CRM / CRM - Upsell

Two Way Sync of Customer preferences, guest data pulled from Cloudbeds to the CRM and preferences posted back to Cloudbeds into dedicated fields.

CRM - Customer Relationship Management

To see the guest details use getGuestByFilter (*)
To see guest notes see getGuestNotes.
To see dedicated custom fields created by the property see getCustomFields (*)
Use postCustomField to create specific fields e.g. Room preference, smoking preference. (*)
Use putGuest to update the corresponding guest preference. (*)
Use postGuestNote to update a note specific to 1 property.

(*) CRM Category Certification Mandatory Requirements.

Two Way Sync of Customer preferences. Any customer preferences or data which are set by hotel staff are synced back to Cloudbeds, either into dedicated fields or custom fields. (*)

CRM - Upsell - Customer Relationship Management

If your CRM platform supports Upsell please refer to Upsell Items Check-in / Upsell / Upgrade
Two Way Sync of any upsold products, any items or upgrades sold via the CRM platform are synced back to Cloudbeds including full-price and tax information for items to the folio.

(*) CRM - Upsell Category Certification Mandatory Requirements.

FAQ

How does Cloudbeds manage guest opt-in for marketing communications?

Cloudbeds can collect the guest opt-in for reservations made in the Cloudbeds booking engine, when the GDPR configuration is in place.

For other reservation such as OTAs, the marketing opt-in is not integrated automatically. The properties have the option to configure an opt-in link that can be shared with the guests by emails. Once the guest accepts, the opt-in status will be updated in Cloudbeds.

To retrieve the guest opt-in status, call getGuest. The information will be available in the guestOptIn parameter.