| Booking | Risk Vetting | SMS + Email | Conditional | Guest books a high-risk property |
| Booking | Booking Confirmation | SMS + Email | Fixed | IDV (+ risk vetting if required) complete |
| Booking | Concierge Intro | SMS + Email | Upsell | Estate/Premier property (Cavallo, Paradiso, Palma, Castillo) |
| Booking | Concierge Marketing 1 & 2 | SMS + Email | Upsell | Standard property; Marketing 2 only if no reply to Marketing 1, 7 days before check-in |
| Pre-Stay | IDV / Guest Agreement reminders | SMS | Administrative | Missing IDV and/or signed agreement; cadence varies by OTA vs. Direct and regular vs. last-minute booking; Airbnb excluded |
| Pre-Stay | Early Check-In (ECI) offer | SMS + Email | Upsell | Not VIP, ECI available, 6 days before check-in |
| Pre-Stay | Mid-Stay Clean offer | SMS + Email | Upsell | Staying 3+ nights, not VIP, housekeeping available |
| Pre-Stay | Check-In Instructions | SMS + Email | Fixed | 3 days before check-in, if paid/IDV/contract complete |
| Check-In | GoPuff offer | SMS | Upsell | Property in a GoPuff market, morning of check-in |
| Check-In | Welcome message | Call | Fixed | 2 hours before check-in, via Spoke Phone/RingCentral |
| In-Stay | Post-Check-In Follow-Up | SMS | Fixed | Day after check-in at noon |
| In-Stay | VAS request confirmations | SMS | Conditional | Guest requests an add-on (pool heat, fridge stock, etc.) |
| Departure | Late Checkout (LCO) offer | SMS + Email | Upsell | Not VIP, LCO available, day before checkout |
| Departure | Checkout Reminder | SMS | Fixed | 8am day of checkout, all guests |
| Post-Stay | Post-Stay Survey (NPS) | SMS, via Delighted | Fixed | Day of checkout; promoters routed to a Google review ask |
| Post-Stay | Next Stay offer | Email, via Iterable | Upsell | First of two post-checkout emails, $200 off code |