Trigger to automatically sends a reminder message (email/SMS) if they fail to upload the required documents

Status: Requested 4 Votes
PM Company L
2 days ago
Joined Jun, 2021 7 posts

Guests are required to upload a photo of their valid ID and credit card when signing the rental agreement. These files are automatically stored in OwnerRez under the Files tab.

Requested Feature: Add a trigger that automatically sends a reminder message (email/SMS) to the guest if they sign the rental agreement but fail to upload the required documents

Trigger Conditions:

  • Rental agreement is signed
  • No files (or incomplete files) uploaded to the Files tab within [X minutes/hours] of signing
Rex C
yesterday
OR Team Member Joined Aug, 2021 69 posts

Requested Feature: Add a trigger that automatically sends a reminder message (email/SMS) to the guest if they sign the rental agreement but fail to upload the required documents

If the Custom Field definitions are set as being Required entries, the Point of Contact form cannot be completed without uploading those files. That requirement negates this feature request from being necessary.

 

If you are seeing bookings come in where they complete their POC form and sign their Renter Agreement but have not uploaded their ID, please write in a support ticket including that Booking ID via email, or using the in-app Ticket option under your Help menu.