dailypoint Integrations

Adds or updates an existing dailypoint interest/preference on a guest profile by Interest Name and weight. Use "List Interest Definitions" first to resolve the exact configured Interest Name, because this endpoint does not create new interest definitions.

Sets the status of one contract in dailypoint Contract Management, for example to Approved, Active or Canceled. Get the Contract ID with the Get Contracts search.

Issues a new voucher for a guest based on a voucher template configured in dailypoint. Use this to automatically reward guests — e.g. after a complaint, on a loyalty tier upgrade, or as part of a campaign workflow.

Makes an existing dailypoint profile a member of the loyalty program, at the program's start level. By default the member stays Pending and receives the confirmation email: the membership is active once the guest clicks the link, then the welcome email follows. Activate Now skips the confirmation. Refuses profiles that already are members.

Removes a flag from a guest profile. Use this to clear resolved flags — e.g. removing a "Complaint Open" flag after service recovery is complete, or clearing a temporary tag after processing.

Saves an Outlook calendar event or meeting in dailypoint using the Outlook appointment endpoint. This is a simple one-way save action, not full calendar sync. It does not delete or update dailypoint records when an Outlook event is changed or cancelled. Two-way sync can be added later when the API exposes stable update/delete semantics.

Spends (burns) reward points of a loyalty member, e.g. to pay at the bar. Checks the balance first. Each run spends again; undo with Cancel Points.

Updates an existing guest profile in dailypoint. Requires a known Customer Master ID — will fail if the profile does not exist. Only sends the fields you provide; omitted fields are left unchanged. Use "Find Profile" first to look up the Customer Master ID. If you are unsure whether the guest exists, use "Create or Update Profile" instead.

Validates a voucher code and checks whether it can be redeemed for a given revenue amount and currency. Returns the voucher status, remaining balance, and eligibility. Use this at point of sale or check-in before attempting a redemption.

Returns all flags assigned to a guest profile, optionally filtered by flag category. Flags are used to tag profiles with important markers like "VIP", "Complaint Open", "Allergy Alert", or custom categories. Use this for pre-arrival checks, service recovery workflows, or to verify a guest's status before taking action.

Returns the guest preferences and interests stored in their Central Profile — dietary requirements, room preferences, hobbies, and other personal preferences. Essential for pre-arrival briefings and personalisation use cases.

Returns the Message Center history of one dailypoint profile, newest first: emails, SMS and WhatsApp sent and received, plus calls and meetings users logged by hand (channel "Phone Call", contact = the user who logged it). Use it to answer "when did we last contact this guest" or to pass recent messages to another step. Read only.

Points balance of one loyalty member: reward points, status points, level, status points still needed for the next level, and the newest bookings with their Booking ID. Use this for points: Get Loyalty Member reports 0.

Returns the postal addresses of one dailypoint profile: current address first, then billing addresses. Each address has its type ID, current and billing flags, and the payment profile reference (the payment provider's customer reference, not card data). Use the Address ID with Add or Update Address. Read only.

Returns detailed revenue breakdown for a specific stay — room revenue, F&B spend, spa charges, minibar, and other ancillary revenue items. Use this to understand guest spending patterns, support upsell decisions, or build revenue reports.

Returns PAST and CURRENT stays (checked-in or checked-out) for a guest, including arrival/departure dates, room details, and revenue. Use this for stay history and spending analysis. For FUTURE bookings that have not yet arrived, use "Get Reservations" instead. Set PropertyId to 0 or leave empty to search across all properties.

Returns the complete list of available flag definitions configured in dailypoint, including each flag's name and Value ID. ALWAYS call this before "Add Flag to Profile" or "Remove Flag From Profile" — the user will refer to flags by name (e.g. "VIP", "Meetings"), but the API needs the numeric Value ID. Call this without a filter to get ALL flags, then match the user's request to the closest flag name (users may use approximate names like "Meeting" instead of "Meetings" or "VIP" instead of "VIP Guest").

