In today's fast-paced world, managing guest bookings efficiently is crucial for any business looking to provide exceptional service. Our Guest Portal is a comprehensive, user-friendly platform that allows your business to manage and engage with guests effortlessly. Our portal helps provide a seamless interface for both you and your guests, ensuring a smooth and enjoyable experience.
Key Features
Easy Implementation
Implementing our Guest Portal is simple and quick. Links are auto-generated, requiring minimal setup from your team. This ensures that you can start using the portal without extensive technical knowledge or resources, allowing you to focus on providing exceptional service to your guests.
Secure Access
Only guests who are Contacts on the Booking can access their own portal. This is done without the need to remember passwords or go through lengthy sign-in processes. This ensures quick and secure access, enhancing guest convenience
Invoices & Payments
The portal shows invoices & provides a streamlined payment system. Guests can view and pay invoices directly through the portal, making the financial aspect of their interaction straightforward and transparent. Automated reminders help ensure timely payments.
Document Management
Manage all necessary documents such as proposals, contracts, and agreements through the portal. Guests can easily access, review, and sign documents. The portal also tracks due dates, ensuring that guests submit required documents on time, keeping everything organized and on schedule.
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Setup The Guest Portal
Setup The Guest Portal
1. Enable the Guest Portal
Click Settings
Under Tools, click Guest Portal
Enable the Portal
2. Customise Optional Settings
Links
Include links to menus, floorplans and other key details you would like to share.
Click Edit in the Links Section
Click Add Link and enter a Label and URL, click Save
Hidden Event Types
Events with the selected Event Type are hidden from the timeline view but are still part of the revenue summary.
Click Edit in the Hidden Event Types Section
Select the Event Type you'd like to hyde
Images
Click Browse in the Images section to add images to the portal
Access & Privacy
Access & Privacy
Event Temple Users
Access a Bookings' portal by clicking the link Located In the Booking Summary
✉️ Guests
Utilize a Booking merge field in email templates. These are named Guest Portal Url and Html Guest Portal Url in Email Templates.
Share the URL directly by copying it from the live page & pasting it in your preferred communication tool.
🔒 Privacy
Only Contacts of a Booking have to access to their own Bookings' portal
When guests are not authenticated, they will be prompted to enter their email address associated with the Booking.
If the email address belongs to the Booking’s Contact, an access link is sent to their inbox. The access link allows the guest to access the guest portal
The access link is valid for one hour
Once logged in, the session is valid for 30 days. Guests don’t have to log in again for 30 days
Event Temple users don’t have to go through the authentication process if you are already logged in to the platform in the same browser.
Invoices
Invoices
When an Invoice is sent to a guest, it is added to the Invoices section of the portal so that guests can click to view it
When a Payment is added to the Booking, a Past Payments section is added to the portal
Document Management
Document Management
When a Document is sent to a guest to be finalized, it will be appear under Documents in the Action Items section of the portal along with the due date
A guest can click the View button to view, fill out and submit the Document
Documents will also display in the Documents section of the portal and will show show their status
If your Document does not have a Signature element, the Document will continue to show Pending until you update it to Complete inside the Document area.
Then it will no longer show in the Action Items Section and will be marked as Signed.
