🔹 Step 1: Confirm the Request

• If the owner contacts you directly (via email, call, or message), confirm:
  
  

  • Exact dates for the block
    
    

  • Which property they want to block
    
    

  • Reason (optional, but helpful)
    
    

⚠️ Always encourage owners to place their own blocks through the Owner Portal. This gives them control, reduces errors, and ensures the calendar updates in real-time.

Example message:

“Thanks for the request! When you have a moment, it’s best to place blocks directly through your Owner Portal. That way, it updates instantly and gives you full control. Let us know once submitted!”

🔹 Step 2: Accessing the Owner Portal (if needed)

1. In Guesty, use the search bar to look up the owner’s name.
   
   

2. On the left-hand side of the owner profile, click “Owner Portal.”
   
   

3. Review any submitted block requests and confirm dates/details.
   
   

🔹 Step 3: Block the Dates in Guesty (Only If Needed)

If the owner cannot submit through the portal or asks you to do it manually:

1. Go to the Guesty Calendar.
   
   

2. Locate the correct property and select the start date.
   
   

3. Click and drag to select the full range of dates the owner wants blocked.
   
   

4. In the pop-up:
   
   

   • Set Status to: Owner Stay or Blocked – Owner Use
     
     

   • Title: “Owner Block – [Owner Name or Initials]”
     
     

   • Optional Notes: Add any relevant info (e.g., cleaning needed before/after, family member staying, etc.)
     
     

5. Save the block.
   
   

🔹 Step 4: Notify Internal Teams (If Needed)

• If the owner or their guests are staying in the home, create an internal task for:
  
  

  • Pre-arrival cleaning
    
    

  • Post-departure cleaning
    
    

  • Any special setup or notes (e.g., stock propane, leave garage remote, etc.)
    
    

• Mark the cleaning tasks as non-billable if it’s an owner stay.
  
  

🔹 Step 5: Confirmation Message to Owner

Send a brief confirmation like:

“Hi [Owner Name], your dates for [Property Name] have been successfully blocked from [Start Date] to [End Date]. Let us know if you need anything prior to arrival!”

✅ Best Practices

• Always encourage self-service via the Owner Portal.
  
  

• Avoid overlapping owner blocks with confirmed reservations.
  
  

• Keep internal notes clean to avoid confusion.

Temporarily Adjusting Calendar Settings to Allow Owner Block

This SOP should be used only when an owner is unable to place a block via the Owner Portal due to advanced notice or preparation time restrictions.

🔹 Step 1: Locate the Property in Guesty

1. Go to Guesty.
   
   

2. In the top search bar, type the property name or address needing the block.
   
   

3. Click on the correct property to open its profile.
   
   

🔹 Step 2: Navigate to Availability Settings

1. In the property profile, click “Calendar” on the left-hand side.
   
   

2. Under the calendar view, click “Availability Settings.”
   
   

3. Scroll to “Listing Availabilities” and click “Edit.”
   
   

🔹 Step 3: Adjust the Settings Temporarily

In the Edit Listing Availabilities screen:

• Under Advance Notice, set to: None
  
  

• Under Preparation Time, set to: None
  
  

• Click Save at the bottom of the screen.
  
  

🔹 Step 4: Instruct the Owner to Add the Block

Send the owner a message like:

📩 Example message:

“Hi [Owner Name], I’ve temporarily adjusted the system so you can now place your block through your Owner Portal. Please go ahead and enter the dates, and let me know once it’s submitted so I can confirm and revert the settings.”

🔹 Step 5: Confirm the Block Was Successfully Added

• Refresh the Guesty calendar and verify that the owner stay/block appears.
  
  

• Ensure the block type and dates are correct.
  
  

🔹 Step 6: Revert Calendar Settings

1. Return to the same Availability Settings area.
   
   

2. Under Advance Notice and Preparation Time, re-enter the original settings (e.g., 1 day, 2 days, etc.).
   
   

3. Click Save.
   
   

✅ Make sure the availability settings match the property's standard operating parameters.

✅ Best Practices

• Document any temporary calendar setting changes in internal notes or tasks.
  
  

• Only use this method when absolutely necessary.
  
  

• Encourage owners to place blocks in advance whenever possible to avoid calendar overrides.