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Auto Actions

14,385 bytes added, 20 May
=== Send Emails/Message/SMS to guests ===
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.
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'''Trigger tab:'''
Time:
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====Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in ====
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'''Trigger tab:'''
 
Time:-
*Trigger Event = Check-in
*Trigger Time = -2 (the number of days before check-in you want to sent the code or link)
*Trigger Window = 2
 
Booking Souce :-
*Booking Source = All
*Booking Status = All but not cancelled
 
Booking Conditions:-
*Group bookings = Trigger all on master
 
Info Codes :-
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use)
'''Message Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message = Booking API/Smart Email
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Subject - enter the subject for your Guests - Your access code (your text)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
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====Send Email to all current guest guests with check-in details 2 days before Check-in, booking paid/no outstanding balance ====
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This auto action will be sent only when the Invoice Balance of the booking is zero. This can be used to ensure that the checkin details are only sent when the guest has completed the payments.
 
'''Trigger tab:'''
 
Time:-
*Trigger Event = Check-in
*Trigger Time = Immediate*Trigger Window = 14 -2 (the max number of days your guests can staybefore check-in you want to sent the code or link)*Trigger Window = 2 Booking Source:-
*Booking Source = All
*Booking Status = All but not cancelled
 
Booking Conditions:-
*Group bookings = Trigger all on master
*Any Booking Info Code Invoice Balance = CHECKIN*Exclude Booking Info Code = CHECKOUT Zero
'''Message Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Subject - enter the subject for your Guests- Your access code (your text)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests . This can include URL. Template any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It Enter the text you wish to send to your guests this can include URLs. Include any information that is possible important for the checkin of the guest, for example the Key code for the door, who to use contact if there are any issues, template variables can be used, see the same details (URL) as in the Plain Text box above. Template list of ALL template variables that can be used [[Template_Variables| see here]]
 
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
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====Send Email with a PDF attachmentto all current guest (Check-in) ====
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'''Trigger tab:'''
You Time:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 14(the max number of days your guests can send Invoice or Booking Template attachments to your Guests. stay)
Setup your Invoice or Booking Template, go to {{#fasSource:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING or {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES*Booking Source = All
'''Trigger tabBooking Conditions:'''*Trigger Event = Checkout*Trigger Time Group bookings = Immediate* Trigger Window = 1 day*Booking Source = All (or select the appropriate channel/Direct)all on master
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Any Booking Info Code = CHECKOUT
'''Message tabInfo Codes:''' *Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT
*Send Email = Guest '''Messaging tab:''' For channels using the Message API/Smart Email (or one of , then enter the text in the Plain text box, for emails enter the text in the other options)HTML box.
*Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Attachment = Select an option from the drop down list.  *Email Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
 
If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.
Other files can not be attached. We recommend <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use a link to a file the Checkin/Checkout feature in the Dashboard, if not you upload can either manually add Checkin to your web sitebookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
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====Send Email after the cleaner has cleaned the roomwith Guest Invoice - PDF attachment====
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To You can send Invoice as an automated Email attachment to the guest then they can check you/the cleaner have your Guests.  Setup your Invoice go to add a unit status to the room when it is ready. {{#fas:cog}} (SETTINGS) In this example we used the unit status cleanGUEST MANAGEMENT -> INVOICING
'''Trigger tab:'''
 Time:*Trigger Event = CheckinCheckout
*Trigger Time = Immediate
*Trigger Window = 1day Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variable = [UNITSTATUS1] Contains = clean
Info Codes:*Any Booking Info Code = CHECKOUT '''Message Messaging tab: ''' 
*Send Email = Guest API/Smart Email (or one of the other options)
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Attachment = Select the Invoice Template from the drop down list.  *Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guestsinclude URL. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
*Attachment :- if If you want to send a Booking/Invoice Emails with pdf attachment (invoice, booking template you can select from ) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the drop down listguest. Ask your channel about their policy regarding this.
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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====Send Email to your guest with Booking Registration Form - Upselling additional nights - nights available after checkout PDF attachment====
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To You can send an automated Email Booking Template attachments to the guest confirming that it is possible your Guests.  Setup your Booking Template, go to extend their stay.{{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES
This example uses fixed values that you have entered into {{#fas'''Trigger tab:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. '''
'''Trigger Tab Time:''' *Trigger Event = Checkin (depending on when you want to notify the guest)Booking*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)Immediate*Trigger Window = 2*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes1 day
This template variable tests if there is 3 days between Booking Source:*Booking Source = All (or select the guest booking and the next booking. appropriate channel/Direct)
'''Message tabBooking Conditions:''' *Group bookings = Trigger all on master*Booking Status = All but not cancelled
For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. '''Messaging tab:'''
*Send Message = Booking Guest API/Smart Email(or one of the other options)
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Attachment = Select Booking Template from the drop down list.  *Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
[IF<=Message Text :[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which - enter the text you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] wish to [LEAVINGDAYSHORT] is currently available for up send to [TURNOVERDAYS] extra night(s)|]your guests include URL. We are very happy to offer you to extend your stay a Template variables can be used [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAILTemplate_Variables| see here] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
*HTML box - Email will be sent
*HTML box Email Text :- Email will be sent, enter It is possible to use the same details (URL) as in the text you wish to send to your guestsPlain Text box above. Template variables can be used [[Template_Variables| see here]]
[IF<span class="" style="color:[TURNOVERDAYS]#f3e504; font-size:3150%;" >{{#fas:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] lightbulb}} </span> It is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer assumed you to extend your stay a [PROPERTYNAME] at use the Checkin/Checkout feature in the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If Dashboard, if not you would like can either manually add Checkout to extend your stay then please send bookings (Booking info tab) or create an email auto action to our Reservations team [PROPERTYEMAIL] confirming add the number of nights you would like Booking Info Codes to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Pricebookings.
'''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightIf you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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====Send Email to your guest - Upselling additional nights - nights available before checkin after the cleaner has cleaned the room====
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To send an automated Email to the guest confirming that then they can check you/the cleaner have to add a unit status to the room when it is possible to extend their stayready. In this example we used the unit status clean '''Trigger tab:'''
This example uses fixed values that you have entered into {{#fasTime:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. *Trigger Event = Checkin*Trigger Time = Immediate*Trigger Window = 1
Trigger Tab Booking Source:- *Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2
*Booking Source = All
 
