Check-lists?

Michael C
Mar 25, 2024 9:03 PM
Joined Aug, 2022 12 posts

Currently when a new booking comes in i use the "notes"field to create a mini-checklist of everything i need to ask and badger the guest before check in.. A short list of like Did they fill in the security deposit? did they register with our HOA  community yet? Did they fill in the Docusign lease agreement? are they bringing pets? etc etc.... it is an extensive list. Is there a way to have a "check list" automatically generated per booking per property, that i can just click to check off as things arrive? Bonus Points, if this could be AI Driven through triggers to automatically remind (aka badger)  guests every 48 hours until they complete their tasks.  Either feature suggestion or ways to make this work as-is today?

 

I am already using tag automation, however we can not setup multiple triggers from that. I need a very simple ability to say "send this email every day at 9am until this tag/task is removed".  Right now your system will trigger ONCE on DAY1 and not RETRIGGER on days 2-99.

Ken T
Apr 22, 2024 11:54 AM
OR Team Member Joined Aug, 2019 1706 posts

There are a number of these ideas that are already planned, though it may be a bit before you see them released.

Michael C
Jul 25, 2024 1:18 PM
Joined Aug, 2022 12 posts

I would like to know if any of them which might help my situation are getting closer to development status?

Michael C
Feb 4, 2025 7:23 AM
Joined Aug, 2022 12 posts

Bump! Can we get this on the calendar?

Shawn H
Feb 5, 2025 4:18 PM
OR Team Member Joined Aug, 2021 287 posts

Hi Michael - I replied to your feature request and so am going to close out this topic here.