Experience the difference of "Elite".

Reports - possible to automate their sending?

Rich S
Jan 6, 2019 2:23 PM
Joined Dec, 2018 301 posts

My cleaning person isn't excited about using iCal, so wondering if there is any way to automate the periodic emailing of a table of bookings (current + future) for her.

Example: an automated emailed report with a table like this ....
Unit A
- Smith 1/2/19 - 1/4/19 (2A 3C)
- Sanders 1/4/19 - 1/11/19 (4A)
- Sampson 1/14/19- 1/17/19 (2A 2C)

Additional Question
- do I need to contact OR support to have other users (eg: my daughter, partner, cleaning person) added to the account for access?

Paul W
Jan 8, 2019 5:32 PM
OR Team Member Joined Jun, 2009 800 posts

Hi Rich,

You can create an email template and trigger to email the cleaner with a nicely formatted message but only for one booking (using the booking field codes). There isn't a way to do a single email for a list of bookings.

You can grant full admin access to other accounts if you use the PM > Portal Access feature. If you're looking for limited access (calendar, guest info only) you can do that in the same place.

Rich S
Jan 8, 2019 5:40 PM
Joined Dec, 2018 301 posts

Thanks - I added an entry to feature request since I think having automated reports would be very desirable.