💡 Important to know
To set up and customise your property’s scheduled emails, go to Emails > Scheduled emails.
This article is part of a series:
Overview of scheduled emails (this article)
In this article
This article covers which scheduled emails you can send to your guests, and how to set them up.
About scheduled emails
With Scheduled emails, you can create a diverse range of emails containing helpful information, from a simple Reservation confirmation, to a Check-in reminder, Upsell promotion, or Post-stay feedback survey, and send them at scheduled times, thereby improving both the quality and quantity of your customer communications.
Pre-stay emails
To set up a pre-stay scheduled email, follow the steps below.
Go to Emails > Scheduled emails.
Next to Pre-stay, click on the Create new button.
Click on Choose type and select a scheduled pre-stay email to set up:
Upsell — this type is used to promote upsell offers, such as room upgrades, services, add-ons, etc, which can boost your property’s Revenue per available room (RevPAR). To help ensure that your guests only see suitable offers in their scheduled Upsell emails, you will need to set up specific Sending rules and Segmentation settings. (See the section below titled ‘Segmentation and Sending rules’ for more information about this.)
Reservation confirmation — there are two options with this type:
Send a reservation confirmation email to the guest when their reservation is made.
Send a reservation confirmation update email to the guest when their reservation is modified. Learn more: Reservation update emails
⚠️ Do not use either of the scheduled Reservation confirmation email types if you are not connected to a PMS that is synced at least every hour.
Information — best sent to a guest as soon as their reservation is received, this type is used to share useful information about your property (and its upsell offers, if you wish).
Check-in — this type is used to ask guests to submit their check-in details prior to arrival, and as a result, make the check-in faster, smoother, and simpler, both for them and for your property.
During-stay emails
To set up a during-stay scheduled email, follow the steps below.
Go to Emails > Scheduled emails.
Next to During-stay, click on the Create new button.
Click on Choose type and select a scheduled during-stay email to set up:
Feedback — this type is used to ask a guest how their stay is going so far. If their feedback is positive, then great; but if not, it gives you an opportunity to take action and improve their experience.
Information — as with the pre-stay Information email described above, this type should inform the guest important information, for example, your restaurant, gym, etc.
Upsell — also as above, this type is used for upselling, but because it is sent during, rather than before, a guest’s stay, it should focus on offering more bespoke offers.
Post-stay emails
To set up a post-stay scheduled email, follow the steps below.
Go to Emails > Scheduled emails.
Next to Post-stay, click on the Create new button.
Click on Choose type and select a scheduled post-stay email to set up:
Feedback — unlike the during-stay Feedback email type described above, this is used mainly for three things: 1) thank a guest for staying, 2) encourage them to stay again, and 3) solicit a review via a platform of your choice (Tripadvisor by default).
Information — as described above, this type is used to share important information about your property with your guest, albeit after they have checked out.
💡 Note:
You can set up multiple scheduled Feedback emails for your property — for example, one during the guest’s stay and one two weeks after check-out reminding them to submit a review (if they have not done so already).
To send a test scheduled email, when editing it, click on the Send test email button. (Learn more: Notes on sending test emails.)
Segmentation and Sending rules
For more information about configuring the Sending rules and Segmentation settings for scheduled emails, please read the following guides:
Will I be notified once a scheduled email has been sent?
To see if a scheduled email has been sent to a guest, go to Guests > Guest list, then click on the guest's name to open their profile.
On the Emails tab, you will see a list containing the following:
Any emails that have been sent to the guest, which are marked with a Sent on date — if you wish, click on View to preview the email that was sent.
Any scheduled emails that you have set up for your property, but have not been sent to the guest yet — if you wish, click on Send to send any email to the guest.