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Index of Articles
Welcome...and other Tips we've learned along the way!
Automated Property Owner Emails
All Inclusive Pricing
But I need to access the Old Help Desk!
How to add your VRM Admin Bookmark on your iPhone Home Screen
How to change your password for the new help desk
How to expand a help ticket field so all information can be viewed
Microsoft Edge Browser Recommendations
Tips on HOW to Report an Issue for the quickest resolution
VroooomPay's Expired Credit Card Updater
VRM Extranets
1 - Guest Extranet
1.1 Guest Login Page
1.2 Forgot Password Button
1.3 Update Password
1.4 Update Guest Information
1.5 Mange/View Reservations
1.6 Reservation Page Options
1.6.1 Travel Insurance
1.6.2 Damage Insurance
1.6.3 Available Guest Extras
1.6.4 Sign Lease Agreement
1.6.5 Print / Email Confirmation
1.6.6 Make a Payment
1.6.7 Update Reservation Guest Info
1.7 Guest Extranet Logging
2 - Owner Extranet
2.1 - Owner Login Page
2.2 - Owner Extranet Main Menu
2.2.1 - Message from Management Company
2.2.2 - View Current Owner Statements
2.2.3 - View Previous Statements
2.2.4 - Property Overview
2.2.4.1 - View Current Statement
2.2.4.2 - View Previous Statements
2.2.4.3 - View Guest Report
2.2.4.4 - Book This Property for Owner
2.2.4.5 - Book This Property for a Guest
2.2.4.6 - View Annual Calendar
2.2.5 - Work Orders
2.2.6 - Change Password
2.2.7 - Update Personal Information
VRM Knowledge Base for the Client Console (Wiki)
01.0.0 Reservations
1.1.0 Types of Reservations Reservation
1.1.1 Member Reservations
1.1.2 Seasonal Reservations
1.1.2.1 Video Seasonal Reservations Webinar
1.1.3 Owner Reservation
1.2.0 Change/Cancel
1.2.1 Change Dates on a Reservation
1.2.2 Change Properties on a Reservation
1.2.7 Refund to a Credit Card
1.2.8 Transfer Funds from One Reservation to Another
1.2.9 Reissue a Credit Card
1.4.0 Batch Check-in/out
1.5.0 Batch Update
1.5.1 Video- Batch Update Webinar
1.6.0 Reservations Reports
1.6.1 Hooked Email Report Summary Email
1.7.0 Misc. Reservations How to
1.7.1 Reservations Made by Pre-Deduct Travel Agents
1.7.2 How to Post a Credit Card Payment to a Reservation Using a Card Swiper
1.7.2.1 How to Manage ECheck Payments
1.7.3 Reserve now and Pay Later (Temporary Reservation Holds)
1.7.4 - Reservations - Daily Procedures
1.7.5.1 Daily Procedures for Balancing E-Checks
1.7.5 Making Reservations Training
1.7.5.2 Video - Reservation Member Info Tab
1.7.6.1 Video - Reservation General Tab
1.7.6.1.1 Video-Cancel a Short Term Reservation
1.7.6.1.2 Video- Changing Properties or Dates
1.7.6.1.3 Video- Locate an Existing Reservation
1.7.6.1.4 Video - Make a Seasonal Reservation
1.7.6.1.5 Video Post a Payment to a Seasonal Reservation
1.7.6.3 Video - Reservation Summary Tab
1.7.6.4 Video - How to Make a Short Term Reservation
1.7.6.5 Video - How to make an Owner Reservation
1.7.6.6 Video Apply a Comment to a Reservation
1.7.6.7 Video - Apply a Payment to a Reservation
1.7.6.7.1 Video - Refund to a Credit Card
1.7.6.8 Video Apply or Remove Charges on a Reservation
1.8.0 Adding Additional Guests to a Reservation
03.0.0 Members & Guests
3.2.0 Email Marketing Functionality
04.0.0 Properties
4.1.5.7 How to Load Property Pictures & Thumbnail for Display on the Website and the Client Console
4.2.0 Property Mng Grid
4.4.5 How Property Rates Calculate
4.5.0 Discounts
4.5.1 How to Set Up Discounts that Apply Without a Discount Code
4.5.2 How to Set Up Discounts to Apply On the Web with a Discount Code
4.5.3 Discounts: A How-To
4.5.4 Owner Mark-ups
4.7.0 Misc How To - Properties
