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Collect Photo ID Option in Rental Agreement

Status: Released 225 Votes
Shawn H
Aug 25, 2022 6:31 PM
OR Team Member Joined Aug, 2021 51 posts

The custom field file format option has been released!

The File format option can be used for all custom field types, but only Booking type custom fields can be shown to guests on checkout/quote acceptance or rental agreement signing. If you select "file" as the format, you can also show this field during the checkout process to capture a file upload (e.g., JPG, PNG, PDF) from the guest.

Only the file name will be rendered using the custom field code. No image or thumbnail is available to show back to the guest. This is for security purposes at this time. You can insert the field code into the rental agreement or messaging template to remind them that they have uploaded "X" file name as part of the process.

Learn more here:

Arrive and Thriv
May 8, 2022 4:15 PM
Joined Aug, 2020 29 posts

We signed up for it as well.  It looks fantastic.  I could use a tutorial on how to set up a static link.  Any suggestions?  I’m still waiting on a response about some help from them in setting up the link.  

Scott J
May 8, 2022 4:25 PM
Joined Mar, 2019 70 posts

Please STOP hijacking this thread with discussion of third party products!

This thread is in the Features Request forum, and these discussions about third party products obscure the repeated requests that have been made to OwnerRez for an update on progress for this most-popular requested feature to be fully integrated into OwnerRez's booking process.

Please move these third-party discussions to another forum.

And OwnerRez — after 8 months, we're all still waiting for an update.

The last I heard from Ken is that there is no update. But no update is not possible. The update is either: A). We stopped working on it, or B) We're working on it, and this where progress is at.

If the update is A, would you please inform us why, and will you resume working on it, and when?

If the update is B, would you please inform us approximately when we should expect this to be available?

Thank you very much!

Arrive and Thriv
May 8, 2022 4:41 PM
Joined Aug, 2020 29 posts

I sense your frustration.  I don’t think that business owners discussing workarounds is a bad use for this forum, because every time a topic is added it boosts the visibility of the topic even further.  OR knows that this is a very hotly requested feature.  I think seeing that there are third partner services could encourage an API integration with the most effective ones.  While that’s obviously not a native solution, I think it makes it clear to the powers that be that this topic is quite important to their users.  I agree that an update from OR would be very helpful.  But let’s keep civil among the operators.  We’re all here to learn from and support each other.  

Scott J
May 8, 2022 4:47 PM
Joined Mar, 2019 70 posts

Thank you, but OwnerRez personnel are only human, and a single request in this thread for an update gets easily lost amidst a whole series of discussions on third party products.

There are other forums on OR where the third party discussions can continue and allow this thread to remain for what's its meant for. Please.

Paul W
May 8, 2022 4:55 PM
OR Team Member Joined Jun, 2009 734 posts

Quick update, guys.... We have been in development for a while on updating custom fields so that there is a "file upload" type of field. This will allow you to request an ID (or other types of files or photos) when the guest is booking or when signing the RA after booking on a channel. Basically, anywhere you use custom fields to collect guest information, you'll be able to get files. This is most of the way through development and undergoing some testing.

Scott J
May 8, 2022 4:57 PM
Joined Mar, 2019 70 posts

That's great - thank you very much, Paul!

GeorgyGirl2020
May 8, 2022 5:19 PM
Joined Jun, 2020 7 posts

Can't wait ! Thank you

House of Arcade
Aug 23, 2022 1:37 PM
Joined May, 2022 2 posts

How do you add the PDF to templates for signed agreements?

Ginny M
Aug 23, 2022 1:45 PM
Joined Apr, 2021 8 posts

This is great! Where are we now in this process since May 2022?

Ken T
Aug 23, 2022 1:47 PM
OR Team Member Joined Aug, 2019 930 posts

Any day now...

Shannon G
Aug 23, 2022 1:54 PM
Joined Jun, 2019 9 posts

Thank you Ken!!

MyShortTermHome
Aug 23, 2022 1:59 PM
Joined Jul, 2019 10 posts

Hey great news - looking forward to it.

