Guests can enroll in your loyalty or recognition program directly during the CRS Booking Engine checkout process. This optional checkbox provides a frictionless enrollment path without requiring guests to leave the booking flow.
Understand simple program signup
Simple program signup adds an enrollment checkbox to the CRS Booking Engine checkout page. When enabled, non-members can join your loyalty program while confirming their reservation.
How it works:
Guest completes booking details and arrives at the checkout page.
Enrollment checkbox appears with customizable promotional text.
Guest checks the box to join the program, this is optional.
Upon reservation confirmation:
Welcome email is sent automatically. This uses CRM email configuration.
Guest profile is created in the CRM with loyalty membership.
Success message displays in the booking engine.
If the guest's email already has a membership:
Reservation confirms normally.
Informational message displays directing the guest to the online portal.
No duplicate profile is created.
System behavior:
Profile creation occurs in the leads table with ProfileType = 'H' and loyalty program assignment.
Enrollment triggers the same Guest_SignUp email configured in CRM Setup > Administrative Email Setup.
Profile audit log records SendEmail operation with description "Guest_SignUp,Email has been sent".
Before you start:
Before enabling simple program signup:
Confirm you are using the CRS Booking Engine integrated with the SHR CRM.
Configure the loyalty program welcome email in CRM Setup and click Administrative Email Setup. The email type is Guest_SignUp.
Prepare customized text for the enrollment checkbox and confirmation messages.
Ensure you have access to client manager or contact your account manager for assistance.
⚠️Important: If you enable the checkbox before configuring the welcome email, enrolled guests will not receive program communications.
Enable simple program signup
You must have this feature enabled in the CRS client manager before it will appear in the booking engine.
Request to enable simple program signup
Open a support case with the SHR Support Team.
In your case, include:
Property name(s): Specify which properties should have Simple Program Signup enabled.
Checkbox text: Provide the exact text you want displayed beside the enrollment checkbox (controls IBE label 3794).
Success message: This is optional. Text displayed after successful enrollment
Existing member message: This is optional. Text displayed when guest email already has a membership
Wait for confirmation from the support team that simple program signup has been enabled for your property.
Once enabled, the enrollment checkbox will appear on the CRS Booking Engine checkout page for the specified properties.
Customization of simple program signup
Outlined below are the options that can be customized.
Enrollment checkbox text:
The promotional text displayed next to the checkbox on the checkout page.
Controlled by IBE label 3794.
The enrollment checkbox text and confirmation messages can be customized to match your brand voice. Open a support case with the SHR Support Team to request these customizations.
Booking engine confirmation messages:
Success message: Displayed when enrollment completes successfully.
Existing member message: Displayed when the guest's email already has a loyalty membership.
How to request customization:
Open a support case with the SHR Support Team.
In your case, include:
Label number: 3794 for checkbox text.
Requested checkbox text: Provide the exact text you want displayed beside the checkbox.
Success message: This is optional. Provide text for successful enrollment confirmation.
Existing member message: This is optional. Provide text when profile already exists
Wait for confirmation from the support team that the customization has been applied.
Example checkbox text:
"Join our loyalty program now and earn points for this stay! By checking the box and joining, I agree to the program Terms & Conditions and Privacy Policy."
Example success message:
"Welcome to our rewards program! You'll receive a confirmation email shortly with your member number and program details."
Example existing member message:
"The guest profile already exists. Please log in to your member account at [portal URL] to view your benefits and booking details."
🤓Tip: Keep the checkbox text concise and benefit-focused to increase enrollment conversion. Highlight immediate value such as points for the current stay or member-only rates.
Guest experience walkthrough
Below is the step-by-step experience for guests using simple program signup.
Checkout page with enrollment option
When the guest reaches the checkout step in the booking engine, they will see the enrollment checkbox in the guest information section.
The checkbox appears below the email address field with the customizable promotional text.
Reservation confirmation
After the guest completes the booking, the reservation information page displays their confirmation number and reservation details.
If enrollment was successful, a success message appears on this page.
Profile creation in the CRM
The new guest profile is created in the CRM and assigned to the loyalty program.
CRM users can view:
The guest profile under profile management and click guest.
The profile audit log tab showing the SendEmail operation with description "Guest_SignUp,Email has been sent".
The associated reservation under the reservations tab.
Loyalty member details including loyalty member ID, loyalty tier, and join date.
Troubleshooting
Outlined below are some troubleshooting issues.
Checkbox does not appear on checkout page:
Verify that Enable SignUp on Checkout is checked in client manager click my properties and click loyalty program setup.
Confirm the property is using the CRS Booking Engine integrated with SHR CRM.
Check the IBE branding configuration under field configuration tab to ensure loyalty SignUp field is published.
Guest enrolled but did not receive welcome email:
Verify the Guest_SignUp email template is configured in CRM setup click administrative email setup.
Check the guest profile's profile audit log tab for the SendEmail operation.
Confirm the email address on the profile is correct and deliverable.
Check spam/ or junk folders.
Guest received profile already exists message but claims they are not a member:
Search for the email address in profile management click guest to locate the existing profile.
The profile may have been created through a previous reservation import or manual entry.
Review the profile's Join Date and Sign Up Source to determine how it was created.
If appropriate, update the existing profile or merge duplicate records.
Enrollment checkbox text did not update after support case:
Allow up to 24 hours for label changes to propagate to the booking engine.
Clear browser cache and test in an incognito/private window.
Confirm the support team updated label 3794 for the correct property.
Verify you are testing on the correct booking engine instance, production versus test environment.
Frequently asked questions
Outlined below are some frequently asked questions.
Can I disable the enrollment checkbox after enabling it?
Yes, open a support case with the SHR Support Team and request that Simple Program Signup be disabled for your property. Specify which property or properties should have the enrollment checkbox removed from the checkout page.
What happens if a guest enrolls using an email that already has a membership?
The reservation confirms normally and an informational message displays. No duplicate profile is created. The existing profile is associated with the new reservation.
Can I customize the message for existing members?
Yes, open a support case with the SHR Support Team and provide the text you want displayed when a guest's email already has a membership.
Do guests enrolled through checkout receive the same welcome email as other enrollment methods?
Yes, the system sends the Guest_SignUp email configured in CRM Setup and click
Administrative Email Setup, identical to enrollments through the guest portal or manual profile creation.
Can I require the enrollment checkbox to be checked?
No, the checkbox is optional by design. Guests can complete their reservation without enrolling in the loyalty program.
Will the guest's reservation details automatically populate their loyalty profile?
Yes, the reservation is linked to the newly created profile. The guest's name, email, and booking details are saved to the profile in the CRM.
Is there a character limit for the checkbox promotional text?
While there is no hard limit, keep the text concise (under 200 characters) to ensure it displays properly on all devices, including mobile.
Can I track how many guests enroll through this feature?
Yes, use the Loyalty Member Production Report with Sign Up Source filter, or create a custom segment in the CRM to identify members who joined via the booking engine enrollment path. Check the profile's Profile Audit Log for enrollment timestamp and source details.