Returns all properties (hotels) configured in this dailypoint instance with their Property IDs and names. Use this to look up the correct Property ID when another action requires one — e.g. before calling "Get Guests in House", "New Check-In" trigger, or "Get Stays". The user can say "check who is in house at the Grand Hotel" and the AI uses this list to resolve "Grand Hotel" to its numeric Property ID.

Reverses one points booking (Booking ID from Get Points Balance) by booking the opposite amount. Refuses bookings that are already canceled or that are cancellations themselves.

Upgrades or downgrades a loyalty member to another membership level, and checks that dailypoint stored it.

Books reward points (and optionally status points) for a loyalty member, e.g. a goodwill gesture. Each run books again; undo with Cancel Points.

Redeems a voucher against a transaction at a specific property and outlet. Deducts the revenue amount from the voucher balance. Use "Check Voucher" first to verify eligibility before redeeming.

Uploads a file to one contract in dailypoint Contract Management, for example a signed offer from email or cloud storage. Allowed: PDF, Word, Excel, JPG, GIF, PNG, text, email. Get the Contract ID with Get Contracts.

Saves an Outlook email in dailypoint using the same Outlook add-in mail-save endpoint. Use this with Microsoft Outlook triggers to automatically archive received or sent emails. dailypoint links the email by address: a received email goes to the profile with the sender address, a sent one to the receiver. It takes no profile ID. To file a message on a known profile, use Add Received Message to Profile.

Updates sales fields of a dailypoint company profile (GIS > Sales > Info): billing email, tax ID, VAT number, number of employees, founding year and annual revenue. Only filled fields change. The result lists the fields dailypoint actually stored.

Returns an AI-generated natural-language summary of a guest profile. The snapshot is a pre-written human-readable briefing that includes stay history, preferences, loyalty status, and key insights — ideal for pre-arrival briefings or quick guest overviews. Unlike "Get Full Profile" which returns structured data fields, this returns a narrative text summary ready to present to hotel staff.

Returns the contracts of one dailypoint company profile (Sales > Contract Management): name, type, status, rate code, effective and expiration date, next review date, properties, contacts and extra fields. Use the Contract ID with Change Contract Status or Save Contract Attachment.

Returns all guests currently checked in at a property on a given date, including room, stay, and profile details.

Returns loyalty membership details for a guest: level, stay count, revenue and membership status. For points use Get Points Balance: this endpoint reports 0 points.

Retrieves dailypoint tasks for a date range through the Outlook task sync endpoint. Use this to read dailypoint tasks that may be synced or mirrored into Outlook by a Zap. This search does not update, delete, or reconcile calendar events.

Returns the complete Central Profile for a guest — all personal details, contact information, addresses, loyalty status, VIP level, and optionally AI-enriched data. This is the most comprehensive profile endpoint. Use "Find Profile" to search by name/email first, then this to get the full record. Supports lookup by Customer Master ID or GUID.

Returns FUTURE reservations and bookings for a guest, including arrival/departure dates, room type, rate code, and booking status. Use this for pre-arrival briefings, VIP arrival monitoring, or to check upcoming stays. For PAST stay history with revenue data, use "Get Stays" instead.

Returns guest questionnaire reviews and feedback within a date range. Use this to retrieve complaint history, satisfaction scores, and feedback data for service recovery workflows, pre-arrival briefings, or quality management reporting.

Returns all vouchers associated with a guest profile by their Customer Master ID. Use this to see what vouchers a guest has (active, redeemed, expired). To validate a specific voucher CODE before redemption, use "Check Voucher" instead.

Returns the available interest definitions configured in dailypoint, including general, food, and room interests. Call this before "Add or Update Interest" when the user gives a natural-language preference such as "vegetarian", "spa", or "high floor", because the write endpoint expects an existing dailypoint Interest Name.

Searches for guest profiles and returns a list of matches. Use this when you need to FIND a guest by name, email, or member number but do not yet have their Customer Master ID. Returns basic profile data. For the complete Central Profile with all details, use "Get Full Profile" after finding the Customer Master ID. Search priority: CustomerMasterId → MemberNumber/Username → Firstname/Lastname/Email → general search.