Arrive and Thriv
Aug 23, 2022 2:04 PM
Joined Aug, 2020 29 posts
  • Fantastic news!  Can’t wait to see the update!
Donna M
Aug 23, 2022 2:08 PM
Joined Sep, 2017 33 posts

Great news about the update for ID collection!

Meanwhile, @House of Arcade- I use Jotform to collect added information. It is set up as a registration form that collects not only a photo of the IDs (can be jpeg or pdf) , but also added emails and names of of other guests, number of dogs and their names, any identification information and their preferred welcome beverage- wine/soda.

Guest Names and emails are added as custom field definitions and they receive a welcome letter, a copy of our Touchstay Guidebook and post stay an invite to review as well.  The letter also includes an invite to join our mail list "Inner Circle" for future stays at discount when booked directly.

I keep the info through the full duration of their reservation, including the return of deposit held. 


Ginny M
Aug 23, 2022 2:10 PM
Joined Apr, 2021 8 posts

Any day now...

by Ken T – Aug 23, 2022 5:47 PM (UTC)

Hallelujah 🙌 thank you! Within the year?

Ginny M
Aug 23, 2022 2:33 PM
Joined Apr, 2021 8 posts

Great news about the update for ID collection!

Meanwhile, @House of Arcade- I use Jotform to collect added information. It is set up as a registration form that collects not only a photo of the IDs (can be jpeg or pdf) , but also added emails and names of of other guests, number of dogs and their names, any identification information and their preferred welcome beverage- wine/soda.

Guest Names and emails are added as custom field definitions and they receive a welcome letter, a copy of our Touchstay Guidebook and post stay an invite to review as well.  The letter also includes an invite to join our mail list "Inner Circle" for future stays at discount when booked directly.

I keep the info through the full duration of their reservation, including the return of deposit held. 


by Donna M – Aug 23, 2022 6:08 PM (UTC)

Yes many use 3rd party options. Lots of us simply interested in updates on OR integration of this feature and like to receive updates on this in particular. 

Ginny M
Aug 23, 2022 2:35 PM
Joined Apr, 2021 8 posts

Thank you, but OwnerRez personnel are only human, and a single request in this thread for an update gets easily lost amidst a whole series of discussions on third party products.

There are other forums on OR where the third party discussions can continue and allow this thread to remain for what's its meant for. Please.

by Scott J – May 8, 2022 8:47 PM (UTC)

Agreed. Kindly of course 😊

Shawn H
Aug 25, 2022 6:31 PM
OR Team Member Joined Aug, 2021 51 posts

The custom field file format option has been released!

The File format option can be used for all custom field types, but only Booking type custom fields can be shown to guests on checkout/quote acceptance or rental agreement signing. If you select "file" as the format, you can also show this field during the checkout process to capture a file upload (e.g., JPG, PNG, PDF) from the guest.

Only the file name will be rendered using the custom field code. No image or thumbnail is available to show back to the guest. This is for security purposes at this time. You can insert the field code into the rental agreement or messaging template to remind them that they have uploaded "X" file name as part of the process.

Learn more here:

BlueMtnCabins
Aug 25, 2022 9:37 PM
Joined Jun, 2016 1052 posts

The custom field file format option has been released!

The File format option can be used for all custom field types, but only Booking type custom fields can be shown to guests on checkout/quote acceptance or rental agreement signing. If you select "file" as the format, you can also show this field during the checkout process to capture a file upload (e.g., JPG, PNG, PDF) from the guest.

Only the file name will be rendered using the custom field code. No image or thumbnail is available to show back to the guest. This is for security purposes at this time. You can insert the field code into the rental agreement or messaging template to remind them that they have uploaded "X" file name as part of the process.

Learn more here:

by Shawn H – Aug 25, 2022 10:31 PM (UTC)

THANK YOU

Maria M
Aug 26, 2022 12:35 AM
Joined Jun, 2022 13 posts

This is great feature!

Will I be able to only require guest to upload ID only for specific channels like Vrbo and Direct Booking since Airbnb already did ID verification?