How To: Configure Boarding Pass - Agreement Form – Lynx

How to Configure Boarding Pass - Agreement Form

The Agreement Form is a digital document that allows you to collect your guests’ legal acceptance of house rules and property policies. This guide covers how to enable, customize, and manage these agreements.

When to Use This Guide
Benefits of Using the Agreement Form
Step-by-Step Process
Platform Constraints & Fixed Elements
Key Customizable Features
How to Download a Signed Agreement
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The Agreement Form is displayed on the Guest Portal as part of the pre‑check‑in flow, typically appearing after the Guest Information Form..

When to Use This Guide

When you need to set up mandatory house rules for guests to sign before arrival.
When updating property policies, damage clauses, or noise limits.
When you need to retrieve a signed record for a specific guest stay.

Benefits of using the Agreement Form

Legally Verifiable: Create records of consent with secure digital signatures.
Reduced Disputes: Ensure guests acknowledge policies proactively.
Automatic Storage: Signed agreements are stored automatically with each booking record.
Compliance: Maintain records required by local regulations or insurance.

Step-by-Step Process

Platform Constraints & Fixed Elements

To maintain legal compliance and ensure technical stability across all devices, the following elements are fixed and cannot be modified:
Standardized Form Layout: The form's structure and sequence are predefined to ensure a consistent user experience.
Signature Box Placement: The signature field location is locked to meet specific legal formatting requirements.
Static Input Fields: You cannot add supplemental questions or custom text boxes to this specific template.
Widget Restrictions: This interface does not support the integration of third-party widgets or external interactive elements.

The signature box is automatically placed at the end of the agreement form guests must provide a digital signature to submit the form Submission is blocked until a signature is addedd..

Key Features

Full Text Customization: Support for bolding, bullet points, font sizes, and highlighting within the editor.
Brand Alignment: Customize the submission button text and colors to match your property’s theme.
Mandatory Signature: Submission is automatically blocked until a digital signature is provided.
Metadata Tracking: The system automatically captures IP addresses and timestamps for legal validity.

How to Download a Signed Agreement

Navigate to the Property tab and open the concerned Property:
Open Stay and select the relevant booking. Navigate to Documents / Agreements, and you can see the boarding pass information

You can access and download the boarding status from the Reports section under Check-In Report
Past stays: Boarding pass submissions and signed agreements can also be previewed and downloaded for completed stays. Open a completed stay in the Lynx portal to review the past stay journey. See: Recipe: Find a past guest's paperwork without digging through email
Historical timeline: The Lynx portal opens a pop-up showing the full timeline of the guest's activity. Use the phase tabs (All, Inquiry, Pre-checkin, Guest Welcome, During Stay, Checkout, and Post-checkout) to filter the timeline, or focus specifically on boarding pass events.
Preview and download: For any boarding pass event, you can preview the completed form details, review the signed agreement, and download the documents directly from your browser.

Important Note: Boarding pass details and signed agreements can be downloaded for past stays. The past stay view keeps data for up to six months, after which activity is archived; for older stays, retrieve the documents from the original notification emails. Past stays open a detailed historical timeline pop-up rather than the quick-overview widget, and this view currently covers boarding pass and signed agreement activity only.

Steps	Actions
Step 1:Navigate to Group and Guest Portal White-Label option	Navigate to the Guest Portal menu title and click on the edit icon on Guest Portal White-Label
Step 2:Navigate to the Agreement option under the Guest Portal White-Label	Navigate to the Agreement to control whether the Agreement Form is visible to guests Enabled → The Agreement Form is shown to guests on the Guest Portal Disabled → The Agreement Form is hidden and skipped completely
Step 3:Navigate to the icons for the Display Agreement Form	You can customize the Following things on this page: Title Description Agreement Content You can modify the title anytime.
Step 4:Navigate to the description to show the Agreement and edit the content	Use the description to explain the agreement’s purpose, provide signing instructions, and highlight key points for your guests.
Step 5: Navigate to the edit icon to customize the agreement	You also have the option to customize the agreement. Tailor the Text: Fully replace or edit the default template to align with your specific property policies. Format for Clarity: Use tools like bolding, highlighting, custom fonts, and lists to make the document readable. Cover Essential Policies: Include critical details such as house rules, check-in/out times, smoking and pet policies, liability clauses, and local compliance
Step 6: Navigate to the Manage form settings, customize the text and color.	You can customize the submission button’s text and color scheme to ensure the form aligns perfectly with your brand or property theme.