2 min read

Launch and Scale a Bed & Breakfast with GoHighLevel: CRM, Booking Automation and Review Engine

Small hospitality businesses lose bookings and reviews when they rely solely on OTAs. This SOP shows how B&B owners can use GoHighLevel to automate guest communications, increase direct bookings, and capture reviews—all from a single CRM dashboard.

Running a bed & breakfast or boutique inn shouldn’t mean checking emails 30 times a day and praying for OTA bookings. Direct bookings and personal guest follow-up are the keys to higher margins—and GoHighLevel gives you the CRM to own it all.

The Bed & Breakfast Playbook delivers pre-built guest flows, automations and follow-up campaigns designed specifically for small-scale hospitality owners.


TL;DR B&B CRM SOP

Guest Stage Task GoHighLevel Automation
Inquiry Guest fills booking form Auto-tag + email confirmation
Booking Guest confirms date SMS + email + CRM sync
Pre-Stay 3 days before arrival Auto-send check-in info
Post-Stay Job marked “Completed” Review request + loyalty offer
Retention 6-month follow-up “Book direct again” incentive

1. Capture Direct Bookings and Cut OTA Fees

The B&B snapshot includes a conversion-ready funnel with:

  • Room photos
  • Date picker
  • Pricing
  • Direct booking form

Once a guest selects dates, GHL auto-creates the contact, sends a confirmation email, and moves them into your Guest Booking Pipeline.

“We used to lose 15–20% of revenue on Airbnb fees. Now we book direct 40% of the time.”

2. Automate Guest Messaging Before Check-In

After a room is booked, GoHighLevel handles all pre-stay messaging:

  • 3 days before: “Here’s your check-in instructions + local tips”
  • 1 day before: “Let us know if you have any last-minute questions”
  • Optional: Send directions, parking details or WiFi info via SMS

You look like a high-end property without hiring a receptionist.


3. Streamline Guest Communication During the Stay

Need to send a mid-stay note? Use tags like Currently Checked In to segment guests and message them directly from the GHL inbox.

Automate:

  • Morning coffee reminders
  • Local event tips
  • “How’s your stay going?” feedback SMS

This enhances the experience and builds trust.


4. Request Reviews and Referrals Automatically

Once a stay is marked “Completed,” GoHighLevel triggers:

  • A thank-you email
  • A review request (Google, Booking.com, Facebook—your choice)
  • A discount offer for referrals or repeat bookings

You can also link to a Typeform or GHL form for internal feedback.


5. Rebook Past Guests with Smart Follow-Up

6 weeks, 3 months or 1 year later—GHL can send:

  • Anniversary emails: “Last year this weekend, you stayed with us!”
  • Seasonal promos: “Get 15% off our fall staycation special”
  • VIP-only messages: “Only 2 rooms left for Christmas season—book now”

Segment by tags like Stayed October, Special Event, or Birthday Weekend.


Case Study: $22K Direct Revenue Gained in 90 Days

Business: Rural B&B in Nova Scotia, 6 rooms
Problem: Heavy OTA reliance, no follow-up, no automation
Solution: Installed B&B Playbook + direct booking funnel

Results:

  • 36 direct bookings via GHL funnel
  • $22,480 in OTA-fee-free revenue
  • 61 Google reviews added in 90 days
  • 4 rebookings triggered by automated follow-up emails
“I didn’t think tech like this was for small places. Now it runs 80% of our backend.”

FAQ: B&B CRM Automation with GHL

Q: Can I sync bookings with Airbnb or other calendars?
GHL doesn’t natively sync to OTAs, but you can manage direct bookings in a dedicated GHL calendar and optionally push to Google Calendar.

Q: Can I collect payments directly?
Yes. Integrate Stripe and accept deposits or full payments via secure GHL payment forms.

Q: Can I send birthday or seasonal offers?
Yes. Use custom fields or tags and run date-based automations easily.

Q: Can this be used for boutique hotels or glamping sites?
Yes. The structure works for any small-scale accommodation business with direct customer interaction.


Make Your B&B Run Like a Smart Hotel—Without the Staff

Using the GoHighLevel Playbook, you’ll get:

✅ Direct booking forms
✅ Automated pre-stay messaging
✅ In-stay communications
✅ Review & referral workflows
✅ Retention + rebooking automations

👉 Try the Bed & Breakfast CRM Playbook and get your front desk automated in 24 hours.