To start the onboarding process, please go from your Cloudbeds profile to Apps & marketplace and search for Owners Portal by Omniboost as shown below.

Click Learn More and then Connect App on the following page.

If you are managing multiple Cloudbeds properties, please make sure to select the correct one for this onboarding.

You will be asked to authorise the connection between your Cloudbeds environment and the Owners Portal by providing all the permissions shown on the screen. The list below shows which data the connection needs to fetch from or push into your Cloudbeds environment to support all available features. To continue, scroll to the bottom and click Allow Access.

Once you've provided all of the permissions, you will receive an email with further instructions via the email address used for your Cloudbeds profile. Please follow those instructions to complete the creation of your new user profile.

After you've received your credentials, please use them to log in via https://ownersportal.omniboost.io/.

You can also access this page by going to your Cloudbeds Marketplace, finding your Owners Portal connection in the Connected Apps section and clicking Login. You will be redirected to the page below.

During the initial setup or if your property is part of a chain and multiple environments have already been created for you, please select the location you will be configuring and click Save.

This is your dashboard which presents all of the individual spaces pulled from your Cloudbeds environment. You can access more information about each space by clicking on the relevant card.

In the bottom left corner, you can change the language settings and manage the details of your account including your contact information, password and 2FA.

On the left side of the dashboard is the main menu which you can use to access and manage users, rooms, property settings and review and issue invoices.

To complete the setup of your Cloudbeds – Owners Portal environment and enable your owners to access it, you will have to complete the following 3 steps:

Detailed steps on how to do that are described below.

The first step required for using your Owners Portal environment is to complete the property setup. Get started by clicking on the Property tab shown on the main menu.

You will be redirected to the following page. Click Edit in the top right corner to access the settings.

Once you've accessed the property Edit page, you will see all of the settings that can be configured. The configuration options are grouped across the 5 tabs shown at the top of the screenshot below:

To ensure proper functionality, please make sure to visit and configure each tab by following the steps described below.

The first tab you should configure is your Property settings tab. This tab includes a number of options that define how your Owners Portal environment will work. Each option available on this tab is outlined in more detail

Enabling this feature will show all owners the revenue generated in their assigned space(s). This can be overridden at the individual owner level and changed at any time.

Enabling this feature will give all owners access to property performance dashboards. This can be overridden at the individual owner level and changed at any time.

Enabling this feature will mean that the owners will receive a notification for each new reservation made in their assigned spaces. This can be overridden at the individual owner level and changed at any time.

No configuration is required for this setting. You can use this feature to easily and instantly share any documents with all owners. They will immediately receive a notification and be able to access these documents from their profile.

If you have not done so already, here you can select or change the commission products you want to have deducted from the revenue calculations before they are shown to the owners.

Please select all products that should be available for owners to select when they are booking their reservations via the portal.

Here you can see and update the tax(VAT) level that relates to your Stay service that you were required to select during the 1st step of the onboarding.

When enabled this feature allows owners to book their own reservations directly via the portal.

Enabling this feature puts a limit on the number of nights/year that owners can reserve through their profiles. If you enable it, the option to enter the night count will appear. Once that number is reached, the Add reservation button will be disabled for all owners and they will have to contact you to book additional nights.

This section allows you to apply any deductions to the revenue generated across all of your spaces. These deductions will be applied to the NET amount that remains after the tax/VAT and commission products you've selected have been removed. You can apply these as percentages or fixed amounts and both can be calculated per night or multiplied by number of people staying in the room.

An example deduction will already be available when you log in but you can modify it to suit your needs. In the Label field, enter a name for the deduction (management fee, cleaning fee etc). In the next field to the right of it enter the amount to be deducted. If the toggle in the Fixed Amount column is disabled, the amount will be applied as a percentage. If the toggle is enabled, it will be applied as a fixed amount. If you wish to apply it per person, you can enable the toggle in the Calculate Per Person column.

You can always change these at a later stage. This can also be overridden at the individual owner level.

This section requires you to provide basic information about your property that will be used in the invoices/statements that you generate for owners. Minimum required fields are address, phone number, email and website. If these are not filled out, you will not be able to save your property settings or use your invoice module.

This section allows you to customize various parts of your Owners Portal environment including menu placement (left-hand side or top), button, text and background colors. You can also upload a logo that will be shown both in the top-left corner of every screen as well as included on all invoices. You can use the Banner field to upload a banner image that will be visible to all across the top of the page.

In this section, you are able to add custom messages that will be displayed to your owners in various places through the system. These fields are great if you wish to proactively instruct or remind your owners of certain things when using the system.

Once you've completed all of the settings, don't forget to click Save in the top right corner of this screen. You are now ready to move on to creating profiles for your owners.

To start creating user profiles, click on the Users tab from the main menu.

Click on the Add user button shown above to start creating a new user profile. You will be directed to a screen in the image below to complete all of the available fields.

If you already know that this user will be using a different reservation rate then the default one you've chosen in the property settings, you can enable this feature and select the rate. Otherwise, you can skip that step and manage it at a later stage.

Both you and the owner are able to change all of this information at a later stage.

After you created and saved a user, their profile will be visible from the Users overview. To manage additional settings for that profile, click on the related Edit button seen on the right of the screen.

You will now be able to see additional options on their profile. This is where you can set up the rate they can book with and override applicable options that you've set up at the property level.

Here is also where you can upload documents to be shared only with this owner or create different revenue deductions that apply only to their profile.

In this section of the Owner Profile, you can enable the owner to book directly through the owners portal by enabling the user-specific reservation rate. When you do that, the additional fields Reservation source and Reservation rate plan will become visible as shown below.

To correctly complete this, you will have to first create a new reservation source in Cloudbeds. This new source is the Owners Portal. For each of the different room categories, please make sure to create a rate plan that should be used specifically for the owners. For more information, please see the Cloudbeds help center.

Use this section to provide the invoice/billing information about the owner. If the required fields are not completed, you will not be able to generate invoices for this profile or save these settings. If you have this information, you are able to enter it here. Alternatively, you can request new owners to provide this information by logging in with their new credentials and updating their profiles via the Profile option in the bottom left corner of the main dashboard.

Once you've completed the required fields, make sure to click Save.

The final step required before owners can start using the system is to assign their profiles to their relevant units. To access the unit settings, click on the Units tab on the main menu. On the following screen, click on Edit all units.

You will be redirected to the Edit unit screen shown below.

In the top right corner, you will see a drop-down menu with a list of all profiles you've created. Select the owner that you will be assigning room(s) to.
​

Owner profiles are shared across all properties in a chain. This means that you are easily able to assign all spaces belonging to the selected owner across all of your different locations. If this applies to your case, you will see a list of all of your properties. Otherwise, please go to step 3 below.

To assign spaces to the selected owner, simply click on the empty checkbox to the immediate left of the room number/name. Repeat for all applicable spaces.
​

Enter the date range during which the selected owner should have access to each assigned space. Only the start date is required. If you enter an end date, the owner will no longer be able to view revenue and reservation information for the space when that date arrives.

Repeat for all user profiles and make sure to hit Save after making changes to each one.