Help Centre

How to create a new letter group for scheduled emails

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In order to schedule emails to be sent automatically to your guests you need to first create a letter group.

1) Go the Emails / Letters > Automated emails / SMS.
2) Click Add new Letter group

2) Give the group a name which will allow you to recognise the usage of the group.
For example: A group called Arrival information can contain all letters send to guest informing them about everything they need to know before and while arriving.

3) There are six options to choose from to which kind of bookings the letter should be applied to.

a) None (Add Group Manually)

This allows you to create a new group, but not yet define what it is going to be used for.

b) All Bookings

This option will apply the letters in this group to all bookings.
It would be used for e.g. non-property specific letters like balance reminders.

c) Property Group Bookings

If you have created property groups, you can apply letters to all properties in the different groups.
For example: You have 5 identical lodges; they would get all the same arrival information. Selecting this option would apply the scheduled letters to all 5 lodges.

d) Property Bookings

If you have specific emails that are going out to selected properties, you can use this option.
One example to use this option would be when a property is in a nature reserve, where special rules apply for what can and cannot be done during the guests stay.

Please note:
The following two options will only be available for agency accounts.

e) Owner(s) Bookings

If you want specific letters to be sent to individual owners only, you can use this option.
One example for using it would be, if the owner wants to know, if the guest brings dogs.

f) All Owners Bookings

You can use this option for information you are sending to all your owners.

 

4) Click Add group.
Or Cancel, if you have changed your mind.

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