Guest onboarding solutions

Guest onboarding solutions have become popular lately as they empower guests with functionalities such as checkin online, upgrading their accommodation prior the arrival, foster communication with personnel, door control, CRMs and many more. To be able to connect these solutions with Ulyses PMS we recommend to read the following operations

Common operations

Filtering reservations

In the following article we will show you how to filter reservations based on multiple methods. Often we will need to get reservations or roomstays depending on the booking number but it will be likely that we need to search for reservations that checked-in/out dates, even a combination of them. In any case, the most important is to get the information we need in order to perform more actions afterwards.

Sending guest information

Properties need to receive guests personal information in order to complete their registration. This basically includes the registration of guest documentation but the information can even be more extensive (ie preferences, comments). To be able to send the information of a room with all its guests to Ulyses PMS we will use the following operation. As opposite, if we need to update the data of a single guest in a room stay we can use the following endpoint. The latter will be used when third parties need to update a guest profile in Ulyses PMS gradually. In other words, if a reservation has 1 room and 4 guests, the likelihood of receiving the information of each guest sequentially is higher. In this case, we may want to use the second endpoint mentioned. 

Adding and updating profiles (companies and customers)

Ulyses Cloud know profiles as companies, agencies and customers that have been hosted in our property in the past. It will be possible to create new customers in Ulyses Cloud just by using the following endpoint or new companies by the following endpoint. However, if we new to update companies we will use the following endpoint. If we need to sync the information of any of these between 2 different platforms (ie Ulyses Cloud and a CRM) we recommend to follow our events guidelines as we may need to perform an initial data load from Ulyses Cloud and getting the list of changes afterwards.

Allocating room 

Ulyses Connections lets end-users to choose the room where they wish to be allocated. To do that we will need to use the following endpoint. However, firstly we will need to get the list of rooms available. 

Change room status

Ulyses Cloud's rooms can be formed from 1 to N spaces. The status of a room will be the sum of the statuses of all the spaces, taking into account that if a room has more than a space and one of them is dirty, the whole room will be marked as dirty. If you want to know the status of an specific room we recommend you to follow Ulyses Cloud events guidelines so you do not need to be requesting the status periodically. To update status of a room we will recommend you to use the following endpoint thought.

Add extra services

Ulyses Connections allow us to to add services to specific roomstays easily. However, we will need to get the list of services available first.

Attach documentation to a stay

Ulyses Connections allow us to send documents linked to specific reservations thanks to the following endpoint. This can be used to attach any type of communication, registration forms or invoices. 

Getting reservation's charges

Ulyses Connections allow us getting the costs of a reservation so clients can pay them upfront. To know the costs of a reservation we will need to retrieve the array of proformas and, from here, we will determine the amount of the reservation. As we explained here the number of proformas will depend primarily on the payment type selected in the reservation but also need to pay attention on the number of companies acting as "Bill to"'s in the reservation.

Pay room's pending amount 

Ulyses Connections allows third parties to complete the payment of a room's pending amount. To pay the full amount of a room we recommend you to follow the steps:

1. Get the reservation roomstay pending amount through the following endpoint
2. Pay the amount that is pending through the following endpoint