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Learn more about Planniac's key features

 
Activities are the things you offer guests. Like tours, transfers, room extras or spa services. The Planniac system is built to help with that.
These are core features in every Planniac subscription.

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Another area where Planniac shines. Share a link with your guests so they can have your hotel in their pocket and follow the itinerary you've prepared.
This is a core feature of every Planniac subscription.

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(optional add-on feature)

Relax with the new Spa Planner
  • Control availability and schedule staff for spa rooms and treatments.
  • Manage appointments for your in-house guests and outside guests on the easy drag and drop calendar.
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(optional add-on feature)
When you set up activities, you can decide whether to offer them online so your guests can request them directly. With the Planniac system, it's possible to gently offer upsells at the time your customers are seeking them. 
This is an optional add-on feature.
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(optional add-on feature)
You can store a lot of great information about guests in the PMS. But is there more? Use Planniac to collect pre-registration information from your guests.
This is an optional add-on feature.
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Every property operates differently. We know that. So we've built a number of tools that help Planniac hotels manage different aspects of day-to-day operations.
These are core features in every Planniac subscription.
Read more   👉

Manage these activity types

Planniac categorizes activities to help keep things organized

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Tours

What’s on the guest’s bucket list from the email they sent? Who are the best suppliers and what do they charge? Is a guest ready to confirm or should you follow up later? Did it get posted to the Cloudbeds folio yet?

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Transfers

How are your guests arriving, and who’s coming with them? Is transportation included in the reservation or should it be added as a charge? Has the pickup been confirmed, and does the driver know about extra luggage, children, or other details?

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Equipment or vehicle rentals

Manage the use of paid or complimentary equipment rentals, like bicycles, kayaks, golf carts, and cars. Manage in-room 'rentals' like baby cribs or extra beds. Know who still has an umbrella checked out.

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Concierge arrangements

Track the requests that are hard to classify another way, like concierge arrangements. Log the outside restaurant reservations, museum tickets or business services you arranged.

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Extras

What are the extras you provide on request that you might want to track? Sell early check-ins, extra beds or little touches like flowers and champagne 🥂—then assign housekeeping to work their magic. Every room shines, every guest smiles. 🎉

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Food and beverage

Planniac isn't a POS, but you might find some use for coordinating certain F&B activities. Like a champagne setup in the room on arrival day. Or a birthday cake for a special guest. If you're a very small property, you could use Planniac to manage meal or room service orders.

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Gift shop

Your hotel might regularly offer services or products that logically fall under the gift shop umbrella. Try offering your branded coffee mugs or beach towels on the upsell site and see if you can get guests to buy them instead of stealing them.

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Events

Set up one-time events or repeated ones with capacity limitations. View attendees and manage changes or cancellations. Use it for events like a weekly yoga class, New Years Eve party or a tennis tournament.

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Flights

Assist guests with local flights and record them on Planniac to keep track of them.

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Taxi/shuttle

Getting guests to and fro takes some coordination skills! If you have your own shuttle, complimentary or not, you'll be able to keep drivers and guests informed real-time.

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Spa

Track appointments for your small spa, wellness center, or in-room massage services. Keep your reservations organized in one place, so you never lose track of who’s coming in or when. Reduce no-shows, keep your schedule flowing smoothly, and make sure a missed treatment doesn’t kill the buzz for you — or your guests.

Create and market packages

Packages in Planniac make coordination a bit simpler. You can schedule a single package, or sell it online, and when it comes in to Planniac it will split into the separate elements for follow-up and itinerary purposes.

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Set up packages to include meal plans and activities

Planniac is really flexible, so you can include whatever you'd like in your packages. If "Kayak with grizzlies" and "60-minute Relaxation Massage" go together, then bundle them together.

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Offer them on your PMS and your Planniac upsell page

Give your guests the option to purchase a package wherever you interact with them. Planniac helps you keep the included activities well organized.

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Link packages from your website to specific Cloudbeds rate plans

We can give your webmaster some reference code so you can create customized 'Book package' buttons that take a looker right to those rate plans on your booking engine

Activities • Packages • Itineraries • Upsell • Pre-registration • Tasks • Operations

Share itineraries

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Preview and send from Planniac

At any time after a guest reserves, you can send an itinerary of their scheduled or pending activities.

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Give guests real-time updates

The itinerary you send will stay updated anytime your staff make changes to an activity.

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Share specifics – not horrifics

The itinerary can let the guest know when and where to report, what to wear, what to bring, and what's included. You can set these defaults for every activity ahead of time, and avoid a lot of repetitive work.

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Send a link with your scheduled Cloudbeds emails

Why not engage guests right from the start? Insert a custom link that reveals their personal itinerary right in the confirmation email (or a future email if that makes more sense to you).

