Guest journey overview

Updated on 2026-04-26

Guest journey overview

The Manage → Automated emails page no longer shows a dull table but a visual guest journey timeline — from the moment someone books until after departure.

List of email automations with triggers and channel filters

How do you read it?

You see a vertical line with lifecycle stages:

  • 🎫 Guest books
  • 💳 Payment received (deposit or full straight away)
  • Fully paid (remaining balance)
  • 📅 X days before arrival (pre-arrival, payment reminder)
  • 🏠 Arrival day
  • X days after departure (review request)
  • ⏱️ Booking expires (not paid)
  • Booking cancelled

Each stage has automations attached as cards:

  • 🟢 green dot = active
  • ⚫ grey dot = inactive (paused)
  • Blue template badge (booking-confirmed, booking-fully-paid, …)
  • Channel filter in plain language ("Only: direct, website" or "All except: booking.com, airbnb")
  • 🔒 badge if the payment link is hidden (OTA bookings)

Stages without an automation show a grey "No email configured" placeholder — so you immediately see gaps in your flow.

Adding a new automation

Creating a new automation — trigger, audience, template

Click New automation at the top right. You enter a 5-step wizard:

  1. When? — Choose a trigger type (booking_created, payment_received, days_before_arrival, …)
  2. For which bookings? — Channels include/exclude (leave empty for everyone)
  3. Which email? — Choose a template from the catalogue
  4. Options — Active toggle, hide payment link (for OTA), hide payment deadline, order
  5. Summary — live green card showing in one sentence what is going to happen. Updates as you tweak.

Example summary:

"🎫 On booking created → send Booking Confirmed — only for direct, website (without payment link)"

Active vs inactive

Every rule has an Active toggle. By default rules are inactive when I create them for you — so you can review the content (via Email Templates) before they go live.

No email is sent while the rule is inactive.