1. Guesty Help Center
  2. Owners
  3. Owners Portal
  4. Setting up the Owners Portal

Setting up and activating the Owners Portal

This article is relevant for:

Whether it’s to keep track of your property owners or to give them special permissions for their properties, you can add an owner and set up the Owners Portal for them, directly in Guesty.

An "owner" is a property owner that you and/or your team manage.
Learn how to add or edit an existing owner.

The "Owners Portal" (powered by Guesty) is a dedicated website for property owners, separate from the Guesty dashboard.
Property managers can manage different Owners Portal settings for their owners—including viewing data about their properties, earnings, block dates for their own personal stays, and more.

Choosing your Owners Portal URL

Keep the following guidelines in mind before you create your Owners Portal:

  • You only need to set up your Owners Portal URL once
    You can always go back and edit or change the domain name, if needed.
  • You must create a URL in order to invite an owner to the Owners Portal
  • You can have only one Owners Portal domain name for all owners 

Important:

A domain can only be used once. The custom domain you selected will redirect owners to your default Owners portal URL hosted by Guesty. In addition, you cannot select your third-party website as the Owners portal for your owners.

Follow the steps below to set up the domain for the Owners Portal.

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Owners.
  4. In the top right, click Portal Settings.
  5. Choose a name for the Owners Portal URL or connect your own domain.
  6. Click Save.
  7. To add a new owner, click Set up your Owners, and follow the steps below (skip to Step 5).
    To edit an existing owner, click <  Owners to take you back to the Owners List page, and follow the steps below (skip to Step 5).

Tip:

If you choose to connect your own domain, the Owners Portal website URL will look like this: thenameyouchoose.guestyowners.com

 

Owners Portal settings

Individual settings for a specific owner

Follow the steps below to set up the Owners Portal and adjust the settings for a specific owner.
Keep in mind that you must either create or edit an owner in order to update the Owners Portal settings.

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Owners.
  4. If you haven't set up your Owners Portal URL yet:
    1. Click Portal Settings to set up your Owners Portal URL.
      You can either choose a name for the Owners Portal URL or connect your own domain.

      Note:

      Owners will only be able to access the Owners Portal once you've set up the domain.

    2. Click <  Owners, to take you back to the Owners List page.
  5. Click the relevant owner’s name in the list, or add an owner via the New owner button at the top-right of the page.

    Tip:

    In the "Personal information" field, you can update the language settings with your owner's preferred language. Your owner will be able to view their owner statements and the Owners Portal in the specified language, as well as, receive emails in this language.

  6. Scroll down to the “Owners Portal access” section, and turn on the Activate Portal toggle.
  7. Under the “Features” and “Display information” sections, you can manage the Owners Portal’s settings:
    1. Decide on the portal settings you’d like your owner to have access to.
    2. Choose which display information will be available on this specific owner’s Owners Portal.
  8. Click Save.

 

General settings for all owners (Guest Contact Details)

You can choose to display or hide some guest information from the Owners Portal.

Important:

These settings are for the Guest Reports tab (all guests' full name, phone, and/or email).

Follow the steps below to set up or adjust general settings for the Owners Portal.

Step by step:

  1. Sign in to your Guesty account.
  2. In the top navigation bar, click the mode selector and select Operations mode.
  3. Click Owners.
  4. Click Portal Settings.
  5. By default, all the toggles will be activated, and all the information will be displayed in the Owners Portal.
    Turn the relevant toggles on/off to display/hide guest contact details from your owners.


Setting up brands in the Owners portal

To set up brands in the Owners portal, you need to assign your brands to properties through your account settings. Once done, owners will see the “Managing company” information on the portal. By hovering over the tooltip, they can view more details about the managing company. Additionally, owners can filter properties based on the assigned managing company.

 

Preview and invite

Once you’ve adjusted and saved your settings, you can either preview the portal or invite your owner to the portal.

Important:

  • You must create a URL for the Owners Portal website in order to preview the portal and share the link with your owners. If not you won't be able to invite your owner. Learn how to set up your Owners portal URL. 
  • If you have a custom domain for an Owners portal that you want to preview or invite an owner to, it is essential to update the CNAME of your custom domain. Failure to do so will result in a blank website or a 404 error page.

Step by step:

  1. Make sure the Activate Portal toggle is on, in the “Owners Portal access” section.
  2. The Preview Portal and Invite owner buttons will be inactive until you set up your Owners Portal URL (explained above).
  3. Once you’ve set up your URL, click Preview Portal to test out and view the Portal the same way it’ll appear to your owner.

    Note:

    In order to view changes made to the Owners Portal settings, you must first save your changes.

  4. Click Invite Owner to automatically send your owner an invitation to register to the Owners Portal via email.
  5. The following changes will occur once your owner has registered:
    1. You'll see this message displayed in the “Owners Portal access” section: Owner accepted the invitation and registered successfully.
    2. The Invite Owner button will be replaced with a Share link button.
  6. Click Share link to send your owner an email with a link to the Owners Portal login page.

Tip:

If your owner wants to know about accepting the Owners Portal invitation, you can send them these instructions.
If your owner has forgotten their password for the Owners Portal, you can send them a reset password link or direct them to these "How to reset your password" instructions.

 

Owners Portal pages

The toggles you activate in the “Features” and "Display Information" sections will be displayed on one or more of the Owners Portal pages.

Below are the different pages in the Owners Portal:

Related to:

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