In myfrontdesk you may enable Security Compliance Settings (GDPR) which aims to strengthen the security and protection of personal data.
Check this article to learn how to enable the Security Compliance Settings and what they control.
You may find additional information about GDPR, as well as read the Cloudbeds Terms of Service and Privacy Policy in our Knowledge Base.
1. In myfrontdesk go to General System Settings.
2. Scroll down to MISCELLANEOUS PREFERENCES and switch the toggle for 'GDPR Compliance Functionality.'
Once enabled, tools to comply with GDPR such as Guest Data Extraction, Anonymization and Marketing Opt-In will be available to your property (see below).
You will still be solely responsible for complying with GDPR legislation and regulations.
The following tools are enbled with the GDPR settings:
- Guest Data Extraction
- Guest Anonymization
- Marketing Opt-in
- Tracking GDPR settings changes
This option can be found in 'Guests' section when opening any specific guest page.
1. Go to 'Guests' section
2. Click on guest
3. Click 'Actions' button and select 'Export to XML'
An option to export guest data to csv format will be coming in future releases.
The export button creates and allows you to download an XML file (similar to Reservation Export) that includes the details outlined below.
- Guest Details:
- First Name
- Last Name
- Phone
- Cell Phone
- Date of Birth
- Gender
- Address 1
- Address 2
- City
- Country
- Province / State
- Postal / ZIP Code
- All Additional Information Custom Fields
- Type of Guest Document
- Document Number
- Document Issue Date
- Document Issuing Country
- Document Expiration Date
- All custom fields
- History
- Notes (both active and archived)
- Documents
- All Reservations
- Guest Page Mock Up
This option can be found in 'Guests' section when opening any specific guest page.
1. Go to 'Guests' section
2. Click on guest
3. Click 'Actions' button and select 'Anonymize Guest'
Anonymizing guest data will remove all personally identifiable information for this guest from the system.
- Guest Details:
- First Name -> will be replaced with “Anonymized”
- Last Name -> will be replaced with “Anonymized”
- Email -> will be replaced with “anonymized-first 10 symbols from old email value@example.com”
- Guest’s Photo
- Phone
- Cell Phone
- Date of Birth
- Address 1
- Address 2
- All PII Custom Fields
- Document Number
- Document Issue Date
- Document Expiration Date
- Notes * if there are any
- Documents
- All images and documents uploaded aside from Registration Cards and Invoices
IMPORTANT:
- This action CAN NOT BE UNDONE
- The ‘Anonymize Guest Data’ button will be active only if:
- Guest has no In-House, Confirmation Pending, or Confirmed reservations;
- Balance Due is 0;
- Guest has not been previously anonymized
- Invoices won't be updated or deleted
With GDPR functionality enabled the following tools regarding marketing opt-in become available:
1) MYBOOKINGS SETTINGS PAGE: OPT-IN/OUT OPTION
On the mybooking settings page, there will be a section to allow the property to configure whether you want the marketing opt-in / opt-out option to display on the booking engine.
If yes is selected you will be able to enter the custom opt-in text for the guests suggesting they opt-in for marketing emails:
Guests will be able to opt-in/out to marketing emails during booking on mybookings:
2) EMAIL TEMPLATE: MARKETING/NON-MARKETING TYPE
You can define which of your email templates (if any) is a marketing/non-marketing type.
- Non-marketing emails will be sent out to all guests.
- Marketing emails will be sent out only to guests who opted-in.
By default all templates will be set to non-marketing once GDPR is enabled
If the GDPR setting is DISABLED, all emails will be sent to all guests. This includes both marketing and non-marketing emails.
3) GUESTS TAB: WHO HAS OPTED-IN/OUT TO MARKETING EMAILS
You may check which guests have opted-in/out on the 'Guests' tab.
- Property CAN NOT opt guest in for marketing emails manually. Guests are only able to opt-in for marketing emails during the booking process on mybookings or an opt-in email sent through email.
- Both the property and guests may opt-out the guest from marketing emails. Property can opt-out the guest from marketing email on 'Guests' tab. Guest may opt-out on mybookings during booking process or by following a special email link.
By default all existing guests are set to 'opt-out'
4) SENDING MARKETING EMAIL FROM RESERVATION
If the guest is opted-out and you want to send him a marketing template from a reservation - the system will throw an alert asking you to remove the recipient or send the email anyways:
5) GUEST OPT-IN PAGE
A new 'Guest Opt-in Settings' page will be available where the property may customize the text suggesting the guests to opt-in for marketing emails. Clicking 'Preview' under Opt-In Page section will redirect to page with constant URL which can be sent out to guests suggesting them to opt-in:
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