Operations helps you seamlessly manage your teams through the automation of your tasks and communication.
For detailed instructions, walk-throughs, how-tos, troubleshooting guides, and more, check out the Operations section of the Help Center here.
Hospitable’s Operations tools help you manage your business, teammates, automate tasks, and send notifications related to reservations and property activity.
Your business (Mogul)
This is where hosts define the real-world business entity or operating model they use, then group the appropriate properties under it so Hospitable can apply the correct operations and accounting tools.
Create a Business profile that reflects how you operate (for example, self-managing your own properties or managing properties on behalf of owners).
Then assign the properties that belong to that business model to the corresponding Business profile.
If you manage properties on behalf of owners, this is also where you’ll access the tools built to support the owner side of your business, including:
Creating and managing owner profiles
Setting up commission agreements
Generating monthly owner statements
Sharing reports with owners through the Owner Portal
Task Management
Overview
The Overview page shows:
A running count of task and notification rules
The total number of teammates
All unassigned tasks
This provides a high-level snapshot of your operational setup.
Rules
Rules automatically generate tasks based on reservation activity.
You can configure rules to:
Create tasks for check-ins or check-outs
Assign tasks to specific teammates
Automate recurring operational workflows
Once created, tasks are generated automatically when the rule conditions are met.
Notifications
Automatically send alerts when certain events occur.
Examples include:
A reservation is booked
A reservation is altered or canceled
A check-in or check-out is approaching
You can customize notification templates and use:
Short codes
Custom codes
These allow dynamic details (such as guest name or check-in date) to populate automatically in the notification.
History
History logs display all notifications created by notification rules, including:
Sent notifications
Canceled notifications
Scheduled notifications set for future delivery
This allows you to review and verify operational communications.
Teammates
Create a profile for each teammate who works on your properties.
For each teammate, you can:
Assign a role (such as cleaner, maintenance, owner, etc.)
Assign them to specific properties
Add their contact information for notifications
Adding accurate contact details ensures teammates receive task and notification updates correctly.
Calendar
All generated tasks appear on the property calendar under the Tasks tab.
From this view, you can:
See scheduled tasks by date
Track task completion
Manually create tasks outside of existing task rules
