When you sell extra services on your Cloudbeds booking engine, or with reservations made by phone or email, you can have them automatically show up as activities or tasks on Planniac. They will import like this:
You can clearly see the add-on activities on the list, and they are highlighted in red so that it's clear that follow-up is needed.
This will work automatically with your add-ons if you follow these steps to set it up:
Step 1. Create your add-ons in Cloudbeds.
Your add-ons are created by an Admin in Cloudbeds in Settings > Products.
Follow the Cloudbeds instructions for setting up the Items and Services. Make them look irresistible!
Then set up Add-Ons using the Items & Services you set up.
On your booking engine, the Add-Ons will be presented after a room is selected before check-out (make sure you're using the latest version of the Cloudbeds booking engine).
Heads up: issue setting up payment options for add-ons in Cloudbeds
There are two ways to do it:
Item is billed to folio when reservation is made
Item is billed to folio upon check-in
Either option works fine for single room reservations.
However, with multi-room reservations, due to some limitations in the data available to Planniac from Cloudbeds, if option 2 is selected, Planniac cannot guarantee that all the purchased add-ons will be allocated to the correct room's folio in Planniac. This can be corrected in the guest record on Cloudbeds by manually re-allocating the charges to the correct folio.
Step 2. Map your Add-On to an activity in Planniac
In Planniac, you can link these Add-ons in Resources.
Open or create a new activity that you would like to map to an add-on
The Activity Name is whatever you want the name to be on Planniac and the guest itinerary. It can be different than the Cloudbeds Add-on name
The Add-On / Upsell Name you enter needs to be exactly the same as the Cloudbeds Add-On.
It can be a complimentary add-on like this:
Or a paid add-on:
Pro Tip: Use the "Duplicate Activity" button to quickly recreate an activity with the same details -- you just have to rename it and adjust pricing.
At the moment, Planniac does not support mapping Cloudbeds Add-Ons to Planniac Packages.
Step 3. Enable auto-import of add-ons in Admin Settings
Go to Planniac Admin Settings > General Settings
Find the Reservation Add-Ons
Toggle "on" the two settings for Cloudbeds Add-on mapping.
The first setting enables the mapping.
The second setting (recommended "on") enables an alert to be emailed to your Front Desk Email if a Cloudbeds Add-On fails to import
Related...Have you tried Auto Create Planns? That feature lets you create an activity with every reservation that meets the criteria. Read about it.
Also related...Planniac Upsell. A website for you to offer extras like early check-in, room extras or activities, with customer requests flowing seamlessly in to the Planns page of Planniac. Read about it.