# Set up Hotel Service on Cloud Voice

Before your front desk can check guests in or manage room phones, a hotel manager needs to switch on the hotel module and work through its four configuration tabs. This page walks through the initial setup end to end: enabling the service, setting your hotel-wide preferences, adding guest rooms, and defining how wake-up calls behave.

## Step 1. Turn on the hotel module

1. Sign in to the Cloud Voice management portal and open **Hotel Management**.
2. Switch on **Enable Hotel Management**.

![Enabling the hotel module from the Hotel Management page](/images/pbx/enable-hotel-mgt.png)

## Step 2. Set your hotel preferences

Open the **Hotel Settings** tab. This is where you define the property-wide defaults: currency, the information you collect from guests, what your staff can do, your guest room policy, and your billing details.

### Currency

The **Currency Unit** is required. Type the currency you want in the **Currency Unit** field; the value you enter carries through to every bill and invoice the system produces.

![The Currency Unit setting on the Hotel Settings tab](/images/pbx/currency-unit.png)

![The chosen currency unit as it appears on a guest bill](/images/pbx/room-bill.png)

### Guest information fields

These fields determine what the front desk records about each guest at check-in. Out of the box, the check-in form collects the following.

| Category | Fields |
| --- | --- |
| Guest Information | First Name, Last Name, Certificate ID, Mobile Number, Email Address |
| Guest Address | Zip Code, Street, City, State, Country |

To capture anything beyond these, turn on **Custom Guest Information Fields** and click **Add** to define each extra field.

:::note
You can add up to 10 custom fields.
:::

Whatever you configure here is what staff see on the check-in form.

![The guest information fields configured on the Hotel Settings tab](/images/pbx/guest-info-fields.png)

![The same fields presented on the check-in form in the Cloud Voice App](/images/pbx/linkus-guest-info-field.png)

### Staff privileges for room operations

Under **Client Configuration Permission for Hotel Management**, you can hand specific room tasks to individual staff members, such as your front desk. Anyone you authorize performs these tasks from the service panels in the Cloud Voice App (Desktop or Web).

Click **Add** to create a permission rule.

![Adding a staff permission rule for room operations](/images/pbx/add-client-permission-rule.png)

:::note
- You can create up to 10 permission rules.
- This does not give a staff member permission to *manage* the hotel service itself. To allow co-management of the configuration, assign the **Hotel Manager** role instead, see [Grant Hotel Management Permission](/pbx/hotel-management/grant-hotel-management-permission/).
:::

The privileges you can grant, and where staff use them in the Cloud Voice App, are:

- **Room Panel**: Work from **Hotel Management > Room Panel** to check guests in and out, move rooms, set Do Not Disturb, change room status, add wake-up calls, and more.

  ![The Room Panel in the Cloud Voice App](/images/pbx/web-room-panel.png)

- **Wake-up Service**: Open **Hotel Management > Wake-up Service** to schedule wake-up tasks and review the wake-up log.

  ![The Wake-up Service panel in the Cloud Voice App](/images/pbx/web-wakeup-service.png)

- **Call Service**: Handle guest calls from the Operator Panel. See [Call Management Permission](/pbx/hotel-management/grant-call-management-permission/#grant-call-service-permission-to-guests__section_qj5_5hn_ydc) for the details.

  ![The Operator Panel used to manage guest calls](/images/pbx/web-operator-panel.png)

- **Stay History**: Open **Hotel Management > Stay History** to review past guest stays.

  ![The Stay History panel in the Cloud Voice App](/images/pbx/web-stay-history.png)

- **Delete Check-in History**: Also under **Hotel Management > Stay History**, this allows the staff member to delete guest stay records.

  ![Deleting a check-in record from Stay History](/images/pbx/web-delete-checkin-history.png)

### Guest room policy

The guest room policy is required. It sets the shared rules that apply to every room.

![The guest room policy settings on the Hotel Settings tab](/images/pbx/hotel-room-setting.png)

- **Default Check-out Time**: Set the check-out time to apply by default.
- **Service Number**: A service number is the extension or AI receptionist number tied to a hotel service such as the 24-hour front desk, laundry, or restaurant. Every guest can dial it from a room phone whether or not they are checked in. Select one or more service numbers from the drop-down list.
- **Use Room Name as Caller ID Name**: By default, an internal call from a room phone shows the guest name captured at check-in, formatted according to **PBX Settings > Preferences > Basic > Name Display Format**.

  ![The Name Display Format setting that controls the default caller ID name](/images/pbx/name-display-format.png)

  To show the room name instead (the name set in **Hotel Management > Room Management > Room Name**), turn on **Use Room Name as Caller ID Name**.

  ![Enabling the room name as the caller ID name](/images/pbx/room-name-callerid.png)

- **Configure Guest Rooms Call Rules**: Room-to-room calling is off by default. Enable this option and pick the rule that fits your property:

  - **Deny Calls Between Guest Rooms**
  - **Only Allow Internal Calls between the Group Guests**
  - **Allow Calls Between Guest Rooms**

  :::note
  - In Cloud Voice, internal call permission is governed by extension visibility. When you set a call rule here, the system writes the matching rule into **Extension and Trunk > Client Permission > Extension Visibility** for you.

