Learn how HelloShift integrates with other systems.

Integrations

Connect HelloShift to your PMS to sync guest reservations, room status, and housekeeping data automatically.

PMS Integrations Overview

Configure Twilio for SMS guest messaging and Voice AI phone calls in HelloShift — number setup and A2P registration.

Twilio Setup

Connect smart locks to HelloShift for mobile key access — supported locks, setup guides, and troubleshooting.

Smart Lock Integration

Configure Stripe to collect guest payments and deposits during mobile check-in in HelloShift.

Stripe Payment Setup

Set up WhatsApp Business and Facebook Messenger channels for guest messaging in HelloShift.

WhatsApp & Messenger Setup

Connect RemoteLock to HelloShift for automated guest access — PIN codes generated and shared at check-in.

 Integrating HelloShift + RemoteLock

Configure Shift4 payment processing for guest check-in payments and deposits in HelloShift.

Shift4 Payment Setup

Set up Authorize.net to process guest payments during mobile check-in in HelloShift.

Authorize.net Payment Setup

Understand Twilio usage costs and overage charges for SMS messaging and Voice AI calls in HelloShift.

Twilio Overages

Connect PointCentral smart locks to HelloShift for automated guest access codes via SMS, WhatsApp, or email.

Integrating HelloShift + PointCentral

Connect Tokeet (AdvanceCM) to HelloShift to automatically import bookings, guests, and rentals — one-click OAuth setup.

Integrating HelloShift + Tokeet (AdvanceCM)

Connect Preno to HelloShift to automatically import bookings, guests, and rooms — self-service setup with your Preno API token.

Integrating HelloShift + Preno

HelloShift

Learn about HelloShift and how to start using it.

New Users Start Here

Overview of how HelloShift helps your property and key features

What is HelloShift & Basics

Answers to frequently asked questions about HelloShift — setup, features, billing, integrations, and troubleshooting.

FAQs

Step-by-step setup checklists for every HelloShift module — track your progress and launch each feature with confidence.

Onboarding Checklists – Your “Done-Yet?” Dashboard for Every HelloShift Module

Manage Site

Configure your property's business info, timezone, messaging preferences, and notification defaults in HelloShift.

Site Settings

Set up your HelloShift property with essential configuration options for staff, cleaning, guest, and check-in settings.

Site Configuration

Manage user roles, access levels, and permissions for your HelloShift property — control who can see and do what.

User Roles & Permissions

Manage multiple hotel properties from one HelloShift account — switch between sites, share settings, and view cross-property data.

Multi-Site Management

Customize your personal HelloShift settings including notification preferences, display options, and account details.

User Settings & Notifications

Staff Collaboration

Build an internal knowledge base for your hotel staff — document SOPs, policies, and procedures in HelloShift.

Create Your Staff Wiki

Use hashtags and @mentions in HelloShift to organize conversations, tag topics, and notify team members instantly.

How To Use Tags (#) & Mentions (@)

Start private one-on-one or group conversations with staff members in HelloShift for confidential communication.

Create Private Conversation

Create, assign, and track tasks for your hotel team — set due dates, priorities, and departments in HelloShift.

Creating Tasks with HelloShift

Organize your HelloShift notes and tasks with filters, labels, and views to keep your hotel operations on track.

Organizing Notes & Tasks

Create and manage staff schedules in HelloShift — set shifts, track availability, and keep your team informed.

Staff Shift Scheduling

Track hotel inventory items, set reorder alerts, and manage stock levels across departments in HelloShift.

Inventory Management

Plan and manage hotel events, group bookings, and internal meetings with HelloShift's shared event calendar.

Event Calendar

Log, track, and return lost items with HelloShift — search by description, location, or guest and manage claim status.

Lost & Found

Track guest packages from arrival to delivery — log carriers, notify guests, and ensure nothing gets lost.

Package Handling

Track leads, manage contacts, and monitor revenue opportunities with HelloShift's built-in hotel sales CRM.

