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Portal manages Email and SMS

This article explains how email and SMS notifications are sent when a Key is created, what information is included in the messages, and how staff can resend credentials later.

Sarah Mousavi avatar
Written by Sarah Mousavi
Updated over 2 weeks ago

Overview

Key Notifications allow Portal to automatically send access details to guests by email and/or SMS.
This article explains how to enable notifications, when messages are sent, what guests receive, and how to resend credentials if needed.


Before You Start

Before creating a Key, make sure:

  • You are logged in to the correct property

  • You have permission to edit Customization settings

  • Guest contact details (email and/or phone number) are available


Key Concepts

  • Key Notification: An automated message sent to guests with access details.

  • SmartKey: A mobile key accessed through the guest app via magic link.

  • Doorcode: A numeric backup code used at the lock.

  • Guest Profile: The guest’s email address and phone number used for delivery.


How to Enable Key Notifications

Notifications must be enabled before Portal can send messages automatically.

  1. Go to Settings.

  2. Open Customization.

  3. Select Key Notifications.

  4. Enable the Email toggle.

  5. Enable the SMS toggle.

Notes

  • If Email and SMS toggles are off, no automatic messages are sent.


When Key Notifications Are Sent

Portal sends notifications automatically when:

  • A Key is created

  • Access is generated (Doorcode and/or SmartKey)

Messages are sent based on the guest profile:

  • Email is sent if an email address exists

  • SMS is sent if a phone number exists

  • If both exist, Portal sends both email and SMS


Room or Space Changes

If a guest’s room or space is updated after the Key is created, Portal sends a new notification automatically.

The updated message includes:

  • New space name

  • Updated access details


Email Message Content

Guests receive an email with access information and a magic link.

Example template:

Hey {{firstName | lastName}}!
Welcome to {{propertyName}} — we're excited to have you with us from {{startDate}} to {{endDate}}.
Your reservation reference is {{referenceNumber}}, and you'll be staying in {{spaceName}}.

You're all set to access your space. Here's how to get in:

Tap the button below to unlock doors with your phone:
Get Mobile Key {{tokenValue}}

If a door asks for it, here's your backup door code:
{{doorcode}}

If you need anything at all, we're here to help. Have a wonderful stay!
The Portal Team


SMS Message Content

Guests receive an SMS with access details and a link to mobile keys.

Example template:

Hi {{firstName | lastName}}! Welcome to {{propertyName}} 🎉
Your stay: {{startDate}}–{{endDate}}
Ref: {{referenceNumber}}
Space: {{spaceName}}

Here is your door code: {{doorcode}}
To access Portal mobile keys, follow the link below:
{{link}}

Enjoy your stay! — The Portal Team


How to Resend Credentials Later

If guest contact details are added after the Key is created, staff can resend access manually.

  1. Open the Key in Key Details.

  2. Click Resend Credentials.

  3. Select Email and/or SMS (based on available contact info).

  4. Confirm sending.

Notes

  • Email can be resent once an email address exists.

  • SMS can be resent once a phone number exists.

  • Portal applies rate limits to prevent repeated sending.


Permissions & Access

Role

Can Enable Notifications

Can Resend Credentials

Owner

Yes

Yes

General Manager

Yes

Yes

Team

No

Yes

Installer

No

No

Housekeeping

No

No


Tips / Best Practices

  • Enable Email and SMS before creating Keys

  • Confirm guest email and phone number during check-in

  • Use resend if guest contact info was added late

  • Room changes trigger updated messages automatically


Troubleshooting / FAQs

No messages were sent to the guest
Confirm Email and/or SMS toggles are enabled in Key Notifications.

The guest received only email or only SMS
Portal sends based on available guest contact details.

A guest changed rooms but didn’t receive an update
Check that notifications are enabled and the guest profile has valid contact details.

I can’t resend credentials
Check your role permissions and system rate limits.


Related Articles

  • Create and Manage Keys

  • Web App Keys (Magic Link Access)

  • Keys App (Guest App): Magic Link and Activation Code

  • Manage Property Settings and Customization

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