Request Guest Sign Renter Agreement Template and Trigger

Except for direct bookings, you may receive some, but not all, of a guest's contact information from listing channels (e.g., Airbnb, Booking.com), and you may want to ask them to sign your rental agreement. Follow these instructions to automatically request that guests sign your rental agreement using OwnerRez templates and triggers.

Check out our Template and Trigger Examples support article for other guest messaging ideas.

Important: Don't use platform proxy emails, such as "joe12345@messages.booking.com"—these aren't real addresses and don't reliably work for direct communication. Instead, consider using OwnerRez's in-app channel messaging for Airbnb, Booking.com, and Vrbo.

Email Template

Create an email template by navigating to 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:

Request Channel Booking Guest With Contact Information to Sign Renter Agreement Email Template

From Name:

{MYCOFULL}

From Address:

{MYEMAIL}

To Name:

{CFULL}

To Address:

{CEMAIL}

Subject:

{PDISPNAME} Renter Agreement to Complete

Body:

Hi {CFIRST},

Thanks for booking {PDISPNAME}!

I have entered your {BSOURCE} booking into our main booking system.

Please take a minute to click on the following link to share your contact information and to complete our renter agreement.

e-Signature form for Booking # {BID}

If the above link does not work, please copy and paste the URL below to access the Rental Agreement for signature.

{BUFIXUP}

If you could take care of this ASAP, that would complete your booking for {PDISPNAME}.

Talk to you soon, and thanks for choosing {PDISPNAME}!

{MYFIRST}

Email template preview:

Request Channel Booking Guest With Contact Information to Sign Renter Agreement Email Template Preview

Channel Template

To create a channel template, go to Settings > Templates > Channel tab > click the Create Channel Template button > select the "Booking" option. Copy and paste the following values into your new Channel template.

Name:

Request Channel Booking Guest With Contact Information to Sign Renter Agreement Channel Template

Body:

Hi {CFIRST},

Thanks for booking {PNAME}!

I have entered your {BSOURCE} booking into our main booking system.

Please take a minute to copy and paste the URL below into a new tab to share your contact information and access your Rental Agreement for signature.

{BUFIXUP}

If you could take care of this ASAP, your booking for {PDISPNAME} will be complete.

Talk to you soon, and thanks for booking!

{MYFIRST}

Channel template preview:

Request Channel Booking Guest With Contact Information to Sign Renter Agreement Channel Template Preview

SMS Template

To create an SMS template, go to Settings > Templates > SMS tab > click the Create SMS Template button > select the "Booking" option. Copy and paste the following values into your new SMS template.

Name:

Request Channel Booking Guest With Contact Information to Sign Renter Agreement SMS Template

To:

{CPHONE}

Body:

Hi {CFIRST}, I got your {PDISPNAME} booking in our system, and I sent you an email. Let me know if you don't get it. Thanks, and we'll talk soon! ☕

SMS template preview:
Request Channel Booking Guest With Contact Information to Sign Renter Agreement SMS Template Preview

Create 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.

Event:

As soon as booking is created

Conditions:

Listing Site is one of Vrbo
Email Address On File Status is one of has real email address
Renter Agreement Signed Status is No 

Action:

Request Channel Booking Guest With Contact Information to Sign Renter Agreement Email Template via Email

Trigger example:

Trigger to Send Booking Template Requesting Channel Booking Guest With Contact Info to Sign Renter Agreement

Variations

Each trigger sends only one message template. How you configure your trigger gives you a lot of flexibility in guest communication.

Your email, channel, and SMS trigger options all share these common settings:

Type: Immediate

Immediate:

Booking > As soon as booking is created

Condition:

Renter Agreement Signed Status is No

Then configure based on your contact information collection:

  • Without guest contact information (Airbnb, Booking.com, etc.)
    • Condition: Listing Site is one of > Airbnb, Booking.com
    • Action: Send "Request Guest Sign Renter Agreement" channel message template
  • With guest contact information (Vrbo):
    • Conditions:
      • Listing Site is one of > Vrbo
      • Email Address on File Status is one of > Has real email address if sending an email template
      • Phone Number on File Status is one of > Yes if sending SMS template
    • Action: Send "Request Guest Sign Renter Agreement" email or SMS template