How to: Setup/ Activate Guest Portal – Lynx

How to: Setup/ Activate Guest Portal

Recommendation: Select a property for testing when you begin the process.

1: Select a Property that has a lock and smart devices added.

2: Select a property that does not have an upcoming stay in the next 7 days.

Before commencing the setup and testing make sure that the selected property is 
populated with as much available information possible. Refer: Add/ Edit Property Details

Part 1: Create Templates

Step 1:

Create Templates (How To: Set up Templates)

Step 2:

Templates that work with the Guest portal :

Arrival Instruction

Guidebook

Checkout

Others

Step 3:

The booking confirmation is usually the first Email and SMS to go out, It should contain the tag <<GUEST_PORTAL_WELCOME_LINK>> so that the guest can log in to the Guest Portal

<<GUEST_PORTAL_WELCOME_LINK>> is a system generated tag that Contains Guest portal Signup/login link unique to each guest.

Part 2: Automation.

Step 1:	Go to Automation
Step 2:	Select the test property on which Messaging and Automation is to be tested
Step 3:	How To: Set up Automations.
Step 4:	1. Select your send time: 60 Days before check-in 2. Select Format: Guest Portal

Part 3: Brand the Guest Portal.

Step 1:

Go to Groups, select the group on which the branding has to be applied.

The branding will only be applicable to the properties in the group.

Step 2:

Click White label

**Make sure white label is toggled to "ON"

Step 3:

Click Email and Guest Portal display settings

**Make sure setting is toggled to "ON"

To apply White Label and Email & Guest Portal Display settings to all properties, set up the White Label settings on a group that contains all properties.
If you have a different brand for each location or for each Hotel/ Hostel apply both the above settings to a group made for each brand in your portfolio.

Part 4: Add a Test Reservation.

Step 1:	How To: Add a Manual Reservation
Step 2:	Use your alternate/ personal Email and phone number in the Test reservation as you may already have a Lynx account using your work email and phone.

To Test the Guest Portal, click Go Live Testing : Messaging, Automation and Guest Portal

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