Booking Conditions
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes
This template variable tests if there is upto 3 days from previous checkout to check in of current booking. Booking Fields:*Template Variable = [UNITSTATUS1] Contains = clean
Message '''Messaging tab :- '''
*Send Email = Guest API/Smart Email (or one of the other options)
*EMail Subject = Enter the appropriate details
*Email Text = Your text, using the template variables to modify the specific text in the booking.
[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] If the "Mail & Actions" tab contains a "real" Email address the message is sent to [LEAVINGDAYSHORT] the guests Email address. If only a masked Email address is currently available for up to [VACANTDAYS] extra night(s)|]the message sends via the channels API messaging systems if possible. We are very happy If no connection to offer you a messaging system is available the message will send to extend your stay a [PROPERTYNAME] at the exceptional rate Email address from the "Mail & Actions" tab of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightthe Email. If you would like to extend  *Subject - enter the subject for your stay then please Guests *Plain text box - will send an email to our Reservations team [PROPERTYEMAIL] confirming channels using Message API Message Text :- enter the number of nights text you would like wish to send to stay and provide your Booking Reservation Number guests. Template variables can be used [BOOKID[Template_Variables| see here] and Offer ‘EXTRANIGHTS’ for ] *HTML box - Email will be sent Email Text :- It is possible to use the same details as in the special PricePlain Text box above. Template variables can be used [[Template_Variables| see here]]
Booking Info Tab *Attachment :- Optional*Booking info code = EXTRANIGHTS, *if you want to send a Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night/Invoice template you can select from the drop down list.
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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====Send Email to your guest - Offering Early Checkin Upselling additional nights - nights available after checkout ====
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To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrivalextend their stay.
This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
'''Trigger Tab :- '''  Time:
*Trigger Event = Checkin (depending on when you want to notify the guest)
*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)
*Trigger Window = 2
 
