In the Reservations page, you can manage the guest data of the reservations synced from Cloudbeds PMS. You can edit contacts, view reservation details, and submit notes. Learn how to use reservations in this article.
Things to note
All Guest Data will be automatically synced from Cloudbeds PMS.
To prevent sync issues between Cloudbeds PMS and Whistle for Cloudbeds, which causes reservations with empty details to be imported into Whistle, follow the below recommendations:
● Ensure that the Nationality detail is configured as a required field on your Booking Engine;
● Ensure that when creating a Direct reservation, the guest’s phone number includes the country code;
● Ensure you configure the SMS Fallback Country Code settings in Whistle for Cloudbeds.
Edit reservation details in Whistle
- Go to the Reservations
page
- Search and select the Guest you wish to update
- You can filter by:
- Segment
- Custom field
- Select the reservation to open it
- Open the Guests tab
- Click on + Add Channel to add a new phone or email contact to this guest
- Click to view this chat
- Edit guest details
- Delete this guest from the reservation
- Save this contact as the Preferred Channel
-
Click
to open the following options:
- Re-Request to Opt-In
- Assign or Reassign Primary Guest: you must use this button to assign the primary guest to the corresponding channel/contact.
- Users cannot respond to this guest until a primary guest has been selected.
- Any automated response (via Chatbot Automation) triggered by the guest's inbound will be discarded.
Send a Message from the Reservations page
In the main reservations page,
-
Select the reservation you want to message
- Click to
- Select your message type: conversation, campaign or survey
- Select the messaging channel
- Enter campaign description (if it is a campaign)
- Type the message using the tools
- Click to send
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