SafeGuest

SafeGuest is on a mission to give every host peace of mind, offering modern protection that fits the fast-paced world of short-term rentals.

Steps for integration

1. Create your SafeGuest Account

  • Go to https://app.safeguest.ai
  • Fill in the required information on the sign-up form
  • Accept terms: “I accept SafeGuest’s terms of use and privacy policy”
  • Click the Create an account button

1. Create your SafeGuest Account  Go to https://app.safeguest.ai Fill in the required information on the sign-up form Accept terms: “I accept SafeGuest’s terms of use and privacy policy” Click the Create an account button

2. Verify Your Email Address

  • Check your inbox: Locate the verification email sent by SafeGuest. 
  • Open the email and click the Confirm Email button (or link) to complete registration.
  • You will be redirected to a success page confirming your email has been verified. 
    • Click the Continue button to proceed.

2. Verify Your Email Address  Check your inbox: Locate the verification email sent by SafeGuest.  Open the email and click the Confirm Email button (or link) to complete registration. You will be redirected to a success page confirming your email has been verified.  Click the Continue button to proceed.

3. Select OwnerRez During Onboarding

  • Once you click continue from the email success page, you will be taken to the SafeGuest onboarding screen.
  • Select OwnerRez from the list of available integrations.
  • Proceed: Click the Continue button to move forward with the setup.

3. Select OwnerRez During Onboarding  Once you click continue from the email success page, you will be taken to the SafeGuest onboarding screen. Select OwnerRez from the list of available integrations. Proceed: Click the Continue button to move forward with the setup.

4. Log In and Authorize OwnerRez

  • Log in to OwnerRez: You'll be prompted to sign in unless you're already logged in, in which case this step will be skipped automatically.
  • Review permissions: Approve the connection between SafeGuest and your OwnerRez account.
  • Click the Authorize SafeGuest button to authorize the integration.

4. Log In and Authorize OwnerRez  Log in to OwnerRez: You'll be prompted to sign in unless you're already logged in, in which case this step will be skipped automatically. Review permissions: Approve the connection between SafeGuest and your OwnerRez account. Click the Authorize SafeGuest button to authorize the integration.

5. Complete the setup banner steps

In SafeGuest, navigate to Settings > Profile Details, and update.5. Complete the setup banner steps  In SafeGuest, navigate to Settings > Profile Details, and update.

6. Navigate to: High Risk Bookings Page

Add the email address(es) that will receive notifications for high-risk bookings.

6. Navigate to: High Risk Bookings Page  Add the email address(es) that will receive notifications for high-risk bookings.

7. Configure Currency and Deposit Settings

  • Navigate to the Currency tab within your SafeGuest account settings.
  • Select your account currency from the available options. 
  • Set a default deposit amount. The waiver amount is calculated automatically.
  • Save your settings.

7. Configure Currency and Deposit Settings  Navigate to the Currency tab within your SafeGuest account settings. Select your account currency from the available options.  Set a default deposit amount. The waiver amount is calculated automatically. Save your settings.

8. White-Label: Add your Company Logo and Brand Colors8. White-Label: Add your Company Logo and Brand Colors

9.  Verify Your Properties in SafeGuest

  • Go back to the browser tab with your SafeGuest dashboard. 
  • Click on the Properties page from the main menu.
  • Check that the listings you just enabled in OwnerRez are now visible. 
  • Wait if needed: synchronization usually takes less than 1 minute to complete.

9.  Verify Your Properties in SafeGuest  Go back to the browser tab with your SafeGuest dashboard.  Click on the Properties page from the main menu. Check that the listings you just enabled in OwnerRez are now visible.  Wait if needed: synchronization usually takes less than 1 minute to complete.

10. Verify Your Bookings

  • Open the Bookings page: Click on Bookings in the navigation menu
  • Review upcoming bookings
  • View booking details: Click the Eye icon next to a booking to open and review details

10. Verify Your Bookings  Open the Bookings page: Click on Bookings in the navigation menu Review upcoming bookings View booking details: Click the Eye icon next to a booking to open and review details.

