Security Deposit Autopilot automatically notify guests throughout the security deposit lifecycle. Guests can now receive notifications when a security deposit is created, authorized, captured, refunded, or canceled. These event-based notifications help keep guests informed without requiring manual communication and can be configured directly within the Security Deposit Autopilot settings.
How to Access the Security Autopilot Wizard
Navigate to the Automations menu in the top menu bar.
Click on the “Autopilot Wizard” button.
Select the Security Deposit option on the Autopilot overlay to view the available automation options for Security Deposit.
Available Security deposit Autpilot Events
1. Created Tab
When an Security Deposit is created, you can perform the following actions:
Notify Guest via Email: Send an email to the guest with a pre-filled template about created security deposit.
2. Authorized Tab
When the security deposit is Authorized you can:
Notify Guest via Email: Send an email to the guest with a pre-filled template about guest amount kept on hold before being officially charged..
3. Captured Tab
When the security deposit is Captured, you can:
Notify Guest via Email: Send an email to the guest with a pre-filled template to inform him that amount is captured as security deposit from his credit card.
4. Refunded Tab
When the security deposit is refunded, you can:
Notify Guest via Email: Send an email to the guest with a pre-filled template whenever a refund is issued for security deposit.
5- Cancelled Tab
When the security deposit is cancelled, you can:
Notify Guest via Email: Send an email to the guest with a pre-filled template whenever a security deposit is canceled.
