I recently started using Charge Automation and I’m just trying to smooth out the workflow.
My question is if I have rental agreement selected in properties then OR will try to collect a rental agreement then CA will try and collect another rental agreement.
I can get around this by selecting for no rental agreement in OR which then just allows CA to collect their one.
What I want to check is that if I deselect rental agreement in OR will I be interfering with the requirements for disclosing a rental agreement on Airbnb or Booking.com?
Is this the right thing to do or am I messing things up?
Hi James!
I don't believe this would interfere with requirements for disclosing a renter agreement that needs to be signed, but it would be best to reach out to the channels to confirm this.
One thing to keep in mind is that if you have an templates that use the BUFIXUP or BULEASE field codes, it will still send a renter agreement, even if the property rules are configured not to require a renter agreement. The system would send a default agreement if none are configured in the account. If you don't want a renter agreement from OwnerRez sent since you'll be using the one in Charge Automation, you'll want to remove those field codes from any templates in the account if you don't need the guest to fill out the POC form.
Keep in mind that the POC form to collect guest information is attached to the renter agreement, so if you need guests to fill it out so you can get their email address, such as Airbnb and Booking.com guests, then you'd need to leave those field codes mentioned above in your templates, and create something generic as a renter agreement that gets sent with it. We've seen other users insert their House Rules in place of the agreement when they still need guests to fill out the POC form.
Please reach out to help@ownerrez.com if you have any questions!
