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Marketing & Automation

View the Communication Log

How to review every email and SMS sent from your location, filter by channel or date range, and track message delivery.

Every email and SMS sent through Resytech -- whether from a workflow, a template action, a booking confirmation, or a manual send -- is recorded in the Communication Log. This gives you a complete audit trail of all outbound communications for your location.

When to Use This

  • You need to verify that a customer received their booking confirmation.
  • You want to audit which messages were sent for a specific booking.
  • You are troubleshooting a workflow and need to confirm that the email or SMS action fired.
  • A customer claims they did not receive a message and you need proof of delivery.

Where to Find It

The Communication Log is accessible from two places:

Location-Wide Log

Navigate to CRM > Communications in the dashboard. This shows all communications for your location across all customers.

Per-Customer Log

Open a customer's profile at CRM > Customers > [Customer Name]. The communication history section shows every message sent to that specific customer.

Log Entry Fields

Each entry in the log contains:

FieldDescription
ViaThe channel used: email or sms.
ToThe recipient's email address or phone number.
TitleA description of the message, e.g. "Booking Confirmation" or "Template: Booking Reminder SMS".
ReferenceThe booking UUID or location UUID that the message relates to.
DateThe UTC timestamp when the message was sent.

Filtering and Searching

The location-wide log supports several filters:

  • Channel (Via) -- filter to show only emails, only SMS, or both.
  • Date Range -- set a start date and end date to narrow results to a specific period.
  • Customer -- filter by a specific customer ID to see their communication history.
  • Pagination -- results are paginated (50 per page by default) for locations with high message volume.

How Communications Are Logged

Communications are logged automatically in these scenarios:

  1. Workflow actions -- When a Send Email, Send SMS, or Send Template action executes in a workflow, a log entry is created with the template name, recipient, and booking reference.
  2. System emails -- Booking confirmations, rescheduling notifications, refund notifications, and other system-generated emails are logged automatically.
  3. Manual sends -- You can also manually create a communication log entry via the CRM interface to record phone calls, in-person conversations, or messages sent outside of Resytech.

Manual Log Entries

From the CRM Communications page, you can create manual entries with:

  • Via -- the channel (email, sms, phone, in-person, etc.)
  • To -- the recipient
  • Title -- a description of the communication
  • Reference -- an optional booking or customer reference

Manual entries are useful for maintaining a complete record when some communications happen outside the platform.

Tips

  • The Communication Log is append-only for automated messages. Workflow-generated entries cannot be edited, ensuring a trustworthy audit trail.
  • If you do not see an expected log entry, check whether the workflow or template action completed successfully. Look at the workflow execution history for errors.
  • Log entries show UTC timestamps. Convert to your local timezone if needed.
  • The Reference field links back to the booking. Use it to quickly find all messages related to a specific reservation.

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