Create and Use Digital Registration Flows

Whistle Digital Registration allows you to create documents to be sent to your guests electronically via link and to collect their digital signatures. This feature automatically posts signed registration documents into your Cloudbeds PMS, under the Document guest's tab.

Digital Registration Overview

1. Click to create new Digital Registration Flows
2. View the list of the existing Digital Registration Flows
3. Next to each Digital Registration created, find Actions to:
   • Edit the flow
   • Duplicate
   • Remove  
   • Copy link
   • Click the to see more details of this flow
4. Check the History of each Digital Registration flow
   • Message status
   • Guest name
   • Registration flow details
   • Date and Time sent

1 - Create a Digital Registration Flow

1. Access the Company Page
2. Go to the Digital Registration section
3. Click to at the top right corner
4. Enter a Title and click to create
5. Click to
6. In the registration editor tab, click at the fields you want to add to this registration flow - you can add as many fields (steps) as you want. Field options:

   • Text: input any text to your document

   • Terms checkbox: use it to add the agreement to your terms and conditions

   • Signature: request guest signature

   • Initials

   • Name Field

   • Phone Field

   • Attachment Upload: use this field to request any extra documentation you need

   • Take a photo: when accessed by the guest, it only allows them to take a single photo of their document. The guest snaps a picture, and can either click the back arrow to retake the photo or click the checkmark in the middle to accept the photo. Mostly used for IDs.

   • Text Input Field: use to add any field required not available on the list

   • Number Field: use it to add any field required related to number with minimum and maximum amounts.

   • Dropdown: create a dropdown menu so the guest can select an information

   • Select a Date

   • Select a Time 

7. Click to Save.
8. Add Translations, if preferred.

2 - Send a Digital Registration in a Message or in an Automated Message

While in an open message or while setting up an automated message,

1. Select the  icon
2. Select the template tab
3. Search for the Digital Registration template and click to
4. Click to Send or add more links, as preferred.

Once you've inserted the Digital Registration template variable, it will paste a link into your message box. If you wish to add more to the message you may do so.

3 - Steps to Sign and Submit Documents for Guests

1. Once you message guests requesting documents to be completed, the guest clicks the link to view and accept the document

2. The guest will complete the document's requirements;
3. You will be notified within the guest history of the actions taken and once the document is complete;

4. Access the reservation in Cloudbeds PMS;
5. Click on the Document tab to have access to their signed document.