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Capture Guest Info on form that populates CRM contact info

Q Luxury
Jun 5, 2023 9:27 AM
Joined May, 2023 4 posts

Trying to find a way to customize which fields show up after guest clicks link to complete the rental agreement.  Id like the ability to customize any of the guest "contact" fields. Also is there a way to request the guest update their contact fields without sending it through the rental agreement process?  for non direct bookings , i don't require a rental agreement signed but id still like to capture their "REAL" information.

 

Has anyone done this or found a good way to do this?

 

 

 

 

Ken T
Jun 5, 2023 11:52 AM
OR Team Member Joined Aug, 2019 1593 posts

The rental agreement signing process does indeed capture all of this information, whatever the listing channels do not provide.  We strongly recommend having all guests sign a rental agreement, particularly listing channel guests, as that is the only way you'll have a legally valid and binding contract between you and the guest that can be enforced in court or by the police if needed.

Terri R
Jun 14, 2023 8:15 PM
Joined May, 2023 3 posts

The rental agreement signing process does indeed capture all of this information, whatever the listing channels do not provide.  We strongly recommend having all guests sign a rental agreement, particularly listing channel guests, as that is the only way you'll have a legally valid and binding contract between you and the guest that can be enforced in court or by the police if needed.

by Ken T – Jun 5, 2023 3:52 PM (UTC)

Hi Ken, is there a way to modify what fields are requested in the contact form? I understand how to create and add customer fields, but how do I delete unnecessary fields like home phone number?

Ken T
Jun 14, 2023 11:07 PM
OR Team Member Joined Aug, 2019 1593 posts

It is not possible to delete required fields.  Not sure why you'd want to do that anyway, a phone number is pretty important.  With channel bookings, you should (almost) always already have that anyway.

Terri R
Jun 15, 2023 8:33 AM
Joined May, 2023 3 posts

Home phone numbers aren't important as evidenced by the number of threads asking how to remove fields from {BUFIXUP} (much less the number of households that no longer have a home phone number). This form is one of the first things our guests see and it looks antiquated, it should be updated (or better yet, updateable) to reflect how contact channels and communication patterns have changed.

Can you please add ability to modify {BUFIXUP} to the dev request list?

Ken T
Jun 15, 2023 9:55 AM
OR Team Member Joined Aug, 2019 1593 posts

With yesterday's release, cell phone number was moved to be the top phone field. Also, the guest forms (where BUFIXUP, etc. sends the guest) is scheduled for a major overhaul in the near future.

JD
Jan 26, 2024 7:51 PM
Joined Jan, 2020 3 posts

I am not finding any way to modify the form.  Has this been enabled yet?

Shawn H
Jan 30, 2024 5:47 PM
OR Team Member Joined Aug, 2021 210 posts

Not at this time. We are working our way through the Guest Forms redesigning each one.

The first two completed were Guest Reviews and Travel Insurance (i.e. when using {BUTRAV} purchase link).