Copy an automation

Do you have several almost identical automations, for example one each for late check-out, parking, and early check-in, that only differ in template or extra service? Then you do not have to create each one from scratch: copy an existing one and only change what is different.

How it works

1. Open Open automations (sidebar Messaging & AI Bot, tab Automations).
2. Expand the card of the automation you want to copy.
3. Tap the copy icon (Duplicate) at the bottom of the card next to the trash bin.
4. The editor opens with all settings of the original: trigger and time, condition, recipient, channel, properties and property groups, portals, booking status, template (also templates per apartment), extra services, and the toggle "Also send if the send time has already passed". The name gets the addition "(Copy)".
5. Change name, template, or extra service and tap Save.

Only Save creates the copy. With Cancel, nothing is created. The original always remains unchanged.

The copy starts paused

A copy is always created paused, so it does not send anything yet. You turn it on afterwards in the list using the toggle on its card. Change template or extra service beforehand: an unchanged copy would send every guest the same message a second time. The editor reminds you of this next to Save.

If "Also send if the send time has already passed" is turned on in the copy, it also catches up on bookings whose send time has already passed after being turned on. These guests can receive the message directly after turning it on. For messages to guests before or on the day of arrival, this only applies to guests who have not yet arrived. The editor points this out as well. More about this: Automations: catch up on missed times.

Who can copy

As a host, you see the copy icon, and your team members see it if they are allowed to edit automations. Anyone who is only allowed to view automations does not see it.

Read more

• Triggers, conditions, and time modes: Automations: triggers, conditions, and time modes
• Ready workflows: Automations: typical workflows step by step