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Cloudbeds and Goki Training Guide

This document provides training on using Cloudbeds and Goki for property management. Cloudbeds serves as the central system for managing bookings from various channels, while Goki offers digital key access. Key features include managing reservations, checking for unallocated bookings, and ensuring guest details are updated accurately.
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0% found this document useful (0 votes)
28 views2 pages

Cloudbeds and Goki Training Guide

This document provides training on using Cloudbeds and Goki for property management. Cloudbeds serves as the central system for managing bookings from various channels, while Goki offers digital key access. Key features include managing reservations, checking for unallocated bookings, and ensuring guest details are updated accurately.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Hi everyone! Welcome back, this is the 2nd part of the training.

Today we will go through the tools primarily used at our property:


These are the Cloudbeds and Goki.

Cloudbeds is our main central system that collects the bookings that come through different
channels like [Link], and Agoda into one place.

While Goki is a digital key, that allows us to enable and disable access to the room and entrance
remotely.

Upon logging in to Cloudbeds, this is what you will see. This is the DASHBOARD.
This page shows the ARRIVALS, DEPARTURES and ACCOMMODATIONS BOOKED. This will
also show the list of Guest Reservations and Today’s Activity. ​
To access 4 different properties, click the property name at the upper left corner of the page. It’ll
show you a drop down of the other properties.
The three bars beside the property name will show the other features and options in Cloudbeds.
On the upper right of the page, you can also click on the blue plus button to open the Calendar.

(Start with showing the CB Calendar)

This is the calendar on Cloudbeds.


As mentioned all of these bookings came through different channels. And depending on what is
available here, it will be shown as available on all the other channels. This is the most common
page you will be using during your shift.

This is one colorful page! As these are color indicators for each date and reservations. You can
click on the Legend at the bottom left of the page for reference. Blue is for Confirmed bookings,
Green is for Checked-in guests and Grey is for Checked-out guests.

If you click on the reservation, it will show all the details. Like Guest name, status (confirmed),
number of guests and even the balance due. You can also check the Notes for this reservation.

To make a new reservation, click on the blue plus button on the upper right of the page. On the
New Reservation page, fill in the Source of Booking, Check In and Out dates, then click Search.
This will show all the available rooms in each property.
If the guest is eligible for a discount, you can edit the pricing of the chosen room. Click on the
blue Edit word before the room price and enter the discounted price. Once done, click on Apply
and then click on the Add button. Now, click on the Booking Details button at the lower right of
the page.

For this page, fill in the Guests details like Full Name, Email, Phone number and click Confirm &
Pay for the payment details. Once successful, go back to their booking and select Folio. Click
on the Add/Refund Payment button and select Payment link. This will enable the system to send
a link to the guest to finalize their payment.

To check, go to the calendar and select the reservation. Click on the Reservation Details,in this
page, you will find the Guest name and their details, Check in and out dates, type of property
where they are staying, number of guests and even their due balance.

Guest details such as their Full Name, Email, Phone number is available under here. Always
update the information by clicking EDIT DETAILS Always confirm that the check-in form and ID
are uploaded under "Notes.

An Unallocated Bookings are when there are more bookings than our available beds. When you
see an unallocated booking, immediately check for available beds. (It must be the same or an
upgrade from the original room type)

To Check for unallocated bookings, it is marked as a blue number on the calendar.

Click the blue number to view the reservation and assign a suitable room.

Click the NAME of the Guest to see the available beds in that property The system will show
you the spots you can allocate them.

●​ Make sure that the room type is the same or an upgrade


●​ If the room is not an upgrade, check the other properties for a better room type
●​ If there is no same or upgrade room type, contact the guest and explain the situation
(AND INFORM MANAGEMENT)
○​ We can cancel their stay free of charge
○​ Or, We can give them a refund for the price difference of the room

Common questions

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The payment link feature in Cloudbeds streamlines the booking process by enabling guests to finalize their payment independently. Once reservation details are confirmed, the system can send a secure link to the guest for completing the financial transaction. This minimizes administrative workload and reduces the need for direct staff involvement in processing payments, allowing for an efficient, user-friendly experience that also decreases the likelihood of errors or disputes regarding payment processing .

