Initial Set up for Unit Owner Portal

Each Unit Owner will need a password and to be set as an “Agent”. This is so owners have the ability to create bookings themselves in the portal

Click on “Search Owner”
Click on the on blue owner ID
Add in a password in the “New Password” and “Confirm New Password” field

Select the checkbox “Is Agent”

Click “Save“
Once saved,ensure the Owner is set to a Selling group otherwise they will get system errors when trying to create a booking

Unit Owner Portal - Part 1

For owners to see their performance, update their information and to create bookings

To Login

Unit Owner Portal Link: https://www.ibexres.com/unit-owner-login

Owners will need to use their email address and password to login to the portal. If they have forgotten their password they can click on Forgot password? where they can enter their email address to reset their password

Dashboard

This is the first screen that will be displayed after logging in. It will show the following details for each unit assigned to this owner:

Occupancy MTD (This will not count 0 value bookings, Hold bookings and Full Exclusions. Web exclusions are part of the occupancy)
Value of Forward Bookings (Includes Confirmed and Hold bookings)
Forward Bookings (Includes Confirmed and Hold bookings)
Bookings Created MTD (Includes Confirmed and Hold bookings)
Arrivals MTD (Includes Confirmed and Hold bookings)
Departures MTD (Includes Confirmed and Hold bookings)

Owner Details

Owners will be able to update their own information themselves, change there password and see there management commission on the assigned units

Clicking on the edit icon will allow the owner to update their details.

Clicking on the ‘Save’ icon will save the updated details.

Availability

Will show a calendar grid (showing up to 2 months from a selected month). The calendar will display guest bookings (non owner confirmed and hold bookings), full exclusions and owner bookings.

Clicking on non-owner bookings & full exclusions will open in “Read Only”mode which will provide information of the booking.

List of Bookings

Clicking on the “Show List” button will display the period covered in the calendar. It will display the Unit, Arrival, Departure and Status of the booking

Create/ Edit Booking

There is 3 ways for an owner to create a booking:

Clicking on the “Create Booking” link in the side menu
Clicking on the “Create New Booking” button via the Availability page
Clicking on the Availability Calendar grid

The owner will get a pop up where they can fill in the fields and filters to create a booking - see screenshot below. To edit an owner booking, the owner will need to click on the booking from the availability calendar grid. They will be able to amend all fields but are unable to cancel there booking

Owner bookings in iBex

To identify an owner booking it will display the owner's name as a “Supplier” and the “Find Via” field will display Unit Owner within the booking. The hover bubble on the Bookings Calendar will show the owner as an “Agent”