Booking & Reservation OperationsPurpose
1.2 Automate notifications to customers for upcoming, pending, and overdue payments to minimize manual follow-ups.
1.3 Provide centralized tracking of customer payment status and escalation to finance or admin for unresolved reminders.
1.4 Enhance customer experience with proactive communication, ensuring booking confirmation continuity and compliance with center policies.
1.5 Integrate reminders across multi-channel communication (email, SMS, WhatsApp, in-app), supporting scalable operations across peak seasons.
Trigger Conditions
2.2 Fully confirmed booking with balance due approaching final payment deadline.
2.3 Scheduled reminder cadence (e.g., 7 days, 3 days, 1 day prior to due date).
2.4 Overdue status when deposit or full payment not received by due date.
2.5 Manual trigger by staff for custom reminders for specific customers.
Platform Variants
• API: Messages API
• Setting: Configure message template with merge fields, automate trigger on booking event.
3.2 SendGrid
• API: Mail Send API
• Setting: Personalized email reminders, subject variables (booking ID, due date), scheduled send.
3.3 WhatsApp Business API
• API: Message Send
• Setting: Pre-approved template messages, dynamic insertion of booking/payment data.
3.4 Slack
• API: chat.postMessage
• Setting: Internal ops alert for overdue payments; configure channel and user targeting logic.
3.5 Stripe
• API: PaymentIntents/Invoices
• Setting: Trigger invoice reminders based on due date and payment status.
3.6 Mailgun
• API: /messages
• Setting: Automated transactional emails, tracking opened/clicked status.
3.7 Salesforce
• Feature: Workflow Rules/Process Builder
• Setting: Automated outreach from contact or opportunity record status changes.
3.8 Google Calendar
• API: Events/Reminders
• Setting: Insert payment due reminders into guests’ calendars.
3.9 HubSpot
• API: Workflows
• Setting: Contact property triggers, automated emails or internal notifications.
3.10 Zoho CRM
• Feature: Workflow Automation
• Setting: Triggers for booking/payment stage, automatic reminder tasks.
3.11 Microsoft Outlook
• API: Graph Calendar/Email
• Setting: Scheduled meeting reminders, follow-up emails.
3.12 Zapier
• Feature: Multi-app workflows
• Setting: Connect form submissions, CRM, and email/SMS providers.
3.13 ActiveCampaign
• Feature: Automation Recipes
• Setting: Send email/sms reminders based on contact custom fields (due date).
3.14 Pipedrive
• API: Activities
• Setting: Auto-create follow-up tasks for payments on pipeline stages.
3.15 Intercom
• API: Messages/Outbounds
• Setting: Trigger in-app and email reminders for users with pending payments.
3.16 Monday.com
• Feature: Automations
• Setting: Custom notification to owners when bookings enter payment-due column.
3.17 Trello
• API: Card Due Dates
• Setting: Board automation to remind team for late deposits.
3.18 Freshdesk
• Feature: Ticket Automations
• Setting: Convert pending payment reminders into support tickets/escalations.
3.19 Xero
• Feature: Automated Invoice Reminders
• Setting: Contacts auto-reminded on invoice status, schedule edit for reminder cadence.
3.20 QuickBooks
• API: Payments/Invoices
• Setting: Automated payment links and overdue reminders sent via customer emails.
3.21 Gmail
• API: Scheduled Send
• Setting: Personalized, scheduled payment reminders with templated subject/body.
3.22 Telegram Bot API
• API: sendMessage
• Setting: Direct message customer groups or staff about payment status.
Benefits
4.2 Accelerates revenue collection cycles and improves financial forecasting.
4.3 Enhances professionalism and trust with timely, consistent communication.
4.4 Frees up staff resources for guest experience, not repetitive admin.
4.5 Provides auditable, centralized history of payment reminders and responses.
4.6 Supports omni-channel outreach, maximizing customer responsiveness.