11. Verify & Review

  • Wait for the guest to complete verification: Once the guest has successfully completed the SafeGuest verification process, additional information will become available within the booking details
  • Review the guest’s Arrival Briefing to access relevant booking and stay information
  • Review the guest’s Risk Score to better assess potential booking risks
  • Read the AI-generated Summary for an overview of the guest verification results
  • View booking details: Click the Eye icon next to a booking to open and review details

11. Verify & Review  Wait for the guest to complete verification: Once the guest has successfully completed the SafeGuest verification process, additional information will become available within the booking details Review the guest’s Arrival Briefing to access relevant booking and stay information Review the guest’s Risk Score to better assess potential booking risks Read the AI-generated Summary for an overview of the guest verification results View booking details: Click the Eye icon next to a booking to open and review details

OwnerRez Tasks

Email Template

In OwnerRez, create an email template (Settings > Templates > Email tab > click the Create Email Template button > select the "Booking" option)Copy and paste the following values into your new email template.

Name:

Verify with SafeGuest

From Name:

{MYCOFULL}

From Address:

{MYEMAIL}

To Name:

{CFULL}

To Address:

{CEMAIL}

Subject:

Verify your identity with SafeGuest

Body:

Hi {CFIRST},

{MYFIRST} verifies every guest before sharing check-in details — their standard policy for all bookings, on every platform.

Your stay at {PNAME}, {BARR} – {BDEP}: under 2 minutes with your government photo ID (passport, residence card, driver's license, or any govt photo ID card).

Complete it here:
{BXRESERVATIONVERIFICATIONLINK}

🎥 The ID photo + selfie step trips most people up — 30-sec demo:
https://www.youtube.com/watch?v=DzsknGhpZkU

Booking reference: {BID} · booked via {BSOURCE}. Your host is happy to confirm this step — message them anytime.

Your ID is encrypted and used only to verify your identity.

Save and Preview.

Trigger

Create a trigger to send your email message by navigating to Settings > Messaging > Triggers > and clicking + Create Trigger to pull up the new trigger screen.

Type:

Scheduled

Event: 

Minutes After > Booking is created > 10 minutes after

Conditions:

Email Address on File is One Of > Has Real Email Address

Action:

Verify with SafeGuest Email Template

View Custom Verification Fields

  • Select a booking: Open the booking you want to review
  • Open Custom Fields: Click the Custom Fields tab.
  • Review verification data: View the risk level, verification link, and related details.

View Custom Verification Fields. Select a booking: Open the booking you want to review Open Custom Fields: Click the Custom Fields tab. Review verification data: View the risk level, verification link, and related details.

Congrats! Your Setup is now complete.

What Data is Transmitted

Property Information Synced from OwnerRez:

  1. Property ID
  2. Name
  3. Description
  4. Nightly Minimum Price
  5. Property Timezone/ User Timezone
  6. Property Type
  7. Full  Address (street 1, street 2, city, state, postal code, country)
  8. Headline
  9. Maximum Occupancy
  10. WiFi Network & WiFi Password
  11. House Rule/ Cancellation Policy
  12. Check-in Instructions
  13. Property Images
  14. Currency Code

Booking Information Synced from OwnerRez:

  1. Booking ID
  2. Reservation Number
  3. Arrival Date and Check-In Time
  4. Departure Date and Check Out Time
  5. Currency Code
  6. Total Amount
  7. Guest First Name and Last Name
  8. Number of Adults, Children, Infants, and Pets
  9. Status
  10. Listing Site
  11. Notes

Custom Fields Information Synced from OwnerRez:

  1. Custom Field ID
  2. Name
  3. Type
  4. Description

Custom Fields Information Synced to OwnerRez:

  1. Verification Link
  2. Risk Level Safe
  3. Risk Level