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A portal is one link per reservation. Guests use it to finish check-in steps like an ID check and agreements, see stay details and door codes, buy or request offers, read guides, pay, message you and rate their stay after checkout.

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Add Portals to your workspace

Portals is an add-on. Portals sits under Operations in the sidebar, and workspaces without the add-on see Book a demo there. Settings > Billing lists Portals under Add-ons, marked On once it’s on.

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Where things are

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Permissions

Five permissions sit under Portals in Settings > Members > Roles and permissions: Admin has all five. New workspaces give Member See Portals Page, Manage Portals and Manage Submissions, and Other See Portals Page. Portal fields need See Properties Page to view and Manage Properties to edit.

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How a reservation gets a portal

  • With Auto-create portals on in Defaults, every booked reservation gets a portal when it syncs
  • Without it, a portal is created the first time someone uses Copy portal link or Generate portal on the reservation, a workflow sends Conduit Portal Link, or the AI agent uses Get Portal
  • Inquiries, booking requests and cancelled, declined, expired and pending reservations don’t get portals
  • Creating a portal doesn’t send it. See Sending portal links
  • Links look like https://portals.conduit.ai/p/..., or use your custom domain
  • A link works until 30 days after checkout. Cancelling the reservation ends it straight away
  • Disable portal, in the Portal section’s menu, ends access through every link for that reservation and revokes its device access. Reactivate portal turns the links back on but doesn’t restore device access

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What guests see

The portal has Stay, Discover and Chat tabs, plus Cart while the cart has items.
  • Stay: check-in steps, stay details like Wi-Fi and door codes, offers, guides and receipts. After checkout, a thank-you page with a rating card and after-checkout offers
  • Discover: offers by category, and Viator experiences when they’re on
  • Chat: messages arrive in your inbox on the Portal channel, and the AI agent answers them like any other channel
  • The portal opens in the guest’s browser language when it’s English, Spanish, French, German, Italian, Portuguese, Russian, Hindi, Chinese, Japanese, Korean or Arabic. Change language switches it, and text is machine-translated

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Go live

  1. Connect Stripe
  2. Add check-in steps, fill in portal fields, and create offers and guides
  3. Set up the brand kit and a template, make it Active and pick it in Defaults
  4. Test with Preview as, the sandbox and a test link
  5. Map your locks. See Devices
  6. Turn on Auto-create portals and publish the workflows that send the link