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E-signature the rental agreement

Mai D
Jun 8, 2020 11:34 AM
Joined Jun, 2019 3 posts

Does OwnerRez offer the e signature? If they did, would you please show me how to set up and send out? Thanks.

Lydia B
Jun 8, 2020 2:49 PM
Joined May, 2019 159 posts

Mai: It's a process and not easily explained in this chat. Have you joined the Facebook group "Unofficial OwnerRez Support Group"? It's a great place for support. First thing: draw up your Rental Agreement (or use the one provided by OR). Get it typed up and add to your OR account (Settings > Branding & Legal > Legal Agreements). Second: Write the email you want to use when asking someone to sign your rental agreement (Settings > Messaging > Email Templates). Third: Set up the trigger to send the email and make sure you select "as soon as" the booking "is created" (if that's how you want it to happen). There are SO MANY other considerations - take a look at that Facebook group and don't hesitate to send direct messages to other members for help (myself included - Lydia Bianchi). And test, test, test!

Mai D
Jun 9, 2020 2:10 PM
Joined Jun, 2019 3 posts

Thank you so much, Lydia. I just joined the group.

Paul W
Jun 9, 2020 2:11 PM
OR Team Member Joined Jun, 2009 800 posts

Also take a look at this:


And the various articles it links to.

Paul W
Jun 9, 2020 2:12 PM
OR Team Member Joined Jun, 2009 800 posts

And this one for automating the after-channel-booking signing of the agreement:


Kristy F
Jul 15, 2020 11:33 AM
Joined Oct, 2017 2 posts

whatever happened to the Unofficial OR Support Group Facebook page?