If your PMS does not share owners’ records with BookingTrust, all properties will initially have your details—the property manager’s—set as the owner. Add an owner contact record for each owner.
- Go to Contacts > Add Contact and select Owner/Landlord as the account type.
- Enter the owner’s email address. Each owner record must have a unique email address; the same email address cannot be used twice.
- Don’t Invite is selected automatically. This controls invitations to the owner console, which gives owners access to all information about their property. Leave it selected if you do not want to send an invitation. Please contact us if you want your owners to have access to the owner console.
- Complete the other contact details and select Save.
- Select View Profile to view or edit the owner’s record or add bank details.
- On the Profile Details screen, select Bank at the top of the page.
If you have left Profile Details, go to Contacts > Owners and select the owner. You can also open the owner’s record by selecting the owner’s name in the property view.
- Select the green Add Bank Account button and complete all the details.
- Save the changes.
Further reading: Add Owner’s Bank Details.