Simplify your scheduling process by automating your property checklists, setting up job reminders, and pre-populating job requests so you don’t need to fill them out for each job.
Job Reminders
Set up your account so that whenever guests check into (or out of) one of your properties, you’ll get a reminder to create a job (ex. turnover service) for that booking.
Whenever a new booking shows up on your calendar, you’ll get another reminder to create a job for it.
Reminders can also repeat on a schedule of your own, with no booking involved. See Recurring Reminders below.
To Create a Job Reminder:
Click the “Properties” icon in the navigation bar and choose the property for which you’re creating the reminder.
Select “Reminders” from the horizontal navigation bar within the property description.
Click “Add Reminder” and give it a descriptive name (ex.“Turnover” or “Disinfection.” )
Specify the checklist(s) to include in the job’s request form.
Choose what triggers the reminder from the When list: Every check in, Every check out, or Recurring.
Once you’ve set a reminder, you can click “Prefill Job Request” to create a job request template for the property.
Ex. Your Service Provider Anna always does the turnover service for Property 1, so it makes sense to prefill the job request. You’d set Anna as the “Service Provider,” list her usual rate under “Offered Price,” and set the “Job Duration” to however long the turnover usually takes.
7. When your reminder is triggered, it’ll show up in the “To-Do” section. You’ll need to set a date for the job and send it.
Recurring Reminders
Some work has nothing to do with guests arriving or leaving. Changing remote batteries, servicing an air conditioner, descaling a coffee machine and deep cleaning a rug all happen on their own rhythm. A Recurring reminder covers those.
Choose Recurring from the When list and the row opens into a New Recurring Reminder panel with these fields:
Name: what the reminder is for, for example Change Remote Batteries.
Repeat every: how often it comes round, for example every 1 week or every 4 weeks.
On days: which days of the week it falls on. Select at least one or the reminder will not save.
Remind me (days before due date): how much notice you want. The default is 14 days before.
Checklists: search for and attach the checklist the job should carry.
Click Save and the reminder joins the others on the property’s Reminders tab, labelled RECURRING.
Reminder or AutoScheduler? A recurring reminder puts a task in front of you to action. A recurring AutoScheduler sends the job to your Service Provider on its own. Pick the reminder when you want the final say on timing, and the AutoScheduler when you would rather it just happen. See AutoScheduling Jobs - How to Setup.