Reservation Types for Checkout Surveys (How-To)

Article Details

Summary

For each reservation type, you can set how often a survey sends and how soon after check-out it sends.

Steps

  1. Go to Left-hand Navigation: Admin » Reservation Types & Services Configuration.
  2. Select the Booking Category, then the Reservation Type.
  3. Select Edit Settings. The Checkout Survey settings are in Communication Options.
  4. Find Email Survey Minutes After Checkout and Email Survey Every Number of Reservations.

    Email survey settings for checkout timing.

  5. In Email Survey Minutes After Checkout, enter the number of minutes after check-out that the survey sends. For 24 hours, enter 1440 (24 x 60). The minimum is 120 minutes. The maximum is 7 days, or 10080 minutes.
  6. In Email Survey Every Number of Reservations, choose how often survey emails send:
    • 0 sends the survey on the first reservation and never again.
    • 1, or a blank field, sends the survey on every reservation.
    • A number such as 5 sends the survey on the first reservation, then on the 5th, 10th, and 15th reservations, and so on.
  7. Select the blue Save button in the panel.

Next Steps

Go to Step 3: Set the Survey Trigger Alert Threshold.

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