Booking & Reservation ManagementPurpose
1.2 Automate communications to hosts and guests, track RSVPs, follow-up post-event, update schedules, and handle changes or cancellations.
1.3 Ensure booking completeness, gather necessary information, manage deposits/payment status, and provide group leaders with real-time updates.
1.4 Reduce manual intervention for staff and deliver consistent, timely, multi-channel messaging to all involved parties.
Trigger Conditions
2.2 Confirmation of booking received from payment gateway or CRM status change.
2.3 Event approaches as per time-based workflow (e.g., 7 days, 3 days, 24 hours before event).
2.4 Event marked as completed or booking status updated (e.g., “Cancelled”, “Rescheduled”).
Platform variants
• Feature/Setting: Send SMS notifications on submission, 48h reminder, and post-event follow-up; configure Messaging Service SID and recipient binding.
3.2 SendGrid
• Feature/Setting: Trigger transactional group emails (booking confirmation, event info, thank you) using Dynamic Templates and REST API.
3.3 Google Calendar
• Feature/Setting: Automatically create and update calendar invites for group bookings via Calendar Events Insert API.
3.4 Slack
• Feature/Setting: Push booking alerts and reminders to staff channels using Incoming Webhooks configured for specific event triggers.
3.5 Microsoft Teams
• Feature/Setting: Post group booking summaries and urgent updates to team channels using the Teams Connector Incoming Webhook.
3.6 Zoom
• Feature/Setting: Auto-schedule and share Zoom links for virtual group activities via Meeting Create API.
3.7 Salesforce
• Feature/Setting: Log group booking records, track lead/contact engagement via Create/Update Object API.
3.8 HubSpot
• Feature/Setting: Enroll new bookings in follow-up email sequences using Workflow Actions and Contact Properties.
3.9 Zoho CRM
• Feature/Setting: Create/update event records when bookings are registered, invoke Blueprint transitions on booking status API.
3.10 Mailchimp
• Feature/Setting: Segment and send RSVP triggers to booking guests via Campaign API and Audience Tagging.
3.11 ActiveCampaign
• Feature/Setting: Manage personalized conditional follow-up campaigns using Automations triggered by Booking Tags.
3.12 Zapier
• Feature/Setting: Orchestrate multi-platform automation (e.g., book, confirm, notify, update) using Booking Submission and Scheduled triggers.
3.13 Calendly
• Feature/Setting: Sync booking calendar slots, send reminders and reschedule links via Webhook Invites and Scheduling API.
3.14 Eventbrite
• Feature/Setting: Import and sync external group events, auto-message attendees using Webhook and Email API.
3.15 Typeform
• Feature/Setting: Collect group booking data via forms, trigger next-steps via Response Webhook.
3.16 Airtable
• Feature/Setting: Store and track group booking info, status, and attendee lists using Table Updates and Webhooks.
3.17 Stripe
• Feature/Setting: Confirm and monitor payment status changes for group bookings via Payment Intent Events.
3.18 WhatsApp Business API
• Feature/Setting: Push group leader group chat invitations and reminders using Template Messages and Message Send API.
3.19 Facebook Messenger API
• Feature/Setting: Send group booking chat reminders to guests using Send API configured to recipient PSIDs.
3.20 Trello
• Feature/Setting: Auto-create and update boarding cards for each new booking; set due dates and reminders using Board/Card Add API.
Benefits
4.2 Improved guest engagement and attendance with automated, multi-channel reminders.
4.3 Streamlined back-office coordination by minimizing repetitive manual tasks.
4.4 Accurate, real-time tracking of booking pipeline, RSVP, and payment status.
4.5 Enhanced guest experience through proactive, personalized communications.