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Create a Rental Agreement

Abby Grous avatar
Written by Abby Grous
Updated this week

Create a Rental Agreement Template

If you need help, check out an example rental agreement.

  1. Go to Guest Experience, navigate to Guest portal, and open the Rental Agreements page

  2. Click the +Add new button

  3. Add your rental agreement text

    1. Use short codes for dynamic content (eg. %guest_full_name%). See list of short codes.

    2. New! Use fillable fields to collect additional information from guests. See Adding Fillable Fields to Rental Agreements

    3. You can format the text with headings, bullets, and the like

    4. You do not need to add a signature block

  4. Optional: if applicable, you can now choose to require your guest to go through ID verification when signing the rental agreement. Learn more about ID Verification in Rental Agreements.

  5. Optional: set a length of stay condition. If you only need to collect rental agreements, for example, on bookings over 30 days, you can set "min 30 nights" as a condition.

  6. Scope the agreement to one or more platforms and properties

  7. Click save

Pro Tip! To avoid going back to the guest with another agreement on alterations, have language in your Agreement to note that the agreement applies to any alterations.

Update Your OTA Listing to Include your Rental Agreement

To ensure your guests are aware that they will be required to sign a rental agreement when booking, update your OTA listings to include the terms of your rental agreement.

For more information see:

Customize Rental Agreement for Different Properties or Platforms

You can create multiple rental agreements in your account. Each agreement can be scoped to a specific property or a specific booking platform, ensuring it only applies where it’s relevant.

Update Your Messaging Rules to Prompt Guests to Sign the Rental Agreement

To get guests to sign the rental agreement as soon as you've accepted the booking, update your New Reservation messaging rule to include a link to the guest portal.

Add the %guest_portal% short code to the message, which will be populated with a link to the Hospitable guest portal. The short code will contain the URL only, so be sure to add some context for the guest.

Common Issues and Solutions

Missing Shortcodes in Messaging Rules

If you encounter an error such as “Some confirmation messaging rules are missing guest portal shortcodes,” it's likely that the %guest_portal% shortcode is missing in the "New Reservation" messaging rule. To fix this:

  1. Navigate to your messaging rules.

  2. Open the "New Reservation" rule.

  3. Replace the %rental_agreement% shortcode with %guest_portal% to consolidate booking requirements into the guest portal. This resolves disruptions caused by incomplete or inaccessible booking tasks.

Automated Messaging Stops After First Message

Ensure the "New Reservation" messaging rule includes the %guest_portal% shortcode. Omitting it may prevent further scheduled messages from being sent if critical tasks, such as signing the rental agreement, remain pending.

Security Deposit Completion Guidance

To simplify security deposit processes, include the %guest_portal% shortcode. This automatically directs guests to their portal for completing all required tasks, such as signing agreements and making payments.

Can a guest portal link be manually added?

No, avoid using manual links. The %guest_portal% shortcode ensures that guests receive dynamically generated, accurate links tailored to their reservations.

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