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Learn how to use the platform along with some tips and tricks

Require documents from customers

Ask customers to upload documents, like a certificate of insurance, before you accept their booking request.


Each application at your venue can ask customers for documents, like a certificate of insurance or a business license. Ask for anything you need before you'll accept their booking. Mark a document as required and a customer has to upload it before they can submit the application. You'll see what they attached when you review their booking request.

Ask for a document

  1. Click Configuration in the left-hand menu.

  2. Click Applications.

  3. Click the edit icon next to the application you want to change.

    The Applications list, with the edit icon for the application template

  4. Scroll to Requested Documents.

  5. Click Add document request.

    The Requested Documents section, with Add document request

  6. Fill in a Name for the document.

  7. Add a Description to tell the customer more about what you need (optional).

  8. Leave Required? set to Yes so they must upload it, or choose No to make it optional.

    The new document request, with Required set to Yes

  9. Click Save application.

Change or remove a document request

  1. On the Requested Documents list, edit the Name, Description or Required? for any request directly in the table.
  2. To remove one, click its trash icon.
  3. Click Save application.

Can't find what you need?

Our support team will help you out.

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