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2022

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2019

Messaging - Capture additional fields on reservation/signing

We have a standard set of information we require from the guest during checkout and quote acceptance as well as legal agreement signing. Sometimes you want to grab additional info specific to your situation or properties, like names of all guests or types of beds to have available. We've always had custom fields, but we've recently added the capability to let guests fill out booking custom fields during the process.

These fields will be shown during quote acceptance for direct book guest.  Also, if you send the guest a separate renter agreement e-sign link after booking (such as for channel guests), the same process and displays will be used for them too.

To do that, add a new custom field (in the Settings > Custom Field Definitions section):

If you turn Display on under the Quote Acceptance section there, the guest will see that field during checkout and be able to enter data or required to enter it based on what you set here.

For example:

Once the guest completes checkout and the booking is created, you can review the values the guest entered:

You can also view the values for your custom fields across multiple bookings in the Stays By Date Range report.

Because these are custom fields, you can also use that value as a mail merge field in renter agreements or email templates:

If you are requiring multiple different rental agreements to be signed for the same booking, or signatures by different people, any required custom fields will be offered each time anyone is asked to sign any agreement.