Managing Notification Rules

Article Contents

• Set Primary Notification Contact
• Update Default Notification Rules
• Create New Notification Rule
• Notification Restrictions
• Testing Tool

NOTE: 

• Notifications are used for internal communications. For guest communication see Automation Overview
• Two default notification rules are set for Inquiry and Reservation assignees. 
• Use the Notification section to add or update primary contact.
• Create new custom notification rules and recipients for Reservation, Inquiry, and Payment events.

Set Primary Notification Contact

Step 1: Navigate to Setup > Notifications

Step 2: Click Primary Notifications

Step 3: Enter primary email address for guest communication notification

NOTE: Email defaults to account owner’s email  

Step 4: Enter primary cell number for new Inquiries and Reservations SMS notification.

NOTE: SMS text option only available for primary contact.

Update Default Notification Rules

Step 1: Click Notification Rules

Step 2: Click Edit 

NOTE:

• Default Inquiry Assignee and Default Reservation Assignee are based on the User assigned in a specific inquiry or reservation.
• Change or add more recipients.

Create New Notification Rule

Step 1: Click Notification Rules

Step 2: Click New Rule

Step 3: Create Rule Name

Step 4: Click Recipients

Step 5: Complete Recipient information

1. Select type of Recipient from the dropdown menu
2. For custom recipient, enter email. For recipient types with multiple options (e.g. User, Property Owner), select email from dropdown menu.
3. For recipient types with a single option (e.g. Primary Contact, Inquiry Assignee), recipient will appear automatically.
4. Toggle Yes/No for Email and Text Message notifications

NOTE: 

• Text Message option is for Primary Notification Contact only.
• Multiple recipients can be selected.
• For Property Owner, be sure to restrict notifications to a single property or property group. If Restriction is not set, the Property Owner will receive notifications for all properties.

Step 6: Click Events

Step 7: Toggle Yes/No to select All, or select one or more events.

Notification Restrictions

Step 8: (Optional) Click Restrictions

Step 9: Select Restriction type - Property, Property Group, Time, or Weekday

Step 10: Select “Is or Is Not” and Restriction item

Step 11: Click Create

NOTE: Multiple restrictions can be selected.

Testing Tool

Step 1: Click Testing Tool

Step 2: Enter Event, Property, Event Date, and/or Event Time

Step 3: Click Run Test

Step 4: View Test Results to see the matching rule. Adjust rules if results not as expected.