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Preview as

In the template editor, Preview as sets the stay the Customer preview shows: Listing, Subunit, Booking channel, Booking created, Nights, Guests, Pets, Returning contact, Check-in complete and Sample data. It lists the check-in steps that stay gets. ADR prices use a sample nightly rate of 75.

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Sandbox

Preview in the template editor, or Test in sandbox in a rule, opens the sandbox. It uses the saved template, plus the rule draft when you open it from the rule editor. Needs See Portals Page.
  • Set the stay: Template, Listing, Booking channel, Reservation source, Nights, Check-in day, Booking created, Booked ahead, Returning contact and Check-in complete
  • Rule trace shows each rule as Matched or Skipped, with the reason
  • Preview on your phone shows a QR code and link for a test portal. It needs Manage Portals, and isn’t available when you open the sandbox with Test in sandbox
Create test link in the template editor makes a link from the saved template, for a Contact and, if you want, one of their reservations or a listing. It needs Manage Portals, and saved changes.
  • Test links expire after 24 hours
  • They show Test portal. Payments run in Stripe test mode. with Reset progress
  • Deposits, required fees, waiver payments and request holds can’t be paid on a test link
  • They don’t start workflows, notifications or inbox cards, don’t send receipts, and don’t save contact details or guest counts
  • On a real reservation, a test link shows live reservation details, so share it only with your team

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What reaches portals already sent

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Go live

  1. Finish setup: check-in steps, portal fields, offers on an active template that’s the default in Defaults, and published guides
  2. Test with Preview as, the sandbox and a test link
  3. Turn on Auto-create portals in Defaults. To create portals for reservations you already have, contact Conduit support. Creating portals doesn’t send anything
  4. Map your locks so every upcoming stay has a door code. See Devices
  5. Publish the workflows that send the link. For bookings whose send time already passed, use Run > Schedule run on the workflow
  6. Turn on the AI agent’s Get Portal tool