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Select the scope of platforms for Operations rules (tasks, notifications)

Feature requestsTasks AppOperations
Some users would like to have the ability to narrow down the scope of platforms that a task rule or notification rule will be triggered for. An example use case would be when they want to setup a payment collection reminder for direct bookings.
Status: Backlog6 comments

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Comments6

  • Salmon Pickletop

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    Jul 18

    Agreed. Our processes can vary significantly depending on the platform on which the booking was made. Being able to only create tasks for bookings from a given platform, or specify different checklists depending on the platform would make this feature much more useful.

  • Sapphire Elephant

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    Jul 13

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    Merged request

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    1 vote

    Allow platform based notification rules

    Right now, the notification rules for new reservations are triggered for every new reservation from all platforms; it would be better to have the ability to add a platform scope in cases that hosts only want notifications specific to a platform; ie Direct Bookings only.

  • Rose Crater

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    Jul 13

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    Merged request

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    1 vote

    Per platform notification rule settings

    Some hosts would like to get notified for new bookings but for a specific channel only (e.g, Direct)

  • Red Handle

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    Mar 10

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    Merged request

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    2 votes

    Give task notifications broader scope

    Request: Make TASK notifications operate like CHECK-IN, CHECKOUT, etc tasks, allowing me to select any team member in the scope.

    Background: I currently make heavy use of task notification rules to notify my cleaning team, owners, etc. for New Reservation, Canceled Reservation, etc. I assign teammates to teams and properties. When I do this for Reservation Rules, I get a full list of ROLES that should be notified. I generally want to notify EVERYONE including Manager so everyone is in sync. This works as designed – cleaners, maintenance and management all get an SMS when we get a new/changed/canceled booking.

    However, for new TASKS, (“Task Assigned”), there is no TEAM option. So in this case, the Maintenance team member should get an SMS< but there’s no way to let Management gets notified as we do for reservation tasks:

    Request

  • Magenta Peach

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    Mar 7

    It’s possible to do this with a new Hospitable integration ProhostAI You can set up custom AI rules to get notified

  • Indigo Mustard

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    Jan 15

    This will be used, for example, to trigger a “charge credit card” task only for Booking.com reservations, for hosts who charge via Booking’s virtual cards.