Creating an Automated Confirmation Message Rule

This document explains how to create a new automated message rule that sends a confirmation message to guests when their reservation is confirmed. You will configure who receives the message, when it is triggered, apply optional filters and advanced conditions, and define the email/SMS content.

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Step 1: Open the Automated Messages Section

From the main menu, go to the Guests section, then select Automated Messages.

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Step 2: Create a New Automation Rule

In the Automated Messages area, click Create New Rule to start defining a new automated message.

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Step 3: Name the Automated Message and Choose Recipients

Enter a clear name for the automated message, for example: Confirm Reservation.
Specify who should receive this message: either guests or internal users within your company. In this example, select Guests as the recipient type.

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Step 4: Set the Trigger Status and Timing

Configure the trigger conditions that define when this message should be sent:

• Under reservation status, choose the status that should trigger the message. For a confirmation message, select To Confirmed so it is sent for confirmed bookings.

• Set the timing for when the message will be sent relative to the trigger. For example, configure it to be sent 1 minute after confirmation.

• If you want this to apply to all same-day confirmed bookings, enable the corresponding option.

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Step 5: Configure Filters and Basic Conditions

Use filters and conditions to restrict when this automated message is sent:

• Add specific conditions that must be met before the message is sent.

• For example, limit the rule to specific listings only by selecting those listings in the filter.

• You can also add conditions such as sending the message only when the security deposit has been paid, or other similar requirements.

If no filters are set, the rule will apply to all eligible reservations by default.

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Step 6: Add Advanced Rules (Optional)

Configure advanced rules for more granular control:

• For example, if you want the message sent only when a pre-check-in form has been filled out, add an advanced rule: choose the pre-check-in rule and set it to Only When Filled.

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Step 7: Choose Delivery Channels and Compose the Message

Specify how and what will be sent:

• Select the delivery channels, for example Email and SMS, if you want the message sent via both.

• Add an email subject, such as Confirmed Reservation.

• In the message body area, compose your message. For example:
  “Hi [Guest Name], your reservation is confirmed.”

• Use parameters (placeholders) like guest name to auto-populate details in the message.

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Step 8: Save the Automation Rule

When all settings, filters, and message content are configured, click Save Rule to activate the automated confirmation message.