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Account Optimization Service Package


Account Optimization is one of our Customer Success initiatives in which our team will perform a detailed review of some aspects of your Cloudbeds account usage, on a  bimonthly occurrence. We will ensure that you use our system to its fullest capabilities by managing it more effectively while increasing potential revenue. To purchase this service, contact your market manager or click here to submit your request for more information.

Currently, we offer our Account Optimization Service Package in English and Spanish only.


The package consists of a detailed account review, 5 bi-monthly review calls and 1 custom training session that will be scheduled throughout the year of up to 3 hours. 

You will get an assigned specialist who will tailor the recommendations for your individual property needs and, if requested, we can help you make the suggested changes. 


Session 1 - Booking Engine

Our team will take a detailed look at your booking engine. Do you have the new gallery design enabled? Have you customized the look and feel of it, by changing colors, descriptions, and high quality images? Remember, it's important to also add pictures of your amenities such as pools, full rooms, or even local attractions. Lets give your booking engine the look it deserves and make your branding consistent across the board!

Take a look at this example from one of our clients:

  • Vivid colors to grab the client's attention
  • Lots of high quality pictures for guests to really get to know the property before booking
  • Background Image
  • Gallery Design Enabled
  • Photos of their amenities
Session 2 - Visibility

We want to make sure that your website and social media are linked with each other and your Cloudbeds Booking Engine. This will achieve a smoother experience for guests to book without hassles.

Improved visibility gives you a chance to receive commission free bookings, lowering the costs of OTA Commissions, routing more guests to your booking engine and therefore generating higher profits.

Additionally, we will take a look at your Google reviews, Tripadvisor reviews, Google Analytics for your Booking Engine, and help you establish a Google My Business Profile if you don’t have it. 

Session 3 - Channel Maximization

There are hundreds of different channels out there, but we recommend that you connect to at least 5. Your channel connection strategy will depend on your property type, location, and market specialty. We highly suggest connecting to our preferred channels as they have global reach and suit most property types. These include Agoda,, Expedia, TripAdvisor, and Airbnb.

During your Account Optimization we will assess your unique situation to help develop your channel strategy so you can target specific audiences and regions while increasing direct booking traffic. We highly recommend that you check this detailed article on how to maximize your Channel Connections.

Session 4 - Rate Plans and Add-Ons

Rate Plans may be difficult to configure, but once you get the hang of it, you will easily be able to create all sorts of packages for your guests. Depending on your business type, objectives or the locations of interest around you, our team will suggest different types of packages that will suit your property. The following are some of the rate planes that we recommend: Last Minute, Weekly Rates, Discounts, Non Refundable, Promotions Codes and 3x2 among others. 

Booking rooms is not the only way to generate revenue. We will help you create items within the system so that you are maximizing all the resources available to you. Your guests may be interested in buying beverages, renting towels, later checkout, or even paying for a shuttle to the airport. Sell your items directly on your booking engine to increase revenue from the time of the reservation.

If you offer Tours, excursions and experiences what better way to upsell them than on your booking engine directly. 

Session 5 - Emails and Guest Communication

Emails are extremely important as they are the main method to connect with your guests. Have you configured pre-stay and post-stay automated emails? We can schedule these so that once they're created, you don't have to send them manually again as they will just automatically be sent out.

Currently, when someone books with an OTA, Cloudbeds will not send out any confirmation email, so with our help, we can configure this in your account so that anytime a reservation is made through an OTA and you have the guest email, we can start creating a positive experience for the guest by reaching out to them directly

And let's not forget about promotional emails, inviting guests to come back by including a Promo Code, or encouraging them to review your property on Tripadvisor,, Google My Business or even your own website.

Our Email Templates are a great way for you to send Marketing Emails 90 days or 120 days after the guests stayed with you to encourage them to come back to stay.

Custom Training Session

The package includes up to 3 hours on 1 training session with our training team, you can choose when as long as it is scheduled 2 months in advance. Great for when you need to train your new staff

Frequently Asked Questions

How can I prepare myself for the calls?

The person attending the call should have ownership or administration permissions on their account user.

Authority to create profiles on the OTAs and have profiles complete already set up with room types created.

Is it possible to cover all the sessions at once?

In order to cover all the information and maximize your revenue potential, it is highly recommended to have at least 3 calls. If you are interested in a single interactive session with one of our Cloudbeds experts, you can check our one-time Training Service.

Can I change the order of topics covered?

We designed the order of sessions in a way that ensures a smooth and steady learning process. If you would like to change the order of topics covered, we can arrange this, but you need to know our team in advance.

I have several Cloudbeds accounts. Can I book one session for all of them?

Yes, it is possible. In general, you should be able to use your new skills and knowledge in all of your accounts. However, if you wish to have our specialists analyzing your other properties and suggesting customized changes for you, you need to purchase the account optimization service package separately for each account.

How many people can attend my account optimization sessions?

You are welcome to invite as many people as you wish to your bimonthly  session and training.

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