Setting up OpenPhone

Connect your PMS data with your business phone number, synchronizing contact data and enhancing guest communication. Display guest reservation details in OpenPhone for incoming calls or texts. Includes SMS-based upsells and automated messages.

OpenPhone Integration with Yada

The OpenPhone integration with Yada synchronizes contact data between your Property Management System (PMS), Yada, and OpenPhone. When a new reservation is made, the guest's contact information and phone number flow automatically into OpenPhone, allowing you to see guest details when they call or text and to send automated messages to their cell via SMS.

Key Features

  • When guests call or text, their reservation details are immediately visible in OpenPhone
  • All guest contact information syncs automatically from your PMS through Yada to OpenPhone
  • Support for multiple OpenPhone lines and co-hosts

Setup Requirements

  • Active OpenPhone account ($20/month)
  • PMS integration with Yada
  • The following custom fields created in OpenPhone.
    • First create a “Scaffold Contact” to add these custom fields and they will be saved for all others
    • Check-in — checkIn
    • Check-out — checkOut
    • Property — property
    • Amount paid — amountPaid (# field)
    • Guest score — guestScore (# field)
    • Reservation status — reservationStatus

  • New contacts will populate these fields automatically. Yada will resync your existing contacts to populate the info to past contacts. 

The integration is designed to streamline guest communication by providing immediate context about who is calling or messaging, including their booking details, check-in/out dates, and property information.

Yada Workflows run with SMS being the preferred channel for upsells and winback messages.