Introduction
The Rental Agreement solution lets you tailor agreements to match your policies and branding, with GuestWisely generating and managing them automatically for each guest.
With the Agreement Configurator, you can choose specific properties, customize section titles, edit system-fed content, and add custom or free-text sections. Key details—like guest, reservation, and property info—are auto-filled for accuracy and efficiency. You can also hide irrelevant sections, modify predefined content, or add entirely new ones to match your style.
Your logo and color scheme are applied by default to all documents. When ready, preview your agreement in the built-in Preview Panel to see exactly what guests will see. If preferred, you can upload your own agreement—for one or multiple properties.
The Rental Agreement is a key component of the Documents Management module. Learn more about the Documents Management module here.
User Guidance
When accessing the Rental Agreements feature under Solutions > Documents > Rental Agreements, you'll find this tutorial along with additional guidance under the “User Guidance” tab. This section offers tips and insights directly in GuestWisely to help you configure and manage your rental agreements easily and effectively.
Next, head over to the Agreement Configurator tab to start personalising your rental agreement.
Agreement Configurator
Use the Agreement Configurator to tailor rental agreements by select properties, modify section titles, edit auto-filled details, and add or hide sections. Users can also adjust system-populated information, insert free-text sections, and save templates for individual or multiple properties.
1. Select the property for the rental agreement from the configurator, as shown above.
2. The Rental Agreement includes an automatically added logo, which can be edited if needed in the Brand Integration section.
3. Titles for sections in the agreement are customizable. If you wish to change the default titles, simply click on it and adjust it to match your business needs.
Automatically fed information
Several pieces of information are automatically populated from different sections within the system, such as:
Manager details: This information comes from the Account Settings, under the Your Profile section.
Guest and Transaction details: These details are automatically updated based on booking data.
Property Name, Address, Description: These details are pulled from various sections of the Property Profile.
Reservation confirmation, check-in/out times, and amounts payable: These details are pulled from various sections of the Booking details.
Editing information
To change pre-filled information, click:
The cog icon , on the right, within the section. This will take you directly to the settings where the information is configured.
The edit icon , on the right, is within the section. This will allow you to modify some of the terminology.
Hiding sections
You can hide any unneeded sections by clicking the appropriate icons as shown here:
Free text sections
Free text sections such as the introduction at the top are available. Simply click on it and edit the text. This text does not come from anywhere else in the system.
In the same way, certain text, in sections related to system settings, can be edited individually.
Some parts of the text cannot be directly edited because certain information in the middle is pulled from the settings. For example, to update the damage deposit amount, you'll need to edit the Payment Policies.
Adding new sections
You can add new sections by clicking on the +Add Section button, giving it a name, and adding the text you want to include.
Save as a template
Once satisfied, save the changes either for the current property or for multiple/all properties.
When saving for multiple/all properties, specify which sections apply to which properties and confirm. Any manually created sections outside these checkboxes will always be saved for selected properties.
Preview Panel
After making all the necessary changes to the rental agreement, you can view a preview in the Preview Panel.
In a booking, along with the rental agreement, guests can also access documents like directions, invoices, and receipts shared via email.
Upload your own Rental Agreement
If you prefer not to use the configurator, you can upload your own rental agreement under Rental Agreements > Upload your own. However, the system will not be able to edit the document, and it will contain fixed information.
You can choose to save the agreement for a single property or apply it to multiple properties.
Logo & color scheme
The Rental Agreements include your logo by default, which is automatically applied and can be customized in the Account Settings > Special Preferences > Brand Integration section. In the same area, you can also adjust the color scheme to ensure they align with your brand identity.
The Rental Agreement is a key component of the Documents Management module. Learn more about the Documents Management module here.
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