Automation overview

Besides replying to guest messages, PingTeo can send scheduled messages automatically at key moments of a stay: after booking, before check-in, during the stay, or before check-out.

What is automation?

Automation = one or more templates tied to a trigger. When the trigger fires for a reservation, PingTeo fills the template with guest and reservation data and sends the message (or escalates if rules say so).

Triggers

• Booking created — Right after a new reservation is created (or first synced).
• Before check-in — X days before check-in, at a set time (e.g. 2 days before, 10:00 local).
• During stay — X days after check-in (e.g. mid-stay check-in message).
• Before check-out — X days before check-out, at a set time.

You configure which triggers are enabled and when (days, time) per property in Properties → property → Automation (if the feature is available on your plan).

Templates and placeholders

Each automation has a template: the message text with placeholders like {{guest.firstName}}, {{reservation.checkinDate}}, {{property.name}}. When the trigger runs, placeholders are replaced with real data for that reservation. See Templates & placeholders.

Rules (optional)

You can add rules so that under certain conditions the message is appended to, replaced, or escalated (not sent automatically). E.g. “If guest phone is missing, escalate.” See Rules & conditions.

When to use it

• Welcome / confirmation — “Thanks for booking; here’s what’s next.”
• Pre check-in — “Check-in is tomorrow; here are the instructions and code.”
• During stay — “Hope you’re enjoying your stay; here’s how to reach us.”
• Pre check-out — “Check-out is at 11; here’s what to do before you leave.”

Next: Triggers — Booking, before check-in, during stay, before check-out.