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Is there a way to record rental agreements signed outside of OR?

Dewey Getaway
May 29, 2020 2:53 PM
Joined Feb, 2020 49 posts

I'm converting direct bookings I took earlier this year (before I joined OR) to OR bookings. I have a trigger set so that guests get a check-in emails 7 days before arrival but would like to keep the requirement that the rental agreement is signed before this email is sent. However, I noticed for my test converted "legacy" (eg, before I joined OR) booking, the email schedule indicates: "Status: Can't Run Yet This trigger doesn't apply to this booking because there is no rental agreement on file but the trigger requires one."
These guests signed a legal agreement via HelloSign before I joined OR. Is there a way to upload these agreements or some place to indicate the guest has signed a rental agreement outside of OR, similar to how we're able to record a payment via "Credit Card processed elsewhere."?

Ken T
May 29, 2020 3:16 PM
OR Team Member Joined Aug, 2019 1403 posts

There is not currently a way to record that they've signed an outside agreement, no.

However, you can upload the file and associate it with the booking. Just go to the Files tab of the Booking - you can store anything you like in there.

Dewey Getaway
May 29, 2020 3:46 PM
Joined Feb, 2020 49 posts

Thanks for the response. So I guess this means that I'll have to remove the legal agreement requirement from my trigger or send the email manually to those converted bookings?

Jenny O
Dec 24, 2022 1:41 PM
Joined Aug, 2022 15 posts

Any news on getting this feature added?  I'm encountering the same issue.