Is there a way to get a signed pet agreement but only to those guests who have pets? Excuse me if the answer is obvious. I'm new here. Hi everyone!!
Cindy Wheeler
I cannot imagine a way to make that happen automatically reliably.
It would likely have to be done similarly to your rental agreement, through a trigger and a template.
But I am sure Chris or Paul will illumine shortly
Yep, there are a couple ways to do this. Most people just add a few paragraphs to their standard agreement that refer to "if pets are included" and show the pet count.
You can also set up a separate pet legal agreement template if you want. Then either go to the Legal tab of booking and request an additional signature on that.
If you want to set up a trigger to send that automatically you can do that as well. It'll definitely work for direct bookings, but keep in mind that for listing site bookings, many don't send pet counts, or send a single "has pets" flag which we treat as one pet.
Hi, Chris -- and anyone who has successfully done this.
I'm working on automation for my pet approval/contract... which for me is a 2 part process.
1. I require a completed pet questionaire for pet approval.
2. Once that is complete I require a separate pet contract.
Is the best way to do this to add additional fields to my booking page for the pet questionnaire? I have not tried that in the past. How would that work for HA/VRBO/ABB bookings?
And once I receive that info, I would trigger a separate contract? How would that trigger work? When I look at the regular email triggers, I don't see my legal documents as options. I do know that I can go to 'legal' under each reservation and send them manually.
TIA
Yes, you can add custom fields that will be entered during quote or signature process: https://www.ownerrez.com/support/articles/capture-additional-fields-on-checkout-quote-acceptance. However, right now those fields are going to always show -- there's no way to show them whether there is a pet or not, so if you want to make them required you'd put (or N/A if no pet) in the description.
For channel bookings, you can create a trigger that'll go out with the renter agreement signature link in it: https://www.ownerrez.com/support/articles/airbnb-request-for-contact-info-real-email-address-and-signed-renter-agreement -- that one shows Airbnb, but HomeAway and VRBO are similar. However for HA/VRBO, you'll have to run the channel bridge to populate the email address and send the create trigger -- unless you're on API mode, where it will happen automatically.
In terms of a second contract, you'd need to send that manually -- there's no way to do logic like "send this one if there are pets". Or what we see a lot of folks do is combine the agreements together and write in the agreement "pet addendum only applies for pets"
If I want to have the pet approval form completed (a list of questions with fill in the blank answers) after booking rather than during checkout, what's the most seamless way to do that?
The questions will display for every agreement right now -- there's not a way to do separate custom fields for different agreements.
Has any progress been made on conditionally showing the Pet Agreement custom fields/Pet Agreement? It's been quite some time, and it would be much cleaner to only ask for this info if it's necessary.
We do not currently show any Pet Agreement custom fields. The methods described earlier still apply.
You can set up a trigger and template to fire off a separate Pet Agreement if the booking shows pets are included, by using a condition.
Hi, When you say using conditions, do you mean something like
If Pet=0 send Agreement A
If Pet>0 send DogAgreement
If that will work, would you please share the actual format and fields of the condition to achieve this? I want to have two agreements: 1) rental agreement, 2) agreement including dog language. I have some specific paragraphs in the Dog Agreement which I ask them to initial. Currently, I am manually sending the dog agreemt seperately after the original agreement, but people are impatient with re-entering their information the second time. I'd like to just automatically send one or the other at the start of the process. I only use AirBnb, Vrbo, and now have a direct booking site.
Thank you,
Liz Newman
We do not currently show any Pet Agreement custom fields. The methods described earlier still apply.
You can set up a trigger and template to fire off a separate Pet Agreement if the booking shows pets are included, by using a condition.
Hi, When you say using conditions, do you mean something like
If Pet=0 send Agreement A
If Pet>0 send DogAgreement
If that will work, would you please share the actual format and fields of the condition to achieve this? I want to have two agreements: 1) rental agreement, 2) agreement including dog language. I have some specific paragraphs in the Dog Agreement which I ask them to initial. Currently, I am manually sending the dog agreemt seperately after the original agreement, but people are impatient with re-entering their information the second time. I'd like to just automatically send one or the other at the start of the process. I only use AirBnb, Vrbo, and now have a direct booking site.
Thank you,
Liz Newman
Hi Liz,
For the trigger that would send the agreement A, you would need to add a condition that says number of pets is equal to 0. This should only be sent if the booking doesn't have any pets included:
For the trigger that would send the dog agreement, you would want to add the condition number of pets is greater than or equal to 1. This should only be sent if there are one or more pets included in the booking:
You can link specific agreements to email templates so that it only sends one or the other. We have this support article that goes over how you can link a specific agreement: https://www.ownerrez.com/support/articles/renter-legal-agreements#specific-templates
One thing to note is that this would only work in email templates. So when it comes to Airbnb bookings, since they don't send us their email address, you'd still have to send them the original agreement, and then if they have a pet, send them the dog agreement manually.
Thank you! It's disappointing we cannot use the condition with the channel messages. Mainly because the support could then see it directly if we have an issue with the guest.
