Setup Your Rental Agreement
Lodgix provides a default Rental Agreement, Confirmation PDF, and Invoice. These templates can be copied and customized to meet your needs from Settings > Templates > Documents.
Customize Your Rental Agreement
Click on the pencil icon to edit the PDF template.
Editing the Template
You will use a WYSIWYG (What You See is What You Get) editor to customize the content of your Rental Agreement. Your Rental Agreement consists of static content that you can type or paste directly into the editor, and merge tags that pull dynamic content from the system. Merge tags are explained in greater detail below.
A few tips about adding content to your template...
- In general text from Microsoft Word can be cut / paste directly into the editor. However, at times a bunch of junk formatting from Word will carry over that will screw up your template. If that happens, copy the contents to a text editor first like Notepad and then copy / paste into the template. That will assure a clean import.
- The "Source" button will show you the actual source formatting code. If you are experiencing issues with formatting many times digging into the source will help you delete unnecessary formatting.
- [clogo] will allow you to display your logo in the template, if a logo has been uploaded within the Important Settings area of the application.
Working with Merge Tags
You can use merge tags to pull data directly from the database to populate the templates. Merge tags can pull Company, Guest, Property, and Reservation specific information and dynamically insert it into your template. For example, you can insert the name of the guest into the document using the [GUESTFIRSTNAME][GUESTLASTNAME] merge tags.
Each merge tag has a short description to aid in finding the correct merge tag to use for your template. If you can't determine which merge tag is the correct one, a good way to test is to choose a merge tag, save the template and then generate a test pdf or go to an invoice and generate a live PDF to determine whether the PDF output is what you require.
Assign Different Rental Agreements to Different Properties
You can create multiple rental agreements and assign them to different properties by clicking on the Rental Agreements Setup tab under Settings > Templates > Documents. Simply select the correct rental agreement from the dropdown for each property.
Require Digital Signatures
Lodgix offers a completely integrated, online, legally enforceable, document signing solution. You can require that your Rental Agreements be signed during the booking process, or send guests a link to sign them post booking. A thorough explanation of the Digital Signatures feature can be found here.
Enable Digital Signatures
Setting Up Your Rental Agreement
You need to add the [DS_GUEST_SIGNATURE] to your rental agreement(s) to allow them to be signed digitally. That's it, you're ready to accept digital signatures!