Notify the guest a few days before an instalment falls due.
The reminder tells guests that an instalment is about to fall due, with the amount, the date and a link to the details.
It is set up under Automations, alongside the system's other automatic notices.
Create the payment due reminder automation and choose how many days in advance it should go out. The message text is yours to write; the screen suggests an example and lists the variables. An example using them:
The available variables are listed on the automation screen itself: guest name, property, room, instalment number and total, due date, amount, days until due, stay dates, total, amount paid and balance, host name and portal link.
Sending respects the time zone and the sending hour configured on your account, just like the other automations.
The reminder is only sent for pending or partially paid instalments.
It is not sent when:
Each instalment gets one reminder per lead time and per channel. If the routine runs more than once on the same day, the guest does not receive a duplicate message.
The link goes to the guest portal, which asks for access before showing anything. The message itself carries no sensitive data.
How to send an automatic message right after a booking
Set up, in Automations → Post-booking, the message guests receive as soon as a booking is created — by email, WhatsApp or both.
Pipeline templates and post-booking messages: which is which
Understand why there are two message areas, what each one is for, and why post-booking messages do not show up in the Pipeline list.
The email guests receive when they book
Understand the initial booking email, when it goes out, why there is only ever one, and how post-booking content is included in it.