With over 20 years of industry experience, we understand the importance of effective team management in property operations. This is why we developed the Partners section, a dedicated Homeowner Portal. We are constantly enhancing this section to improve your experience, and a new, updated version of the Homeowner Portal will be launched soon—stay tuned!
In addition to managing homeowners, this portal allows you to integrate other team members, such as cleaning staff, if you prefer not to use available integrations. (For more on Roles & Features, click here.)
Access CRM Module: Go to CRM > Partners > Add Account to create a new homeowner profile.
Create a Login: Once the account is set up, click on the homeowner’s profile, scroll down to Logins, and select Add Login.
Assign Role: Choose Admin Dashboard - Homeowner as the role to provide access to the Homeowner Portal.
Send Invitation: An email invitation with a link will be sent to the homeowner, allowing them to set a password and access the platform.
After the homeowner has logged in, assign properties to them so they can view essential details, including calendar availability and financial information.
To configure financial details, go to Property Settings > Host Revenue Share and set the share percentage specific to that homeowner.
This setup ensures homeowners have all necessary information at their fingertips, enhancing their management capabilities.