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.
Since we are still deploying our new dashboard, follow the instructions for "Legacy navigation" if your search bar is in a blue line above the top navigation bar.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Operations mode.
- Click Automations, and select Workflows.
- In the top-right corner, click New workflow.
- You can either use one of our templates or create a new workflow.
In the pop-up, select a template from the list, or create your custom template.
- To use one of our templates, click Use Template under the relevant template.
Guesty offers workflow templates to fully automate your communication for the most common ways that guests book a stay:- For 1 night stays booked on the same day
- For 2+ nights stays booked on the same day
- For any stays booked more than 1 day in advance
- For when the reservation is altered
-
For when a reservation is canceled
Note:
Each template has its preset Workflow conditions and Auto Messages.
You can edit and customize your Auto Messages and conditions if needed within the Workflow itself.
- To create a new Workflow template, click Create custom in the top-right corner.
You can create a new Workflow for:- New reservations
- Altered reservations
-
Canceled reservations
- To use one of our templates, click Use Template under the relevant template.
- In the top-left corner, click the pencil icon to change the workflow's name or rename it later.
- Set the workflow conditions and create the reservation timeline.
- In the top-right corner, click Save as draft (if you'd like to activate it later) or Save & activate (if the workflow is ready).
- Once the workflow has been created, you can create an Automated Message that will be added to it.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click Automations.
- In the top-right corner, click New workflow.
- You can either use one of our templates or create a new workflow.
In the pop-up, select a template from the list, or create your custom template.- To use one of our templates, click Use Template under the relevant template.
Guesty offers workflow templates to fully automate your communication for the most common ways that guests book a stay:- For 1 night stays booked on the same day
- For 2+ nights stays booked on the same day
- For any stays booked more than 1 day in advance
- For when the reservation is altered
-
For when a reservation is canceled
Note:
Each template has its preset Workflow conditions and Auto Messages.
You can edit and customize your Auto Messages and conditions if needed within the Workflow itself.
- To create a new Workflow template, click Create custom in the top-right corner.
You can create a new Workflow for:- New reservations
- Altered reservations
-
Canceled reservations
- To use one of our templates, click Use Template under the relevant template.
- In the top-left corner, click the pencil icon to change the workflow's name or rename it later.
- Set the workflow conditions and create the reservation timeline.
- In the top-right corner, click Save as draft (if you'd like to activate it later) or Save & activate (if the workflow is ready).
- Once the workflow has been created, you can create an Automated Message that will be added to it.
Note:
Other types of automated actions will be available to add to workflows in the future.
