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Automation in PMS for hotels

Save time and reduce your costs

Automation in hotel booking systems has become a key factor in streamlining operations, reducing costs, and enhancing the guest experience. By automating processes such as customer communication, task management, and payment flows, staff can focus on what truly matters—the guests. In this article, we explore how Modular Visit’s platform can help your hotel optimize its operations through smart automation solutions that simplify daily tasks and maximize revenue.

Contents

Why a PMS is the key to automation in hotels

Efficiency and time optimization are crucial for success in the hotel industry. A modern PMS is at the heart of a hotel's digital infrastructure. By automating workflows and communications, the PMS can reduce costs, free up staff time and improve the guest experience. Modular Visit's PMS is a platform where all systems, including WBE, POS and online payments, are connected in real time. This allows hotels to avoid managing multiple separate systems and instead focus on smooth and automated operations. In this article, we highlight some of the features that can be easily automated in our platform.

Automated customer dialogue and communication

Digital dialogue for a better experience

Automating customer dialogue means that guests can receive automatic updates on bookings, payments or other events. Modular Visits has a powerful tool for creating outbound communication. Before, during and after the guest's stay. You can easily set up custom messages for every step of the guest's process. Some common examples are:

  • Booking confirmation
  • Booking modification
  • Payment link sent
  • Cancellation
  • No-show
  • Reminders

All templates can also be customized specifically for each guest during dispatch. For instance, if a guest has ordered flowers for their room via phone, you can adjust the opening phrase to say, “Thank you for your call, {guest’s name}, …” to create an even more personalized experience.

Streamlining communication flows

The system automatically sends messages and reminders, saving time and providing the guest with a more cohesive experience. You can choose which events to automate communication for and customize the messages to match your tone. Variables can easily be included in the message to make it more personal, such as the guest’s name, room number, prices, etc. For example, you can create a template by writing “Hello {guest-name}, thank you for your booking,” which will insert each guest’s name when the message is sent.

Automation of daily tasks

Automatic tasks for staff

Modular Visit’s platform can automatically create tasks (To-Dos) for staff. These tasks can be automated to trigger based on events in the system. For example, if X happens, task Y is assigned to person Z. For instance, if a guest books an extra bed, the housekeeping staff can immediately receive a task to place it in the room. Tasks can also be marked as urgent, providing a clear signal to the person receiving the task.

Efficient management of upselling

Additional services and upsells are easily added to the system, and the right department or person is automatically assigned to handle the guest's needs. For example, if a guest requests extra services, such as flowers in the room or champagne, this is handled seamlessly by the right person automatically receiving the task and preparing it for the guest's arrival.

Get faster.
Automate daily tasks.

Modular Visit's platform streamlines staff workflows through task automation. The system can automatically generate tasks based on specific events. For example:

  • If a guest books an extra bed, the cleaning staff is immediately tasked with placing it in the room. 
  • Additional services and upselling: when a guest orders additional services such as flowers or champagne in the room, the relevant details are automatically assigned to the staff responsible for preparing for the guest's arrival.
  • Recurring tasks can be created automatically. For example, smoke alarms should be checked monthly or the lawn should be mowed weekly.


Tasks can also be marked as urgent to signal priority to the recipient.

Automated payment management

Smooth payment flows - reduce manual labour

Automating payment management means that the system handles payments for third-party channels according to your hotel’s desired configurations. For instance, credit cards from OTAs can be charged at a specific time each day, as per your preference. This eliminates manual work and ensures that all transactions are processed accurately.

Synchronized payments in real time

Whether payments are made online, via a link, or on-site, all data is synchronized within Modular Visit’s platform, making all payment flows easier to track and analyze.

Automation of no-show management

When a guest doesn’t show up, the system can be configured to automatically charge for the no-show night and cancel the remaining nights. You can also set different rules based on the guest’s rate code or agreement. This immediately frees up the room for new bookings and minimizes lost revenue.

Summary

Automation is the key to streamlining hotel operations, reducing costs, and enhancing the guest experience. Modular Visit’s platform automates several processes, including customer communication, payments, and no-show management, all within a unified system. This is just a small selection of how you can leverage automation in our platform. Contact us below to see how we can help your business grow with automation.

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Discover how our platform can streamline your operations, save time, and increase revenue. With powerful tools for booking management, dynamic pricing, and guest-focused solutions, you gain complete control over every aspect of your business—all in one platform.

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