Hi; I send the rental contract after the booking based on where the booking came from. I have templates set up. When a booking comes in, I go to the specific template, edit and insert names, arrival/departure, # in party (old school). I save. I go to the booking, legal, select the specific lease, preview it, send.
Yesterday, I did this at 6:15 p.m. I got notice it was signed. Checked today. It shows correct. However, the guest contacted me and said her contract is incorrect. It's showing the information on a contract I sent out today at 9:00 a.m. The property is correct. What is happening?
This happened last week to a few contracts I sent out. The property was correct, however reservation information was incorrect. First, I thought it was user error and I carefully looked at other reservations and noticed a few others in error. Ive been previewing all contracts I send. I'm starting to feel like a idiot. Please advise.
Ok that sounds convoluted. What you do is you define rental agreement template or templates (say you need different one for Airbnb vs Direct bookings). You give the,m different names such as RAGENERIC or RAABB or whatever you like. then you define them with priority. your site specific rental agreements should have higher priority and also specify site it applies to. The system will scan the hierarchy of agreements and use one applicable to soite, else it will use generic one. When you send it to them, it will send corercttemplate based on that criteria.
the fields that you mention can be inserted into rental agreement as variables (you need to define custom variables for that) and renter ill have to fill them in as part of checkout process (also add them to check out form).
On a side note, NEVER edit rental agreement manually. if set up correctly, you should not need to. It will populate correctly based on priority, site and variables used. On a side note, I personally do not over complicate my RAs. It is signed only by main renter (and it is his/her name that i need), number of adults/kids (as variables they must enter at check out), initials to gree to no-pet and cancellation policy (also field on check out).
Thanks for your help. I've got it. It was turning into a nightmare for me.