This article accompanies our instructions for creating or editing a Workflow.
For each Workflow, you'll set conditions to determine which type of reservation will initiate it and create the reservation timeline.
Workflow conditions / Reservation conditions
Workflow conditions or Reservation conditions are rules that apply to the entire Workflow/message automation, and define which type of reservation should receive the actions that are added to the Workflow.
The Workflow will be initiated automatically for any reservation that meets the conditions.
Important:
Pro users: Please note that you must select website and Booking Engine as the manual sources for the Workflow.If you see multiple instances of "website" and "Booking Engine", select all of them.
Read about these conditions below to understand how they combine to define the type of reservation.
Select properties to include / Properties
Choose whether the Workflow should be initiated by reservations on all or some of your properties:
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All
This option will apply the Workflow to reservations on all existing and future properties.
If needed, you can click "Exclude properties" to remove specific properties under this option. -
By rule
This option will apply the Workflow to reservations on all existing or future properties that match one of the cities you select and all of the tags. If needed, you can exclude specific properties that would otherwise match this combination of cities and tags. -
Specific
This option will apply the Workflow to reservations on specific properties by clicking "Select properties to include" and adding the relevant property or properties. The list will include unlisted listings but will not include inactive ones.
Channels
Choose whether the Workflow should be initiated by reservations from all or some of the booking channels your Guesty account is connected to:
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All
This option will apply the Workflow to reservations from all of the booking channels your account is connected to.
If needed, you can click "Exclude properties" to remove specific channels under this option. -
Specific
This option will apply the Workflow to reservations from specific booking channels.
After you've selected Specific, click "Select an option" and add the relevant channel or channels.
Note:
If you add the "Channel" sending condition and choose to send a message only to Vrbo reservations, make sure that all Vrbo sources are selected from the drop-down. Vrbo operates a variety of international brand websites, so the sources of reservations can vary.
Each time a reservation is received from a different Vrbo brand, that brand is added to the drop-down. Be sure to update existing automated messages to include any new brands.
Notice before check-in / Advance notice
Choose which reservations will initiate the Workflow based on how long before check-in the reservation is confirmed: Equals/Is more than/Is less than/Between/Equals or less than/Equals or more than X days.
The Workflow will only be initiated by reservations that meet the advance notice you set.
Duration of stay / Length of stay
Choose which reservations will initiate the Workflow based on the number of nights the reservation was made for: Equals/Is more than/Is less than/Between/Equals or less than/Equals or more than X nights.
The Workflow will only be initiated by reservations that meet the duration of the stay you set.
Reservation timeline
Add the relevant automated actions to the Workflow to create the guest's experience throughout the reservation's life cycle.
Note:
- If the guest updates their name in the check-in form, it will overwrite the name that appears under "Name" in the "Guest" section of the reservation.
- The Workflow will take the new name for the Automated Message.
- Changing the name in the reservation details or contact details won't change the name in the Workflow.
