Configuring Workflow Actions is vital for enhancing operational efficiency, ensuring effective communication with guests, property owners, partners, and internal teams.(Check detailed guide on creating Automated Workflows ),Here's a comprehensive breakdown of how Workflow Actions can streamline your RentalWise experience:
1. Selecting the Workflow Action
Choose the specific action you want your workflow to automate. These include:
Send a message to the main guest
Automate communication such as:Booking confirmation
Check-in instructions
Check-out reminders
Online check-in forms
Additional property details
Send a message to the property owner
Share essential updates regarding:Property availability
Bookings
Maintenance or operational notices
Send a message to partner accounts
Automate financial communications with partners such as accountants to streamline expense and revenue tracking.Send a message to users/admins
Keep your internal team informed with automated messages about:Property updates
Guest check-in or check-out schedules
Task reminders for cleaning or maintenance
Important Note:
Each workflow can have only one assigned action. To automate multiple processes, create separate workflows for each.
2. Selecting the Email
For communications that occur outside OTAs (e.g., direct bookings via your website), select an email address configured through Email Configuration. This ensures that direct communication is seamless where channel messaging isn't available.
3. Assigning a Template
Choose a pre-designed Message Template for the action. Ensure your template is customized to fit the specific purpose of the workflow to guarantee consistent and professional messaging.
Why Workflow Actions Matter
Properly configured actions ensure:
Efficient communication for guests, avoiding missed updates.
Strong collaboration with property owners and partners, maintaining transparency.
Streamlined internal operations, keeping your team informed and organized.
Taking the time to tailor your Workflow Actions ensures a seamless experience for everyone involved, driving efficiency and satisfaction across all levels.