Workflow Automation

Automate the emails and messages your team sends manually

EquipDash sends booking confirmations, payment receipts, pre-trip reminders, and post-experience follow-ups automatically. Your team saves hours, and customers get the right message at the right time.

GENERAL
Dashboard
AI Assistant
OPERATIONS
POS
Calendar
Bookings
SERVICES
Rentals
Experiences
Store
MANAGEMENT
Customers
Automations + New Rule
Booking Confirmation
Trigger: New booking → Send email immediately
342 sent this month
Payment Receipt
Trigger: Payment received → Send receipt email
298 sent this month
Pre-Trip Reminder
Trigger: 48 hours before → Send email + SMS
156 sent this month
Post-Trip Review Request
Trigger: Booking completed → Send after 24 hours
89 sent this month
Waiver Request
Trigger: New booking → Send waiver link immediately
278 sent this month
Today's Activity
Emails sent 28
SMS sent 12
Open rate 72%
6.5 hrs
saved this week by automations

Free 21-day trial of all features, no credit card required.

Complete platform with online rental store and mobile app.

Easy setup with access to support and onboarding specialists.

Template content
Customer Staff
Booking Confirmation
Sent when completed
Booking Cancelled
Sent when cancelled
Booking Updated
Sent when changed
Booking Reminder
Sent before booking
Payment Receipt
Sent on payment
Booking Confirmation Customer
Subject line ✦ AI Generate
Your booking is confirmed - {{booking_reference}}
Introduction text ✦ AI Generate
Thank you for your booking! We're excited to have you.
Email Preview
Coastal Adventures Rentals
Subject: Your booking is confirmed - BK-2026-00187
Thank you for your booking! We're excited to have you.
Booking/payment details
The actual details appear here.
Best regards,
Coastal Adventures Rentals
Confirmation Stats
342
Sent
78%
Opened
0
Bounced

Confirmation and receipt emails, handled

Every booking triggers a confirmation email. Every payment triggers a receipt. Customise the templates with your branding, include pre-trip info, and add attachments like waiver links.

Pre-trip reminders that reduce no-shows

Schedule reminder emails or SMS messages before the experience. Include directions, what to bring, and waiver links. Customers arrive prepared, and no-show rates drop.

Receiving reminder on phone
Reminder Sent
Email sent
megan.allen@email.com
SMS sent
+61 412 ••• 789
Includes: directions, waiver link, what to bring
Post-Experience Sequence
Triggers after booking is marked Complete
Thank-you email
Sent immediately after completion
Review request
Sent 24 hours after · Google Review link
Feedback survey
Sent 3 days after · Optional
Return visit offer
Sent 14 days after · 10% discount code
NPS Score
72
+8 from last month
68% Promoters 4% Detractors
Review Results
4.8
Google reviews collected 47

Post-experience follow-ups that drive reviews

After a trip, EquipDash can automatically send a thank-you email with a review request link. Collect Google reviews, send feedback surveys, or offer a return-visit discount.

EXPLORE MORE FEATURES

All-in-one solution that runs your entire business

The ultimate all-in-one solution that runs your entire business from one dashboard.

  • Bookings
  • Customer Experience
  • Resource Management
  • Operations
  • Dash AI
  • Scheduling & Logistics
  • Integrations

Bookings made easy

Online booking, POS, and automated workflows keep customers booking and you stress-free.

  • Online Booking
  • Booking Management
  • POS Management
  • Refund & Cancellation
  • Waitlist Management
  • Secure Payment
Bookings
All 234 Rentals 188 Experiences 46
Booking # Date Customer Status
#132 Mar 5 David Green Confirmed
#131 Mar 4 Sarah Chen Picked Up
#130 Mar 3 James Walker Cancelled
#129 Mar 2 Megan Allen Confirmed
#132 David Green Confirmed
Mar 5 — Mar 7, 2026
Items
Snorkel Set Adult · x2
$48.00
Beach Umbrella Large · x1
$25.00
Total $73.00

Delight your customers, drive loyalty

Build lasting relationships with CRM, digital waivers, loyalty programs, gift cards, and automated campaigns — all from one dashboard.

