Check Lists

Status: Requested 2 Votes
Michael C
Mar 25, 2024 9:02 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?

Michael C
Feb 4, 2025 7:24 AM
Joined Aug, 2022 12 posts

Bump! Can we get this on the calendar?

Shawn H
Feb 5, 2025 4:16 PM
OR Team Member Joined Aug, 2021 287 posts

Hi Michael, this request contains several ideas, which makes it hard to say whether we're moving forward on all of them or even one thing. Or we can already do some of the things in a roundabout way (see below).

1) I would mention/ask, have you tried Tag Automations out? They can't do all that we have planned yet, but you can then use Tags to fire off other things.

https://www.ownerrez.com/support/articles/tags-automations

2) Several integration partners might be able to help with some of these at the present time.

If neither of those will meet your needs, I encourage you to get your fellow users to upvote it. With only 2 votes, at present, it does not stand out from the list of other feature requests under consideration.

Michael C
Feb 6, 2025 12:53 PM
Joined Aug, 2022 12 posts

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.