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Digital Signature Request Trigger

Send an automated signature request for your rental agreement.

Brent Kleinheksel avatar
Written by Brent Kleinheksel
Updated over a week ago

Guests that book through your Lodgix booking page can be required to digitally sign your rental agreement at the time of booking. However if the booking is manually entered into the system or originates from VRBO or Airbnb, there will be no signed rental agreement. For those bookings, the triggers system can be used to automatically follow up with the guest post booking to view and sign the rental agreement. Lodgix offers a trigger that automatically detects invoices without a signed rental agreement and sends out a preset signature request to the guest.

Set Trigger Conditions

  1. Name the trigger

  2. New reservations enter the system as Unconfirmed. The only exception is Airbnb bookings, which enter the system as Confirmed. By setting the trigger to fire when the Invoice Status is changed to Unconfirmed OR Confirmed, it will apply to all new reservations including Airbnb.

  3. Only send the trigger if the rental agreement status is equal to Not Signed. This ensures that any guest that has already signed the agreement (such as direct bookings) will not receive the trigger.

Optionally Exclude Certain Channels

You can exclude Airbnb, VRBO, Nextpax, or Lodgix bookings. Lodgix bookings include any bookings entered online through your booking pages, or manually entered into the system by you.

The only reason you might want to exclude certain channels is if your rental agreement contains rate specific data in it, which could vary from channel to channel. Or perhaps you have different rental agreements depending on the channel. In an era where property managers are now expending to many different channels, we always advise to keep your rates, fees and rental agreements as simple as possible to assure that only one rental agreement is needed and can be easily used across all channels.

Send Email to the Guest

  1. The recipient will be the Guest

  2. Send an Email

  3. Enter a subject for the email.

  4. Configure the body of the email, and add the [DS_SIGN_LINK] merge tag to include a link to digitally sign the document. Note that when sending a test email to yourself, the link will not populate.

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