Reservation todos
Reservation todos allow you to automate tasks that you always want to have executed when a reservation is made for a certain type or cost item. The BEX PMS will automatically generate these todos when the linked cost or type is booked. You can also specify some criteria you can't for one-off todos, for example, that a todo should always be done on the day of arrival or departure.
You can also create periodic todos for objects, facilities and periodic cost items in the same submenu.
Creating reservation todos
Go to the 'automatic todos' submenu and click on the button '+New'. Choose 'Reservation todo' to open the input form. Give the todo a clear name and assign it to a todo list. That way, it will appear on the right todo planning where you can assign it to a specific executor if you don't assign one now. Depending on the priority of the todo, you can let it block the check-in if it isn't finished when guests arrive.
Todos for types
A todo for when a type is booked can either apply to all types or specific ones. It is, for example, useful to create an automatic cleaning todo for all types on the day of departure. However, if you want to gift guests staying in one of your luxurious houses a bottle of champagne, you first check 'Applicable to specific types' and then the respective accommodations. Also define how many todos will be generated per reservation, guest or pet.
Todos for cost items
Automating todos for cost items also helps you streamline your processes. These are extras your guests book for their stay like bike rentals or high chairs that you have added in the setup module. Choose the cost item under 'Applicability'. Think about setting up two separate todos, for example, one to bring the high chair on the day of arrival and another one to pick it up again on the day of departure.