04.7.1 How to Remove a Property from the Rental Program
04.7.3 Video - Developing Season Rates
4.8.0 Property Mng Grid
05.0.0 Maintenance
5.1.0 Work Orders
5.1.1 How to Hold Money in the Owner Account for Work Orders
5.2.0 Batch/Recurring Work Orders
5.2.1 Daily Recurrence Pattern
5.2.2 Weekly Recurrence Pattern
5.2.3 Monthly Recurrence Pattern
5.2.4 Yearly Recurrence Pattern
5.3.0 Manage Vendors
5.3.1 Worker's Compensation and Worker's Liability
06.0.0. Accounting
6.01.0 Accounts Receivable
6.1.1 How to Post a Payment to an Owner Account
6.02.0 Transfers
6.2.1 How to do a "To Account" Transfer
6.2.2 How to do a "To Receivable" Transfer
6.05.0 Reconciliation
6.5.5 Bank Reconciliation Procedures
6.07.0 Check Queue
6.07.04 Undoing or Voiding Checks
6.07.1 - Electronic File Transfer
6.08.0 1099's
6.08.1 Printing 1099s
6.10.0 Reports
6.10.1 Video - Revenue Report Webinar
6.11.0 Accounting Procedures - How To
6.11.1 Recommended Daily, Weekly, Monthly Procedures
6.11.1.1 Video- Daily and Weekly Procedures
6.11.2 How to Account for Returned ACH Payments in VRM
6.11.3 How to Account for a NSF Check in VRM
6.11.4 Year End Procedures including 1099's
6.11.5 How to Advance Rents to an Owner as a one-time event
6.11.6 How to compare the settled batch at the VroooomPay! Gateway to the credit card deposits in VRM
6.11.7 How to Change Tax Rates
6.11.8 How to Manage eChecks
07.0.0 Misc
7.1.0 Manage E-Mails
7.2.0 Manage Property Notes
7.4.0 Contact Support
7.7.0 Customer Relations Management (CRM)
7.8.0 Lead Tracker
7.8.0.1 Permissions and Rights
7.8.0.2 Configuring Questions
7.8.0.3 Creating Email Templates
7.8.0.4 Lead Details
7.8.0.5 The Dashboard
7.8.0.6 Emailing a Potential Guest from Lead Tracker
7.8.0.7 Training Webinar
10.0.0 Long-Terms
10.6.0 Misc How To for Long Terms
10.6.1 Long Term Training Videos
11.0.0 Owners
11.3.0 Misc How to - Owners
11.3.1 Automated Property Owner E-Mails
11.3.2 How to Post a Payment to an Owner Account
12.0.0 Housekeeping
12.8.0 Misc How To - Housekeeping
12.8.1 Video Housekeeping Status
12.8.2 Housekeeping Training Videos- Housekeeping Routine
12.8.3 Video - Housekeeping Groups
12.8.4 Video - Housekeeping Schedule Permission Objects
12.8.5 - Training Video - Schedule Housekeeping
12.8.6 Housekeeping Reports
12.8.7 Video - Housekeeping Work Orders
13.0.0 System Configuration
13.1.0 Financial
13.1.05 Travel Insurance
13.1.5.2 Helpful Hints Guide for CSA XML Functionality
13.1.09 Revenue Management
13.1.10 Alternative Payment Schedule (APS or ADP)
13.2.0 Company
13.2.09 Misc
13.2.9.6 User Defined Fields
13.2.10 Reservation Emails
13.2.11 - Custom Confirmations
13.2.3.1 - Electronic File Transfer Setup Wizard
13.3.0 Property
13.3.4.1 Proration of Daily Guest Charges
13.3.5 Rent Adjustments
13.3.5.1 Portal Specific Rent Adjustments
13.4.0 Manage Employees
13.4.1 Grant Employee Permissions
13.5.0 Website
13.5.1.1 Updating Web Descriptions
13.5.2 How to Use and Manage Webgroups
13.5.3 Portals
13.6.0 Reports
13.6.1 Guest Survey Admin
13.6.1.1 Search Guest Survey From
13.6.1.2 Compiled Survey Stats
13.6.1.3 Edit Questions
13.6.1.4 Edit Post Survey E-mail
13.6.1.5 Guest Survey's on the Owner's Extranet
13.6.1.6 How to Approve a Guest Survey
13.6.1.7 How do I know the Guest Survey setup is complete and working?
13.6.1.8 Resending Guest Survey Link using Welcome Home
14.0.0 General How to Answers and Other Items of Interest
HomeAway and 'Off-Platform' Booking
Paperless Office
Printing your 1099 in the Different Browsers
Rotation Periods and Search Order Preferences
Schedule a Meeting with VRM
What is the Quick Access Bar?
