> ## Documentation Index > Fetch the complete documentation index at: https://docs.conduit.ai/llms.txt > Use this file to discover all available pages before exploring further. # Check-in steps > Use verification rules to pick which check-in steps each guest gets: ID check, agreements, damage waivers, deposits, fees, guest details, questions and more. Verification rules decide which check-in steps a portal shows. Each rule is one step plus the stays it targets. With no rules, portals have no check-in steps. Templates don't set check-in steps. ## Create a rule Needs **Manage Portals**. 1. Go to **Portals > Verification > Rules** and click **New rule** 2. Fill in **Name** (internal) and pick the **Step**. The step can't change after the rule is created 3. Fill in **Title** (what the guest sees) and the [step settings](https://docs.conduit.ai/portals/step-settings.md) 4. Set **Targeting**, or leave it blank to cover every stay 5. Click **Create rule** * New rules are enabled straight away and go to the bottom of the list * **Test in sandbox** opens the [sandbox](https://docs.conduit.ai/portals/test-and-go-live.md#sandbox) with the rule as it is in the editor, saved or not ## Step types | Step | What the guest does | Matching rules | | - | - | - | | **ID check** | Uploads an ID, plus a selfie if you ask for one | First one wins | | **Agreement** | Reads and signs a document | All apply | | **Damage waiver** | Signs a waiver, and pays when it's priced | First one wins | | **Security deposit** | Saves a card for a refundable hold | First one wins | | **Required fee** | Pays a fee | All apply | | **Your details** | Fills in contact and arrival details | First one wins | | **Questions** | Answers your questions | All apply | | **Additional people** | Adds the other people on the stay | First one wins | | **Chekin guest registration** | Registers every guest through Chekin | First one wins | | **Custom gate** | Nothing. It completes when its conditions match | All apply | * "First one wins" means the highest matching rule in the list applies and the rest of that step type are skipped * A matching damage waiver and security deposit become one step, **Choose deposit or waiver**. Either one completes it * Every matching required fee is paid together as one step * Guests see the steps in this order and can do them in any order: agreements, waiver or deposit, ID check, Chekin, fees, your details, questions, additional people, custom gates * The rule list and Submissions call **Your details** "Guest details" ## Targeting All filters must match. A stay with no value for a filter fails **Include** and passes **Exclude**. | Filter | What it matches | | - | - | | **Booking channels** | **Include** or **Exclude** the channels you pick. Stays with no channel count as **Unknown** | | **Reservation sources (advanced)** | **Include** or **Exclude** exact PMS source values, like owner stays. Matching is case-sensitive | | **Min nights**, **Max nights** | Stay length | | **Check-in days** | Weekday of the arrival date | | **Booking date** | When the reservation was created: **Before**, **On or before**, **On**, **On or after** or **After** a date, in the workspace time zone. Stays with no booking date don't match | | **Booked within** | Reservations created this many days or fewer before check-in. **Apply when booking time is unknown** also matches stays with no booking date | | **Listings**, **Listing groups** | A listing you pick, or one in a group you pick | | **Bedrooms**, **Bathrooms** | **Exactly** or a **Range**. Listings with no count don't match | | **Custom attributes** | Contact attribute values when the portal is sent, up to 20 conditions | | **Skip returning contacts** | Contacts without a past completed stay | | **Only when the guest answers** | Required fees only. Answers to choice questions in a **Questions** or **Your details** rule higher in the list, up to 20 conditions | ## Order, switch off and delete The **#** column is each rule's priority, with 1 at the top. * Drag a row, or use **Move up** and **Move down** in the **⋯** menu * The **Enabled** switch saves right away, with no confirmation * **Delete** in the **⋯** menu can't be undone. Guests who started its step keep it * There's no duplicate * A question rule used by a fee's **Only when the guest answers** can't be switched off, deleted or moved below that fee ## Changes reach portals already sent Every rule change counts: creating, saving, switching, reordering and deleting. * Portals update within a few minutes of the latest change * A stay updates right away when its reservation changes on a PMS sync * Steps the guest hasn't started follow the new rules. A step the guest started keeps the version they started, and paid fees stay * Portals past checkout, expired or completed portals, test links and finished check-ins don't change Switching off or deleting a rule can complete check-in for guests who only had that step left. That starts **Portal check-in completed** workflows. ## Priced steps need Stripe Once the workspace has an **Active** template or stay portals, these steps need a Stripe account with charges enabled: security deposits, required fees and priced damage waivers. Without one, creating, switching on or saving them shows **Connect Stripe and finish onboarding before using paid portal content.** See [Payments](https://docs.conduit.ai/portals/payments.md#connect-stripe). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.