ID check
Conduit AI review adds these settings:
- IDs that aren’t auto-approved wait in Submissions. With auto-approve off, that’s every ID
- An unreadable ID is rejected straight away so the guest can try again
- Picking Didit turns Auto-approve on a clean pass on. Didit needs no setup
Agreement
- Document format: Rich text (default) or Upload PDF
- In rich text, Add variable (the
{ }button, or type/) inserts stay details: guest name, email and phone, listing name, address and city, check-in and checkout dates and times, nights, party size, max occupancy, confirmation code, booking channel, reservation ID, business name and today’s date - A PDF can be up to 10 MB and 100 pages. Drag fields onto it from Fields (text, email, phone, date, checkbox, radio, select, acknowledgment, initials and signature) or Autofill (guest, stay and listing details). It needs at least one Signature, with up to 100 fields
- The guest adopts a signature once, then taps each signature field
- Agreements can’t be priced or optional
Damage waiver
A waiver uses the same Document format, text and PDF fields as an agreement.- Percentage prices need the stay’s amounts from Hostaway, Guesty, Track or Mews. Until the price resolves, the guest sees Price pending and can’t finish the step
- A declined waiver is recorded with the terms shown, a timestamp and the device details
Security deposit
- The guest saves a card with Save deposit card. The hold is placed later and isn’t a charge
- Holds renew automatically when they’d expire before the release date
- If the card fails, the guest sees Action needed and saves a card again, and the submission shows Deposit card failed
- Collect, release or renew holds from Security deposits
Required fee
- Every matching fee is paid together as one step
- Only when the guest answers under targeting adds a fee for certain answers only. See Targeting
Your details
A new rule starts with Full name, Email, Phone and a required Expected arrival time.- Field types: Full name, Email, Phone, Number of guests, Expected arrival time and Expected departure time, plus Short text, Long text, Country, Single select, Multi select, Checkbox, Photo upload and Document upload
- Each field has a Label, Helper text, Placeholder and Required switch, up to 30 fields. Choice fields need 2 or more options
- Save email to Conduit and Save phone number to Conduit (both on) add the answers to the guest’s contact. They don’t update the PMS
- Phone numbers need the + and country code, for example +44 7700 900123
- Number of guests > Update guest count (off) writes the new count to the reservation. Add guests goes up to the listing’s max guests, Remove guests goes down. Hostaway and Guesty support both, Track only adds
- Save answer to a contact field writes a custom field’s answer to a contact field
- Uploads are up to 10 MB. Photo upload takes JPG, PNG, HEIC or WEBP
Questions
Questions use the same custom field types as Your details, without the predefined ones. A rule takes up to 30 questions, and choice questions need 2 or more options.Additional people
Chekin guest registration
Registers guests with police and tourism offices through Chekin. It needs a Chekin account connected in Settings > Connections.- Let guests scan their ID (on) fills the form from a photo of the passport or ID card
- Submissions shows each guest’s registration, with Resend to police when it failed
Custom gate
The guest can’t do anything on this step. It completes when its conditions match.- Complete when: All conditions must match or Any condition can match, up to 20 conditions
- Conditions: Payment > Paid in full (the PMS payment status), Reservation custom fields or Contact attributes
- It’s checked on every reservation sync and when a contact attribute it uses changes
- The guest sees Done as soon as the conditions match. The gate passes once every other step is done
- With Require completed check-in to view details on in Defaults, the door code stays hidden until the gate passes