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šŸš€ STOP Wasting Time Searching Through Guest Messages! (Saved Views Tutorial)

This video showcases Saved Views — a feature to filter, save, and share inbox views for faster communication.

Updated over 2 months ago

What’s new in Inbox V3 that can help streamline your daily operations?
Inbox V3 introduces saved views, a powerful way to customize your workflow. This update is part of the new four-panel inbox layout, giving you more control and visibility in one place.

How does the panel layout work in Inbox V3?
You can now choose to display two, three, or four panels depending on your preference. The left-hand panel has been updated with two main sections:

  • Saved Views – Private views only visible to you.

  • General Views – Shared views accessible to your whole team.

You can switch a saved view to a general view (and vice versa) by clicking the three dots next to the view name and selecting ā€œMake Public.ā€

Can you give an example of how to use saved views?
Absolutely. Let’s say you want to monitor all check-ins for the next 7 days at properties tagged as ā€œsuper high sensitivity.ā€
Here’s how:

  1. Click Create View

  2. Set the filter to ā€œcheck-in date is next weekā€

  3. Add a condition: property tag is ā€œsuper high sensitivityā€

  4. Click Continue

  5. Name the view: ā€œSuper High Priority: Next 7-Day Check-insā€

  6. Choose a colour and an icon

  7. Hit Save

This view is now in your saved views. To share it with your team, click the three dots and choose ā€œMake Public.ā€

How creative can I get with these saved views?
You can get as creative as you like. For example, to focus only on Airbnb guest conversations:

  1. Create a view with the filter: ā€œGuest Channel is Airbnbā€

  2. Name it: ā€œAirbnb Guests and Conversationsā€

  3. Select an icon and colour

  4. Save it

Later, if you want to include VRBO guests as well, simply edit the view, add ā€œGuest Channel is VRBO,ā€ and click Save again.

Why are saved views useful for teams?
Saved views help tailor your inbox to your specific role or needs:

  • A guest experience manager might create views for in-stay issues.

  • An operations lead might focus on upcoming check-ins or maintenance.

  • Any team member can surface what matters most, faster and more efficiently.

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