Managing Automations Based on Channels

Automation is a powerful tool in RentalWise that allows you to streamline guest communication and operations. By setting channel-specific automation rules, you can customize messages based on the OTA or direct booking source.

📌 Example: Sending Online Check-in Form Only for Direct Bookings & Booking.com

Let's say you want to send your Online Check-in form only to guests who booked through VRBO and your RentalWise Website, while excluding other OTAs.

💡 (Note: We do recommend enabling the Online Check-in form for all channels to ensure a smooth guest experience.)

✅ Step 1: Create a Message Template

First, create a message template with the check-in form link and essential booking details.

Example Template: Online Check-in Request

✅ Step 2: Configure the Automation Rule

1. Navigate to: Automations > Create New Automation
2. Configure: Your Time Triggers, Actions and below the conditions:

• Status → Confirmed (to ensure the message is sent only after a booking is confirmed)

• Channel ID → VRBO , Your RentalWise Website
  
  
  

🎯 Final Result

• This automation ensures the Online Check-in form is only sent to guests who booked through VRBO or directly via your RentalWise Website.

• Guests from other OTAs (e.g., Airbnb, Booking.com, etc.) will not receive this message unless you modify the conditions.

By leveraging channel-based automations, you can enhance guest communication, reduce manual work, and optimize your booking process! 🚀