Managing an unallocated booking begins with identifying it on the Cloudbeds calendar, marked by a blue number. The procedure involves checking for available beds that match or are an upgrade from the original room type. If no such rooms are available, the staff should look across other properties for suitable options. In the absence of comparable or better rooms, it's necessary to contact the guest to explain the situation, offering alternatives like a free cancellation or refund for any price difference. These steps are crucial to maintain customer satisfaction and organizational credibility by minimizing disruptions and managing guests' expectations effectively .

To ensure accuracy in guest information, Cloudbeds allows staff to update guest details through the 'EDIT DETAILS' function, ensuring that fields such as full name, email, and phone number are correct. Moreover, it is important to confirm that check-in forms and identification documents are uploaded under 'Notes'. These procedures are critical as they help maintain data consistency and accuracy, which are essential for operational efficiency and legal compliance .

When an unallocated booking arises, it is critical to communicate the availability issue promptly to the guest. The options should be clearly outlined, including a free cancellation or a possible refund for any price difference if an upgraded room is not available. Clear, transparent communication, along with potential compensatory options, helps manage guest expectations, maintain trust, and uphold the hotel's reputation for customer service, even in less-than-ideal circumstances .

Cloudbeds improves operational workflows in a multi-property hospitality environment by centralizing data management and streamlining operations. This system allows seamless navigation between different properties from a single dashboard, thus enabling managers to oversee operations collectively and efficiently. It eliminates the need for redundant data entry and mitigates errors by providing real-time updates and consolidated reporting across all facilities. Furthermore, its integration with multiple booking channels ensures improved inventory management and customer service, pivotal aspects that standalone systems may not offer holistically .

Cloudbeds ensures information fidelity across multiple properties by using a centralized dashboard that allows users to access and manage bookings from different channels and properties in one interface. Users can switch between properties using the drop-down menu at the top of the page. The system automatically updates room availability across all properties and channels when changes occur. This unified approach helps maintain up-to-date and accurate information, ensuring that all data entry or changes are consistently reflected across all platforms and properties .

The Cloudbeds system aggregates bookings from various channels like Booking.com and Agoda into one platform. It maintains a real-time update of room availability, which means changes in availability in Cloudbeds are reflected across all connected channels. This ensures that any bookings, cancellations, or updates made in Cloudbeds are simultaneously communicated to all distribution channels to avoid overbookings or discrepancies .

On the New Reservation page in Cloudbeds, essential tasks include selecting the source of booking, specifying check-in and check-out dates, and searching for available rooms in each property. If the guest qualifies for a discount, the room pricing should be adjusted accordingly. After applying the discount, the next steps involve filling in the guest's details – such as full name, email, and phone number – and confirming payment details by clicking 'Confirm & Pay'. Once payment is processed, a payment link is sent to the guest for finalization, reinforcing transactional transparency and encouraging efficient processing .

Goki is a digital key system that allows hotel staff to remotely enable and disable access to rooms and the property entrance, enhancing security and convenience for both guests and staff. Unlike traditional keys, this system allows guests to access their rooms via smartphones, ensuring that they do not need to worry about losing a physical key. It also facilitates easier access management in situations where quick room changes or updates are necessary .

The color coding in the Cloudbeds calendar holds strategic significance by providing a quick visual reference that allows staff to efficiently assess operational states. Blue indicates confirmed bookings, green represents checked-in guests, and grey denotes checked-out guests. This visual classification simplifies monitoring of current occupancy status, helps in identifying actionable items swiftly, and assists in addressing guest needs promptly, ultimately fostering better resource planning and customer service management .

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