Workflows Ideas
Below are the Workflows we’ve seen work well across our customers to get you started with some ideas!
Automation
Section titled “Automation”Automatically update the check-in or check-out times of a reservation when an Upsell for Early Check-in or Late Check-out is approved
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Create a Cleaning Task after every check-out
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Set the Thermostat temperature before check-in & after check-out
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Send guest data to CRM
After a guest submits verification, send the guest’s data to Zapier to add to a marketing list
After a guest submits verification, add a Pet Fee if they indicated bringing a pet
- Upsell is Actioned
Message a guest when an upsells is Requested / Approved / Declined
- Negative Check-in Survey
Send a check-in message to a guest when they leave less than 5 stars in the Check-in Survey
- Code Change Messages
Let a guest know if their original lock code has been updated
Notifications
Section titled “Notifications”- Send the team a Slack Message / Email / Push Notification when
An Upsell is requested
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A reservation needs manual review
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A Maintenance task is created
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A guest is checked in
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A guest is checked out
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Send the guest an Email
Upsell request Received / Approved / Declined