---
title: Automation Setup Guide for Guesty Property Managers
description: Learn how to automate guest screening using guesty
---

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# Automation Setup Guide for Guesty Property Managers

## This guide explains how to create automations in Guesty using Authenticate custom fields.

This guide explains **how to create automations in Guesty using Authenticate custom fields.**

Once a guest completes the verification process, Authenticate automatically writes results into [\*\*Guesty Custom Fields](https://app.guesty.com/account/system/custom-fields).\*\* These fields can be used inside **Guesty Automations** to trigger messages and alter internal tasks.

Using these automations allows property managers to:

- Automatically send Identity Verification and Background Check requests to guest(s)
- Detect and resolve workflow errors
- Flag risky guests
- Send custom notifications (check-in to guests)

#### Authenticate Custom Fields Used for Guesty Automation

Authenticate writes verification results into these Guesty custom fields

### V2 Custom Fields

| **Field** | **Description** |
| --- | --- |
| `AuthenticatingVerificationPassed` (Deprecated) | Indicates whether the guest passed verification |
| `AuthenticatingIDStatus` (Deprecated) | Status of the guest ID verification |
| `AuthenticatingCriminalReportStatus` (Deprecated) | Result of the criminal background check |
| `AuthenticatingVerifyURL` | Verification link sent to the guest |
| `AuthenticatingError` | Error message if verification fails |
| `authenticate_identity_proof_valid` | Indicates if the ID document is valid |
| `authenticate_face_match_passed` | Indicates if selfie matches ID |
| `authenticate_liveness_confidence_score_high` | Indicates if liveness detection passed |
| `authenticate_seven_year_criminal_record_found` | Indicates if seven year criminal record is found for the  user (applicable only for US users) |
| `authenticate_global_watchlist_record_found` | Indicates global watchlist match |
| `authenticate_authoritative_db_check_passed` | Indicates if authoritative database check has been passed for user (Applicable only for US users). |

These fields can be used as **conditions inside Guesty Automations.**

---

#### Base Steps for Creating Guesty Automations

1. Log into [**Guesty Dashboard**](https://app.guesty.com/)
2. In the top navigation bar, click the mode selector and select **Operations** mode.
3. Navigate to **Automations** and then select **Messages.**
4. In the top-right corner, select **Add message automation**.
   
     1. To use a message automation template, navigate to **Use template![image (44)](https://info.authenticate.com/hs-fs/hubfs/image%20(44).png?width=670&height=349&name=image%20(44).png)**
     2. To create a new message automation template, select Create custom in the top-right corner
        
        Choose how to create your automation:
5. In the top left corner, click the edit icon (🖊️) to customize the message automation’s name.
6. Under **Reservation conditions, define the reservation conditions** that will trigger the message automation.
7. To create a message, click **+ Add message** under the **Messaging schedule.**
   
     1. Click a message to customize it.
     2. To delete a message, hover over the scheduled message, click the 🗑️ icon, and confirm **Remove**.
8. Set up your automation message, and click save

---

### Steps to set up automated messages

Set up multiple automated messages in a single automation by defining when each message is sent, who receives it, and how it’s delivered.

1. Click the relevant automated message.
2. Make sure that all the relevant information in the fields is filled correctly, such as *Name, When the email should be sent?,* etc.
3. In the top-right of the message dialogue box, select **Add variable**.![image (45)](https://info.authenticate.com/hs-fs/hubfs/image%20(45).png?width=670&height=265&name=image%20(45).png)
4. Use a filter to narrow down the search:![image (46)](https://info.authenticate.com/hs-fs/hubfs/image%20(46).png?width=670&height=550&name=image%20(46).png)
5. Choose the relevant variable.
6. Review the message and make sure the content is correct.
7. Click **Save**.

---

#### Example automation scenarios with Authenticate Custom Fields

### Automation 1 — Send Verification Link automatically to the guest when the booking is confirmed

**Steps**

1. Log into [**Guesty Dashboard**](https://app.guesty.com/)
2. In the top navigation bar, click the mode selector and select **Operations** mode.
3. Navigate to **Automations** and then select **Messages.**
4. In the top-right corner, select **Add message automation**.
5. Choose how to create your automation:
   
     1. To use a message automation template, navigate to **Use template![image (44)](https://info.authenticate.com/hs-fs/hubfs/image%20(44).png?width=670&height=349&name=image%20(44).png)**
     2. To create a new message automation template, select Create custom in the top-right corner
6. Click **New guest reservation** from the dropdown.![image (48)](https://info.authenticate.com/hs-fs/hubfs/image%20(48).png?width=670&height=335&name=image%20(48).png)
7. Make sure that all the relevant information in the fields are filled correctly, such as *Name, When the email should be sent?,* etc.
8. In the top-right of the message dialogue box, select **Add variable**.![image (45)](https://info.authenticate.com/hs-fs/hubfs/image%20(45).png?width=670&height=265&name=image%20(45).png)
9. Find `Authenticate Verify URL` Click it, and it will be added to your message content.![image (50)](https://info.authenticate.com/hs-fs/hubfs/image%20(50).png?width=670&height=321&name=image%20(50).png)
10. Review your message and make sure the content is correct and click save.

Example message template -

```
Hi ,To complete your booking, please verify your identity using the secure link below:This helps us ensure a safe stay for everyone.Thank you!Regards,Authenticate Team
```

In the above example -

`guest_first` is a Guesty in-built Custom Variable and `authenticating_verify_url` is Custom Variable provided by Authenticate.

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