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How to set up Email Automation

Automating email communication can save time and ensure timely interactions with guests and employees. HotelFriend's Email Automation, feature allows you to schedule and send emails automatically based on predefined triggers. This guide will walk you through configuring email automation in your HotelFriend system.

  1. In the menu on the left select Communications and go to the Automation section.
  2. Review the topic and description of each automation option and toggle the switch to activate the automation you need.
  3. Select Communications and go to the Automation section

  4. For certain automations, click the Edit button to configure additional parameters. Once adjusted, click Save to apply the changes.
  5. Activate Email Automation

To manage email automation efficiently, apply filters to separate emails sent to guests from those sent to employees.

Every time a reservation from channels is confirmed, send a confirmation email to a guest

Important: If email settings are configured, the system will automatically send emails using the specified mailbox. All sent emails can be viewed in Communications → Chats → Email.

Confirmation email to a guest

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