How it works: The big picture

Three things work together to produce a signed agreement: the property, the template, and the contract. Properties define the rules, templates define the agreement, and contracts bring both together for one reservation.

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Properties define the rules

A property holds the settings that apply to every reservation there: maximum guests, whether guests upload and verify an ID, which template each kind of guest signs, the default fees and tax rates, and how long signed agreements and IDs are kept.

Because a property has a location, you can set its tax rates and its retention period to match what your own city requires, such as a transient occupancy tax or a four-year ID retention rule. SignBreezy applies the rates and the period you set to every contract prepared at that property.

See Properties.

Templates define the agreement

A template is the agreement itself: the language guests read, the tokens that pull in reservation, property, and guest details, and the formulas that calculate deposits, fees, and taxes. One template can serve any number of properties and reservations, and the same template adapts to each one through its tokens.

See Templates and Tokens for the full list of what a template can use.

Contracts handle each reservation

A contract is where a property, a template, and one reservation meet. When a contract is prepared, SignBreezy copies the property's current settings and the template's current content into it. Changing the property or the template afterward never alters a contract already prepared or signed.

From the contract page you can correct a guest's answers, ask a one-off question just for that reservation, edit the fees and taxes, or swap in a different template, all without touching the property or the template itself. Nothing you change on one contract affects any other.

See Contracts.