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Conditional field codes for legal agreement?

Status: Requested 2 Votes
Tim K
Oct 3, 2023 3:50 PM
Joined Jul, 2017 66 posts

I'm not sure if this is supported or requested...or if anyone has a workaround for my scenario. 

I'm looking to automate my agreement and some of the terms vary based on booking source or payment type. For example, if a guest pays by credit card we do a $500 hold for a damage deposit, but if they pay by other means we collect $500 in addition  to the rent. I want to detail this in the agreement based on payment type. In other words, if payment type is CC insert field A if payment type is anything else insert field B. 


Similarly, if I have a repeat guest I usually have a deposit that I rolled over from the previous year, so I don't need a deposit upfront to hold their reservation. So I'd like to base a field code on tags. If a guest has a "repeat" tag, display field C, if guest is not a repeat, display field D. 


I have a feeling these would fall under feature requests but maybe someone has a suggestion I haven't thought of???



Lisa S
Oct 15, 2023 10:28 AM
Joined Jun, 2022 16 posts

Makes me wonder - I currently have 3 legal agreements. One for channel bookings, one for direct & one for pets. The booking agreements are exactly the same except for the payment clauses. Sounds like a feature like this could allow me to fold them into one agreement with just the payment clauses swapped out. 

Personally I would prioritize other high value feature requests like the unified inbox and more customization for discount codes & gift certs, but this would be a nice upgrade eventually.