Steps
To create a Document, follow these steps:
Click the Cogwheel icon.
Hover over "Account."
Select "Documents."
In the Documents section, click the β+β icon to create a new document. You can name it (e.g., Booking Confirmation, Cancellation Document, Post-Departure Survey).
Now you can start typing and customizing your document. You can include "Reservation Variables" to display specific reservation information in the email received. Here are some examples:
Reservation Number = {RID}
Check-in Date = {CHECKIN}
Check-out Date = {CHECKOUT}
Nights = {NIGHTS}
Customer First Name = {FNAME}
Customer Last Name = {LNAME}
Customer Address = {ADDRESS}
Customer Phone = {CUSTOMERPHONE}
Customer Email = {CUSTOMEREMAIL}
If you select the "Signable" button, you can make this document a "Required Signature Document."
How to create a Form:
1. Start by selecting the "Form" option on any particular document.
2. When you choose "Form," you gain access to various variables that can be included in the form. These variables are:
- E-signature Field = {SIGNATURE_FIELD}
- Date Field = {DATE_FIELD}
- Name Field = {NAME_FIELD}
- Initials Field = {INITIALS_FIELD}
- Optional Text Field = {TEXT_FIELD}
- Required Text Field = {REQTEXT_FIELD}
3. These variables can be added into the form to provide customers with the ability to:
- Sign a specific document.
- Enter custom information.
- Enter their initials
- Enter the Date
- Etc
4. Utilizing these variables allows you to store signed documentation on the guest's reservation, demonstrating their agreement to your rules, regulations, or any information included in the "Form" they are signing.