Guest Screening

If automatic screening is turned on in your Safely portal account, all guests with an email address in their reservation will receive an email from Safely Concierge after the reservation populates from the PMS. Since 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 a screening email request.

  • Once the email is received, the guest must complete the authorization form for the screening to process.
    • We only send the screening email once.
    • Safely does not require guests to complete a screening. It is up to you, the management company, to set the expectation of completion based on 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 screening is completed, you have access to review the screening results in your Safely portal account.
    • If you click on a guest's 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. We would encourage you to look at the Guests tab in your Safely portal account. Please do not reference the column on the Reservations tab for confirmation as it does not provide a full screening result. 


Please note that insurance coverage of a reservation is not contingent on a guest completing a screening.

Guest Screening Tips.docx