Getting Started with Operations
Jenn Tomaszewski avatar
Written by Jenn Tomaszewski
Updated over a week ago

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.

Operations on Hopsitable include:

  • Teammates: Create a profile for each of your teammates and assign them to roles (such as maintenance, cleaner, owner, and more) and the properties they work with. Make sure to include their contact information so notifications have a way of reaching them.

  • Task rules: Rules automatically generate tasks and assign them to teammates (if desired).

  • Notification rules: Notification rules allow you to automatically send notifications when a reservation is booked or altered, when a check-in or check-out is approaching, etc. You can even use short codes and custom codes in your templates for the notification rules.

Other useful areas:

  • Overview: View your running count of rules and teammates, as well as all unassigned tasks.

  • Calendar: All generated tasks are displayed on the property's calendar under the Tasks calendar tab. This is where you can also manually create tasks outside the scope of the task rules.

  • Log: View all notifications generated by the notification rules, including notifications that are sent, canceled, and scheduled for a future date.

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