> ## 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.

# Step settings

> Settings for each check-in step: ID check, agreement, damage waiver, security deposit, required fee, your details, questions, additional people, Chekin and custom gate.

Every step has a **Title** that guests see. Agreement and waiver text and deposit instructions are required, and take variables. ID check, required fee, Chekin and custom gate steps need **Instructions**. Your details, questions and additional people have an optional **Description** instead.

## ID check

| Setting | Default | What it does |
| - | - | - |
| **Accepted documents** | Passport or driver's license | Shown to the guest on the verification screen |
| **Verification method** | **Conduit AI review** | **Conduit AI review**, **Didit identity verification**, or **Autohost identity verification** with a connected Autohost account |
| **Auto-approve on a clean pass** | Off | Approves IDs that pass review with nothing flagged |

**Conduit AI review** adds these settings:

| Setting | Default | What it does |
| - | - | - |
| **Require a live photo of the ID** | Off | The guest takes the photo with their camera instead of uploading one |
| **Require the back of the ID** | Off | The guest adds the back of a driver's license or state ID |
| **Require a photo of the person checking in** | Off | The guest takes a selfie, compared with the ID photo |
| **Flag a name mismatch** | On | Holds the ID for review when the name doesn't match the reservation |
| **Flag a selfie mismatch** | On | Shows when the selfie is required. Holds the ID when the selfie doesn't match |
| **Flag guests under an age** | Off | Holds the ID when the guest is under the age you set |
| **Flag guests who live nearby** | Off | Holds the ID when the address on it is within the distance you set |

* IDs that aren't auto-approved wait in [Submissions](https://docs.conduit.ai/portals/submissions.md#review-an-id). 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.

| Setting | Default | What it does |
| - | - | - |
| **Charge for this waiver** | Off | Charges the guest after they sign |
| **Charge type** | **Flat** | **Flat**, **Per night**, **% of ADR** or **% of total fare**. Both percentages have an **Include fees** switch and start at 20 |
| **Min price**, **Max price** | Any | Keeps the price in a range. Every type except Flat |
| **Minimum nights** | None | Stays shorter than this get the waiver free |
| **Optional step** | Off | The guest can decline instead of signing |

* 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

| Setting | Default | What it does |
| - | - | - |
| **Amount** | None | The hold, above 0 |
| **Place the hold** | 3 days before check-in | 1, 2 or 3 days before check-in, or right away when check-in is sooner |
| **Release the hold** | 3 days after checkout | **At checkout**, or 1 to 7 days after checkout |
| **Optional step** | Off | The guest can decline instead of saving a card |

* 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](https://docs.conduit.ai/portals/payments.md#security-deposits)

## Required fee

| Setting | Default | What it does |
| - | - | - |
| **Charge type** | **Flat** | **Flat**, or **% of ADR** charged once per stay |
| **Use reservation details** | Off | Flat only. Prices the fee from a **Count** on the reservation: **Guest count**, **Additional guest count** (guests minus 1) or **Pet count** (the default) |
| **Pricing** | Per guest or per pet | Per guest or pet, per guest or pet per night, or **Flat**. Guests confirm the count and can raise it up to 50 |

* 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](https://docs.conduit.ai/portals/check-in-steps.md#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

| Setting | Default | What it does |
| - | - | - |
| **Use reservation guest count** | Off | Sets the minimum to the reservation's guest count minus 1. Guests can add more |
| **Minimum** | 0 | |
| **Maximum** | 12 | Up to 50 |
| **Fields per person** | **Email** and **Phone**, optional | **Full name** is always collected. Add **Short text**, **Email**, **Phone** or **Image upload**, up to 20 |

## 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](https://docs.conduit.ai/portals/submissions.md) 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](https://docs.conduit.ai/portals/defaults.md#check-in), the door code stays hidden until the gate passes


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.