Tuesday, July 21 · assembled 6:30 am · for the morning huddle

The Morning Sheet

Every guest arriving, in-house, and departing today — with their whole stay across rooms, spa, dining, and marina on one page, and one suggested kindness or upsell each. Read aloud in four minutes.

Arriving today · 3
Room 14 · 2 nights · anniversary

Mr. & Mrs. Smith — arriving around 3:00 pm

Booked "A Celebration" on the website. Second stay — last here in 2024.

Today 2:00 — Spa: Couples massage (booked, room ready note sent)Vagaro
Today 7:30 — Arbutus Room, table for two (window requested)OpenTable
Tomorrow 10:00 — Butchart Gardens boat shuttleMarina

The huddle ask — it's their anniversary: wish them one at check-in, and a card in the room would land well.

Soft upsell — sparkling wine to the room before dinner (earns them 150 pts): one-tap offer already staged in their pre-arrival email.

Room 22 · 3 nights · rest

Mr. & Mrs. Chen — arriving around 4:30 pm

First stay. Booked "Pure relaxation" on the website. Nothing else booked yet — tonight's biggest opportunity.

Soft upsells staged — intro Thermal Circuit tomorrow morning (double points for first-timers) and a Lodge table tonight ("no reservation needed — shall we hold one anyway?"). Both one tap in their arrival text.

Room 8 · 1 night · vacation stop

Ms. Alvarez — arriving around 1:00 pm (early check-in approved)

Solo, en route to Tofino. Booked the room through Cloudbeds direct; subscriber since May (487 pts).

Today 5:45 — Evening Thermal CircuitVagaro

Soft upsell — she's 13 pts from a reward: any dinner tonight tips her over. Room-service card mentions it gently.

In-house · highlight
Room 30 · night 2 of 3 · with friends

The Kowalski party (4 guests)

Today 11:00 — Marina: two double kayaksMarina

Gap — no dinner booked for four two nights running. Staged offer: Arbutus table + shared points bonus; if declined, the Lodge's long table note goes tomorrow.

Departing today · 1
Room 19 · checkout by 11:00

Mr. & Mrs. Osei

Spa yesterday (Island Embers, for two), the Arbutus on Sunday. Balance now 1,240 pts — 82% to a reward.

At checkout — mention the balance ("you're one visit from a free treatment"), and the post-stay email tonight carries the review ask plus a return offer for the Riviera launch.

How this sheet knows
Who & when

Cloudbeds

Arrivals, departures, nights, party size, room notes — read fresh each morning, never copied elsewhere.

What they're doing

Vagaro · OpenTable · Marina

Spa, table, and boat bookings matched to the guest, assembled into one stay timeline.

Why they came

The website's own questions

"A celebration · pure relaxation · with friends" — the concept site's opening question is first-party intent capture. Every click is a guest telling you why they're here, consented and attached to their booking.

Under the hood — how the matching works

Four systems, no shared ID —
so the sheet earns its matches.

Each morning the assistant pulls a fresh slice — today plus a few days — from each system, read-only. Then it joins guests across them by confidence, never by guess:

1

Email — the golden key

Same email in Cloudbeds and Vagaro? Same guest, linked automatically. This is the highest-confidence match and covers most bookings.

2

Phone, then name-plus-dates

No email match? Phone number next; then "Smith, party of two, dinner booked during a Smith stay" — linked but marked probable, for the desk to confirm with a smile, never assumed in writing.

3

Corrections stick

When the desk confirms or fixes a match, the assistant keeps a slim private link — just "this Cloudbeds guest = this Vagaro client" — so next visit it already knows. IDs only; no guest data is duplicated.

4

The loyalty program quietly solves it

Points give guests a reason to use one email everywhere — every signup makes every future match exact. The rewards program is secretly the identity program.