There are a number of ways that you can now restrict access to your guidebook to make it more secure. This feature is available to all paid subscribers of the Guidebook Platform.
- You can restrict access to your entire guidebook so only guests with a secure link can view it.
- You can restrict access to individiual house manual cards so only guests with a secure link can view them.
- You can restrict access to select information on certain cards, such as the network details on your wifi card or the access information on your checkin card, and only guests viewing your guidebooks with one of these secure links will be able to view the secure information in those cards.
I'll be going through each of these methods in detail one by one.
Restrict access to your entire guidebook
This is probably the simplest and most effective case for securing your guidebook. When done, only guest who have been given a secure link will be able to view your guidebook.
Watch this video to see how this is done.
- edit the guidebook you wish to restrict
- scroll down to a section titled "secure access" and the prompt "Do you want to restrict access to this guidebook?" click the toggle to yes
- save the guidebook
- the normal link to this guidebook will no longer work for guests
- create a new secure link for each of your guests that you wish to grant access (follow instructions in section "Creating a Secure Link") at the bottom of this page
Restricting access only to specific information in your guidebook
This method is a bit more complex, but allows you to still use your base guidebook link and send it out to prospective guests, or use it to advertise your listing, while still being able to secure any sensitive information you want to include for your guests who are confirmed.
Watch this video to see how this is done:
There are three types of information you can restrict access to at this time:
- To restrict access details in your check-in card:
1) open the checkin card that you wish to restrict.
2) check the toggle labeled "Do you want to include restricted access details?"
3) you'll now have two separate text areas for access details. One for guests viewing with a secure link, one for anyone viewing the guidebook without a secure link.
- To restrict wifi network details:
1) open the wifi card that you wish to restrict.
2) check the toggle labeled "Do you want to restrict access to the wifi details?"
- To restrict Individual House manual cards (they will not appear on the guidebook except for people that are viewing the guidebook with a secure link)
1) open the house manual card you wish to restrict
2) check the toggle labeled "Do you want to restrict access to this house manual card?"
You can also specify a separate welcome message for users connecting with a secure link.
Creating a Secure Link
- Click "Secure Links" in the navigation in the left
- click the + sign to add a new secure link
- enter a descriptive label for the link
- choose a guidebook the link is meant to grant access to
- set the start date and end date where this link will be valid.
- save the link
- after saving, find this link in the list view and you'll see the full secure link. this will look like the main guidebook link with an extra ?st=asasdfkjl variable on the end. This is the link you'll want to send to your guest.
Note: if you're testing these tokens, i recommend using a separate browser or incognito window or something. You can clear cookies to delete the secure link info from your browser's memory.
Adding guest data to your secure links and using this information as variables in your cards
A more advanced technique that you can do with these links is to add guest data to your secure links and then use that information in your cards to personalize your guidebook for each guest.
Watch this video to learn more:
To add data to a secure link:
- When creating a new secure link, you'll see a section labeled "Do you have guest data to add to this link?" and a button labeled "Add guest data". Click the button
- The popup that appears lets you choose which piece of data to add. The available fields are the following (presently):
Guest First Name
Guest Last Name
- choose one and fill in the field, and press save.
- repeat as necessary to add additional fields.
- Save the whole secure link form when you're done adding data.
- You can view and edit this data at any time
To display this data in your guidebook cards:
This data can be used in any of the places where the card can be secured:
- The secure checkin text field
- The secure welcome message in your host intro card
- Your house manual cards
To add these fields in any of these places, you'll notice a new icon in the rich text control area:
Click this and you'll get a popup allowing you to choose which piece of data you'd like to use, as well as what the text should say in place of this data if the value of that particular field is not known (because the guest is not using a secure link, or because the data has not been entered for that guest)
Choose the option, enter a fallback, and press OK.
For example, if you want to customize your welcome message to say:
"Hello Frank, welcome to your personalized guidebook! We can't wait to see you on September 23!"
You would insert a variable and choose "Guest First Name" where you want to say "Frank", and as the fallback text, use something that works if you don't know the guest's first name, like "guest" or "friend" or something. Then insert a variable and choose "Check-in date" where you want it to say "September 23".
Your card will end up with some shortcodes in it that look like this:
Hello [hf-custom-variable="token.guest_first"]guest[/hf-custom-variable], welcome to your personalized guidebook! We can't wait to see you on [hf-custom-variable="token.checkin_date"]your check-in date[/hf-custom-variable]!
This way, you can make a personalized message for each guest without having to make a new card every time. Cool!