Trigger to send email of x days before a rate season starts

Requested
Jeanna K
Jan 18, 2026 4:49 PM
Member for 2 years 1 post

Could you add a trigger for x days before a rate season in Owner Rez starts?  

We close online booking until a certain point before the season starts (this year, online booking opens Jan 19 and the spring rate season starts April 21) to give last years guests priority in booking for the following season.  I want to send an email to all booked reservations to confirm they are indeed set with their reservation a few days before opening online booking.  It has been a hard adjustment for our guests to go from the paper calendar booking of the last 45 years to the online system with quotes.  A simple email with all their reservation details sent out a few days before will reassure those that are booked and remind those that thought they were booked because they got a Quote email.   

I have created the email template.  I would like to send 80 days before the start of our Spring '26 Season to those that are Confirmed.  

Jeanna

Bri
Jan 23, 2026 8:23 AM
OR Team Member Member for 3 years 666 posts

Hi Jeanna,

I'm curious if a Tag Automation for individual Seasons and a corresponding Trigger would accomplish what you're after here.

You can set up a Tag Automation to apply to that Season.

Then, the Tag Automation will automatically apply a tag to a booking that comes in with a date of stay within a particular season. You'd then set up a Trigger to fire to only stays within that Season by adding a condition for the Tag you created.

This would allow you to identify those particular guests and send a message only to them, 80 days before their arrival date. Not exactly 80 days prior to the Season opening, but I think this would get you close.

In the future I think this could work for you by setting up the automation, but given that you have existing bookings that may not have been tagged yet, you would need to tag those bookings manually in order for the Trigger condition to work. Or, if you've already tagged those bookings, you can set the Trigger up as shown above using the Tag already applied to them.

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Another feature you might consider are Scheduled Emails, but those would need to be set up on each booking individually. In a booking, you can go to Messages - Select Send a Scheduled Message - then pick the template and the exact date you want it sent on. We'll be expanding on this feature in the future.

We're also currently in development on a feature we're going to call Broadcast that will allow you to send a message to bookings in bulk, all at the same time. I don't believe the Broadcast will be a schedule-in-advance feature, but it would allow you to give a shout to those select bookings in one fell swoop.