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.

Whistle Reservations - How to Use Reservations

Follow

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.

All Guest Data will be automatically synced from Cloudbeds PMS.

How to Edit Reservations Data in Whistle

  1. Go to the Reservations tab inside Whistle
  2. Search and select the Guest you wish to update

Check here how to filter reservations by multiple segments.

  1. Open Guests tab
  2. Click on + Add Channel to add new phone or email contact to this guest
  1. Select if you want to add a new Number or Email
  2. Enter the phone number or email address
  3. Click Confirm
  1. Click on the Arrow to view Guest Chat
  2. Edit guest details by clicking the pencil icon
  3. Delete this guest from the reservation by clicking the trash bin
  4. Click on the Star to save this contact as the Preferred Channel
  5. Click the three dots to open the following options:
    1. Re-Request to Opt-In
    2. Split New Guest -use this same contact to a new guest
    3. Remove - delete only this specific contact channel from this guest
How to Filter Reservations

In the Reservations tab, Narrow search by one of the following options:

  1. Search bar 
    • Type guest name, phone number or notes
  2. Filter by Segment (same list/recipients who receive set up automated messages)
    • In-House (by Checked-in)
    • In-House (by Arrival)
    • In-House on Date
    • Arriving Today
    • Departing Today
    • Arriving Tomorrow
    • Departing Tomorrow
    • Mid-Stay
  3. Arrival /Departure Date
    • Select date of guest arrival or Select date of guest departure
  4. Filter by Custom Fields:
    • Field name and condition
How to Use Bulk Action on the Reservations Page

In the Reservations tab,

  1. Search the reservations you want
  2. Select them by clicking the square
  3. Click to Delete selected reservations OR
  4. Start Conversations, if you want to send a message.
How to Send a Message in the Reservations page

Select the reservations and,

  1. Click to Start Conversations
  2. Select your message type (if you selected more than one guest only the Campaign and Survey option will be available)
    • Conversation
    • Campaign
    • Survey
  3. Type message or utilize message icons for additional services
    • Templates
    • Variables
    • Widgets
    • Google Translate
    • Emojis
    • Upload
    • Upsell (Premium & Enterprise)
  4. Click Send
Powered by Zendesk