Activities • Packages • Itineraries • Upsell • Pre-registration • Tasks • Operations

Spa Planner

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Appointment calendar

A nice drag-and-drop calendar for managing appointments. It prevents overbooking.

See more
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Staff schedules

Create shifts so you know who is available for spa treatments. Set skills for treatments to make sure the right person is always assigned.

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Compatible with Online Offers

You can use Planniac's Online Offers to sell your spa services and show only available times. Guests can book themselves, saving time for them and you.

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Bill to the room

Bill directly from Spa Planner to a guest's folio in Cloudbeds

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Accommodate outside guests

Planniac lets you treat non-guests like guests! And you can even bill services to individual house accounts in Cloudbeds for payment processing and receipts.

See more

Activities • Packages • Itineraries • Upsell • Pre-registration • Tasks • Operations

Maximize upsells

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Link Cloudbeds add-ons

When a reservation is made, use Cloudbeds to upsell your most easy-to-sell add-ons. Things like meal plans, room extras, early check-in and transfers sell well here. You can 

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Post a branded upsell page of your own

The Planniac system gives you access to an optional online offers site which you can use on its own, or embed in your own website or CRM tool. Of course, it's mobile friendly. Choose to collect payment via your own Stripe account, or simply take requests to charge later using your preferred method.

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Wordpress plugin

Subscribers can ask for our complimentary Wordpress tool that helps create links to your hotel's Online Offers or Cloudbeds rate packages.

Download

Activities • Packages • Itineraries • Upsell • Pre-registration • Tasks • Operations

Facilitate check in with Planniac's online pre-registration option

Use Planniac's optional pre-registration tool to collect extra information before guests arrive. Choose the questions to ask and make them optional or mandatory. 

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Accurate

Guests tend to be more accurate when they do it themselves, and it gives you some great information to serve them even better on arrival.

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Branded

You'll have a small logo on the form and a large greeting that you can customize. Help guests feel at home before they even get on the plane.

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Allergy awareness

Knowing a guest's allergies in advance helps your team in a lot of ways. The restaurant is the most obvious. But what about those feather pillows or aromatics in the spa? Planniac helps you track them – and use them.

Activities • Packages • Itineraries • Upsell • Pre-registration • Tasks • Operations

Tools and reports that support operations and capitalize on Planniac's data

Every property operates differently. We know that. So we've built a number of tools that help Planniac hotels manage different aspects of day-to-day operations.

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Daily report

A daily recap of all guest comings and goings.

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In-house guests report

A list of current guests with basic reservation information and open balances

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Trip manager (tours & transfers)

Use this tool to schedule drivers, guides and vehicles. Focus on upcoming tour & transfers activities.

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Housekeeping supervisor worksheet

Assign housekeepers. Add supervisor notes. Read housekeeping notes from the PMS. Check that housekeepers have completed all assigned cleaning and tasks for the day, including empty rooms.

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Kitchen tasks

See in-house guest totals for planning and prep. Catch allergies and quirky food preferences early—yes, even the “no cilantro or I’ll cry” guests. Use a checklist for pack meals (tour lunches) needed for the day.

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Restaurant FOH report

This is a simple list of all guest names, their meal plan entitlements, and potential allergy concerns. Put it on the same devices as the restaurant POS and eliminate charges being billed to the wrong guest.

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Spa manager

See upcoming spa activities, including guest names, staff (or outside resource) names, treatment requested and treatment room assigned.

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Events manager

Create dates for your events. Monitor attendee lists and payment status. Adjust for date or venue changes.

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House accounts report

See pending activities with open balances for outside guests.

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Export planns

Filter by date range, room, guest name, provider and more – and print reports that will make even your bookkeeper happy.

Activities • Packages • Itineraries • Upsell • Pre-registration • Tasks • Operations

Monitor internal tasks

Tasks are usually used for things that aren't activities planned for guests. We know some brilliant hotels using Planniac and we've borrowed a few tasks tips from them. See if any of these would make sense for your property.

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Reservations

Reminders to: Charge card (manual charge reminder) / Planning call / Post-stay thank you call

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Front desk

VIP arrival / Message for guest / Keys at desk / Luggage store / Follow-up

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Driver

Pick up supplies / Staff ride / Clean vehicle

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Housekeeping

This one's easy. Special assignments might be: Deep clean room / Guest reported bugs / Laundry pickup / Extra blanket

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Kitchen

Birthday cake / Late arrival order / Large group reservation / Special menu request

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Restaurant FOH

Large group reservation / VIP guest / Guest birthday / Romantic dinner setup

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Maintenance

ASAP TV or remote / ASAP assist guest with safe / AC not cooling / Plumbing issue

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Security

Guest reported missing item / Monitor noise

Activities • Packages • Itineraries • Upsell • Pre-registration • Tasks  • Operations