Owner Portal Guide

The owner portal shows property owners how their villas are doing: upcoming stays, occupancy, payouts, bookings, and shared documents. This guide covers how owners use the portal and how administrators set up owner access.

Overview

The portal is read-focused. Owners can look at their dashboard, properties, calendar, bookings, financials, and documents. If their manager allows it, they can also add owner blocks for dates they want to keep for themselves.

On a desktop the portal has a sidebar with three groups:

Group	Pages
Overview	Dashboard, Properties
Operations	Calendar, Bookings, Financials, Documents
Settings	Account Settings

On a phone the sidebar folds behind the menu button in the top-left corner.

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For Owners

Logging In

Your property manager invites you by email. The invitation contains a sign-in link and a 6-digit code. After you accept it, you land on the owner portal automatically. You can then create a password or add a passkey in Account Settings for faster sign-in later.

Dashboard

The dashboard is your home screen. It opens with a greeting and four tiles:

Tile	What it shows
Your payout this month	Your share of owner net for stays arriving this month
Your payout this year	The same figure for stays arriving so far this year
Upcoming Bookings	Confirmed and pending bookings that haven't arrived yet
Occupancy, next 90 days	How full your properties are over the next 90 days

The two payout tiles appear only if your manager has given you the View financials permission. If a channel booking's payout is still under review after a refund, cancellation, or date change, the month tile shows a note with the number of bookings left out. Tap it to open Financials.

Upcoming stays

A list of your next arrivals, soonest first. Each row shows the dates, the guest, the property, the number of nights, and the booking source. A New badge marks recently created bookings, and a status badge shows whether the stay is confirmed or pending. Tap a row to open the booking. View All opens the full bookings list.

Your Properties

A compact row for each villa, with its photo, city, a bar for occupancy over the next 30 days, and the next booked stay. Tap a row to open the property. View All opens the properties list.

On a phone the tiles sit two by two, and the upcoming stays and properties stack below them.

Properties

The Properties page lists every villa you own. Open one to see its details in three sections: Overview (bedrooms, bathrooms, max guests, check-in and check-out times, description, and occupancy and rate figures), Calendar, and Bookings.

Adding an owner block

If your manager has given you the Create blocks permission, an Add Block button appears on the property page.

1. Open Properties and select the villa.
2. Click Add Block.
3. Pick a Start Date and an End Date, and add a note if you like.
4. Click Add Block to save.

The block appears on the property calendar. Let your property manager know about it so they can close the dates for guest bookings. Without the Create blocks permission, ask your manager to block the dates for you.

Bookings

The Bookings page lists every reservation across your properties.

• Status tabs switch between Upcoming, Current, Past, Cancelled, and All. Each tab shows a count.
• All Properties narrows the list to one villa.
• Sort by orders the list by check-in (soonest or latest), total (highest or lowest), or most recently created.

Each row shows the property, the status, the guest and dates, the booking source, the total, and the number of nights. Click a row to open the booking. The booking page shows the stay details, the guests, the price breakdown, and the payment history. Guest contact details appear only if you have the View guest details permission, and amounts appear only with View financials.

Calendar

The Calendar page shows bookings and blocks across all your properties.

Four tiles sit above the calendar:

Tile	What it shows
This Month	Bookings this month
Occupancy	Occupancy for the current month
Arrivals	Guests arriving in the next 7 days
Pending	Bookings awaiting confirmation

The calendar shows each stay as a colored bar, with a legend for confirmed, pending, owner stay, hold, maintenance, and iCal blocks. Use Today, the month and year menus, and the arrows to move around. Matrix View switches to one row per property. Click a booking bar to open a preview panel with its key details. View List opens the bookings list.

The calendar is read-only. To block dates, use Add Block on the property page or ask your manager.

Financials

The Financials page shows your payout and revenue for a period you choose. See Owner Financials for the details. You need the View financials permission to see it.

Documents

The Documents page holds the files your property manager shares with you, such as statements, invoices, and contracts. See Owner Documents.

Account Settings

Open Account Settings from the sidebar, or from the menu under your name in the top-right corner.

Section	What you can do
Profile Information	Upload or remove your profile photo (JPG or PNG, up to 2 MB). Edit your first name, last name, and phone number. To change your email address, contact your property manager.
Create a Password	Shown if you signed in with an invitation link and have no password yet. Passwords need at least 12 characters.
Change Password	Shown once you have a password. Enter your current password and the new one twice.
Passkeys	Add a passkey to sign in with your fingerprint, face, or screen lock. You can add several and remove any you no longer use.
Notification Preferences	Turn New Booking Notifications on or off, then click Save Preferences.

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For Administrators

This section explains how to set up owner access from the admin app. For the full walkthrough, see Setting Up the Owner Portal.

Adding an Owner

1. Open Owners in the Distribution section of the sidebar.
2. Click Add Entity.
3. Enter the legal name, entity type (individual or organization), email, and phone.
4. Click Create Entity.
5. Open the new entity and add the people who should have portal access under Members.

Assigning Properties

Properties are linked to an owner from the property itself:

1. Open the property and go to the Property tab.
2. Under Managed by, choose the owner from the Owner list.
3. Save.

The owner entity's Properties card then lists the villa. Members see only the properties linked to their entity.

Portal Access

Members are invited from the entity page. Each member gets an email with a sign-in link. Once they accept, they are routed to the owner portal every time they sign in.

Key points for admins:

• Members see only the properties linked to their entity. They can't see other owners' data.
• Financial figures are calculated from booking records each time a page loads.
• What each member can see is set per member with permission toggles (see Configuring per-member visibility).

Owner Permissions

Owners can view:

• Bookings and booking details for their properties
• The calendar for their properties
• Financials, if they have View financials
• Documents shared with their entity

Owners can update:

• Their own profile, password, and passkeys
• Their notification preferences
• Owner blocks, if they have Create blocks

Owners cannot:

• Create, modify, or cancel bookings
• Edit property details or pricing
• See other owners' data
• Manage staff or settings

Key Concepts

• Payout (owner net): What the owner receives from a stay after the management commission. If a member owns part of the entity, their payout is their ownership share of that amount.
• Occupancy rate: The share of available nights that are booked across an owner's properties for a period.
• ADR (Average Daily Rate): Revenue divided by nights booked.
• Owner block: Dates an owner sets aside on a property calendar for personal use.
• Passkey: A passwordless sign-in method that uses your device's fingerprint sensor, face recognition, or screen lock.

Common Questions

Can I modify a booking through the owner portal? No. Bookings are read-only in the portal. Contact your property manager to change a reservation.

How often is the financial data updated? Every time you open the page. Figures are calculated from the current booking records.

Can I export my financial reports? Yes. Click Export CSV on the Financials page.

I own several properties. Can I see them all in one place? Yes. The dashboard, bookings, calendar, and financials cover all your properties. Each page also lets you narrow to one villa.

Why don't I see my payout on the dashboard? The payout tiles need the View financials permission. Ask your property manager to turn it on.

Can I set up passwordless login? Yes. Go to Account Settings and click Add Passkey under Passkeys.

Related

• Owner Financials
• Owner Documents
• Admin: Managing Owners