How to integrate Swikly with Smily?

How to integrate Swikly with Smily? 

1. Connect your Swikly account to Smily

2. Set up security deposit amounts in Swikly

3. Set up security deposit amounts in Smily

4. Configure the security deposit request email

5. Configure the reminder email (optional)

6. How do I know if the security deposit has been secured?

Open Smily in one browser tab and Swikly in another, so you can easily switch between the two plateforms.

• From your Smily account, click on "Apps" in the left-hand menu. 

• Search for the "Swikly V2" app

• Click on the "Install app" button

• You are automatically redirected to the following page to log in to your Swikly account : 

• Choose the Swikly account to connect with Smily : 

• Click on "Confirm"

Your Swikly account is now connected to Smily!

• After connecting Smoobu to Swikly, the list of properties appears below:

Enter the following information : 

• The default Swikly account
• The type of request
• The default security deposit amount

These fields mus be completed for Swikly links to function properly.

These security deposit amounts are only considered if no deposit amount is entered in Smily. The amounts defined in your PMS are given priority.

• From your Smily account, click on "Rentals" in the left-hand menu

• Click on the property, then on the "Rates" tab
• Enter the desired deposit amount in the "Damage Deposit" field
• Register
• Repat the process for all your properties

Once you've defined your security deposit amounts, it's time to configure the email template that will include the link directing your customer to the deposit form.
 

• In Smily, click on "Apps" then click on "Notifications"

• Click on "New notification"
• The following screen appears: 

• In Part 1, Notification details, name your notification. For example: Swikly deposit request
• Choose to whom the notification should be sent. We recommend you select "Guest Email"
• In Part 2, Set filets, add the following filters: 
  • "Confirmed bookings": to sen the email only when the booking is confirmed
  • "Require client email": to send the email only if the customer's email address is included in the reservation
  • "Bookings with any selected sources" to filter by booking channel
  • "Bookings without any of the selected tags" - Tag: Swikly deposit secured: to send the email only to bookings that do not already have a secured deposit

• In Part 3, Delivery window, select when you want to send the notification: We recommend sending it 7 to 10 days before the guest's arrival

• In Part 4, Compose message, create an email intended to request the deposit via Swikly: Write the contente of your email, making sure to integrate the Swikly link (for example: In order to deposit your deposit, please click here: [SWIKLY LINK]). You'll find this link in the "Application & Integrations" tab of your Swikly account. 

• Finalize the creation of your notification by clicking on the "Create Notification" button in the bottom right-hand corner of the secreen.

5. Configure the reminder email (optional)

It is possible to schedule a reminder email for your customers who have not secured their deposit after your first request:

• To do this, add a "late condition" in step 3 of the email creation process. We recommend sending it 3 days before your guest's arrival.

When a customer secures their security deposit, a small blue padlock will be displayed on your Smily dashboard in the list of your reservations. 

If you use Swikly for the payment of the remaining balance, the balance paid will also be updated in your dashboard, displaying the payment gauge in green. 

You can also check if your emails are being sent: 

• Click on "Apps" and then "Notifications"
• On the Swikly notification, click on "show" on the right of the page: you can view the emails sent to your customers

You can also view the messages that are scheduled to be sent automatically. In Smily's Notifications application, click on the "sent" tab on the left to see all the emails that have been sent to your customers.

From this tab, you can resend emails by cliking on "resend" or check whether they have been opened by your customers by clicking on "stats". 

Congratulations! Your Smily integration with Swikly is now up and running!