Experience the difference of "Elite".

Conditions for Custom Fields

Valerie R
Jan 8, 2023 11:08 AM
Joined Sep, 2019 121 posts

I was wondering if there is a way to create a setting in OwnerRez to not require an ID during the checkout process if a guest already has an ID on file?

I created a required field in Custom Fields to be shown during the checkout process to require the guest to upload a copy of their ID. I love that feature as it omits the manual process we used before for every guest to submit a copy of their ID.

However, when we already have a guest who has submitted an ID for their first booking, they have to keep submitting their ID for repeated bookings.

I use an"ID Received" tag to identify guests who have submitted their IDs already and thought that if it was possible to add a condition to the required custom field for collecting IDs to skip that requirement if the guest's contact record contained the "ID Received" tag, that would solve the problem.

Does anyone know of a way that this can be done already? If not, maybe the developers at OwnerRez could add this to their list of possible improvements in the future.

Ken T
Jan 9, 2023 4:28 PM
Joined Aug, 2019 1707 posts

There is not, and, I'm not sure this would be a good idea, as by default OwnerRez stores guest data basically forever, but IDs do expire.

Valerie R
Jul 10, 2024 2:14 PM
Joined Sep, 2019 121 posts

I'm replying to this (old) topic again because this continues to be a pain point for me and I can't imagine I'm the only one.

There should be a way for OwnerRez to recognize that a repeat guest should only be required to sign a new rental agreement for a subsequent booking, but not have to upload another copy of their ID, since they've already provided one when they submitted their first booking.

Ken, we only ask to see the ID to verify their name and date of birth, so it doesn't really matter if the ID is expired or valid since that information does not change.

I thought a good way to handle this would be to be able to add a condition to a custom field to only present that field during the booking process if a certain tag was not present on their contact record.

Has anyone else figured out a way to avoid having your repeat guests supply a copy of their ID on every booking? I'd like to know, if so!