Understanding Automated Workflows with RentalWise
We understand the importance of automated processes in the Short-Term Rental (STR) domain. At RentalWise, our goal is to provide a seamless experience for our users through our Automated Workflows. This guide will help you understand how Automated Workflows work and how to use them effectively to boost your productivity and efficiency.
What Are Automated Workflows?
Automated Workflows are a series of predefined actions that are triggered by specific conditions. These workflows can handle various tasks automatically reducing the need for manual intervention and ensuring that operations run smoothly with the help of Message Templates.
Benefits of Automated Workflows
Increased Productivity: Automate repetitive tasks, allowing you to focus on more important activities.
Enhanced Efficiency: Ensure tasks are completed promptly and accurately, minimizing errors.
Customizable Processes: Tailor workflows to meet your specific needs with a wide range of conditions and triggers.
How to Create Automated Workflows with RentalWise
With RentalWise, creating automated workflows is straightforward and highly customizable. Here’s how you can set up your workflows:
Define Your Workflow Goals:
Determine the tasks you want to automate (e.g., sending a welcome message to guests, confirming payments, requesting additional information from the guest).
Set Up Conditions and Triggers:
Choose from over 600 conditions to set precise criteria for when your workflow should start.
Examples include time-based triggers or specific actions taken by guests.
Configure Actions:
Decide what actions will be performed when the conditions are met.
Actions can range from sending emails and messages to updating reservation details.
Example Workflows
Simple Workflow:
Goal: Forward additional concierge services as soon as a booking is confirmed.
Time Trigger: 5 Minutes after Booking status is Confirmed
Workflow Conditions: Status → Confirmed
Workflow Action: Send an email offering concierge services to the main guest with the help of a Message Template.
Complex Workflow:
Goal: Send a digital guidebook once the booking has been confirmed, the payment processed and the Guest verification has been completed.
Time Trigger: 1 day after Booking status is Confirmed
Workflow Conditions: Status → Confirmed + Payment status → Paid + Guest Verification Status → Verified
Workflow Action: Send an email containing the Digital Guidebook with the help of Message Templates.
Managing Your Workflows
RentalWise allows you to manage your workflows easily:
Edit Existing Workflows: Adjust conditions and actions as needed.
Monitor Performance: Track the effectiveness of your workflows and make improvements.
Scale Up: Create multiple workflows to handle different tasks simultaneously.