Autopilot Wizards Overview
The Autopilot Wizard in AdvanceCM is a powerful tool that automates and streamlines various operations, minimizing manual intervention and improving efficiency. It enables users to quickly set up advanced automations for different modules, such as task creation, expense handling, and booking management, with simple toggles and without the need for entering information across multiple screens.
Available Modules for Automation
Bookings
Automate notifications to guests or users and update booking statuses.
Refer to this help article for more details.Charges
Set statuses for charges — created, successful, failed, or deleted — and manage notifications.
Refer to this help article for more details.Credit Card
Automate events like charge creation, success, failure, and deletion, with notifications to guests or users.
Refer to this help article for more details.Expenses
Configure automations for created, approved, or denied expenses, and send notifications or update statuses.
Refer to this help article for more details.Extras
Set automations to notify guests or users based on the status of an extra.
Refer to this help article for more details.Incidents
Notify guests or users about incidents and create tasks for incident management.
Refer to this help article for more details.Invoices
Automate guest notifications about invoices, notify users about payments, and update invoice or booking statuses.
Refer to this help article for more details.Locks
Automate notifications about device updates or issues, and notify guests or users accordingly.
Refer to this help article for more details.Messages
Notify guests or users about messages and generate AI-based responses for messages.
Refer to this help article for more details.Reviews
Automate guest notifications and generate AI-based reviews.
Refer to this help article for more details.Rates
Configure automations to automatically push rates to channels.
Refer to this help article for more details.Tasks
Automate notifications based on task statuses and update rental statuses.
Refer to this help article for more details.
Autopilot Overview
Under the Overview tab, you can:
View Scheduled Triggers: Check the scheduled triggers for each automation and their last triggered date.
Icons for Actions:
Edit Template: Modify the email template for a specific automation.
View Automation Logs: View the logs related to the automation to track its performance.
Configure Automation: Open the Autopilot Overlay to modify the automation settings.
Delete Automation: Option to delete a particular automation.
As always, please contact us with questions any time. We're happy to help.