VRM's Welcome Home: A User's Guide
Design and Functionality Updates to Welcome Home
Lite vs Complete: a Comparison
New Features
Event Type: Reservation Created
Welcome Home: Complete
1 - Welcome Home Dashboard
2 - Explanation of the Features in Welcome Home
2.1 - Office Configuration
2.2 - Property Configuration
2.3 - Categories
2.4 - Event Messages
2.5 - One Time Messages (previously Manual Messages)
2.6 - Message Logs
2.7 - Location in Guest Extranet
3 - How To Use the Features in Welcome Home
3.1 - Office Configuration
3.1.1 - Emails
3.1.1.1 Email Option in Guest Extranet
3.1.2 - Area Information and Check-in Procedures
3.1.3 - Displaying the Office Configuration Information in Guest Extranet
3.2 - Property Configuration
3.2.1 - Displaying the Property Configuration Information in Guest Extranet
3.3 - Categories
3.3.1 - Creating a New Category
3.3.2 - Assigning a Category
3.3.2.1 - Assign to a Property
3.3.2.2 - Assign to an Office
3.3.3 - Unassigning a Category
3.3.4 - Editing or Deleting a Current Category
3.4 - Event Messages
3.4.1 - Creating a New Event Message
3.4.1.1 - Category
3.4.1.1.1 - Message Settings Menu in Guest Extranet
3.4.1.2 - Message Type
3.4.1.3 - Reservation Event and Timing
3.4.1.3.1 - Reservation Event
3.4.1.3.2 - Timing
3.4.1.4 - Reservation Status
3.4.1.3.3 - Timing and the Housekeeping Check Box
3.4.1.3.3.1- Housekeeping Box Checked + Number (Other than Zero) + Before
3.4.1.3.3.2 - Housekeeping Box Checked + Number (Other than Zero) + After
3.4.1.3.3.3 - Housekeeping Box Checked + Zero + After
3.4.2 - Composing the Message
3.4.2.1 - Email/SMS Text Messages
3.4.2.2 - Show Tags
3.4.3 - Editing/Deleting Rules
3.4.4 - Applying an Event Message
3.4.4.1 - Applying an Event Message to Multiple Properties through 'Event Messages'
3.4.4.2 - Applying an Event Message to a Single Property through 'Property Configuration'
3.4.5 - Removing an Event Message
3.4.5.1 - Removing an Event Message from Multiple Properties through 'Event Messages'
3.4.5.2 - Removing an Event Message from a Single Property through 'Property Configuration'
3.4.6 - Another Event Message Example: Vacation Rental is Ready for Check-in
3.4.6.1 - Creating your Message
3.4.6.2 - Applying your Message
3.5 - One Time Messages (previously Manual Messages)
3.5.1 - Creating a New One Time Message
3.5.1.1 - Category
3.5.1.1.1 - Message Settings Menu in Guest Extranet
3.5.1.2 - Message Type
3.5.1.3 - Choose Guests
3.5.1.3.1 - Reservation Status
3.5.1.4 - Schedule Delivery
3.5.2 - Composing the Message
3.5.2.1 - Email/SMS Text Messages
3.5.2.2 - Show Tags
3.5.3 - Cancelling Manual Messages
3.6 - Creating and Using a Message Template
3.6 - Message Logs
3.6.1 - Message Queue Data
3.6.1.1 - Column Headings
3.6.2 - Housekeeping Status Changes
3.6.2.1 - Column Headings
4 - Use Cases
4.1 - Area Information
4.2 - Check-in Information
4.3 - Property Information
4.4 - Event Messages
4.5 - Manual Messages
Welcome Home: Lite
1 - Welcome Home: Lite Dashboard
2 - Explanation of the Features in Welcome Home: Lite
2.1 - Event Messages Summary
2.2 - One Time Message Summary
3 - How to Use the Features in Welcome Home: Lite
3.1 - Event Messages
3.1.1 - Creating a New Event Message
3.1.1.1 - Category
3.1.1.1.1 - Message Settings Menu in Guest Extranet
3.1.1.2 - Message Type
3.1.1.3 - Reservation Event and Timing
3.1.1.3.1 - Reservation Event
3.1.1.3.2 - Timing
