Create Companions in Cloudbeds Guest Profile from Duve:
Duve has added new capabilities to our integration with Cloudbeds in order to create companion profiles in each reservation per guest. The feature is supported both for a companion in main reservations and companions in the sub-reservations.
The information that can be pushed back for each companion is:
- First name
- Last name
- Phone
- Gender
- Address
- City
- State
- Country
- Zip code
- Birth Date
- Document Type
- Document number
For the full information on the Cloudbeds integration, see Cloudbeds Integration Specs
Supported Companion Sync:
New Reservations - adding or adjusting companions during the Reservation creation process
New Reservations - adding or adjusting companions during the Reservation creation process
Existing Reservations - companions are only updated if the companions are new (created in the Guest Details page of the Reservation)
To set up:
Go to the Check-in > Basic Details page. For each field, click on the icon to change which information you would like to collect per guest.
The following fields MUST be set to all guests and the Restrict Unique answer per guest must be enabled
- First Name
- Last Name (must be set as mandatory but should not be set as Unique Answer per guest)
- Country
- Field Match - 'Address - Country'
Go to Custom Questions to set up the rest of the questions you would like to ask your guests.
In order for the information to sync back to Cloudbeds, each question should be set up with the corresponding field match with the field name only -
Field Name List
Address = Address
Address City = Address - City
Address Country = Address - Country*
- mandatory for each guest in order to create companions
- must be a multiple choice format
- must have the 'List of Countries'
Address Zip Code = Zip Code
Date of Birth = Date of Birth
- must be Date Format
ID/Passport Number = ID / Passport
Passport Issue Date = Date of Issue
- must be Date Format
Document Type = Type of Document (only passport is supported)
- must be multiple choice format
Gender = Gender
- must be a multiple choice format
- must have the 'Female' and 'Male' written out
When setting up the custom question, ensure that you are setting up the 'Request more than one answer' if you need to collect the information for a group of guests in the Reservation:
Best Practice:
- The date of Birth and issue Date should be set up with the 'Date' format
- Nationality and Address (Country) should be set up as a Multiple Choice question, with a list of options being 'List by Countries'
- Gender can be set up as a free text or Multiple-choice question
- If you have set up the First Name and Last Name in the Basic Details page, you do not need to set up additional Custom Questions and add the field Match
Important to Note:
- Document Type and the Required Document upload is only supported to be synced back to Cloudbeds only for main bookers.
- Companion Sync is not supported for adding existing companion profiles to existing reservations.
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