Workflow triggers for reservations are essential for automating tasks and streamlining the reservation process. They ensure timely responses, minimize manual efforts, and reduce errors, enhancing overall efficiency and reliability in reservation management.
Go to Workflow.
Click on + Add New.
Select Start from Scratch.
Choose Reservation.
Here are some of the triggers that can be created under Reservation
Receive notifications whenever a new reservation is confirmed.
Receive notifications whenever a new reservation is confirmed.
Workflow > Add New > From Scratch > Reservation
Enter the workflow name (e.g., New Booking)
At Confirmation time > Send Slack Message OR Send email
Note: To enable sending email, please make sure that the domain is registered. You can see this article for the instructions on how to set it up
https://suiteop.com/help/en/articles/9971962-workflow-actions-emails
Control Smart devices
Control Smart devices
Workflow > Add New > From Scratch > Reservation
Enter the workflow name (e.g., Thermostat ON / OFF)
To turn ON: At Check-in time > Turn on device
To turn OFF: At Check-out time > Turn off device
Setting the Thermostat to Cool Mode During Summer (Applicable for properties with a smart thermostat)
Setting the Thermostat to Cool Mode During Summer (Applicable for properties with a smart thermostat)
Workflow > Add New > From Scratch > Reservation
Enter the workflow name (e.g., Thermostat Setting - Summer)
Schedule: Set to trigger at Check-in time
Action: Set thermostat & temperature
Add conditions: You may add a condition based on the summer months for your rental location, or you can choose to activate this workflow manually without conditions.
Create a Task
Create a Task
You can schedule a task at check-in time, set between 1 and 0 days prior, to arrange an inspection before a guest arrives.
Additionally, you can set up a task for cleaners at the check-out time.
Assignment:
You can assign by group, tag, and specific properties where you want the workflow to apply.