🏗️ Inbox Settings – Bookboost

Settings navigation bar

Profile

Views

Operators

Notifications

Translation

⛔

Operators who do not have admin access will not see the "Views" and "Operators" sections on their settings panel.

Profile

Where Operators can:

Update their picture and personal details.

Change their password

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Only admins can change their own role and property access. Other operators cannot change their role or property access, but they can still view their role and the properties they access on their profile.

Views

Overview

The Views Overview is the section where Operators can:

Create a new View located on the top right side of the screen.

See all the Views they have created before.

Prioritise the Views.

Search and filter

To help you find views more quickly and easily, we offer two options:

Search for a view using the search bar.

Filter views by selecting the active or inactive option in the header.

Drag and drop Views

Hover over a view and the cursor will change to a grabber cursor. This indicates that you can drag and drop the view to change its order, allowing you to quickly prioritise the views.

View’s preview

You can also view the name, emoji, rules related to each view, property and the view status on the view preview.

Drop-down menu

There is a drop-down menu for each view represented by three dots on the right side → ⠇.

This menu includes three actions for each view:

Edit

You can open the detail screen of a view by clicking on "Edit" in the dropdown menu. From there, you can modify details such as the view's name, rules, operator access, and more.

Deactivate

Deactivating a view prevents it from receiving messages, but the messages inside the view remain intact. You can reactivate the view from the settings whenever you want.

Delete.

When a view is deleted, it is completely removed from the inbox. However, the messages associated with the view will remain in their respective property folder.

Add a new View

In order to create a new view, you have to fill a form where you add View’s details.

Name and emoji

Each view is represented by an emoji to make it easier for Operators to recognise it.

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When Operators open the screen, a random emoji is displayed in the input field by default. However, you can change it using the emoji dropdown.

Additionally, you can write a name for the view and optionally provide a short description.

Property

You must select one or more properties to receive conversations related to the selected properties within the View.

Access

You can select which Operators you want to have access to the View.

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By selecting properties for the view, all Operators with access to those properties will automatically have access to the view as well. This means Operators can see their name tags in the input field. However, Operators can manually remove or add other Operators if needed.

Rules

Rules can be used to specify the View for a specific group of conversations.

These rules typically include:

Message keywords

You can set a keyword in a message as a rule to receive or not receive it in the View.

Reservation stages

You can use this rule to specify a view for a specific reservation stage. For instance, you can choose to receive conversations only from the guest during their "in house" stage.

Audiences

You can specify a View for specific audiences.

Channels

You can specify a View to specific channels by setting the channel rule.

Client websites

By setting the "client website" rule and selecting a URL, you will only receive conversation from that specific URL in the view.

Filtering Logic for Message Categorisation

You can create rules at three different levels to filter and categorise incoming messages in the inbox:

First Level (group of rules):

Rules at this level are always separated by "OR".

You cannot modify this separation logic.

Second and Third Levels:

You can customise the separation logic between the second and third levels.

Within each inner group, the logic must be consistent; it can be either "AND" or "OR". The logic can be changed from drop-down.

To add a rule to an inner group, click the plus button ➕.

To create an inner group, click the “➕ Add inner group”

To create a new group of rules, click the "➕ Add group" button.

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Important to know!

📍You can set multiple instances of the same rule within a view. For example, by specifying a view to more than one channel.

🚫 Rules should not contradict each other within a view.

📍 Setting an "Is not" rule will prevent the view from receiving messages with the defined criteria.

⬇ In the example below, the view will receive messages for reservation stages that are not "upcoming”.

Active/inactive

By default, a view is always active when the Operator creates it. This means that the active/inactive toggle button is turned on. However, Operators have the option to switch the toggle off if necessary.

Send notification

You can choose to notify operators with view access by checking the corresponding checkbox. When you save the new view, all operators with access to the view will receive a notification.

Operators

Administrative Operators can invite Operators to the platform and manage their access.

Operators can navigate to the operator's section from the navigation bar.

Overview

On the overview screen, you can view all the operators who have access to the platform.

Furthermore, you can search for a specific operator by name using the search bar.

Search and filter

You can filter the list of operators by using the tab bar at the top. This bar allows you to switch between online and offline operators. By default, the bar is set to "All".

Invite a new operator to the platform

To invite an operator, click on the button located at the top right of the screen.

Next, the admins need to fill out a form to add an operator to the platform.

You must provide the operator's name, email address, and create a password. Create a strong password, shared in a secure way, for example, through Share a secret - One Time as Bookboost has your guest data, you are responsible to make sure nobody outside your organisation access it.

Additionally, you must select a role for the operator and grant access to specific property folders, enabling them to work on related property conversations.

Signatures

You can add email signatures by either pasting the HTML code directly or uploading an HTML file.

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You can use the Hubspot Email Signature Generator to create signatures for free and add the HTML into Bookboost.

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Example from ChatGPT:

<!DOCTYPE html>
<html lang="en">
<head>
    <meta charset="UTF-8">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>Email Signature</title>
    <style>
        .signature {
            font-family: Arial, sans-serif;
            color: #333;
        }
        .signature a {
            color: #1a73e8;
            text-decoration: none;
        }
        .signature img {
            max-width: 100px;
            border-radius: 5px;
        }
    </style>
</head>
<body>
    <div class="signature">
        <p>Best regards,</p>
        <p><strong>John Doe</strong></p>
        <p>Front Office Manager</p>
        <p>Hotel Name</p>
        <p><a href="mailto:john.doe@hotelname.com">john.doe@hotelname.com</a> | <a href="tel:+1234567890">+1 234 567 890</a></p>
        <p><a href="http://www.hotelname.com">www.hotelname.com</a></p>
        <p>
            <img src="https://via.placeholder.com/100" alt="Hotel Logo">
        </p>
    </div>
</body>
</html>

Notifications

Staying on top of your communication is crucial, and Bookboost notification settings allow you to tailor alerts to your preferences.

Customising Notifications

Notification Types

Push Notifications

Subscribed: Receive notifications directly on your browser.

Unsubscribe: Opt-out from push notifications if they become overwhelming.

In-app Notifications

Subscribed: Get notified while you have Bookboost tab open, ensuring you don't miss any updates while you're working.

Unsubscribe: Disable in-app notifications if you prefer fewer interruptions.

Email Notifications

Subscribed: Opt-in to get updates via email for important notifications.

Unsubscribe: No email notifications will be sent.

Notification Settings

You can customise notifications for each type individually: Push notifications, Email notifications and In-app notifications.

Conversations

Incoming Message

Get notified when a new message is received.

Conversation Assigned to Me

Receive alerts when a colleague assigns a conversation directly to you.

Conversation Assigned to View

Be notified when a conversation is assigned to one of your views by a colleague.

Conversation Snoozed Ends

Get updates when a previously snoozed conversation is active again.

Conversation Inactivity

Stay informed about conversations that require your attention due to inactivity.

Views

New View

Get notified whenever a new view is created, ensuring you stay updated on new changes.

Translation

The translation setting lets you choose a language to translate guest messages that are in a language you don't understand.

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Please contact us through the ‘Talk to Us’ on the left Menu in the platform or through the Bookboost Support email at support@bookboost.io if you have questions or need additional support.