Keeping renters informed can make a big difference in reducing missed bookings, confusion, and last-minute back-and-forth. With WhatsApp notifications built into your CRM’s rental settings, you can send important updates through a channel many customers already check every day.
📌 Why This Matters
When customers receive rental confirmations, reminders, cancellations, or reschedule notices quickly, they are more likely to respond and show up on time. This helps you spend less time chasing people down manually and gives your business a more organized, professional customer experience.
✨ What’s New
- WhatsApp for rental notifications: You can send WhatsApp messages for unconfirmed bookings, booked rentals, canceled bookings, rescheduled rentals, reminders, and follow-ups.
- Choose who receives messages: Decide whether notifications go to the customer, the business, or both depending on the type of update.
- Different templates by recipient: Use one message template for customers and another for business notifications so each message fits its purpose.
- Template selection and creation: Start with the default template, pick an approved template you already have, or create a new one inside the CRM.
- Test before going live: Send a test WhatsApp notification first so you can check the wording and timing before it reaches real customers.
🛠️ How to Use It
- Step 1: Open your CRM and go to Calendar Settings, then Rentals, Global Settings, and Notifications.
- Step 2: Turn on WhatsApp for each rental notification type you want to use.
- Step 3: Choose the right recipient for each notification, such as the customer or your business.
- Step 4: Select an approved WhatsApp template or create one that matches your message.
- Step 5: Send a test WhatsApp notification to make sure everything looks right.
- Step 6: Save your settings so WhatsApp messages send automatically for future rental activity.
💡 Pro Tip
Use reminder and follow-up messages for upcoming rentals to reduce no-shows and keep more booked revenue on the calendar.
