Is there a quick and easy way to set up a new property and scope it to existing messaging rules?
If you have just added a new property, we have a streamlined process for applying existing rules, canned responses, custom codes, and teammates to a property. We call this the Onboarding Assistant.
It allows you to quickly scope your new property to those rules, responses, and teammates in one place.
How do I use the onboarding assistant?
To use the onboarding assistant:
Go to Properties
Click on the property's name
Click on any of these sections in the left sidebar: Guest experience, Operations, or Custom codes
Click the Onboarding Assistant button at the top right corner.
Select a category in the left sidebar to view a list of all its existing items.
Click +Add to assign an item to the current property
To make any changes, hover on Scoped and click Remove to un-assign the property from an item.
What does an empty list mean?
If a category shows no items in the Onboarding Assistant, it means all existing items of that type are already scoped to this property. It does not mean you have no items of that type. To verify what is already scoped, go to the relevant section in the property's left sidebar (Guest experience, Operations, or Custom codes).