Closed Beta Rollout: This integration is not generally released for production use yet. Activation is only available in coordination with Customer Success.
Prerequisites
- Your hotel uses the Protel/Planet Cloud API.
- API key and API base URL are available.
- For Journey Messaging, the correct PMS context for your hotel is known.
Activate the integration
Because there is a Protel/Planet integration page in the DialogShift app, the hotel can enter the credentials itself. For Journey Messaging, Customer Success also confirms the PMS context.- Enter the API key and base URL in the DialogShift app.
- Activate the Protel/Planet integration.
- For booking agents, enable only room categories and rates that can be booked without prepayment.
- For Journey Messaging, Customer Success sets up the PMS context.
Booking agents
Booking agent configuration
Room categories. Room categories are configurable so the agent only books categories directly in Protel/Planet that are suitable for the dialog. Enable only public, available categories. Rates. Rates are configurable because Protel/Planet only supports direct pay-at-hotel bookings through DialogShift. Enable only flexible or pay-at-hotel rates and exclude prepaid or payment-required rates.Confirmations and notifications
Set up booking confirmations. In protel Messenger, create a delivery rule that automatically sends a confirmation when a reservation is created. Alternatively, select Create reservation confirmation in Protel to send it manually. For automatic delivery, confirm with Protel Support that the rule also applies to reservations created through the interface.
Notify reception. If you want your reception team to receive an active notification, create a suitable delivery rule in protel Messenger.
Set up and test confirmation delivery before your booking agent goes live.