  • CRM
  • Reviews & Surveys
  • Promotions and Campaigns
  • Gift Cards & Vouchers
  • Digital Waivers
  • Custom Forms
Customers Search
ID Name Email Last Booking
165 Rachel Torres rachel@mail.com Feb 28
164 Kevin Park kevin.p@mail.com Feb 25
163 Lisa Chang lisa.c@mail.com Feb 22
162 Mark Johnson mark.j@mail.com Feb 18
RT
Rachel Torres rachel@mail.com
12 Bookings
$1,840 Spent
3 Waivers
Waivers Signed
Liability Waiver Feb 28
Equipment Release Jan 15
Submit
COUPON
Get 50%
For your first purchase.
F1R5T Claim

Full control over every resource

Track inventory across locations, coordinate guides, manage product and experience catalogues, and plan for seasonal demand — all in real time.

  • Inventory Management
  • Guide Management
  • Product Catalogue
  • Experience Catalogue
  • Season & Schedule
  • Store Catalogue
Products
Product Name SKU Category Status Price
Stand Up Paddleboard SUP-01 Water Active $89
Snorkel Set SNK-04 Water Active $24
Beach Cruiser Bike BK-12 Land Low $35
Kayak Single KY-08 Water Active $65
Stand Up Paddleboard
SKU: SUP-01 Active
Availability by Location
Main Beach 8 available
Harbor Point 2 available
Variants
10ft All-Around 12ft Touring

Run your business smarter, operate flawlessly

Manage your team, maintain equipment, track performance with real-time reports, and connect your favourite tools through integrations.

  • Staff Management
  • Asset Equipment & Maintenance
  • Reports & Insights
  • API & Integrations
Dashboard This Month ▾
Revenue $12,480 +18%
Bookings 156 +12%
Active Customers 89 +8%
Revenue by Week
W1
W2
W3
W4
Today's Roster
JM
Jake Miller Guide · 8am–4pm
AL
Amy Lee Front Desk · 9am–5pm
TC
Tom Carter Maintenance · 7am–3pm

Work smart, not hard with intelligent features

EquipDash's Dash AI uses intelligent technology to streamline operations, reduce manual work, and help you make smarter business decisions.

Explore All Features
Dash AI Your intelligent assistant
Good morning! I noticed 3 bookings need attention today. I've also prepared your daily summary.
Show daily summary Revenue insights Check inventory
Quick Actions
Create Booking
Today's Bookings
Check Inventory
Usage this month
325 / 500 queries

Plan smarter, operate seamlessly

Build guest lists, generate trip manifests, and roster staff across locations — so you are always prepared, even during your busiest weeks.

  • Guestlist & Manifest
  • Staff Rostering
  • Calendar
Calendar This Week ▾
Mon
SUP x4
Snorkel
Tue
Kayak
Wed
Bikes x6
Dive
SUP x2
Thu
Kayak x3
Fri
Snorkel
SUP x5
Sat
Bikes x8
Dive
Sun
Kayak
Guest Manifest
Sunset Snorkel Trip Wed, Mar 5 · Guide: Jake M.
David Green +1 guest
Sarah Chen
Megan Allen Pending

Connect the dots with the tools you love

Stop wrestling with disconnected systems—EquipDash brings it all together.

Viator

Viator

Tripadvisor

Tripadvisor

Stripe

Stripe

HubSpot

HubSpot

QuickBooks

QuickBooks

Xero

Xero

Expedia

Expedia

Shopify

Shopify

Zapier

Zapier

WordPress

WordPress

Explore All Integrations

FREQUENTLY ASKED QUESTION

What would you like to know about EquipDash?

Find answers to your questions below. Contact us if you couldn't find what you're looking for.

Contact Us

What messages can I automate?

Booking confirmations, payment receipts, pre-trip reminders, waiver requests, post-experience thank-yous, and review requests.

Can I customise email templates?

Does it support SMS?

How do reminder timings work?

Can I send different messages for different products?

Does it help reduce no-shows?

Stop sending emails manually

Start your free 21-day trial and automate your booking communications.

Start Your Free 21-Day Trial See It In Action