3.1.1.4 - Reservation Status
3.1.2 - Composing the Message
3.1.2.1 - Email Messages
3.1.2.2 - Show Tags
3.1.3 - Editing/Deleting Rules
3.1.4 - Applying an Event Message
3.1.4.1 - Applying an Event Message to Multiple Properties through 'Event Messages'
3.1.4.2 - Applying an Event Message to a Single Property through 'Property Configuration'
3.1.5 - Removing an Event Message
3.1.5.1 - Removing an Event Message from Multiple Properties through 'Event Message'
3.1.5.2 - Removing an Event Message from a Single Property through 'Property Configuration'
3.2 - Manual Messages
3.2.1 - Creating a Manual Message
3.2.1.1 - Category
3.2.1.1.1 - Message Settings Menu in Guest Extranet
3.2.1.2 - Message Type
3.2.1.3 - Choose Guests
3.2.1.3.1 - Reservation Status
3.2.1.4 - Schedule Delivery
3.2.2 - Composing the Message
3.2.2.1 - Email Messages
3.2.2.2 - Show Tags
3.2.3 - Canceling Manual Messages
4 - Use Cases
4.1 - Event Messages
4.2 - Manual Messages
Welcome Home: Long Term Reservations
1 - Creating a Long Term Event Message
2 - Apply a Message
3 - UnApplying a Message
VRM Added Services
Custom Reports Available Through Reporting Services
Advanced Rent Request
Guest Extranet Configuration Options
VRM Marketing Services
Website Development/Management
Chat Functionality
Content Management System (CMS)
0 CMS Tips for creating new web pages
01 CMS 2.X Admin Bar Overview
1 CMS Log in and Control Panel Overview
2 CMS Default Meta Tags
3 CMS Media Manager
4 CMS Adding Direct Links
5 CMS Add a New Page
6 CMS Editing Page Properties for Existing Pages
7 CMS Page Editing Overview
8 CMS Managing Property Map Locations
iFraming your Member's or Owner's Extra-net?
Managing Your VRM Website
Title Tag and Meta Description Options
VRM Release Documentation
Release 5.0 - October 2014
Release 5.1 - July 2015
Release 5.1.1
Releases Prior to 09/01/2013
How to use a Message Template
The Vacation Bridge
VRM Website Management
Adding Links to Pages
CMS Content & Edit Items
CMS Content Builder
CMS Direct Links
CMS Embed YouTube Video on Website
CMS Media Manager
CMS Property Map Marker
CMS Toolbar Overview Video
Create a New Page or New Blog Post
Facebook Specific Tags
File Naming Conventions: Best Practices
Tips for Managing and Writing Good Property Descriptions
VRM - Editing Property Descriptions
VRM's Readiness Manager: A User's Guide
01 - Turning on Readiness Manager
02 - Creating a Task
02.a - Assign a Task to a Charge
02.b - Assign a Task to a Property
03 - Assign a Housekeeping Group to a Readiness Task
04 - Task Dependencies
05 - Changing the Due Date of a Task
06 - Maintenance Work Orders and Readiness Manager
07 - Readiness Manager Grid
08 - Completing an Item on the Readiness Manager Grid
09 - Assigning Tasks with a Charge to a Reservation (Overview)
09.a - Tasks with a Charge Scenario 1
09.b - Tasks with a Charge Scenario 2
09.c - Tasks with a Charge Scenario 3
09.d - Tasks with a Charge Scenario 4
VRM's Vendor Portal: A User's Guide
01 - A Mobile View
02 - Permissions
03 - Manage Users
04 - Assigned Tasks
05 - Past Due Tasks
06 - Dependencies
3.4.1.3 - Reservation Event and Timing
Reservation Event and Timing
After determining the Category and Message Type, the next thing, and perhaps the trickiest, is to select the Reservation Event and Timing so your message will get sent when you intend for it to.
Revision 1.3
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