Revo Support

- STATUS: ACTIVE

- COMPATIBLE VERSION: 4.2

1. WHAT IS CLOUDBEDS?
2. HOW DOES THE INTEGRATION BETWEEN CLOUDBEDS AND REVO WORK?
3. CONFIGURATION IN REVO
4. HOW TO MAKE A ROOM CHARGE?
5. HOW TO CANCEL A ROOM CHARGE?
6. CLOUDBEDS BACK-OFFICE
7. HOW TO DISCONNECT THE INTEGRATION IN REVO XEF BACK-OFFICE?
8. HOW TO DISCONNECT THE INTEGRATION IN CLOUDBEDS BACK-OFFICE?

1. WHAT IS CLOUDBEDS?

CloudBeds is the intelligent cloud-based PMS for independent hotels and hotel chains. Configure your property, define contracts with your suppliers, allocate credit, manage deposits, and start managing all your reservations.

Minimize your operating costs, automate processes, and increase direct bookings. Subscribe to get information on cloud-based hotel management software from the best independent hotels and hotel chains.

2. HOW DOES THE INTEGRATION BETWEEN CLOUDBEDS AND REVO WORK?

This integration allows us to use CloudBeds with REVO. Now hotels can operate with an all-in-one, multi-platform Cloud system.

The CLOUDBEDS <-> REVO integration combines two Cloud systems into one, providing a comprehensive solution that enables the following actions:

Charges directly from Revo to the customer's account at the hotel/hostel (room/bed).
Refunds of charges from Revo to the customer's account at the hotel/hostel (room/bed).
Sending tax information per line or as an independent line.

3. CONFIGURATION IN REVO:

1. Access the back-office of Revo XEF.

2. Click on Integrations.

3. From the Add button, search for CloudBeds and click Add.

4. Fill in the following information:

Active: Enabled.
Name: Identifying name of the integration.
Test: Disabled.
Room charge signature: Activate this option to prompt guests to sign when making a charge to a room.
Print signature:
- Do not print: The ticket with the customer's signature will not be printed.
- Print: The ticket with the customer's signature will be printed.
- Mandatory printing: The ticket with the customer's signature will be printed. But if for some reason the ticket cannot be printed, it will not allow the operation to proceed.

5. Click Save to confirm the changes.

6. In a new browser tab, access the CloudBeds back-office: https://hotels.cloudbeds.com

7. Log in with your CloudBeds account by entering your email address, password, and click on Login.

8. If your CloudBeds account has two-step verification enabled, enter the code sent to your mobile and click on Submit.

Connection via CloudBeds:

1. Click on the profile and choose Apps & Marketplace.

2. In the Search Apps field, type REVO and select LEARN MORE for the REVO application.

3. Click on CONNECT APP.

4. Enter the Revo XEF username and password in the window that opens and click Login.

5. Click on Allow.

Note: Once these steps are completed, you can skip directly to the creation of the payment form.

Connection via REVO:

1. Back in the Revo XEF back-office in the Integrations section, log in: click on the actions button of the integration and choose the Login option.

2. A CloudBeds page will open (with the session already started), and click on Allow Access.

Creating Payment Method:

1. Go to Configuration / Payment Methods.

2. Click on the button +New (located in the upper right corner).

3. Add the following payment method:

Active:
Name: Room Charge CloudBeds (⚠ This name must be exactly the same).
Open cash drawer: Disabled.
With final cash fund: Disabled.
Currency management: Not allowed.

4. Click again on Save to confirm the changes.

We now have the integration fully configured!

4. HOW TO MAKE A ROOM CHARGE?

1. On a new order with products, click on the pay button. Choose other payment methods.

2. Select Room Charge CloudBeds from the list.

3. Select the room from the list that appears.

Note: You can search by room number.

4. Press the "enter" key on the device's keyboard.

5. Select the room.

6. If the option is enabled, ask the customer to sign the authorization and confirm .

7. Automatically, the receipt will be printed.

5. HOW TO CANCEL A ROOM CHARGE?

1. In Revo XEF, by clicking on the r, access the menu.

2. Choose the History option.

3. Locate the order in the Closed orders, select the order to refund, and click on the actions button .

4. Select the Make a refund option.

5. Click on the OK button to confirm the process.

6. Select the room from the list that appears.

Note: You can search by room number.

7. Press the "enter" key on the device's keyboard.

7. Select the room.

9. Ask the customer to sign the authorization and confirm .

11. Automatically, the receipt will be printed with a negative amount.

12. Also, in the History section of the Revo XEF menu, a new negative record will appear. Here, we can see the following information:

Refund order number.
Ticket with a negative amount.
Original order number from which the refund comes.

6. CLOUDBEDS BACK-OFFICE

1. Access the CloudBeds back-office via: https://hotels.cloudbeds.com and log in.

2. In the menu , select Reservations or click on the icon in the top right corner.

3. Select the guest from the list, or enter the customer's name or reservation ID in the search engine.

4. To view charges made to the room, select the Folio tab.

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7. HOW TO DISCONNECT THE INTEGRATION IN REVO XEF BACK-OFFICE?

1. Access the Revo XEF back-office

2. Click on Integrations

3. Click on the delete button of the CloudBeds integration.

4. Confirmation will be requested. If we are sure, click on Yes, otherwise click on Cancel.

8. HOW TO DISCONNECT THE INTEGRATION IN CLOUDBEDS BACK-OFFICE?