Security & Trust
Guest Verification
Verify guest identity before they arrive. Secure document uploads through digital guidebooks, agent-side review with access logging, email validation with SMTP checks, and a blue check badge that follows verified contacts across every touchpoint in the platform. Reduce fraud, prevent chargebacks, and build trust.
Guest-Side Document Upload
Guests upload identity documents directly through your digital guidebooks, with no separate app or email exchange required. Identity blocks specify how many documents are needed. Uploads go directly to secure S3 storage via signed URLs with encryption at rest. Guests see a clean upload interface embedded in their guidebook experience. Once verified, the Identity block auto-hides and is replaced by the blue check badge.
- In-guidebook document upload with no separate app required
- Configurable number of required verification documents
- Secure S3 storage with signed URLs and encryption at rest
- Identity block auto-hides after verification is complete
Agent Review & Completion
Agents review uploaded verification documents from the contact profile with role-based access controls. View permission lets agents see documents. Upload permission lets agents add documents on behalf of guests (for phone-based verification). Complete permission lets agents mark a contact as verified, setting the verified timestamp and recording which agent approved it. Every document view and upload is logged with IP address and user attribution.
- Separate view, upload, and complete permissions per agent role
- Agent-side document upload for phone-based verification
- Verification completion records agent and timestamp
- Every access logged with IP address and user attribution
Blue Check Badge
Once a contact is verified, the blue check badge appears everywhere they show up in SendSquared, including the Unified Inbox, call screen, lead records, conversation threads, and guidebook views. Your team instantly knows they're working with a verified guest. Admin-only removal ensures the badge can't be accidentally cleared.
- Blue check visible across inbox, calls, leads, and guidebooks
- Instant visual trust signal for agents on every interaction
- Verification timestamp and approving agent tracked on the contact
- Admin-only removal with full audit trail for compliance
Email Validation
Beyond ID verification, SendSquared validates every email address with SMTP-level checks. Track which emails have been validated, when, and what errors occurred. The validation summary gives you a company-wide view of total contacts, validated email count, and invalid email count, so you know the health of your contact database before sending campaigns.
- SMTP-level email validation with error tracking per address
- Validation timestamp and error reason stored per email
- Company-wide validation summary with valid and invalid counts
- Multi-email support with per-address validation status
Legal Term Acceptance
Track legal term acceptances per contact across all their reservations. Agents view the full acceptance history, including which guidebook terms were accepted, for which reservation, with what signature, email, cancellation acknowledgement, and IP address. Legal acceptance records tie directly to verification workflows: accept terms, upload ID, and you have a complete compliance record.
- Per-reservation legal acceptance records with signature data
- Agent-viewable acceptance history per contact
- IP address, timestamp, and cancellation acknowledgement captured
- Ties into guidebook legal terms blocks for a unified workflow
Verification Assets & Audit Trail
Verification assets are separated from regular contact assets in the database; they never appear in standard asset views and are only accessible through the verification permission path. Access logs record every view with user, IP address, and timestamp. Delete permissions for verification images are gated separately from general asset deletion. Your guests' sensitive documents are protected by multiple layers of access control.
- Verification assets isolated from regular contact file storage
- Access logs with user, IP, and timestamp for every document view
- Separate delete permission for verification images vs regular assets
- S3 signed URLs with time-limited access for secure viewing
Testimonials
What Our Clients Say
“I can definitely attribute a good number of reservations to SendSquared. Between the easy follow-up communication within the system and the CRM pulling up information as a call comes in, our reservations team is being more intentional on their calls, resulting in better conversions.”
Brock Reich
Chief Operating Officer, Orlando Resorts Rental
“My experience with SendSquared has been eye opening. To be honest I didn't think something this good existed. Having all emails, texts, calls, web chat and marketing in one place has given my company and team a huge advantage. SendSquared has saved us both time and money which are very important factors to my small business of 50 luxury homes. The company is amazing to work with and extremely helpful whenever it was needed.”
Jessica Goree
Chief Operations Officer, Beach Reunion
“SendSquared is a game-changer for our resort operation. Its ability to integrate with our reservation software, providing real-time reservation information during phone calls, allows us the opportunity to build off of the rapport we've already created with our repeat guests. We're answering phone calls asking our guests how their kid's baseball season went, instead of asking for their names.”
Tim Oxborough
Reservation Manager, Sugar Lake Lodge
“We manage over 300 properties and SendSquared has been instrumental in streamlining operations. Consolidating all communications into one platform while maintaining personalized guest experiences has been transformative for our team.”
Shawn Montgomery
Director of IT, Collins Vacation Rentals
“SendSquared is an indispensable tool for us! One of their significant standout attributes is its ability to centralize communication channels, offering a one-stop solution for managing various modes of interaction. This consolidation streamlines our workflows, enhancing our efficiency and productivity. What's better is their customer support elevates the user experience. Their responsive team is always ready to assist, going above and beyond to ensure seamless integration and utilization.”
Fred Cercena
CEO & Founder, GetAway Vacations
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