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Hotel Upgrade Notification

Client Services
Sales

Notify a client of a complimentary hotel room upgrade for their upcoming stay.

Add this workflow to Outlook

Includes required fields, attachments, and recipients

Takes <30 seconds. No setup required.

What this workflow standardizes
Operational outcomes
  • Notifies a traveler that a hotel upgrade has been applied to their upcoming reservation.
  • Hotel upgrade confirmed
  • Room upgrade notification
  • Traveler upgrade alert
Fields your team can fill in
client_first_name
hotel_name
check_in_date
check_out_date
original_room_type
upgraded_room_type
confirmation_number
me::phone
Workflow previewApplied workflow: Hotel Upgrade Notification
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Est. saved: 3 min 49 sec

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Subject

Great News, client_first_name — Room Upgrade at hotel_name

Hotel-Welcome-Guide.pdf

Hi client_first_name,

I have some wonderful news — hotel_name has extended a complimentary room upgrade for your upcoming stay, and I wanted to make sure you heard about it right away.

YOUR UPGRADE DETAILS

• Original Room: original_room_type

• Upgraded Room: upgraded_room_type

• Check-In: check_in_date

• Check-Out: check_out_date

• Confirmation Number: confirmation_number

WHAT THIS MEANS FOR YOU

Your upgraded accommodation will offer additional space and enhanced amenities compared to your original booking. The upgrade has already been applied to your reservation — no action is required on your part. Simply check in as planned and the upgraded room will be ready for you.

A FEW THINGS TO KEEP IN MIND

• Upgrades are confirmed in advance but remain subject to availability at check-in. I recommend arriving early to ensure a smooth check-in experience.

• If anything about the room doesn't meet your expectations upon arrival, please notify the front desk immediately — and reach out to me as well so I can follow up on your behalf.

• I've attached the hotel's welcome guide, which includes property details, amenity hours, and on-property dining options.

It's always a pleasure to share news like this. If you have any questions before your trip or need anything else arranged, I'm available at me::phone.

Enjoy every moment of your stay.

Workflow context
When to use this workflow

Use this workflow when a client receives a hotel room upgrade and the advisor wants to communicate the good news with stay dates, room types, confirmation number, and any useful hotel reference material.

What this replaces

This replaces manually rewriting upgrade notes, searching for the hotel guide, and double-checking that the room types, dates, and confirmation number are included.

Why teams standardize this email

Upgrade notifications are client experience moments. Standardizing them helps luxury travel teams sound polished, include the operational details, and still leave room for a personal note before sending.

What Toggles handles

The workflow prepares the operational details your team should not have to rebuild by hand.

  • Inserts the hotel upgrade notification email in Outlook
  • Prompts for client name, hotel name, check-in date, check-out date, original room type, upgraded room type, confirmation number, and phone number
  • Adds a client and hotel-specific subject line
  • Can include the configured hotel welcome guide attachment
  • Keeps the draft editable before the advisor sends it
FAQ
Does Toggles confirm the hotel upgrade with the property?

No. Toggles prepares the client email after the advisor has the upgrade details from the hotel or booking system.


Can advisors personalize the tone for VIP clients?

Yes. The workflow provides the structure, and the Outlook draft can be edited before sending.


Can this include a hotel guide or amenity document?

Yes. This example includes a configured hotel welcome guide attachment.

How it works

Use this workflow inside Outlook without rebuilding the email manually

Standardize the full process, then let your team launch the same complete email whenever they need it.

01
Add this workflow

Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →

02
Open it in Outlook

Launch it from the compose window where your team already works.

03
Review, fill, and send

Review the remaining fields, then send with the right message already in place.

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Roll out the standard

Standardize this process in Outlook

Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.

Helpful Resources

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Toggles for Outlook Quickstart Guide

A step-by-step guide for getting started with Toggles for Outlook.

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Toggles Business Pro Quickstart Guide

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