Review and confirm each item below to ensure your Roam cancellation program is working properly across all channels, policies, and units.

Within your Property Management Software (PMS) System

• Confirm that a fee has been created
  • Is there a fee that includes the rate and desired margin for your flexible cancellation program?
  • Is the fee enabled on all required channels?
  • Is the fee included in rent and NOT included in owner folios?
• Confirm that cancellation policies have been updated to reflect your new flexible cancellation program
  • Has the cancellation policy been updated on all channels to reflect your flexible cancellation program?
• Confirm that automations or triggers are referencing the new flexible cancellation program
  • If rental agreements are sent to guests following a reservation, is the copy on the document updated to your new cancellation terms?
  • If homeowners receive notifications about cancellations on their properties, are they made aware that the rental income may still be protected?

• Confirm your accounting setup for your new flexible cancellation program

Within your OTA Channels

• Confirm the fee is being passed to each OTA
  • When you start the booking process, can you confirm the price includes the fee and the fee is not listed separately*?
    • *Some OTAs may not support including it in rent
• Confirm the new cancellation settings are being passed to each OTA
  • Is the displayed cancellation the same that is configured for the new flexible cancellation program?

On your Direct Booking Website

• Confirm your rental agreements and terms & conditions have been updated to reflect your new flexible cancellation program
  • Have you updated the copy on rental agreements?
  • Have you updated the copy on terms & conditions?
  • Have you confirmed that each link to rental agreements and terms & conditions on the site is directed to the updated versions?
• Confirm that any fee associated with the flexible cancellation is included in rent and NOT displayed as a separate line item
  • When you start the booking process, can you confirm the price includes the fee and the fee is not listed separately?
• Confirm that messaging has been added that highlights your new flexible cancellation program for guests *
  • Add messaging on PDP and Book Now modals stating “Free cancellation before [date].”
  • Create an easy-to-understand visual timeline of cancellation and refund schedules.