    
    ![Cloud Voice, the extension visibility rule generated from a guest room call rule](/images/pbx/internal-call-permission.png)

  - If **Organization Management** (**PBX Settings > Preferences**) is enabled, this option is turned off by default. To open up internal calling in that case, see [Enable internal call permission (department-based structure)](/pbx/hotel-management/grant-call-permission-to-guest-rooms/#best-practice-for-call-permission__internal-call-department).
  :::

  :::caution
  Once room-to-room calling is enabled, only guests in a checked-in room can place calls. From any other room phone (including a room with no guest checked in), the only numbers that can be dialed are the emergency number, a service number, and the housekeeping feature code. After changing these rules, confirm the emergency number is still reachable from a room phone.
  :::

- **Room Type**: Define your room types.

  :::note
  You can create up to 10 room types.
  :::

### Hotel information

Fill in your property's details in the **Billing Information** section. These details appear on every bill and invoice.

![The Billing Information section on the Hotel Settings tab](/images/pbx/hotel-information.png)

## Step 3. Add guest rooms

Open the **Room Management** tab to create your rooms and configure room statuses.

### Add rooms

Add rooms all at once or individually.

**Add rooms in bulk**

![The bulk add room dialog](/images/pbx/bulk-add-room.png)

1. Click **Add > Bulk Add**.
2. In the dialog, set:
   - **Room Type**: Choose a room type.
   - **Create Number**: The number of rooms to create. Enter a value from 1 to 99.
   - **Room Name**: A prefix and a suffix that combine into each room name. The prefix can be any letter or number; the suffix is a number from 0 to 9999. For example, a prefix of `Room` and a suffix of `1000` produces `Room1000`.
   - **Starting Number for Associated Extensions**: Pick an extension from the drop-down. The system assigns available extension numbers to the new rooms in sequence, starting from the one you choose.
3. Click **Save**.

**Add a room individually**

![The dialog for adding a single guest room](/images/pbx/add-a-guest-room.png)

1. Click **Add > Add**.
2. In the dialog, set:
   - **Room Name**: Name the room.
   - **Room Type**: Choose a room type.
   - **Associate with Extension**: Pick the extension to tie to the room.
3. Click **Save**.

### Set up room statuses

Cloud Voice includes six built-in statuses, **Dirty**, **Clean**, **Inspected**, **Repairing**, **Available**, and **Unavailable**: each paired with a feature code so housekeeping can update a room from its phone. You can add your own statuses on top of these.

1. Click **Customize Room Status**. The three default status rules appear in the list.

   ![The default room status rules](/images/pbx/default-room-status.png)

2. Add a status.

   ![Adding a room status](/images/pbx/add-room-status.png)

   a. Click **Add**. The system generates a feature code for the status so housekeepers can dial it from a room phone to update the room.

   :::note
   Each feature code is the default room status code (`*63`) followed by a sequential number. To use a different base code, change it under **Call Features > Feature Code > Hotel Management > Room Status**.

   ![The room status feature code setting](/images/pbx/room-status-code.png)
   :::

   b. In the **Room Status** drop-down, pick an existing status or click **Create New** to define one.

   :::note
   You can have up to 26 room statuses in total, the 6 built-in plus 20 custom.
   :::

3. Set the default status and, if you want, when it should reset.

   ![Setting the default room status and its reset behavior](/images/pbx/room-status-setting.png)

   a. In the **Set as Default Status** column, choose the default.

   b. *Optional:* In the **Effective Time of Default Status** drop-down, choose when the status resets to the default:
      - **At Check-In**: Reset each time a guest checks in.
      - **Automatically Reset Every X Days**: Reset on a schedule. Select the interval, in days, from the drop-down.

   c. Click **Save**.

## Step 4. Set up wake-up service

Open the **Wake-up Service** tab to set the wake-up number and the rules that govern wake-up calls.

### Wake-up number

The wake-up number is the internal number a guest dials to set their own wake-up calls. Keep the default number or type your own in the **Wake-Up Number** field.

![The Wake-Up Number setting](/images/pbx/wake-up-number.png)

:::caution
- You can use any number, provided it does not clash with an existing number in the system.
- Once you save the wake-up number, it is permanent and cannot be changed. Double-check it before you save.
:::

### Wake-up rule

Set how wake-up calls play out.

![The wake-up rule settings](/images/pbx/wake-up-rule.png)

| Setting | Description |
| --- | --- |
| Ring Timeout (s) | How long, in seconds, a wake-up call rings before timing out. Valid range: 5 to 300. |
| Snooze | How many times to repeat the call when a guest doesn't answer, and the interval between repeats. |
| Voice Prompt | The prompt played when the guest answers. The list is drawn from **PBX Settings > Voice Prompt > Custom Prompt**. |
| Failover Destination | Where the call goes if the guest never answers: **Hang Up**, **Extension**, or **Ring Group**. |

## Result

- Hotel service is now set up on Cloud Voice.
- An extension group named **Hotel Room Group** is created, and every extension you assign to a guest room is added to it automatically, giving you one place to manage room calls.

![The Hotel Room Group extension group created after setup](/images/pbx/hotel-room-group.png)