Booking Source:
*Booking Source = All
 
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes
Booking Fields:*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is 1 day 3 days between the guest booking and the next booking.  '''Message tab:'''
For channels using the Message tab :- *Send Email = Guest API/Smart Email (or one of , then enter the other options)*EMail Subject = Enter text in the appropriate details *Email Text = Your Plain textbox, using the template variables to modify for emails enter the specific text in the bookingHTML box. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME],*Send Message = Booking API/Smart Email
We are very happy If the "Mail & Actions" tab contains a "real" Email address the message is sent to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If you would like checkin early for your stay then please no connection to a messaging system is available the message will send an email to our Reservations team [PROPERTYEMAIL] confirming the number Email address from the "Mail & Actions" tab of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special PriceEmail.Best regards,
*Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [PROPERTYCONTACTFIRSTNAMELEAVINGDAYSHORT] is currently available for up to [PROPERTYCONTACTLASTNAMETURNOVERDAYS]extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.   *HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [PROPERTYADDRESS[Template_Variables| see here],] [PROPERTYCITYIF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]),which you booked for [NUMNIGHT] nights from [PROPERTYPOSTCODEFIRSTNIGHTSHORT],to [PROPERTYSTATELEAVINGDAYSHORT],is currently available for up to [PROPERTYCOUNTRYTURNOVERDAYS] extra night(s)|].  Email :-We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL]Website :- confirming the number of nights you would like to stay and provide your Booking Reservation Number [PROPERTYWEBBOOKID]and Offer ‘EXTRANIGHTS’ for the special Price.
'''Booking Info Tab :- Optional'''*Booking info code = EARLYARRIVAL, EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkinper extra night
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====Send Email to your guest - Offering Late Checkout Upselling additional nights - nights available before checkin ====
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To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrivalextend their stay.
This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
'''Trigger Tab :- '''  Time:*Trigger Event = CheckoutCheckin (depending on when you want to notify the guest)*Trigger Time = -1 2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 12 Booking Source:
*Booking Source = All
 
