Configure the Daily Summary
How to schedule a daily email that lists upcoming bookings so your team starts each day prepared.
The Daily Summary is an automated email sent to your team at a time you choose. It includes a list of upcoming bookings for the day, giving staff a quick overview of what to expect before they start their shift.
When to Use This
- Your team needs a morning briefing of the day's reservations.
- You want managers to receive a daily snapshot without logging into the dashboard.
- You need to keep multiple team members informed about the schedule.
Steps
1. Navigate to Location Settings
Go to Settings > Location in the dashboard. Scroll down to the Daily Summary section.
2. Enable the Daily Summary
Toggle Daily Summary Enabled to on.
3. Set the Delivery Time
Choose the time of day you want the summary email sent. The time is interpreted in your location's configured timezone.
For example, if your location is set to America/New_York and you choose 6:00 AM, the email is sent at 6:00 AM Eastern time every day.
4. Add Recipient Email Addresses
Enter the email addresses that should receive the summary. You can add up to 10 email addresses. Each address must be a valid email format.
Common recipients include:
- The location manager
- Front desk staff
- Activity facilitators
- The business owner
5. Configure Empty-Day Behavior
Toggle Send on days with no bookings to control whether the summary is sent when there are no bookings scheduled for the day.
- On -- a summary is sent every day, even if there are no bookings. Useful so staff know definitively that nothing is scheduled.
- Off -- the summary is skipped on days with no bookings. Reduces inbox clutter.
6. Save
Click Save to apply the settings. Resytech creates (or updates) a recurring background job that runs at your chosen time every day.
Previewing the Summary
Before going live, you can send a test summary:
- In the Daily Summary settings section, enter a recipient email address in the Preview field.
- Click Send Preview.
- A sample daily summary email is generated using today's booking data and sent to the specified address.
This lets you verify the layout and content before your team starts receiving it.
What the Summary Contains
The daily summary email includes:
- Location name in the header.
- Summary date -- the date the summary covers.
- Upcoming bookings -- a table or list of all bookings for the day, including:
- Customer name
- Activity name
- Start and end times (in the location's timezone)
- Booking status
How Scheduling Works
When you save the daily summary settings, Resytech creates a Hangfire recurring job with a cron expression based on your chosen time and the location's timezone. The job ID follows the pattern location-daily-summary-<location-uuid>.
- If you enable the summary, the recurring job is created or updated.
- If you disable the summary, the recurring job is removed.
- Changing the delivery time updates the job's schedule without creating a duplicate.
Tips
- The delivery time is evaluated in the location's timezone. If you change the location's timezone, the daily summary time remains the same clock time in the new timezone.
- If no one receives the summary, verify that the email addresses are correct and check your spam/junk folder. The email is sent from the company's configured mailbox.
- The daily summary is independent of workflows and templates. It uses its own built-in email template and does not appear in the Communication Templates list.
- You do not need to create a communication template for the daily summary -- it is a standalone feature.