Documents in AdvanceCM: Fast, Consistent, Ready to Send—and Sign
Documents in AdvanceCM: Fast, Consistent, Ready to Send—and SignIf you regularly send the same types of contracts, forms, or informational documents in your property management workflow, you’ll love Document Templates in AdvanceCM.
This powerful new feature is designed for property managers, operations teams, and support staff who want to save time, ensure consistency, and minimize manual errors when preparing documents for guests, owners, or teammates.
What Are Document Templates?
Document Templates let you create reusable versions of your frequently used documents—complete with pre-assigned signer roles, automated data fields, and formatting settings. Once built, each template is ready to send in just a few clicks.
Whether you’re onboarding a new owner, sending out house rules, or collecting guest information, templates make your process repeatable, faster, and more secure. And yes, when needed, all relevant parties can sign directly within the template workflow.
Who Is It For?
This feature is especially useful for:
- Property managers handling multiple owners or listings
- Guest communication teams collecting signatures or verification
- Operations leads who standardize internal workflows
- Anyone tired of recreating the same document over and over
How It Helps
With templates, you can:
- Pre-load signer roles (guest, team member, etc.)
- Add verification steps like selfie ID or document uploads
- Auto-fill data using fields from your AdvanceCM account
- Set it all up once and reuse it whenever needed
The result? Fewer mistakes, faster execution, and a smoother guest or owner experience
Keep Documents on Track with Documents Autopilot
Beyond simply creating and sending documents, AdvanceCM helps you manage them efficiently throughout their lifecycle. This is where the Documents Autopilot Wizard comes in.
The Documents Autopilot in AdvanceCM streamlines document management by automating email notifications to signers and internal users based on events like expiration dates, ensuring timely actions and improved workflow efficiency. To learn more, refer to the help article: Documents Autopilot Wizard Overview.
💡 Want the step-by-step guide? See the full help article here.
Welcome to Tokeet’s Podcast — your trusted source for insights, trends, and strategies shaping the vacation rental industry. Each episode features expert interviews, data-driven analysis, and practical tips to help property managers grow their businesses, improve guest experiences, and stay ahead in a rapidly evolving market. Whether you’re new to short-term rentals or managing a large portfolio, tune in to stay informed and inspired.
Some days just don’t work for a guest arrival, whether it’s a holiday, a maintenance window, or a turnover day your team can’t cover. This episode walks through check-in and check-out restrictions, the most requested feature in AdvanceCM, now live in the Rentals module. You’ll hear how to block arrivals or departures for a date range, such as December 24 to 26, and how to allow check-ins only on the weekdays you choose. We also cover channel-specific rules, like keeping Airbnb to Friday and Saturday arrivals while direct bookings stay open through Sunday. Finally, we explain what to check before switching rules on, from existing reservations to sync time and visibility on booking sites.
Key Takeaways:
✅ Block check-ins or check-outs for any date range
✅ Limit arrivals to the weekdays you choose
✅ Set different rules for each booking channel
✅ Existing reservations stay unchanged
✅ More restrictions mean fewer guests can book, so review rules each season
Related Links:
Company: https://www.tokeet.com/Blogs: https://www.tokeet.com/blog/Blog: Check-in and Check-out Restrictions: How to Set Them in AdvanceCM 👉 https://blog.tokeet.com/check-in-and-check-out-restrictions/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.tokeet.com
