WelcomeLink: How To Get Started
To get started with the Screening Portal, you will need to customize your screening portal to match your company’s brand, upload the house rules and guest agreement as well as connect your Stripe account.
1. Guest Portal
1a. General
- Here you will need to update your preferences for what you’d like to collect from your guests prior to confirming their booking. Additionally, you will also be able to customize your branding including a company logo and colors.
1b. Screening Questions
- It’s important to ask the right questions. Here are some examples of good screening questions to ask your guests:
- 1. Please tell me more about yourself and your group.
- 2. What are your plans for your stay?
- 3. Do you have a LinkedIn profile or other professional online presence?
- 4. Do you have any special requirements for your stay?
- 5. Do you have any questions about the property?
- 6. Will you need parking?
- 7. Do you have any plans to use the kitchen?
- 8. Do you have any pets traveling with you?
- 9. Confirm you have read the house rules and that you agree to the house rules?
1c. House Rules
- It's important that you list all house rules here for guests to read and agree to.
1d. Guest Agreement
- It is recommended that you have a guest agreement. If you have one already, simply upload the agreement here. If you don’t have an agreement yet, simply write one out using the text box editor. Your guests will be asked to read this agreement thoroughly before signing.
2. Listings
- Switch on Guest Screening for your listings here. You can choose which listings you’d like guest screening to be active for. We recommend activating guest screening for all listings.
3. Guest Messages
- Guest screening comes pre-configured with an email and sms template.
- SMS templates should be strictly 160 characters, so be careful about the amount of words used.
- It is recommended to include the variable {Link} in your email and sms notifications so that the guest screening link is automatically added and sent to your guest
4. Settings
4a. Company
- Add your company name and a link to your website here. Once this has been done, your company name will be displayed in the footer on the screening link and your company logo will be hyperlinked with your company’s website link.
4b. Advanced
- Connect your stripe account here in order for the credit card verification functionality to work on the screening portal. Simply follow the steps when clicking ‘Connect’.
- Adding a custom domain will present your screening link seamlessly with your company’s name and brand. For example, your screening link will be presented as www.screening.yourdomain.com
Once you have customized your screening portal, you can enable guest screening by following the steps below:
- Login to your Alertify dashboard and navigate to ‘Screening’.
- Select ‘Listings’ at the top and enable the listing you’d like guest screening for.
- Once enabled, all new guests from your property management system (PMS) will receive the screening link.
FAQs: Guest Verification Portal
1. How do I activate Guest Verification for my guests?
Guest verification can be used manually by creating a new guest to send the screening link to. To activate automatic guest verification, you will need to be integrated with a PMS on your Alertify dashboard and have your units linked. Once you have done that, you can go to “Screening” and then “Listings” and activate all the listings you want guest screening for.
2. Why should I collect guests’ IDs and ask them for a selfie? Is this necessary?
It's a good idea to request guests to provide a copy of their ID and a selfie. This helps verify their identity, including their government-issued name, and ensures it matches the information they provided. Asking for a selfie also allows you to match it with their ID. This process ensures that the person booking the reservation is who they claim to be, and helps you have accurate information in case of any disputes.
3. Why should I set-up Stripe and ask guests for their credit card information?
Connecting your stripe account to the guest verification portal allows you to verify the guest’s credit card information. Verifying a guest’s credit card helps minimize fraudulent chargebacks and allows hosts to check if the credit card information aligns with the guest’s name on the card. If it does not, hosts have the ability to get ahead of any potential issues by contacting the guest and getting the right information before their stay or to simply decline the guest’s booking request.
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