Sales CRM

Create recurring operational checklists for your hotel team — daily inspections, shift handoffs, and audits in HelloShift.

Checklists

Access and filter HelloShift reports for tasks, housekeeping, guest messaging, and staff activity at your property.

How To View Your Reports

Save time with reusable task templates for recurring hotel operations like maintenance, inspections, and room prep.

Template Tasks

Learn the basics of HelloShift's staff collaboration tools — notes, tasks, mentions, and team communication.

Getting Started With Staff Collaboration 

Use AI-powered insights and reports in HelloShift to spot trends, track performance, and improve hotel operations.

AI Insights & Reports

Guest Messaging

Send and receive guest messages via SMS, email, and web chat — automate responses and manage conversations in HelloShift.

All About Guest Messaging 

Set up automated guest messages for pre-arrival, check-in, mid-stay, and checkout in HelloShift.

Guest Automations

Monitor guest reviews and feedback scores in one dashboard — track trends and respond to reviews in HelloShift.

Review Dashboard & Guest Feedback

The HelloShift chat widget lets you connect with website visitors directly from your property’s site. Follow the steps below to customize and activate your chat widget.

How to Set Up Your Chat Widget in HelloShift

Schedule recurring automation jobs to run housekeeping, messaging, or operational tasks on a set cadence.

Automation Jobs

Create reusable message snippets and templates for fast, consistent guest communication in HelloShift.

Snippets & Templates

Build custom automation workflows with unlimited triggers, conditions, and actions in HelloShift.

Unlimited Automations Guide

Housekeeping

Set up HelloShift housekeeping — configure rooms, cleaning types, zones, and housekeeper assignments for your property.

All About Housekeeping

Set up credit-based room assignment to balance workloads across housekeepers based on room type and cleaning effort.

Housekeeping Credit System

Automate room status changes and cleaning assignments with triggers and scheduled room jobs in HelloShift.

Room & Cleaning Automations

Assign rooms to housekeepers using AI-powered, credit-based, zone-based, or manual assignment methods in HelloShift.

Room Assignment System

Manage your hotel's room inventory — track room types, availability, and status across your property in HelloShift.

Room Inventory Management

Track housekeeper time per room with start/stop timers and view productivity reports in HelloShift.

Housekeeping Time Tracking

Contactless Check-In

Set up mobile check-in for your hotel — customize the guest flow, ID verification, payments, and registration cards.

Contactless Check-in Setup

Track guest check-in progress in real time — see who has started, completed, or skipped mobile check-in.

Check-in Tracking

Offer guests the ability to browse and purchase items, services, or add-ons through HelloShift's shopping feature.

Shopping Feature

Set up a self-service check-in kiosk for your hotel lobby using HelloShift's tablet-based kiosk mode.

Kiosk Self-Checkin

Enable cashless tipping for housekeeping and staff — guests tip via mobile check-in or QR code in HelloShift.

Digital Tipping

Create a digital guest guidebook with local recommendations, property info, and house rules for your hotel.

Guest Guidebook

Set up automated actions triggered by guest events — send messages, update rooms, or create tasks on check-in or checkout.

Triggers

Learn about the Voice AI Assistant and post-call follow-up features

Voice AI Assistant

See how HelloShift's Voice AI handles incoming calls — from greeting to FAQ answers to post-call follow-up actions.

What Happens When a Guest Calls

Set up AI-powered automations to handle guest requests, route messages, and trigger actions in HelloShift.

AI Automations

Configure HelloShift's AI Assistant to handle guest questions automatically — set up FAQs, tone, and escalation rules.

AI Assistant Configuration

Collect credit card payments and deposits during mobile check-in — secure, PCI-compliant processing in HelloShift.

Guest Payments Overview

Send a secure link that lets a remote third party authorize charges for a guest's stay — signed evidence, card on file, optional immediate charge.