Automation Setup Guide for Guesty Property Managers

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.** 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

V1 Custom Fields

V2 Custom Fields

These fields can be used as conditions inside Guesty Automations.

Base Steps for Creating Guesty Automations

1. Log into Guesty Dashboard

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
   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.
4. Use a filter to narrow down the search:
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

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
   2. To create a new message automation template, select Create custom in the top-right corner
6. Click New guest reservation from the dropdown.
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.
9. Find Authenticate Verify URL Click it, and it will be added to your message content.
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.