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Bookings

Rental contracts

Create a contract template, generate the PDF with the booking data and publish it in the guest portal.

Three steps

In the booking's documents area, the contract follows three steps:

1. Guest document — request and review the identification.

2. Contract data — check what is still missing.

3. Contract — generate it from a template, or upload a finished one.

The second step shows, in a single block, what blocks generation and what would simply come out blank. You fix the data right there, without leaving the booking.

Before generating

Two things are required:

  • The property must be linked to a managing company. That company signs the contract and issues the receipts.
  • The contracting guest must have a full name and a document.
  • Nationality, address, phone, email and date of birth are optional. If they are blank, the contract is generated with the gap and the system warns you beforehand.

    Contract templates

    Under Settings, in the System group, you'll find Contract templates. Each template is a text with variables in double braces, which the system replaces with the booking data.

    Variables are available for the guest, the document, the property, the dates, the number of guests, the amounts, the instalments, the security deposit and the managing company.

    A variable that doesn't exist comes out empty and is flagged in the preview, so you can fix the text before generating.

    Generate and publish

    In step 3, pick the template and open the preview. It shows the contract already filled in with the booking data. If it looks right, generate the PDF.

    The generated contract keeps a copy of the data used at that moment. Editing the template afterwards does not change a contract that has already been generated.

    You can then publish the contract in the portal for the guest to download, or withdraw its visibility later without losing the history.

    You can also upload a finished contract, produced outside the system, and make it available in the same place.

    Managing company

    Also under Settings, in the System group. One account can manage properties belonging to different companies, and each property points to its own.

    The registration accepts a Brazilian CNPJ or CPF, or a foreign registration. In that case you enter the country and the registration number, which covers companies outside Brazil.

    Issued documents keep the company details exactly as they were on the issue date.

    What this feature does not do

    There is no electronic signature, no digital certificate and no automatic reading of the document the guest uploads. Contract data comes from the registration, not from the passport image.

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