Switching to Rezi from another tool
Moving from a spreadsheet, another PM tool, or your personal phone? Here’s how to migrate cleanly.
Switching to Rezi is mostly about getting your property details and calendars in. You can do it property by property with no downtime.
The good news about migration is that Rezi doesn’t need your old system’s history to be useful, it needs three things: what your properties are like, where your bookings live, and a way for messages to reach it. Everything else accumulates on its own once conversations start flowing. That’s why the whole process fits in an afternoon.
- 1
Recreate your properties
Add each property. See add your first property.
- 2
Connect your calendars
Paste in your Airbnb and VRBO iCal links so Rezi tracks real availability. See connect your Airbnb calendar.
- 3
Move your knowledge in
Upload existing welcome guides, house manuals, and FAQs as your knowledge base.
- 4
Forward or replace your number
Either share the new Rezi number or forward your old number to it so nothing is missed.
Coming from your personal phone
This is the most common migration and the simplest. Your guests are used to reaching you directly, so the work is behavioral, not technical: put the new property number in your check-in instructions and welcome guide, and when guests still text your personal number out of habit, reply once with “text this number going forward, it answers instantly, day or night.” Within a single stay the habit flips, because the new number actually answers at 11pm and you don’t.
Coming from another co-hosting tool
Add each property, then connect your Airbnb and VRBO calendars so Rezi sees every booking. Your documents come too: welcome packets, house manuals, and FAQ sheets upload directly into the knowledge base as PDFs or Word files. The fastest way to a great knowledge base is to copy the saved replies and house notes you already use in your old tool.
Coming from spreadsheets and sticky notes
You’re honestly the easiest case, there’s no old system to wind down. Add your properties, connect your calendars, and paste your accumulated knowledge, even informal notes, into the knowledge base. Hosts are often surprised how much property knowledge lives only in their head; a useful trick is to scroll your old guest text threads for the questions they actually asked and make sure each answer is in the knowledge base.
Run them side by side
There’s no rule that you have to cut over all at once. Pilot Rezi on one property, confirm you love it, then migrate the rest.
What doesn’t migrate
Old conversation history stays in your old tool or phone, Rezi starts its record from the first message it handles. If there are specific old threads worth keeping, screenshot or export them before canceling the old service, and add any important context as a note on the relevant guest.
Can I port my existing phone number into Rezi?
How long does a full migration take?
Will guests notice the switch?
Do I lose anything by piloting just one property?
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