Workflows, Journeys & Broadcasts
Automating procedures, scheduled message sequences and mass messages.
By Sam1 author7 articles
- How do Autopilot Workflows work?Workflows handle procedures rather than facts. The workflow grid and its four states, and the 41 prebuilt template groups worth checking before building anything from scratch.
- How to Edit an Active WorkflowHow to find and modify a workflow that's already been enabled in Besty, including workflow templates.
- How to Enable Automation Workflows in BestyLearn how to turn on automated workflows like review follow-ups and how the validation process works.
- Configuring Your Pet Policy in BestyHow to set up pet policy handling correctly, avoid common issues like wrong fees or repeated questions, and handle service animal inquiries.
- What are Journeys and how do I configure them?How journeys work: the filters that choose which reservations a journey applies to, and how each message's timing is built from four controls plus optional conditions.
- Will a new journey send to guests who have already booked?Turning on a journey does not backfill existing reservations. What happens to bookings already in the system, and how to reach those guests instead.
- How do Broadcasts work?Sending a mass message to a filtered set of guests, and why View Qualifying Reservations should be treated as a mandatory step rather than a preview.