Guest Identity
Full legal name plus contact phone and email to confirm reservations and manage changes.
A concise schedule reduces double bookings, clarifies guest obligations, and documents payment and cancellation terms for enforcement and accounting purposes.
The schedule also supports accounting, occupancy tax reporting, and dispute resolution with documented dates, payments, and guest acknowledgements.
Full legal name plus contact phone and email to confirm reservations and manage changes.
Check-in and check-out dates in MM/DD/YYYY format to control occupancy and calendar sync.
Room name or number and bed configuration to allocate housekeeping and avoid double-booking.
Nightly rate, applied fees, and local lodging tax note for accurate billing and remittance.
Amount collected, payment method, and refundable/nonrefundable designation to resolve disputes.
Policy code or text and cutoff date for partial/full refunds and chargebacks.
| Field | Configuration |
|---|---|
| Reservation Form | Embed required fields: name, dates, room, card details. |
| Deposit Handling | Set automatic capture or authorization on booking. |
| Confirmation | Auto-email PDF receipt and booking schedule entry. |
| Calendar Sync | Push to property calendar and OTA channels to prevent double-booking. |
Use authenticated delivery and audit logs when confirmations must be defensible for disputes or tax audits.
Date or time by which a deposit must be received to hold the room.
Last date eligible for partial or full refund per your policy.
When remaining charges must be paid before check-in.
Monthly or quarterly filing deadlines for lodging taxes.
Periodic reconciliation date for payments and occupancy records.
Record request and requested dates to begin availability check.
Take deposit and confirm reservation on the schedule.
Verify outstanding balances and arrival logistics.
Finalize charges, update occupancy, and release room.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |