Whistle Company Page - Digital Registration Flows

1. At the top right of the page, click the Create
2. Add document Title
3. Click Create

4. Click Add Step
5. Add Step Title
6. Manage the Text and *Fields Required - click the field name to add the field into the document on the right to be edited.

7. Enable the step to be visible when the link is accessed
8. Click Save

*Field options:

1. Text: input any text to your document
2. Terms checkbox: use it to add the agreement to your terms and conditions
3. Signature: request guest signature
4. Initials
5. Name Field
6. Phone Field
7. Attachment Upload: use this field to request any extra documentation you need
8. 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.
9. Text Input Field: use to add any field required not available on the list
10. Number Field: use it to add any field required related to number with minimum and maximum amounts.
11. Dropdown: create a dropdown menu so the guest can select an information  
12. Select a Date
13. Select a Time

1. While in an open message or when setting up an automated message, select the Template icon

2. 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)

1. Go to the Automations tab inside Whistle
2. Select Automated Messages
3. Click + New Automated Message

4. Create Title - not seen by guest
5. Select Recipients
6. Add Conditions (if any)
7. Schedule when the message runs
8. Select Days when message runs
9. Select Send Time
10. Chose automation type - Message Guest
11. Choose if you want to enable Multi-Reservation Messaging (optional)
12. Select Messaging Channel if you have any others enabled

13. Select Template
14. Click Digital Registration
15. Click Insert Variable next to the digital registration you wish to add to your message
16. Click Create

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

2. Guest will complete the document requirements

On your Cloudbeds PMS, access the reservation, and click on Document tab to have access.

1. Select History
2. Under Actions, hover over the guest document you wish to review and click the Download icon

The Digital Registration feature allows customers to add translations for up to 29 languages, so when the guest is viewing a Digital Registration, they will able to select the language of their choice. In the Whistle for Cloudbeds dashboard, there will be an option to configure the translations per language.

In Whistle for Cloudbeds Company tab,

1. Go to Digital Registration Flows
2. Click to Edit the Registration Flow to be translated

3. Open the Translations tab next to Registration Editor

4. Enable the language to be translated (switch the toggle)
5. Add the translated text
6. Click to Save

The guest will be able to select the language they prefer in the drop-down menu displayed in the digital registration sent: