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Automated Emails

How to Set Up Automated Emails

Ilaria Lanni avatar
Written by Ilaria Lanni
Updated over 6 years ago

Once your Email Templates are set up, you can configure the system to automatically send those templates to your guests at key points during their reservation process and stay.

  • In the Admin Settings, click on the link Automated Emails under section General:

  • The first column Folio Status Action identifies what change of reservation status will trigger the automatic email.

Note that the status Automatically Send Email Upon Folio Creation only interests those folios manually created on your Tape Chart. If you want to have the system send an automatic email when your guests book online, you will need to activate the Automatically Send IBE Confirmation Email.

  • Under column Automated E-mail Status check the box corresponding to the action you want the system to perform. In the example below I am choosing to have the system to send an automatic email any time a reservation is created on the Tape Chart:

  • Select what email template you want to use by choosing one from the available options in the scroll down menu:

  • Finally, enter the email address you want to send a copy of the email to:

  • When finished, click on the blue button Save at the bottom of the page:

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