Instructions and definitions of Automations and Triggers
Question: Where do you find automations and Triggers
Answer:
Configuration (Gear Wheel in Top right of screen
Company Setup
- Triggers
- Automations
Definitions:
Trigger: This is ** Action Based ** to do something when a function is changed such as Reservation Created
- Send Booking Confirmation
- Send OTA Reservation Message
- Email BuildYourOrg to create reservation on the City Contract Sheet.
Automation: This is something that is scheduled to be done after a reservation is made (This must be a ** time based ** operation...
Example: Pool Heat Reminder, Travel Insurance Reminder, reminder for ID's and Rental Agreements, Send Good Neighbor Brochure etc....)
** Time Based **
- Hours after check in
- Hours after check out
- Hours after created
- Send guest a email and text with ID portal link after a tag is made from Guest Ranger
- Send Good Neighbor Brochure
- Follow up reminder emails and texts for ID and Rental Agreement
- Hours before check in
- Pool Heat Reminder
- Send Arrival Instructions
- Hours after check out
- Hours after cancelled
- Hours before payment is due
- Upcoming payment reminder
- Reminder to add Travel Insurance