Owner Forms

Use Forms for efficiently gathering all the property information from an owner when onboarding a new property you'll be managing with Yada.

Creating and Sending a Form

1. From your dashboard, navigate to the Listings section
2. Select the specific listing you want to update
3. Click the "Form" button
4. Choose which sections you want to include (e.g., General, Access, Entertainment)
5. Click "Create" to generate the form
6. Either email the form or copy the link to send to property owners

Understanding Form Status Colors

• Green: Information is available and complete
• Yellow: Information needs to be filled out
• Red: Items that need validation

Working with Form Responses

When property information is submitted:

1. Information marked as available will appear in green and be added to the listing guidebook
2. Items marked as not available will not be shown in the listing guidebook
3. Items validated as not existing will no longer appear in the form

Managing Visibility Settings in the Content Card

Click the three dot menu on a content card and select:

• "Show in guidebook": Makes the information visible to guests in the property guidebook
• "Private": Keeps information internal for team reference only (will not appear in guidebook or be used by AI)

Use cases for forms include:

• Property Basics Collection: Capture essential information like address, contact details, property type, number of bedrooms/bathrooms, and maximum occupancy
• Amenities Documentation: Record details about Wi-Fi, parking options, laundry facilities, pools/hot tubs, outdoor spaces, and pet policies
• Access & Security Information: Gather key/lock instructions, alarm codes, gate access details, and emergency contact information
• House Rules: Document noise restrictions, smoking policies, check-in/check-out procedures, and garbage/recycling guidelines
• Owner Preferences: Collect preferred communication methods, maintenance contact information, and specific instructions