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Is there a way to record rental agreements signed outside of OR?

Replies: 3 - Pages: 1 - Last Reply: May 29, 2020 3:46 PM by: Dewey Getaway
Dewey Getaway
Registered: 2/26/20
Is there a way to record rental agreements signed outside of OR?

I'm converting direct bookings I took earlier this year (before I joined OR) to OR bookings. I have a trigger set so that guests get a check-in emails 7 days before arrival but would like to keep the requirement that the rental agreement is signed before this email is sent. However, I noticed for my test converted "legacy" (eg, before I joined OR) booking, the email schedule indicates: "Status: Can't Run Yet This trigger doesn't apply to this booking because there is no rental agreement on file but the trigger requires one."
These guests signed a legal agreement via HelloSign before I joined OR. Is there a way to upload these agreements or some place to indicate the guest has signed a rental agreement outside of OR, similar to how we're able to record a payment via "Credit Card processed elsewhere."?

Ken T
Registered: 8/7/19
Re: Is there a way to record rental agreements signed outside of OR?

There is not currently a way to record that they've signed an outside agreement, no.

However, you can upload the file and associate it with the booking. Just go to the Files tab of the Booking - you can store anything you like in there.

Dewey Getaway
Registered: 2/26/20
Re: Is there a way to record rental agreements signed outside of OR?

Thanks for the response. So I guess this means that I'll have to remove the legal agreement requirement from my trigger or send the email manually to those converted bookings?

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