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes
This template variable tests if there is 1 day between the guest booking and the next booking. Booking Fields:*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes
Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the This template variables variable tests if there is upto 3 days from previous checkout to modify the specific text check in the of current booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME],'''Messaging tab :- '''*Send Message = Guest API/Smart Email
We are very happy If the "Mail & Actions" tab contains a "real" Email address the message is sent to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If you would like no connection to a late checkout, then please messaging system is available the message will send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for Email address from the "Mail & Actions" tab of the special PriceEmail.
Best regards*Subject = Enter the appropriate details  *Plain Text Box = Your text,using the template variables to modify the specific text in the booking.  [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.  *HTML Box
[PROPERTYCONTACTFIRSTNAMEIF<=:[VACANTDAYS] :3:Your apartment ([ROOMNAME]), which you booked for [PROPERTYCONTACTLASTNAMENUMNIGHT]nights from [PROPERTYNAMEFIRSTNIGHTSHORT] to [PROPERTYADDRESSLEAVINGDAYSHORT],is currently available for up to [PROPERTYCITYVACANTDAYS],extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYPOSTCODEPROPERTYNAME],at the exceptional rate of [PROPERTYSTATEROOMTEMPLATE3],[PROPERTYCOUNTRYPROPERTYCURRENCYBACK]per extra night. Email :-If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL]Website :- confirming the number of nights you would like to stay and provide your Booking Reservation Number [PROPERTYWEBBOOKID]and Offer ‘EXTRANIGHTS’ for the special Price.
'''Booking Info Tab :- Optional'''*Booking info code = LATCHECKOUTEXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkoutper extra night
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===Booking Info Codes===
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<div class="headline-collapse" >  ====Add CHECKIN Booking info code Send Email to bookings your guest - Offering Early Checkin ====
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If To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival. This example uses fixed values that you need to use have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Booking info code CHECKINProperty/CHECKOUT for reporting/other auto actionsRooms, you can set useful way to utilise the Booking info code template variables and different values rather than use the Current guest module in the dashboardduplicating auto actions.
Trigger tabTab :- *Trigger Event = Check-inCheckin (depending on when you want to notify the guest)*Trigger Time = Immediate-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1 day2*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes
Booking Info tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div></div>This template variable tests if there is 1 day between the guest booking and the next booking.
<div class="mwMessage tab :-collapsible mw-collapsed"><div class*Send Email ="headline-collapse" > Guest API/Smart Email (or one of the other options)*EMail Subject =Enter the appropriate details *Email Text ===Add CHECKOUT Booking info code Your text, using the template variables to bookings ====</div><div class="mw-collapsible-content">modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actionsDear, [GUESTNAME], you can set the Booking info code rather than use the Current guest module in the dashboard.
Trigger tab:*Trigger Event = We are very happy to offer you 'Early Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on masterin' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Info tab: Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.*Booking Info Code = CHECKOUT*Booking Info Text = Auto Checkout</div></div>Best regards,
<div class="mw-collapsible mw-collapsed">[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],<div class="headline-collapse" > [PROPERTYSTATE],====Group check-in ====[PROPERTYCOUNTRY].</div> <div class="mw-collapsibleEmail :-content">[PROPERTYEMAIL]This requires the master booking to be checkedWebsite :-in via the check-in function. [PROPERTYWEB]
Trigger tabBooking Info Tab *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365- Optional*Booking Source info code = AllEARLYARRIVAL, *Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Info Code Description = CHECKINUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
Booking info tab :
*Info Code = CHECKIN
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<div class="headline-collapse" >  ====Identify Repeat Guest Send Email to your guest - Offering Late Checkout ====
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This requires you to use the Guest database.
Trigger tabTo send an automated Email to the guest confirming that it is possible to have a Late Checkout as room is available the day of departure. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
Trigger Tab :- *Trigger Event = After BookingCheckout*Trigger Time = immediately-1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 3651*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on master*Template Variable Variables = [GUESTSID1IF>:[TURNOVERDAYS]:1:yes|no] greater than 0equal yes
Booking info tab : *Info Code = REPEAT</div></div>This template variable tests if there is 1 day between the guest booking and the next booking.
<div class="mwMessage tab :-collapsible mw-collapsed"><div class*Send Email ="headline-collapse" > Guest API/Smart Email (or one of the other options)*EMail Subject ====Identify bookings with Custom Question ticked/unticked ====</div>Enter the appropriate details <div class*Email Text ="mw-collapsible-content">If you have a custom question with a 'Tick box' for exampleYour text, they want a late checkinusing the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1Dear, [GUESTNAME], set with TYPE = Tick Box.
Trigger tab:We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
*Trigger Event = After If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your BookingReservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],*Trigger Time = immediately[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]*Trigger Window = 365*Booking Source = AllInfo Tab :- Optional*Booking Status info code = All but not cancelledLATCHECKOUT, *Group bookings" = Trigger all on master*Template Variable Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][GUESTCUSTOMQ1PROPERTYCURRENCYBACK] equals ticked (or) not ticked Late Checkout
Booking info tab :
*Info Code = LATECHECKIN
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee Send Email to all bookings from your guest - Offering Late Checkout Only on a channelSunday when there is no new arrival ====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Expedia (for example)
Invoice tab:*Type = Amount*Description = Cleaning fee (for example)*Amount = 50 (for example - To send an automated Email to the amount guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable)departure.
The fee This auto action will be added create a new booking for the next time date of departure, closing the auto actions runcalendar to any other bookings. </div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) The URL link in the message tab, will send the guest to all bookings your guest booking page with an Outstanding Balance====set conditions, the leaving date of the existing booking, the room id of the existing booking and the Offer you have created for the LateCheckout.
</divThis example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS ><div class="mw-collapsible-content"SETUP >You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to checkinutilise the template variables and different values rather than duplicating auto actions.
Trigger tab'''Step 1:''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS
Time :*Trigger Event Name = Checkin Latecheckout*Trigger Time Enable = -2 daysOnly if Available*Trigger Window Booking Type = Confirmed with Deposit 2 days - via payment gateway
Booking Conditions'''Step 2:*Status = All not Cancelled *Invoice Balance = Not Zero''' Create a Rate or Daily Price, PRICES
