Summary: Vendor policies allow you to share important information — such as dress codes, cancellation rules, or opening hours — directly with guests on their Digital Itinerary. You can add these policies at the vendor level and choose whether each one is visible to guests by default.
Permissions Required: Brand Admin, Location Admin, Conversers
How to add a policy to a vendor:
Go to Vendors in the left-hand navigation menu.
Find and click on the vendor you want to add a policy to.
Click the Details tab at the top of the vendor page.
In the left-hand sidebar, click Policies (listed under Private to Location).
Click the Add policy button at the bottom of the Policies section.
Fill in the following fields:
Field | Description |
Policy title | A short, clear name for the policy (e.g. "Dress Code", "Cancellation Policy") |
Policy type | Select the category that best fits: Dress code, Cancellation, or Other |
Policy content | The full text of the policy that guests or staff will see |
💡 Tips: If you want guests to see this policy on their Digital Itinerary, tick the Default guest visible checkbox.
7. Click Apply to save the policy.
Editing an existing policy
Navigate to the vendor's Policies page (follow steps 1–4 above).
Find the policy you want to update.
Click the Actions button next to that policy.
Select Edit policy from the dropdown.
Make your changes and click Apply to save.
Deleting a policy
Navigate to the vendor's Policies page.
Find the policy you want to remove.
Click the Actions button next to that policy.
Select Delete.
⚠️ Warning: Deleting a policy is permanent and cannot be undone. Make sure you no longer need the policy before deleting it.
Common Questions
Q: What does "Default guest visible" mean?
A: When this option is ticked, the policy will appear on the guest's Digital Itinerary automatically. If it is left unticked, the policy is saved but will not be shown to guests.
Q: Where do guests see the policies I've added?
A: Policies that are marked as guest visible will appear on the guest's Digital Itinerary, in the section for the vendor they've been recommended or booked with.
Q: Can I add more than one policy to a vendor?
A: Yes. There is no limit to the number of policies you can add. Each policy has its own title, type, content, and visibility setting.
Q: Which policy types are available?
A: There are three policy types: Dress code, Cancellation, and Other. Use Other for policies that don't fit the first two categories, such as opening hours or general house rules.
Q: Can I change whether a policy is guest visible after I've created it?
A: Yes. Click the Actions button next to the policy, select Edit policy, update the Default guest visible setting, and click Apply.
Q: Is this setting shared across all locations, or is it specific to my property?
A: Policies are Private to Location, meaning each location manages its own policies independently. A policy you add at your property will not affect other locations.