- STATUS: ACTIVE
- COMPATIBLE VERSION: 4.2
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HOW TO DISCONNECT THE INTEGRATION IN THE REVO XEF BACK-OFFICE?
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HOW TO DISCONNECT THE INTEGRATION IN THE CLOUDBEDS BACK-OFFICE?
1. WHAT IS CLOUDBEDS?
Cloudbeds is the cloud-based smart PMS for independent hotels and hotel chains. Parameterise your property, define contracts with your suppliers, allocate credit, manage deposit and start managing all your bookings now. Minimise your operational costs, automate processes and increase your direct bookings. Subscribe to get information on cloud-based hotel management software from top independent hotels and hotel chains.
2. HOW DOES THE INTEGRATION BETWEEN CLOUDBEDS AND REVO WORKS?
This integration allows us to use Cloudbeds with Revo. Now hotels can operate with an all-in-one multi-platform cloud system.
The integration CLOUDBEDS <-> REVO allows the combination of two Cloud systems in one, achieving a complete solution, which enables the following action:
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Direct charges from Revo to the costumer’s account at the hotel/hostel (room/bed).
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Chargebacks from Revo to the customer’s account at the hotel/hostel (room/bed).
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Sending tax information per line or on a separate line.
3. REVO CONFIGURATION:
1. Access Revo XEF Back-office: revoxef.works
2. Click on: Integrations
3. From the Add, search for Cloudbeds.
4. Click on Add to get the integration.
5. Fill in the following information:
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Active: √
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Name: Identifying name of the integration.
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Test: Deactivated
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Room charge signature: Enable this option to ask guests to sign when charging a room.
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Print signature:
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No print: The receipt will not be printed with the customer's signature.
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Print: The receipt will be printed with the customer's signature.
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Print mandatory: The receipt will be printed with the customer's signature. But if for some reason the ticket cannot be printed, it will not let you continue with the operation.
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6. Click on Save to confirm changes.
7. In a new browser tab, access the Cloubdebs back-office: https://hotels.cloudbeds.com
8. Log in with your Cloudbeds account, enter your email address, password and click Login.
9. If your Cloudbeds account has two-step verification enabled, enter the code that has been sent to your mobile and click Submit.
10. Connection via Cloudbeds:
10.1. Click on profile and select Apps & Marketplace.
10.2. In the Search Apps search box, type REVO and select LEARN MORE from the REVO application.
10.3. Click on CONNECT APP.
10.4. Enter your Revo XEF username and password in the pop-up window and click Login.
*10.5. Click on Allow.
Note: Once these steps have been completed, we can jump to payment method creation (step 12).
11. Connection via REVO:
11.1. Back in the Revo XEF Back-office, in the Integrations section, we login: click on the integration actions button and select the option Login.
11.2. A Cloudbeds page will open (with the session already logged in) and click on Allow Access.
12. Payment method creation: Room Charge CloudBeds:
12.1. Create a new payment method: to do so, go to Configuration -> Payment methods
12.2. Click on the + NEW button (located in the top right corner).
12.3. Add the following payment method:
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Active: √
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Name: Room Charge CloudBeds (⚠ This name must be exactly the same).
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Open cash drawer: Deactivated
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Requires end till: Deactivated
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Change strategy: Not allowed.
12.4. Click on Save to confirm the changes.
We have the integration fully configured!
4. HOW TO MAKE A ROOM CHARGE?
1. In a new order with products, press on the pay button.
2. Select other payment methods.
3. Select Room Charge CloudBeds from the list.
4. Select the room or...
5. Enter the room number in the search box.
6. Press the “enter” key on the device’s keypad.
7. Select the room.
Note: You can search either by room number or by guest name.
8. Ask the customer to sign the authorisation and confirm. .
9. The receipt will automatically be printed.
5. HOW TO CANCEL A ROOM CHARGE?
1. In Revo XEF, press on r to access the menu.
2. Select Historic data.
3. Locate the order in the "Closed" orders, select the order to refund and press on the actions button .
4. Select the option "Do a refund".
5. Press the "Ok" button to confirm the process.
6. Select the room or...
7. Enter the room number in the search box.
8. Press the “enter” key on the device’s keypad.
9. Select the room.
Note: You can search either by room number or by guest name.
10. Ask the customer to sign the authorisation and confirm. .
11. The receipt will automatically be printed with a negative amount.
12. Also, in the “Historic data” section of Revo XEF menu > “Closed orders”, a new negative record will appear. Here, we can observe the following information:
- Refund number order.
- Receipt with negative amount.
- Original invoice number from the refund originates.
6. CLOUDBEDS BACK-OFFICE
1. Access the Cloudbeds back-office via: https://hotels.cloudbeds.com and log in.
2. From the menu, select Reservations or press on the icon on the top right.
3. Select the guest from the list or enter the guest’s name or booking ID in the search box.
4. To view the charges made to the room, select the Folio tab.
7. HOW TO DISCONNECT THE INTEGRATION IN THE REVO XEF BACK-OFFICE?
1. Access Revo XEF Back-office: revoxef.works
2. Click on: Integrations
3. Click on the delete button of the Cloudbeds integration.
4. We will be asked for confirmation. If we are sure, click on Yes, otherwise click on Cancel.
8. HOW TO DISCONNECT THE INTEGRATION IN THE CLOUDBEDS BACK-OFFICE?
1. Access the Cloudbeds back-office via: https://hotels.cloudbeds.com and log in.
2. Click on profile and select Apps & Marketplace.
3. In the left-hand menu, select Manage Apps and click Disconnect for the integration you want to disconnect.
4. We will be asked for confirmation. If we are sure, click on Yes, otherwise click on Cancel.
