Creating a Workflow

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Create a workflow to structure a series of automated actions throughout a reservation. For each workflow, you will set conditions to determine which type of reservation will initiate it and create the reservation timeline. Follow the instructions below or watch our video.




Step by step:


Beta navigation users, please note that the steps below refer to the navigation as seen in the Legacy mode. Read more here about locating menu items in the new navigation.

  1. Sign in to your Guesty account.
  2. In the top menu, click Automations.
  3. In the top-right corner, click New workflow.
  4. In the pop-up, select or create a template based on the workflow's trigger: confirmation, cancellation, or alteration. 
  5. In the top-left corner, click the pencil icon to change the workflow's name or rename it later.
  6. Set the workflow conditions and create the reservation timeline: Learn more here.
  7. In the top-right corner, click Save as draft, or Save if the workflow has already been saved.
Once the workflow has been created, you can create an Automated Message that will be added to it.


Other types of automated actions will be available to add to workflows in the future.

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