Skip to content
← Property Management Platform

How can we improve the property management platform?

'Add a condition to the triggers that the Pre-Arrival form is not completed.' has been merged into this idea

Property Management Platform: Templates and Triggers

Categories

JUMP TO ANOTHER FORUM

(thinking…)

Trigger for not completing payment or pre-arrival forms

It would be great to have complex trigger options for "not" completing pre-arrival form or rental agreement.

Also to have the actions "not" sending check-in instructions if they don't complete them.

I have a hard time remembering to constantly check my pipeline to see if people haven't paid. It would be nice to know there was a safety net in place in case I don't catch it. And if you dont send them their check-in instructions, they will most definitely give you what you need.

78 votes
Joshua shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Submitting...
An error occurred while saving the comment
  • first_name_unknown last_name_unknown commented  ·   ·  Report

    this is very challenging to setup a reminder for the Pre-arrival form to be completed when you don't have the option to chose "Pre-A form NOT completed". So we are having to manually check each booking to make sure it is complete. This defeats the purpose of having an automation of a PMS

  • Jerry Inman commented  ·   ·  Report

    This has been requested in multiple posts/requests. Happy to see that it's planned. I feel this is a key feature that is needed.

  • Aryeh Thau commented  ·   ·  Report

    This is just one example of a condition, but triggering conditions should support both "positive" and "negative" scenarios. For instance, triggering a form when "pre-arrival details NOT received" 3 days prior to check-in. I've seen this functionality in other channel managers, and it's very convenient. A basic use case like sending a reminder because pre-arrival hasn't been completed is incredibly useful. Thanks!

  • Kana Gordon commented  ·   ·  Report

    It would be really helpful to have a condition that is: Pre-Arrival Form is Not Completed. This way, we could set up a template and trigger to remind guests to fill out the pre-arrival form.

  • Jodi Sakalas commented  ·   ·  Report

    I agree! this would save me hours a week! I am having so much trouble with this

  • Abel Mora commented  ·   ·  Report

    This would be a very critical improvement for our processes. We would like to withhold check-in information until a guest has signed the pre-arrival form. Many other PMS offer this functionality

  • Thuy Dinh commented  ·   ·  Report

    I need the trigger condition of "if the rental agreement is NOT signed" to resend it, in the case where the booking is outside of the direct booking site (otherwise, the rental agreement has to be signed before proceeding to book).

  • Rob Esposito commented  ·   ·  Report

    This would be a wonderful addition. As of right now, I have one property that I need this form filled out for. I don't send check in instructions until I get the form. it would also be nice to be able to send them a reminder to fill out the form (instead of just not sending the check in instructions)

  • Cece Nguyen commented  ·   ·  Report

    For now, our trigger hasn't supported the condition of "Pre-arrival form not submitted" yet. Hence if we want to follow up with the guests, you can only monitor from Pipeline to see if it's submitted or not. We'd love to have such condition in triggers to automate the process.

  • Jake Marsh commented  ·   ·  Report

    I understand that there is a way to manually check if the form has been completed and send a reminder to a guest but this goes against the idea of automation :-) We really need to remind guests to complete the form if they have not and also prompt our team to contact the guest if it has not been completed by check-in. Thank you!!