Membership registration verification explained
Membership registration verification provides an optional layer of explicit consent before a member is officially enrolled in a loyalty or recognition program.
When enabled, any new loyalty registration whether completed online, via the Guest Portal, in the booking engine checkout (if applicable), or by a call center agent will trigger a verification email. The guest must click the verification link before a Membership ID is added to the profile.
This feature helps hotels and brands comply with regional requirements where explicit opt-in is mandatory.
How the verification pathway works
Learn how the verification pathway works:
A guest or hotel team member initiates a loyalty registration.
The CRM triggers a verification email to the guest.
The guest clicks the verification link in the email to confirm consent.
After verification:
The membership is added to the guest profile.
A standard welcome email is triggered.
If the guest does not verify:
Their CRM profile is still created.
Any in-progress reservation may still be completed.
They must select a rate that does not require membership to book, if applicable.
Exception includes simple signup: One check
If the hotel uses the simple signup function in the SHR CRS booking engine checkout, guests do not receive the verification email and do not need to confirm via link. Required legal consent verbiage must be included in the checkout language.
Before you start the set up of membership registration verification pathway
Before enabling the verification pathway:
Confirm whether your region requires explicit verification.
Ensure all required email templates are created and branded.
Ensure guest portal labels include correct instructional text for users.
Determine which channels such as call center, guest portal or admin portal must enforce verification.
Confirm internal teams understand that unverified profiles may not receive a membership ID.
Confirm your loyalty program and membership tiers are configured.
Enable membership signup verification
Follow the steps below to enable membership verification and select which channels require verification.
From the left navigation menu, click CRM Setup.
Click Client Management.
Click Membership Signup Verification.
In the channel list, click all channels where verification should be enforced:
RestAPI: Call center.
Guest portal: Guest portal and booking engine.
Admin portal: Admin user-created profiles.
Ensure each selected channel is marked as active for verification logic.
Click Save and Close.
Configure guest portal message
Follow the steps below to configure the messaging that appears online when a guest registers and when verification is complete.
From the left navigation menu, click Guest Portal Setup.
Click Guest Portal Label Setup and locate the labels used for:
Registration confirmation messaging.
Instructions directing the guest to check their email.
Messaging shown after successful verification.
Enter your preferred text for each label.
Enter translated text for all active system languages.
Click Save and Close.
🤓Tip: Include clear and concise instructions such as check your email to verify your membership registration.
Configure verification emails
Follow the steps below to create and activate the email templates used for verification.
From the left navigation menu, click CRM Setup.
Click Administrative Email Setup and click Loyalty Signup Verification.
Create or modify the email templates for each supported language.
Ensure the template includes the required personalization tag for the verification link:
{VerificationUrl}
Add any required branding, styling, or instructions.
Click Save and Close.
Verification behavior in the guest profile
Follow the steps below to view a guest’s verification status.
From the left navigation menu, click Profile Management.
Click Guest and enter profile search criteria.
Click Search and click on the profile name in the search results to select the profile.
Click the Guest Information tab.
Locate the Signup Verified checkbox.
Checked: Guest has verified their registration.
Unchecked: Guest has not yet verified.
Review the Profile Audit Log for a detailed sequence of verification events.
📌Note: Membership IDs are not assigned until verification is complete unless Simple Signup is used.
End to end workflow summary
The following summarizes the complete verification workflow:
Guest registers online or hotel agent begins registration.
CRM creates a guest profile without a membership ID.
CRM sends the verification email.
Guest clicks the verification link to confirm consent.
CRM adds the membership ID.
CRM sends the standard membership welcome email.
Profile shows the signup is verified.
If the guest does not verify:
Membership is not added.
The profile stays active.
Guest may still book publicly available rates.
Guest cannot complete bookings requiring membership rates.
Tips and best practices
Outlined below are some tips and best practices.
Always ensure verification emails are branded and easy to understand.
Encourage front desk and CRO staff to remind guests to check spam folders.
Keep Guest Portal messaging concise but clear.
If verification rates drop, review email deliverability settings.
Use the Audit Log to troubleshoot individual verification issues.
Troubleshooting
Outlined below are some troubleshooting issues.
Guest reports not receiving the verification email
Possible causes:
Email entered incorrectly.
Email domain rejecting the message.
Email flagged as spam.
Template for that language may not be configured.
Guest clicked the link but membership is still not added
Guest may have clicked an expired link.
CRM may not have received the confirmation and it is a connectivity issue.
Membership rules may require additional info.
Verification email contains incorrect or broken link
Personalization tag may be missing or incorrect.
Template may contain formatting issues.
URL encoding may be broken.
Signup verified status not updating
Guest may not have clicked the link.
Simple signup may be enabled and the verification bypassed.
Profile was created manually and verification was not triggered.
Frequently asked questions
Outlined below are some frequently asked questions.
Is verification required for all signups?
No. It is only required if you enable it.
Does verification apply to Simple Signup in checkout?
No. Simple Signup bypasses verification, but required consent text must be included.
Does the system prevent booking if verification is incomplete?
Only if the rate requires membership at checkout.
Can verification be re-triggered?
Yes. Guests or call center agents may resubmit the registration request.
Where do I see the verification history?
In the Profile Audit Log of the guest profile.