> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conduit.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Portal defaults

> Pick the default template, route listings to other templates, auto-create portals, and set check-in, payment, Discover and review settings for every portal.

Go to **Portals > Settings > Defaults**. One **Save** covers all five tabs. Needs **Manage Portals**.

## Templates

| Setting | Default | What it does |
| - | - | - |
| **All listings** | **Automatic (workspace branding)** | The template new portals use. Lists **Active** templates only. **Automatic (workspace branding)** gives portals a header and no offers |
| **Routing** | None | **Add rule** sends **Listings** or **Listing groups** to another active template. Rules run top to bottom, drag to reorder, and the first match wins. The default row becomes **All other listings** |
| **Auto-create portals** | Off | Every booked reservation gets a portal link as soon as it syncs |

* Template choices only affect portals created after you save
* A rule whose template is no longer active blocks saving until you pick another template or remove the rule
* **Auto-create portals** covers reservations that sync after it's on, with checkout still ahead. A cancelled stay's portal expires. To create portals for reservations you already have, contact Conduit support
* Auto-created portals aren't sent to guests. See [Sending portal links](https://docs.conduit.ai/portals/sending-portal-links.md)

## Check-in

| Setting | Default | What it does |
| - | - | - |
| **Verify before a portal opens** | **No gate** | **No gate**: anyone with the link opens it. **Confirmation code**: the guest enters the reservation's confirmation code, once per device. **Check-in date**: the guest enters the check-in date, once per device |
| **Require completed check-in to view details** | On | Hides the address, directions and the Stay page **Details** until the guest finishes their check-in steps |
| **Check-in animation** | **No animation** | **Corner bursts**, **Checklist burst** or **Confetti shower** when the guest finishes check-in |

**When details appear** sets when each detail shows: **Door code**, **Check-in instructions**, **Wi-Fi**, **Address and directions**, **Parking**, **Area information**, **House rules**, **House manual**, **Trash instructions** and **Check-out instructions**.

* **Door code**: **At check-in time** (default), **Before check-in** or **Before check-out**
* Every other detail: **Immediately** (default), **Before check-in**, **At check-in time** or **Before check-out**
* **Before check-in** and **Before check-out** take an amount in **Minutes**, **Hours** or **Days**. The default is 24 hours
* Door codes stay hidden until the guest finishes their check-in steps, whatever the timing
* A smart lock code shows once it's active on the lock. See [Devices](https://docs.conduit.ai/setup/tools-and-integrations/devices.md)

> [!NOTE]
>
> Showing the door code before check-in time doesn't make a smart lock code work any earlier.

Check-in settings apply to portals already sent.

## Payments

| Setting | Default | What it does |
| - | - | - |
| **Success view** | **Stay on page** | What guests see after paying. With **Full-screen success**, the link shows only a confirmation page after the first payment, without check-in steps, details or offers |
| **Show receipt** | On | Shows the receipt after paying |
| **Success message** | Thanks — you're all set. | The message after paying |
| **Email a receipt after each payment** | Off | See [Receipts](https://docs.conduit.ai/portals/payments.md#receipts) |
| **Send confirmation** | On | Sends the guest a message after a successful payment |
| **Message template** | Thanks `{{contact.firstName}}` — you're all set. | The confirmation message |
| **Track folio > Post paid orders** | Off | One **Track folio** group per Track account, with **Payment type** and **Default fee**. See [Track folio](https://docs.conduit.ai/portals/payments.md#track-folio) |

* These settings replace the template's own payment settings
* **Success view**, **Show receipt**, **Success message** and the confirmation message reach portals already sent the next time their template is saved. Receipts and Track folio apply to every portal right away

## Discover

**Things to do nearby** shows Viator experiences on the **Discover** tab. Connect Viator first: the **Connect** button opens **Settings > Connections**.

| Setting | Default | What it does |
| - | - | - |
| **Show Viator experiences** | Off | Shows the section |
| **Experiences shown** | 6 | 3, 6, 9 or 12 |
| **Minimum rating** | **Any rating** | **3+ stars** up to **4.5+ stars** |
| **Automatic destination matching** | On | Picks the Viator destination from the listing's location. Off, only listings with a destination set show experiences |
| **Commission disclosure** | None | Text disclosing commission on Viator bookings, shown in the experiences heading. Up to 500 characters |

## Reviews

Review links and rating settings. See [Reviews](https://docs.conduit.ai/portals/reviews.md#set-up).


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