Create new owners

Go to the 'Owners' tab in the Owners module. Click '+New'. You’ll see a form that needs to be filled out with the new owner’s information.

Personal and financial information

It is important that the personal and financial information is accurate and complete, especially if your park has a reporting requirement under the DAC7 EU-directive. If the owner you are creating is already a contact in your system, as a booker contact for example, you can use one of the fields with a magnifying glass to easily search for and add the available information of this contact.
Read more: Effect of EU-directive DAC7 for parks working with owners

Communication, owner portal, and owner settings

Under communication preferences, indicate whether this owner has given permission to be subscribed to newsletters (managed in CMS), or given permission to share data with Google, for personalized online ads.

Check the box for 'Access to owner portal' to immediately send the owner an email invitation to access their owner portal.

Under 'Owner settings' it is possible to add a second email address for invoice and reservation emails, as well as a license plate number. This license plate number will automatically be added to any reservations made for this owner, ensuring smooth access.

Contract and financial settings

Pay close attention to the 'Invoice from' date, the effective date of the first invoice/settlement. This is the date on which the first invoicing period starts. Suppose you settle costs and commission with owners monthly, and the first month you want to cover is April. Then you enter 1 April as the invoice from date.

The checkbox 'invoices will be paid up front' refers to the invoicing of periodic costs. If you check this box, the periodic cost invoices for this owner will become due at the start of the invoicing period they cover, instead of at the end.
Read more: Expected periodic cost items invoice

Editing an existing owner

Owner data can always be edited. To do so, go to the details page of an owner, also known as the owner page, and click ‘Edit’. You find this page by clicking the name of the appropriate owner in the Owners module. From the owner page you can also perform other actions related to an owner.
Read more: Owner page