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Automate Booking Notifications and Keep Owners Informed

Learn to automate booking notifications in Harmony to keep owners informed promptly, professionally, and effortlessly.

Written by Sofia
Updated over 5 months ago

Keep Owners Always Informed

When you receive a booking, it's not enough for it to be recorded in the system: it's also crucial that the owner knows about it in time. With Harmony solutions, you can automate this notification and decide exactly how and when it will be sent. This way, you save time, avoid forgetfulness, and keep owners informed professionally.


Key Definitions

  • Harmony: platform that allows you to configure and automate email sends related to bookings.

  • Execution Time: date and time relative to the booking (check-in, check-out, or creation) when the automatic send is executed.

  • Solution: automated rule created in Harmony to execute a process (example: sending instructions to a tourist).

    Tags: labels that allow you to segment email sends to specific groups of customers, accommodations, owners, or portals.

  • Task: action processed or scheduled by Harmony as a result of a configured solution.


What Can You Do with This Solution?

With the Owners-type solution, you can create an automatic task that sends an email to the owner every time a booking comes in. You decide whether to notify only when the booking is confirmed or also in the case of pre-bookings.

Additionally, you have advanced options to customize:

  • The timing of the send (before or after the check-in, booking, or check-out date).

  • Who it is sent to (owner, customer, occupant, agency).

  • Which template is used for the message.

  • If tags are included to filter specific bookings.

Step by Step: How to Configure the Notification

  1. Create a new solution in Harmony and choose the "Owners" category.

  2. Click on "New Configuration" and assign it an easily identifiable name.

  3. Select the booking status that will trigger the notification (for example, only when it becomes confirmed).

  4. Activate the option "I want to choose the execution time" to decide when it will be sent.

    1. Positive number = days after the booking/check-in/check-out.

    2. Negative number = days before the booking/check-in/check-out.

  5. Define recipients and templates:

    1. Choose the corresponding template.

    2. Add addresses in CC or BCC if needed.

  6. (Optional) Add more notifications with different templates or recipients.

  7. Apply filters with tags: for example, if an owner is assigned the "VIP" tag, only they will receive this type of notification.

  8. Decide the scope:

    1. Notify only new bookings from the creation of the solution.

    2. Or also include bookings already registered in the system.

  9. Click on "Save Configuration".

Attention to Details

  • The send time always corresponds to your agency's local time.

  • When the send is scheduled in months, the system counts 30 calendar days per month (months with 31 days are not considered).

  • If a booking is created after the established "execution time", the system will send the notification in the next automatic check.


Frequently Asked Questions

Can I schedule notifications to owners before the check-in date of a booking?

Yes. You just need to enter a negative number in the execution days. For example, "-3" will send the notification three days before check-in.

What happens if a booking is created too late to meet the configured notification deadline?

The system automatically adjusts the send and executes it in the next check so that the notification is sent anyway.

Are tags used as exclusive filters when sending notifications to owners?

No. Tags are inclusive: if an owner meets the indicated tag, they will receive the notification even if they have other tags assigned.

Is it possible to send multiple different emails for the same booking to the owners?

Yes. You can add multiple notifications within the same solution and define different templates or recipients.

Does the send time of notifications depend on the owner's time zone?

No. The local time configured in your agency is always used as a reference.

Is the notification sent if a booking is canceled before check-in?

Yes. In Harmony, the send depends on the status configured in the solution. If you select the "Canceled" status, the notification will be sent at the defined time, even if the booking is no longer active.

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