Understanding Boarding Pass Automation & Workflow

Understanding: Boarding- Pass Automation and Workflow
 

The Boarding Pass Workflow in Lynx Smart Workflow automates the collection of guest information and the signing of agreements. This guide explains how automated notifications keep hosts informed in real-time when guests complete these essential check-in steps.

1. When to Use This Guide

2. Benefits of Using This Guide,

3. Step-By-Step Resolution:

4. Key Features

5. Related Articles
    

Privacy First: To keep your information secure, we now redact or hide personal details—like names, phone numbers, and addresses—in all internal support screenshots and documentation.

Professional Messaging: We’ve simplified our automated notifications by removing casual sign-offs (such as "Cheers" or "Regards") to ensure a clean and consistent tone.

Clearer Identification: All messages now feature a standardized footer so you always know when you’re receiving an official update:

"This is an automated notification from Lynx Smart Workflow."

When to use this guide

• When setting up or troubleshooting automated host notifications for guest onboarding.
• When you need to understand which dynamic tags are available for the "Stay" category in email or SMS templates.
• When you need to access or download guest-submitted data (PDFs/CSVs) directly from a notification.

Benefits of using this guide

• Real-Time Awareness: Stay updated immediately via Email and SMS the moment a guest completes their required documentation.
• Centralized Data Access: Quickly download guest-submitted information and signed agreements without manual searching.
• Consistency: Ensure all guest communications follow a standardized format with accurate, dynamic stay details.
   

Step-by-Step Resolution:

	Actions
Step 1: Guest Submits Form:	The guest completes the Guest Information Collection Form or the Agreement Form as part of their digital boarding pass.
Step 2 Trigger Notification:	The system automatically generates an Email or SMS notification based on the specific form submitted. As part of this workflow, automated notifications are triggered when a guest completes key steps: For Guest Information Form Submission 1. Go to the Group. 2. Click on settings. 3. Click on Add Workflow. 4. Name the workflow. Select the option of " Guest submits the information collection form" to trigger it. and then select how you wish to notify through Email or SMS and whom by selecting the notifier. The notifier would be among the user added in that group. Note: If you don't see the user name then check if the user is added in the group or not. 5. Kindly name the workflow. Select the option of " Guest submits the agreement form" to trigger it. and then select how you wish to be Notified  through Email or SMS and whom to notify. Only the person added a a user can be selected to get notify.
Step 3 Review Stay Details :	Review the notification which includes dynamic tags such as: Hi {{{ NOTIFICATION_RECIPIENT }}}, This is to inform you that the guest {{{ GUEST_NAME }}} has completed the Boarding Pass Step: Guest Information form for the following stay: Confirmation Code: {{{ CONFIRMATION_CODE }}} Property: {{{ PROPERTY_NICKNAME }}} Address: {{{ PROPERTY_ADDRESS }}} Check-In: {{{ CHECKIN_DATE }}} Check-Out: {{{ CHECKOUT_DATE }}}
Step 4 Download Documents:	Click the provided dynamic links within the message to generate and download the PDF or CSV files of the guest's data.

Key Features

• Dynamic Data Tags: Notifications automatically pull in property nicknames, check-in/out dates, and confirmation codes to provide context without manual entry.
• Multiple File Formats: Access guest information as a PDF for records or as a CSV for data processing.
• Clean Notification Layout: All notifications now feature a standardized footer and have had generic signatures (e.g., "Regards, Company Name") removed to provide a sleeker, automated appearance.
• Direct Access Links: The following tags act as active download links within the message:
  {{{ GUEST_INFORMATION_FORM_PDF }}}
  {{{ GUEST_INFORMATION_FORM_CSV }}}
  {{{ GUEST_AGREEMENT_FORM_PDF }}}

Attachment & Download Behavior: When you click a PDF link tag within a notification:

• A document is dynamically generated in real-time.
• The file is downloaded to your device.
• The document contains all guest-submitted data or agreement details captured during that specific workflow step.

Related Articles

• FAQ: Boarding Pass
• Master Guide: Understanding the Boarding Pass 
• Boarding Pass (Re-Submission and Reminder )

Learn/ Read How To: Configure Boarding Pass for Pre-Check-In Verification here.