How to utilize digital registration flows [Enterprise]

Send document(s) and collect signatures electronically.

Digital Registration Flows

Create a document within Whistle to have electronically sent via link.

Documents are kept on file for up to 5 years.

Step 1: Set Brand Theme

Step 2: Create Registration

Step 3: Send

Step 4: Automate

Step 5: View History

Step 1: Set Brand Theme

Click here for more information.

Step 2: Create Registration

1. Go to the Company tab inside Whistle
2. Select the Digital Registration Flows section
3. At the top right of the page, click the Create
   
4. Add document Title
5. Click Create
   
6. Click Add Step
   
7. Add Step Title
8. Manage the Text and Fields Required - click the field name to add the field into the document to be edited
   1. Text
   2. Terms Checkbox
   3. Signature
   4. Name Field
   5. Phone Field
   6. Attachment Upload
      1. It is not advised to have guests upload Credit Card/Driver's License information since this requires PCI compliance certification
      2. File Types Supported: jpeg, gif, png, apng, svg, bmp, bmp ico, & png ico.
   7. Text Input Field
   8. Number Field
   9. Dropdown
   10. Select a Date
   11. Select a Time
9. Enable the step to be visible when the link is accessed
10. Click Save
    

Step 3: Send

1. While in an open message or when setting up an automated message, select the Template icon
   
2. Select the template type to add into message box
   1. Company Template (Admin Created)
   2. User Templates (User Created)
   3. Survey Templates (Feature)
   4. Digital Registration (Enterprise Feature)
   5. Automated Messages (Feature)
      
3. Once you've inserted the templated variable, it will paste a link into your message box. If you wish to add more to the message you may do so...
   

Step 4: Automate

1. Go to the Automations tab inside Whistle

2. Select Automated Messages

3. Click + New Automated Message

4. Create Title - not seen by guest

5. Select Recipients

   • In-House (by Checked-in) 
   • In-House (by Arrival)
   • In-House on Date
   • Day before Arrival
   • X Days before Arrival
   • Arriving Today
   • Day after Arrival (Stays longer than 1 day)
   • X Days after Arrival
   • Mid-Stay (Stays longer than 1 day)
   • Day before Departure
   • X Days before Departure
   • Departing Today
   • Day after Departure
   • X Days after Departure
   • INTEGRATION REQUIRED: PMS Reservation Created 
   • INTEGRATION REQUIRED: PMS Reservation Checked In 
   • INTEGRATION REQUIRED: PMS Reservation Checked Out
   • INTEGRATION REQUIRED: PMS Reservation Canceled
6. Add Conditions (if any) 
7. Schedule when the message runs
   1. One-Time (scheduled)
   2. Repeating (automated)
8. Select Days when message runs
   1. Sunday
   2. Monday
   3. Tuesday
   4. Wednesday
   5. Thursday
   6. Friday
   7. Saturday
9. Select Send Time
10. Chose automation type - Message Guest
    
11. Choose if you want to enable Multi-Reservation Messaging (optional)
12. Select Messaging Channel if you have any others enabled (eg. email, whatsapp)
13. Click Temples
    
14. Click Digital Registration
15. Click Insert Variable next to the digital registration you wish to add to your message
16. Click Create
    

Step 5: View History

1. Go to the Company tab inside Whistle
2. Select Digital Registration Flows section
3. Select History
4. Select 3 Dots icon to download PDF
5. Click the Blue Document Title to view completed document