Setting up a Rental Agreement
Create a rental agreement within Settings > Templates > Documents
Open up the PDF Template editor and follow the instructions to create a new template for your rental agreement.
Set the type of PDF = Rental Agreement
For Digital Signature Module users ONLY
IMPORTANT! Replace any signatures in the document with the [DS_GUEST_SIGNATURE] merge tag.
Replace any initials in the document with the [DS_GUEST_INITIALS] merge tag
THE DIGITAL SIGNATURE MERGE TAG MUST BE PRESENT TO MAKE THE SIGNING PROCESS FOR THE GUEST EASY! Without the tag, the signing process will be confusing to the guest.
Assign Rental Agreement to Property(s)
By default all properties are assigned the default rental agreement. The default rental agreement is clearly noted within the PDF Templates list (1). If you have multiple rental agreements (usually not necessary as Custom Variables can be used to bridge those differences in most instances), you can assign specific rental agreements to specific properties on this page.
That's it, you're done! If you've enabled digital signatures for online bookings, guests will now be able to sign the rental agreement online. If you've decided not to enable digital signatures for online bookings, the guest will only be displayed your cancellation and deposit policies. You will have to manually request a signature from a guest for each reservation.
What the Guest Sees When Booking Online
When making an online booking, there is a step (Step 3) which is where the rental agreement is displayed. At the end of the rental agreement there is an option to sign the rental agreement. Once signed AND if the booking is completed, a signed copy of the rental agreement will be emailed to the guest and saved within Lodgix.