You can add owners to your income reports to share the related data with them through the owner portal. The owner will be able to access the report and change the date view at any time by clicking the portal link, but they cannot change any data.
To share an income report with an owner, follow the steps below.
Note:
"Client" is used for "owner" in the platform.
Share an Income Report with an Owner
Step by step:
- Sign in to your Guesty For Hosts account.
- At the top, click Menu.
- Click Income Reports.
- Click View Income Reports.
- To the right of the relevant report, click Share.
- Select an existing client(s), or click Add New Client.
- For a new client, complete the information fields the click Save.
- Click Continue.
- Type a password to use with the owner portal link.
- Click Complete.
- In the pop-up box, click Share.
- In the next pop-up box, click Copy owner portal link.
Share the link from your clipboard and the created password for the owner to access the report with their email address.
Remove an Owner from a Shared Income Report
- Sign in to your Guesty For Hosts account.
- At the top, click Menu.
- Click Income Reports.
- Click View Income Reports.
- To the right of the relevant report, click Share.
- Select the client to remove.
- Click Stop Sharing.
- In the pop-up box, click Stop Sharing.
The client will no longer have access to this income report through the owner portal link.