Reservation & Table ManagementPurpose
1.2. Automatedly personalize guest experience and boost reservations by engaging customers during significant dates.
1.3. Automates detection of occasion from reservation or customer profiles and automates outreach across preferred channels.
1.4. Automating the process eliminates manual tracking, supports retention, and increases upsell opportunities through well-timed communications.
Trigger Conditions
2.2. Automation triggers when a reservation falls within a preset window (e.g., X days before the occasion).
2.3. Automatedly monitors updates to guest profiles for new occasions or data.
2.4. Automates checking of reservation confirmation for custom notes that indicate special events.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS sending via API; configure `Messages > Create Message` with dynamic guest data and occasion templates.
3.2. SendGrid
• Feature/Setting: Automate email reminders using `Mail Send API`; configure dynamic templates with reservation fields.
3.3. Outlook
• Feature/Setting: Automate calendar event creation and automated emails with `Calendar > Create event`; connect to reservation calendar feed.
3.4. Google Calendar
• Feature/Setting: Automates event insertion via `Events.insert` API; automate reminders setup with event notifications.
3.5. Slack
• Feature/Setting: Automate scheduled message delivery through `chat.scheduleMessage` API for employee alerts about upcoming occasions.
3.6. Microsoft Teams
• Feature/Setting: Automate posting with `Create chatMessage`; automate alerts in internal channels for staff prep.
3.7. Zendesk
• Feature/Setting: Automates ticket creation via `Tickets API` for special occasion experiences needing attention.
3.8. Salesforce
• Feature/Setting: Automate campaign launch with `Process Builder` or `Flow Builder`, automatedly segmenting on special date fields.
3.9. HubSpot
• Feature/Setting: Automate workflows triggered by contact date fields; automates bulk email or SMS outreach.
3.10. Mailchimp
• Feature/Setting: Automates email series based on list segmentation and scheduled campaign triggers for occasions.
3.11. WhatsApp Business API
• Feature/Setting: Automates personalized message sending via `messages` endpoint with reservation-based occasion payloads.
3.12. Facebook Messenger API
• Feature/Setting: Automate message delivery using `Send API` for occasion reminder bots.
3.13. Shopify
• Feature/Setting: Automate email/SMS order confirmation or upsell on special dates using Flow app.
3.14. Google Sheets
• Feature/Setting: Automate searching/updating rows via Sheets API for dynamic list of special occasions.
3.15. Airtable
• Feature/Setting: Automate records filter with scheduled scripts to identify and flag special dates.
3.16. CalendarHero
• Feature/Setting: Automates reminders based on imported calendar data and sends direct messages.
3.17. Pipedrive
• Feature/Setting: Automate activity or email creation triggered by custom date fields.
3.18. Zoho CRM
• Feature/Setting: Automate workflow rules for occasion-based customer touchpoints.
3.19. ActiveCampaign
• Feature/Setting: Automate email/SMS journeys based on custom date triggers in contact fields.
3.20. Intercom
• Feature/Setting: Automate in-app or email messages for returning guests with upcoming occasions.
3.21. Calendly
• Feature/Setting: Automate follow-up reminders based on guest-scheduled reservation data.
3.22. Gupshup
• Feature/Setting: Automate WhatsApp or SMS flows triggered by reservation tags or dates.
3.23. Klaviyo
• Feature/Setting: Automate personalized flows for occasion-based segments.
3.24. Zapier
• Feature/Setting: Automate orchestrating connectivity between reservation database and communication platforms.
Benefits
4.2. Automates manual tasks, reducing staff workload and the risk of missing important occasions.
4.3. Automates marketing campaigns, upsells, and personalized offers aligned with special occasions.
4.4. Automation scales across multiple platforms, centralizing customer experience management.
4.5. Automating reminders leads to higher engagement and increased reservations for special events.