After a contract has been sent, the guest can view and digitally sign it through the guest portal. As an administrator, you can track the status of contracts, send reminders, and find signed contracts.
Contract signing by the guest
After a contract has been sent, the guest receives an email with a link to the guest portal. Here, the guest can view and sign the contract and access it again later.
The signing process works as follows:
The guest clicks View to open the contract.
After reviewing the contract, the guest clicks Sign.
The digital signature is then saved.
Note: Once a contract has been signed, it can no longer be deactivated or deleted.
View and follow up contracts
Go to Reports > Contracts > Overview contracts. Here you will find an overview of all the contracts.
You can see, among other things:
which contracts have been signed;
which contracts are still pending;
when the last email or reminder was sent.
Sending a reminder
Has a guest not yet signed the contract? There are two ways to send a reminder.
Via the reservation
Open the reservation.
Go to the Contracts tab.
Check which contracts do not yet have a signing date.
Click Email to view the email and send the reminder.
Via reports
Find the pending contract without a signing date.
Click Email to send a reminder.
Tip: Check the contract overview regularly to follow up on pending contracts in a timely manner.
Edit standard emails
You can edit the emails used for sending contracts and reminders. Go to Settings > Email > Email Messages.
Here you can edit the following email templates:
Contract available email
Request to sign contract
This allows you to adjust the content, tone, and sender of the emails to match your own communication.