The automatic reservations forwarding is a tool that helps keep owners accountable. To do this, you must indicate in the system the exact moment to start the forwarding, defining the conditions relating to the reservations. See below how to set the triggering of forwarding automatically:
- Access the [Settings] menu;
- Go to [Owners > Automation];
- Find the [When would like the system to start the automatic forwarding?] section;
- Set the settings according to your preference.
To help you out with the setting, check what each available option means:
Setting [each reservation]
Option | Summary |
| Creation | The automatic forwarding will be done considering the date the reservation was inserted on Stays calendar. E.g. forward the reservations 1 day after the creation. |
| Check-in | The forwarding will be done according to the check-in date of each reservation. E.g. forward the reservations two days after the check-in. |
| Checkout | The forwarding will be done according to the checkout date of each reservation. E.g. forward reservations two days after the checkout. |
| Payment | Set the forwarding from the payment of the reservation. It is possible to set the percentage of the amount paid and also to what the payment is referring to. E.g. forward the reservations that have already received 50% of the total amount of the daily rate. |
| Status | It's possible to set according to the status of the reservations. E.g. forward the reservations with the "contract" status. |
Setting [in groups]
Option | Summary |
| Weekly/Monthly | You will be able to set the period in which the system will start the forwarding. |
| Arrival/Departure | It is also possible to set the date of the reservation that the system will forward, that means, considering check-in or checkout date. |
| Days of the week | And, finally, you will be able to indicate until each day of the week the system will filter the reservations to be forwarded. |
| E.g. If the user selects [weekly + check-in + Sunday], the system will filter, weekly, all the reservations that have had the check-in until Sunday. | |
You can also disable the automation for specific cases of reservations, that means, deleting the exceptions to these settings on [Do not perform automation if...] section. These are the cases of canceled reservations, that had their check-in and checkout date or time changed, and reservations that have been moved to another listing.