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Reports - possible to automate their sending?

Replies: 3 - Pages: 1 - Last Reply: Jan 8, 2019 5:40 PM by: Rich S
Rich S
Registered: 12/28/18
Reports - possible to automate their sending?

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)
etc

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
Registered: 6/9/09
Re: Reports - possible to automate their sending?

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
Registered: 12/28/18
Re: Reports - possible to automate their sending?

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

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