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Workflow AutomationsWorkflow Ideas

Below are the Workflows we’ve seen work well across our customers to get you started with some ideas!


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

  • Create a Cleaning Task after every check-out

  • Set the Thermostat temperature before check-in & after check-out

  • 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


Conduit

  • 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

An Upsell is requested

  • A reservation needs manual review

  • A Maintenance task is created

  • A guest is checked in

  • A guest is checked out

  • Send the guest an Email

Upsell request Received / Approved / Declined

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