenue.
  • Occupancy to include occupancy.

Booking sources

View the top reservation channels from the past 30 days, including the source channel names, total reservation values, and the channel's share in total reservation number.  

The total reservation value display in the currency configured for your account.

Note:

"Performance" data uses transaction dates, and "Booking sources" data uses check-in and check-out dates. This causes discrepancies between the "Performance" and "Booking sources" sections, even though both display data for the past 30 days.

For example, if no stays occurred in the past 30 days, but you received payments, "Booking sources" may show values while "Performance shows" no data.

Configure the section

In the "Calendar reservations settings" section, check the Booking sources (OTA links) box.

Guest reservations

Track upcoming guest bookings (check-ins within next 30 days) with these metrics:

  • Booked nights (displays guest booked nights only)
  • Average booking value
  • Inquiries
  • Average guest stay
Owners Portal guest reservation tab

Click Go to report to display detailed reservation report in a new tab.

Configure the section

In the "Performance settings" section, check the following boxes:

  • Booking inquiries count to include the number of guest inquiries.
  • Booked nights to include the number of nights the property is booked for the specified dates.
  • Average booking value to include the average revenue earned per reservation.
  • Average nightly rate to include the average amount earned per night per reservation.

Owner reservations

Monitor owner bookings (check-ins within next 30 days):

  • Booked nights (displays owner and owner's guest booked nights only)
  • Estimated revenue loss based on the average nightly rate
  • Upcoming owner stays details 
Owners Portal owner reservation tab

Owners see reservations made for themselves, their guests, and other fractional owners’ reservations. For privacy, personal details for other owners’ guest reservations are displayed as "Owner guest".

Click Go to report to display detailed reservation report in a new tab.

Configure the section

In the "Owner reservations" section, check the following boxes:

  • Display owner booked nights to include the number of nights reserved by the owner.
  • Display revenue loss to include the estimated revenue loss due to owner reservations.

Guest reviews

Display overall guest rating and the most recent top guest reviews. Only reviews with written descriptions appear, and you can filter to show only 4+ star reviews. Click View more to view up to 20 reviews. 

Configure the section

In the "Extras" section, check the following boxes:

  • Display overall guest rating to include the average guest rating.
  • Display guest reviews to include guest reviews.
  • Only show reviews with 4 stars or higher to include reviews that only have a 4-star review or higher. 

Inbox

Allow owners to manage guest communications and view reservation updates. You can message owners directly from the Guesty Inbox, and owners can also contact you in the "Direct" tab in the owner's inbox. 

Owners Portal inbox tab
Configure the section

In the "Extras" section, check the Display owner inbox box to display owners' inbox.

Reservations

Display a reservation report for the owner's properties. Create a custom reservation report for owners.

Owners Portal guest reservation tab
Configure the section

In the "Owner reservation report" section, check the Display reservation reports box.

Home information

"Home information" displays a list of owner's properties. Owners select a property from the list to see the property's calendar, assigned tasks, connected channels and property policies. 

"Home information" tab displays by default. 

Owners Portal home information tab

Accounting

This tab appears only on accounts with the Guesty Accounting enabled. Learn more about owner statements.

Owners Portal accounting tab

Documents

Owners view and download any documents you uploaded for them in Guesty, and upload own documents.

"Documents" tab displays by default. 

Owners Portal documents tab

Work orders

Owners track, and execute maintenance tasks assigned to their properties to maintain great guest experience.

"Work orders" tab displays by default. 

Owners Portal work orders tab

Help center

Provide owners with specific PDF articles that help them manage the day-to-day work. 

Learn more about managing the Owners Portal Help Center and sending PDF manuals.

Owners Portal help center and support tab
Configure the section

In the "Extras" section, check the Display help center box to display help center articles directly in the dashboard.

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