Documentation Index
Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
Use this file to discover all available pages before exploring further.
Guest-facing stay information
Trellis gives operators a guest-facing house manual and reservation readiness view. Use it to share property instructions, check-in details, Wi-Fi, parking, access notes, and other stay information without turning every repeat question into a manual message. Trellis can also track guest portal links imported from supported PMS sources, create Stripe-backed upsell checkout links, and manage Seam-connected lock data where those integrations are configured.Trellis does not currently expose a native builder for ID upload, conditional guest registration flows, or a review queue for submitted IDs and agreements. If you use a PMS or third-party guest portal, Trellis can surface the reservation portal link and access status when that data is synced.
What Trellis supports today
House manual
Publish guest instructions for each property, including check-in details, Wi-Fi, parking, amenities, and house rules.
Reservation portal status
View imported guest portal links and whether a guest has accessed the portal when the PMS provides that data.
Upsell checkout links
Create upsell products, generate guest-facing checkout links, and track proposed, accepted, and revenue totals.
Access code data
Store and view access-code information tied to reservations and Seam-connected devices when configured.
House manuals
House manuals are the primary guest-facing surface in Trellis. They use secure guest links and can include property instructions, support details, amenities, and access information.Open the property manual
From a property, open the manual section and review the guest-facing instructions for that listing.
Keep source data current
Confirm the property has accurate check-in instructions, Wi-Fi, parking, access notes, and support information.
Upsells
Upsells live under Workflows > Upsells. Connect Stripe first, then create catalog items such as early check-in, late checkout, grocery packages, or other add-ons.Connect Stripe
Open the Stripe integration in workspace settings. Production checkout links require a connected Stripe account.
Create an upsell
Go to Workflows > Upsells, click New upsell, and enter the name, description, price, and currency.
Generate checkout links
Workflows and supported AI actions can create checkout links for guests and associate them with a reservation, contact, property, or conversation.
Access codes and smart locks
Trellis supports Seam-connected device setup, device sync, and access-code records. Access codes can be listed by reservation or property when the workspace has the Seam integration configured.Access-code automation depends on the workspace’s lock provider setup, reservation data, and workflow configuration. Verify the code on the reservation before relying on it for a live guest arrival.
FAQ
Can I build a custom verification portal in Trellis?
Can I build a custom verification portal in Trellis?
Not today. Trellis does not currently provide a native builder for ID upload, agreement signing, conditional verification steps, or approval queues.
Can Trellis show a guest portal link from my PMS?
Can Trellis show a guest portal link from my PMS?
Yes, when a supported PMS sync includes a guest portal URL, Trellis can show that link and access status on the reservation.
Are upsell payments processed through Stripe?
Are upsell payments processed through Stripe?
Yes. Guest upsell checkout links use Stripe. In production, the workspace needs a connected Stripe account before creating checkout links.
Can I use the house manual without smart locks?
Can I use the house manual without smart locks?
Yes. Smart-lock integration is optional. You can use the manual for check-in details, Wi-Fi, parking, amenities, and house rules without connected devices.