Before You Begin – How This Intake Form Works

How to Use This Form

Each section of this Intake Form aligns with the stages below. Please answer the questions as completely as possible to help avoid rework and ensure a smooth setup.

If you’re unsure about any question, share your best input or add notes where applicable and our team will follow up during the review stage if needed.

stages

TIMELINE REVIEW

To help you plan effectively and understand key milestones, please refer to the Excel Timeline document** linked below. This document outlines expected timelines for each stage of the Product Enrollment Build process, including dependencies and turnaround times.

Click here to view the Excel Timeline

**We recommend reviewing this timeline before submitting the Intake Form to ensure alignment on deadlines and avoid potential delays. If you have any questions or foresee timeline constraints, please flag them during the Kick-off / Discovery Meeting so we can discuss options and plan accordingly.

TIMELINE

DEMO PRODUCT ENROLLMENT

If this is your first time completing the Intake Form, please use the link below to walk through a Product Enrollment demo and get familiar with the overall flow

https://cvent.me/qWgZxL

General Information

Product Enrollment Information

Product Offerings

* 

Do you want Diamonds options to be available in your Product Enrollment? If yes, please select which option(s) should be included.

Renewal - Same listing; No upgrades or downgrades

Example - If a customer is currently on a 2-Diamond level, they will only see the same 2-Diamond listing during renewal. No higher-tier (e.g., 3-Diamond or 4-Diamond) or lower-tier (e.g., 1-Diamond) options will be available.

Renewals - Same listings plus Upgrades Only:

Example - If a customer is currently on a 2-Diamond level, they will only see higher-tier options (e.g., 2-Diamond, 3-Diamond or 4-Diamond). Lower tiers (e.g., 1-Diamond) will not be available.

Renewals - Same listings plus Upgrades and Downgrades:

Example- If a customer is currently on a 2-Diamond level, they will see both higher and lower tier options (e.g., 1-Diamond, 2-Diamond 3-Diamond, and 4-Diamond).

 

This question is required.

Please provide any additional information for your selected products
(For example - If any product is a renewal, please specify the applicable renewal period.)

Initial Import File Template

Please see the sample of Initial import template attached here for reference -
IMPORT TEMPLATE - Q4 2025 Diamond and Product Offer for Hyatt Hotels

  • Once the intake form is received, the Build Team will take 2-4 business days to prepare and share the Import File Template with you.
  • This file defines the structure for all property, product, and pricing fields used in the survey.

Please do not edit, rename, or alter the column headers in the import file. These headers must remain exactly as provided by the team — any changes (including spacing, capitalization, or wording) can break the field mapping process and cause import errors.

Final Import File Information

Please see the sample of Final import file attached here for reference -
FINAL IMPORT FILE - Q4 2025 Diamond and Product Offer for Hyatt Hotels

You’ll help provide or validate supporting documents, including: Enrollment Excel (created using the import file from Stage 2)

Final Product Enrollment Logic Word Document

Please see the sample doc file attached here for reference -
FINAL PRODUCT ENROLLMENT LOGIC - Q4 2025 Diamond and Product Offer for Hyatt Hotels

Email Communication

Comparison
* 

Will one person be submitting the product enrollment on behalf of multiple properties using one email address?

This question is required.

Sample Email Alert below

d

Testing & Review

Reporting & Access

Additional Information