How to set up an Automation module

With the Automation module, you can automate certain processes in your property. For example, you can set up an automated welcome email workflow such as sending a welcome email to the guest or receiving a welcome email about your services booking.

To set up automation, you should:

In the menu on the left, select Settings and go to the Automation module.
Enable toggles to automate the processes you are interested in. To set up additional parameters for some processes, click on the “Edit” button and select the time frame for sending the email.
To send us a request for other automation processes, click on the “Add Custom Rule” button, describe your request, and send it to us.

Automation toggle	Description of automation
	Every time hotelier creates a reservation send a confirmation email for a guest
	Every time hotelier cancels a reservation send a notification email for a guest
	Every time hotelier creates an order send a confirmation email for a guest
	Every time hotelier change a status of an order send In-App push notification for a guest
	Every time a reservation from channels is confirmed, send a confirmation email to a guest
	Every time an order is created by guest send email to a hotel staff
	Every time a new chat message is created by guest send email to a hotel staff
	Every time a reservation is created by guest send email to a hotel staff
	Send a welcome email to your guests before arrival. Use Edit to set days and hours before reservation check-in email must be sent
	Send a “Thank You” email to your guests after departure with a feedback link. Use Edit to set days and hours after reservation check-out email must be sent