Create a document within Whistle to have electronically sent via link. With Digital Registration flows you can send document(s) and collect signatures electronically.
This feature automatically posts signed registration documents into your Cloudbeds PMS, under the Document guest's tab.
- This feature requires the Engagement Plus package
- Documents are kept on file for up to 5 years
Table of Contents
Access Digital Registration
- Go to the Company tab inside Whistle
- Select the Digital Registration Flows section
Step 1 - Create Registration
- At the top right of the page, click the Create
- Add document Title
- Click Create
- Click Add Step
- Add Step Title
- Manage the Text and Fields Required - click the field name to add the field into the document to be edited
- It is not advised to have guests upload Credit Card/Driver's License information since this requires PCI compliance certification
- File Types Supported: jpeg, gif, png, apng, svg, bmp, bmp ico, & png ico.
- Enable the step to be visible when the link is accessed
- Click Save
Send
- While in an open message or when setting up an automated message, select the Template icon
- Select the template type to add into message box
- Company Template (Admin Created)
- User Templates (User Created)
- Survey Templates (Feature)
- Digital Registration (Engagement Plus)
- Automated Messages (Feature)
Once you've inserted the templated variable, it will paste a link into your message box. If you wish to add more to the message you may do so.
Automate
- Go to the Automations tab inside Whistle
- Select Automated Messages
- Click + New Automated Message
- Create Title - not seen by guest
- Select Recipients
- Add Conditions (if any)
- Schedule when the message runs
- Select Days when message runs
- Select Send Time
- Chose automation type - Message Guest
- Choose if you want to enable Multi-Reservation Messaging (optional)
- Select Messaging Channel if you have any others enabled
- Select Template
- Click Digital Registration
- Click Insert Variable next to the digital registration you wish to add to your message
- Click Create
Sign Document Process
- Once you message guests requesting documents to be completed, the guest clicks the link to view and accept document
- Guest will complete the document requirements
You will be notified within the guest history of the actions taken and once the document is complete
On your Cloudbeds PMS, access the reservation, and click on Document tab to have access.
View History
- Select History
- Under Actions, hover over the guest document you wish to review and click the Download icon
