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Hands-free Planns: Auto Create

Tool for automatically scheduling certain activities with every reservation

Ellen Lee avatar
Written by Ellen Lee
Updated over 2 weeks ago

Planniac gives you a unique way to conveniently schedule activities that you provide for all reservations.

Auto-create settings

In Admin Settings > General Settings, activate the auto-create feature.
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Using the auto-create feature

Here are some examples of ways you might use this feature:

πŸ§šβ€β™€οΈ Useful for:

  1. Arrival & departure transfers needed for every guest 🚐. That's especially helpful for resorts in remote locations where transfers are part of every stay

  2. Automatic arrival night dinner reservation request in your restaurant (so restaurant manager will follow up and reserve a table)

  3. Automatic reservation billing reminder, for example if you do manual billing 30 days prior to arrival πŸ—“οΈ

  4. Time-limited promotions, for example "Free Champagne in Room" for reservations made during a promotional period πŸ₯‚ when champagne is included

Setting up the feature

In Resources, choose the activity (or create an activity) that you would like to appear automatically on the calendar for every reservation.

  1. Name it as you would any other activity

  2. Turn on the "Auto Create" button

  3. Select how the auto activity should be applied: by reservation, room or per person

  4. Select a default vendor

  5. Decide for what day the activity should be added (Arrival day, departure day, day after arrival, etc.)

  6. Include any exceptions (not valid for same day bookings, etc.)

  7. Indicate any specific dates this applies

  8. Add itinerary notes the guest can see

  9. Add a standard start/finish time

Now this activity will appear for every new reservation.

Important: Auto-create will only apply for new reservations that meet the criteria. Any reservations made prior to saving the Auto Create in Resources will not be affected.

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