Automation Rules

Configure automated messages and workflow triggers

Admin
Automation Rules
Automation Rules: Configure event-triggered automated actions

Overview

Automation Rules allow you to set up triggers that automatically execute actions when specific events occur. Automate guest communications, task creation, and other workflows to save time and ensure consistency.

Trigger Types

Reservation Events

  • New Booking - When a reservation is created
  • Booking Confirmed - When payment is received
  • X Days Before Check-in - Before arrival
  • On Check-in Day - Day of arrival
  • During Stay - Mid-stay triggers
  • On Check-out Day - Day of departure
  • After Check-out - Post-stay actions
  • Cancellation - When booking is cancelled

Guest Events

  • Guest Message Received - When guest sends a message
  • Review Posted - When a guest leaves a review
  • Pre-check-in Complete - When guest finishes pre-check-in

Task Events

  • Task Created - When a new task is added
  • Task Completed - When a task is marked done
  • Task Overdue - When deadline passes

Action Types

Send Message

Automatically send messages via email, SMS, or WhatsApp.

Create Task

Generate tasks for cleaning, maintenance, or other operations.

Send Notification

Alert team members via push notification or email.

Update Record

Automatically update reservation or guest information.

Webhook

Send data to external systems via HTTP webhook.

Creating an Automation Rule

1

Navigate to Automation

Go to Admin > Automation or Settings > Automation Rules.

2

Create New Rule

Click "Add Rule" to open the rule builder.

3

Select Trigger

Choose when the rule should fire (e.g., "2 days before check-in").

4

Set Conditions (Optional)

Add conditions to filter when the rule applies (e.g., specific properties, channels).

5

Define Action

Choose what happens when the rule fires (send message, create task, etc.).

6

Configure Message/Task

Set up the message template or task details with dynamic placeholders.

7

Activate Rule

Enable the rule to start automation.

Dynamic Placeholders

Use placeholders to personalize automated content:

  • {{guest_name}} - Guest's full name
  • {{property_name}} - Property name
  • {{check_in_date}} - Arrival date
  • {{check_out_date}} - Departure date
  • {{access_code}} - Door lock code
  • {{wifi_password}} - WiFi credentials

Pro Tips

Test Before Activating
Use the test feature to preview messages before enabling a rule. This helps catch placeholder errors or timing issues.
Avoid Overlap
Be careful not to create overlapping rules that send multiple messages for the same event. This can confuse guests.