Workflows triggered by Status change
D
David Perry
When I move a booking from one status to another (i.e. from a tentative to a definite status) I would like the option to automatically apply specific task workflows to that booking.
For example, when it moves a definite I would like it to trigger tasks to: check deposits, verify rooming lists, confirm guaranteed attendance, etc.
Right now, I need to remember to manually apply those workflows.
Katie Knight
Merged in a post:
Workflows Triggered by Status Change
A
Ashley Stoll
Request that "Booking made Tentative" and "Booking made Definite" be added to Workflow/task timeframes. This will ensure that the tasks pertaining to different stages of a booking process populate at the right time.
T
Tanya Tinker
It would also be great to have the tasks that apply to previous stage automatically complete/close. Such as moving from tentative to definite a task to follow-up for signed contract would automatically complete.
S
Sarah Vogel
All past systems I have used in hospitality sales has featured this option to automate workflow. Huge tool for time management
S
Scott Chester
Status change should also include a change in stage in the pipeline.
C
Chantelle Dean
Yes, being able to notify our front of house teams in real time when there is confirmed/ "definite" business and/ or "lost" business would help with triggering them to block out or release space in our dining room reservation systems (Open Table for example).
Katie Knight
Chantelle Dean: Tanks for the comment Chantelle! I've also noted your details on this related request around notifying team members when a status is updated :)