Overview
To ensure a smooth experience for guests and reduce communication issues, we now ask guests to confirm their contact information when accessing the Guest Portal for the first time. This quick check-in step helps guarantee that key information (like phone number and email) is correct and verified - unlocking access to features like security deposits, guest verification, and rental agreements.
What is the Check-In Form?
The Check-In Form appears the first time a guest opens the Guest Portal for a reservation that includes any tasks - such as a security deposit, rental agreement, or guest verification.
Before accessing the portal, guests will:
Review and update their contact information - name, email, and phone number.
Verify their phone number via a one-time passcode (OTP).
Optionally opt-in to allow the host to contact or market to them.
This form ensures we have accurate, secure contact details - especially important for guests booking via OTAs where phone numbers and emails may be incorrect or virtual.
Why This Matters
Improved Guest Experience: Guests can receive OTPs and complete tasks without issues.
Better Communication: With verified email and phone numbers, hosts can stay in touch with guests more reliably.
Increased Task Completion: Guests are more likely to complete key pre-check-in tasks when they can access the portal successfully.
More Revenue Opportunities: A working portal means guests can complete upsells, deposits, and other required actions.
When Will Guests See This?
Currently, only guests with tasks in their reservation will be shown the Check-In Form. That includes:
Security deposits
Guest verification
Rental agreements
If a reservation doesn’t include one of these, the guest can still access the portal as usual.
Is This Secure?
Yes. The Guest Portal uses a unique 32-digit URL and OTP-based verification for secure access.
With the Check-In Form:
We validate phone numbers or e-mail via OTP
We avoid relying on outdated OTA relay info
We secure sensitive actions (e.g., payment, upsells, smart locks) to verified guests only
What Happens After?
Once a guest completes the Check-In Form:
Their contact info is saved to the reservation.
The name / phone / e-mail of any guests who opted-in to contact will be updated in the reservation thread
They can complete their tasks and manage their stay as usual.
Tip: Use %guest_portal% to Share the Link
Add the %guest_portal% shortcode to your messaging rules for accepted bookings. This ensures guests receive a secure link to access the Guest Portal - and now, the Check-In Form too.