Auto Tasks are tasks that are scheduled around and automatically triggered by a certain event in a reservation's life-cycle, such as check-in or booking confirmation.
To set up Auto Tasks, first, create a template, providing your team with the information they need to complete the task. Then, set up its automated scheduling. For example, set a task to clean the property one hour after check-out, or to meet a guest at their planned arrival time.
Auto Tasks can be scheduled based on either guest reservations or personal stays by property owners, as you may want to provide a different experience depending on who is staying.
Before you begin
When a guest reservation is canceled, the associated auto-task will automatically be canceled as well. Additionally, any changes to a reservation's check-in, check-out, estimated arrival time, or estimated departure time will update the auto-task triggered by these parameters.
Create an Auto Task
Follow the instructions below or watch our video to set up the scheduling based on guest reservations.
Step by step:
- Create an Auto Task template
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Operations mode.
- Click Properties.
- Click the relevant listing.
- If the listing is a multi-unit, you can manage this feature via the multi-unit's main unit, and the settings will apply to all its sub-units. Alternatively, you can configure the settings for a specific sub-unit. Click the main unit or the specific sub-unit.
- In the left-side menu, click Automation, then select Auto Tasks.
- Click New.
- Fill in the relevant information, including selecting Guest from the "Type of stay" dropdown. Learn more here.
- Click Save.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click
. - Hover over the relevant listing in the left sidebar, then click the properties icon.
- In the left-side menu, click Automation, then select Auto Tasks.
- Click New.
- Fill in the relevant information, including selecting Guest from the "Type of stay" dropdown. Learn more here.
- Click Save.
Note:
You can schedule Auto Tasks around a guest's "Planned arrival" and "Planned departure" times. If these times have not been added to a reservation or captured via Guesty's check-in form, the property's default check-in and check-out times will be used instead.