If automatic screening is turned on in the Safely portal, all guests with an email in their reservation will receive an email from Safely concierge when the reservation populates from your PMS. It is automatic. It may go to their spam, but they do receive one. If there is no email address, you have the ability to manually add an email address and trigger one.
Once the email is received, the guest must complete the form in order for the screening to process. We only send the screening email once. We do not require guests to complete it. It is up to the management company to manage the requirement based on their business needs. If
the reservation is upcoming, you can retrigger the email again or send the guest the link in a separate communication.
Once the guest completes, you have access to review the screening results. We would encourage you to look at the Guests tab in your Safely portal account. Please do not use the column on the Reservations tab for reference as it does not provide a full screening result. If you click on a guests name from the Guests tab, you can see if the guest has completed the screening. You would have a result in the Identity section as Passed, Caution, Processing, or Not Started. If the guest has submitted the screening, the Identity result populates fairly quickly.
Please note that completion of a guest screening does not impact the insurance coverage of a reservation.