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Set Up the List of Bookings in Your Owner Portal

Give your owners a clear, detailed view of every booking behind their payout, including commission and aggregated category columns.

Written by Ashley Hagel

Watch the video walkthrough: List of Bookings in the Owner Portal

The List of Bookings section in the Owner Portal shows your owners exactly which reservations make up their statement, with the option to control how much detail they see and how it's grouped. This article covers the available settings, plus two new features: booking-level commission columns and aggregated category columns.


What owners see

When List of Bookings is turned on, owners can view every reservation tied to their statement, including guest name, asset, reservation date, check-in and check-out dates, channel, booking code, and net payout. Clicking into a reservation shows additional detail, including any reservation financials marked to the owner and the management commission calculated on that booking.


Configure your display settings

Owner Portal settings give you control over exactly what owners can see on this list. Go to Assets and Owners, select an owner, and scroll to Portal Settings.

  • Include reservation financials marked to owner — shows line items that display to the owner without affecting their statement total.

  • Only display locked reservations — owners only see bookings you've already reviewed and locked.

  • Hide reservation financials descriptions — shows only the category name (for example, Net Rent) instead of the full description (for example, Net Accommodation Fare). This keeps the view cleaner if your descriptions tend to run long.

  • Hide guest names — displays only the reservation ID, channel, and asset, useful if you prefer not to expose guest identity to owners.

Tip: To apply these settings across your whole portfolio at once, select all owners from the Owners list and use Bulk Actions to update everyone's portal settings in a single pass instead of one owner at a time.


Add a commission column

You can now display each booking's commission as its own column in the List of Bookings view, next to net payout, so owners can see exactly what was charged on each reservation without opening the booking detail.

  • From Portal Settings, turn on Show commission column.

  • The commission amount will now appear as its own column, positioned before net payout.


Show aggregated category amounts

This feature lets you group specific categories together and display their combined total as its own column, for example, rolling up all fee categories into a single Fees column, or all income categories into a Gross Revenue column.

Turning on Show aggregate amounts on list of bookings in Portal Settings won't change anything on its own. You'll also need to build the category groups it pulls from.

Create an aggregated group

  • Go to Categories and open the category you want to include in a group.

  • Scroll to the Aggregated Groups section at the bottom.

  • Click the plus icon to create a new group, and name it (for example, "Fees" or "Gross Revenue").

  • Click Create, then Update to save the category to that group.

  • Repeat for each category you want rolled into that group.

Tip: You can create up to five aggregated groups per account. Plan which categories belong together before you start building, since you won't be able to add a sixth group.

Once your groups are set up, return to the Owner Portal to see the new aggregated columns reflect the combined totals for any booking that includes those categories.


FAQ

  • Can I use the same category in more than one group? Yes. A category can belong to more than one aggregated group at the same time.

  • Do these settings apply to existing bookings or only new ones? Aggregated columns and the commission column reflect any booking that includes the relevant categories, regardless of when the reservation was created.

  • What happens if I don't set up any aggregated groups? Turning on the aggregate amounts setting alone won't display anything. You need at least one group with categories assigned before any aggregated column appears.


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