The Cloudbeds PMS has a new look! As we work to update our knowledgebase some steps in our articles might not match our new design. Click here for more details.

Onboarding - Everything you need to know

Follow

Welcome to Cloudbeds! Your Cloudbeds Onboarding begins with meeting your designated Onboarding Coach who will partner with you throughout the process to ensure your successful system setup.

During this setup, the basic information about your property will be gathered to help you build your account according to your daily operations.  

This article includes the steps to follow in your Onboarding process.

Cloudbeds believes every lodging business is unique. We have tools for every size and budget to establish and grow. This article includes the steps included in our general Onboarding process, it might not reflect the tools included in your package.

Stages of your Cloudbeds Onboarding process

Before getting started, check out the Onboarding Terms & Conditions and What To Do Before Starting

1. Kick-Off Call with your Onboarding Coach

You will receive an invitation to meet your dedicated Onboarding Coach and plan your onboarding experience together.  

Your Onboarding Coach will be your advocate within Cloudbeds throughout the entire process, and during the kick-off call, your coach will:

  1. Outline the Setup Process
  2. Review the required Customer Information
  3. Establish a Follow-up Call

2. Account Setup

Actively work with your Onboarding Coach to set up your:

  1. Accommodation Types
  2. Base Rates
  3. Taxes and Fees

The outcome is a fully live system that can receive new reservations and manage customers at the front desk. During the setup, your Onboarding Coach will utilize the provided property information, complete the configuration and connect your channels.

To complete the setup without assistance, refer to the Onboarding self-setup guide.

3. Go Live

After your system is connected to the preferred channels, and you're ready to receive reservations through your Cloudbeds Booking Engine, our 24/7 Support Team can assist with any questions and/or troubleshooting.

4. Adoption

Master how to use your newly setup system. Your Onboarding Coach will stay in touch to ensure your property transitions smoothly and begins to utilize all available Cloudbeds features.

5. Onboarding Complete

Congratulations! Your Onboarding process is complete! Find more useful tips below:

Powered by Zendesk