Document Fulfilment Options
Choose how documents are completed during the booking process
This article explains the different ways Hosts can manage how customers complete and submit booking-related documents within SpacetoCo. It’s aimed at Hosts who are configuring document templates and want to streamline the submission process.
Fulfilment Options
When creating or editing a document template, you can choose from these fulfilment types:
Upload Required
Multiple files can be added by you/the customer. Expiry date can be configured as part of this fulfilment option.
Upload Optional
Useful if a second file/s needs to be added that could be optional, and isn't critical to the approval of the overall document
Primary Question
Choose from your existing question list (app.spacetoco.com/dashboard/host/questions). This functions in exactly the same way as the checkout, and will include secondary questions if they are nested under the primary question.
Acknowledgement
Allowing the customer to acknowledge a simple statement
Signature
Allowing them to sign overall, or acknowledge a statement with their signature
For all fulfilment options, you can either request these from the customer or manually fulfil these yourself as the host. Either way, the customer will have full access to the documents attached to their account.
Further configuration options
In addition to the above, 'Sample Files' can be provided (for Upload Required, Acknowledge & Signature) to the customer in the form of either a public URL, or a file upload.
Host Fulfilment vs Customer Submission
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You can require the customer to complete documents per your selected method.
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Alternatively, manually fulfil the requirement if you’ve already received the documentation via alternative communications
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In either scenario, customers retain access to any documents associated with their booking.