Creating Workflows

Step 1: Choose a trigger

Triggers define when the workflow runs. All triggers are based on reservation events:

Trigger	Example
Before check-in	3 days before arrival
After check-in	30 minutes after check-in
Before check-out	12 hours before departure
After check-out	2 hours after checkout

Set the timing with a specific delay — hours or days before/after the event.

Step 2: Write your message

This is what the guest receives. You can personalize messages with variables:

Variable	What it inserts
`{{guest_name}}`	The guest's first name
`{{checkin_date}}`	Their arrival date
`{{checkout_date}}`	Their departure date
`{{room_number}}`	Their assigned room

Example message:

Hi {{guest_name}}! Welcome to Hotel Sunset. Your room {{room_number}} is ready. WiFi password: SunsetGuest2024. Reply anytime if you need anything!

Messages are sent via WhatsApp using approved templates.

Step 3: Set guest filters (optional)

Narrow down which guests receive the message:

Guest type — VIP, regular, or returning guests
Stay duration — Minimum or maximum number of nights
Room type — Suite, standard, deluxe, etc.
Language — Target guests by their preferred language

Leave filters empty to send to all guests.

Step 4: Configure limits

Set a maximum executions per day to prevent sending too many messages during busy periods.

Step 5: Save and enable

Click Save to create the workflow. Use the toggle to enable or disable it without deleting. Disabled workflows are saved and can be re-enabled anytime.

Creating Workflows