Invoice tab:*Type Guests = AmountMax Occupancy*Description Max Stay = Payment Fee||[INVOICEBALANCE:2.2%]1*Amount Offer = 0 (leave select the offer number as 0 so the value is set from the calculation created in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable)above step.
The fee will be added If you are using Rates, select 'Rate allowed' = Sunday, untick all the next time the auto actions runother days. </div></div>Channel Tab, untick all channels, leave only 'beds24.com' for your booking page.
===Payments/Pending Payments===If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. Enable list, untick all channels, leave only 'beds24.com' for your booking page.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">Trigger tab'''Step 3:*Trigger Event = After Booking or Before Check-in*Trigger Time = set ''' Create the time you want to collect the payment*Booking Source =All (for example, you can also set different rules for different channels)Auto Action
Booking Info tabTrigger Tab : Optional- Add a booking info tab for information and reporting*Trigger Event = Checkout*Flag Text Trigger Time = PendingPayment -1 days (for depending on when you want to notify the guest, in this example2 days before arrival)*Flag Colour Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Between Booking and Check in = select 2 and 999 (to stop the colour as this will be visible in auto action triggering on the Calendar/Bookings listnew booking)
Booking tab: Optional*Flag Text Group bookings = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Trigger all on master
Invoice tab:*Payment Type Template Variables = select on what the payment is calculated (Percent of Balance due)*Description [IF= the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = use auto or manual - if you have set up payment rules in :[LEAVINGDAY:{{#fas%a}]:Sun:cog}} (SETTINGS) GUEST MANAGEMENT-|[IF>PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due^[TURNOVERDAYS]^1^yes~no]] equal yes
This template variable tests if the departure day is a Sunday and there is at least 1 day between the existing guest booking and the next booking.
Create a Payment Rule Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to collect a payments when bookings are not cancelledmodify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Go to Settings > Payments > Payment RulesDear, [GUESTNAME],
Payment Rule :We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Name = Enter your title - Not Cancelled (for example)Action = AutoIf you would like a late checkout, please use this link to make the booking and payment.
Payment Trigger https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]
*Booking Status <span class= All not cancelled*Any Booking Info Code "" style= optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards"color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, find will direct the Booking info code guest to make a new booking in the bookingexisting room with the check-in date = leaving date and for Offer 7 &br-7 (offer created in Step 1 above)
Payment Action :Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page. Best regards,
*Capture = Yes [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- immediately charged (Capture=Yes)[PROPERTYWEB] *Add info code on success = add a Booking Info item to the booking on successTab :- Optional*Add Booking info code on failure = add a LATCHECKOUT, *Booking Info item to the booking on failureDescription = Upsell email sent [CURRENTDATE]: Late Checkout
</div>
</div>
===Send an email to the Owner/Internal email address ===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Collect outstanding booking balance 3 days prior Send an email to arrival( Credit card details were collected the Owner/Internal email address when a payment FAILS at time of booking)Stripe====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE
''''Create a Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment Rule (Optional)''''*HTML Box = Enter the text to be sent, you can use template variables in this message, for example
Standard payment rules [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control booking on the collection "summary" tab of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected. [FIRSTNIGHT][LASTNIGHT]
Go to {{#fasBooking tab:cog}} (SETTINGSoptional) PAYMENTS *Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> PAYMENT RULES
Create a Payment Rule ===Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to collect payments if bookings are not cancelled.====</div><div class="mw-collapsible-content">
Click '''Create New Payment Rule''' :If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
Payment RuleTrigger tab:*Name Trigger Event = Enter your title Check- Not Cancelled (for example) in*Action Trigger Time = AutoImmediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master
Payment Trigger Booking Info tab:*Booking Status Info Code = All not cancelledCHECKIN*Any Booking Info Code (optional)Text = Auto Checkin*All Booking Info Codes (optional)</div>*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)</div>
Payment Action :<div class="mw-collapsible mw-collapsed">*Funding Source <div class= Guest card only"headline-collapse" > *Payment value adjustment = Limit to group booking balance*Capture = Yes - immediately charged (Capture=Yes)*=Add CHECKOUT Booking info code on success to bookings === add a Booking Info item to the booking on success=</div>*Add info code on failure <div class= add a Booking Info item to the booking on failure"mw-collapsible-content">
Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set ManualIf you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
Trigger tab:
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
'''Create Booking Info tab: *Booking Info Code = CHECKOUT*Booking Info Text = Auto Actions '''Checkout</div></div>
Collect the outstanding balance for bookings created via your booking page. <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in ====</div>Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT <div class="mw-collapsible-content"> AUTO ACTIONS and click '''Create New Action''' This requires the master booking to create thembe checked-in via the check-in function'''Collect outstanding balance for direct bookings'''
Trigger tab:
*Time
**Trigger Event = Checkin
**Trigger Time = -3 days (set the time you want to collect the payment)
**Time Window = 3 days (set this to the same number (positive) as Trigger time.
*Trigger Event = After Booking Source*Trigger Time = immediately*Trigger Window = 365*Booking Source = Direct. You can have different auto actions/rules for direct All*Booking Status = All but not cancelled*Group bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. " = Trigger all on master*Info Code = CHECKIN
*Booking Conditionsinfo tab : **Group Booking Trigger Info Code = Trigger only MasterCHECKIN**Status = All not cancelled</div>**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)</div>
Booking tab: Optional<div class="mw-collapsible mw-collapsed">*Flag Text <div class= Pending payment added (for example)"headline-collapse" > *Flag Colour = select ===Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to use the colour as this will be visible in the Calendar/Bookings listGuest database.
Booking Info Trigger tab: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value - use one word only)*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
Invoice tab:*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTSID1] greater than 0
Booking info tab : *Info Code = REPEAT</div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div>
*Add a Pending Payment to the booking**Payment Type <div class= Percent of Group Balance due (select on what the payment is calculated) "mw-collapsible mw-collapsed">**Description <div class= the text you will see in the "Charges and Paymentsheadline-collapse" tab> **Status = if you use the status function add the status you want to apply to the pending payment (optional)===Identify bookings with Custom Question ticked/unticked ====**Amount = 100 (this will be 100% of the outstanding group balance) </div>**Payment Rule <div class= Not Cancelled "mw- See Step 4 above (if collapsible-content">If you have set up payment rules a custom question with a 'Tick box' for example, they want a late checkin.  Setup the custom question in {{#fas:cog}} (SETTINGS) PAYMENTS PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS ->PAYMENT RULES they will be available here) Custom question 1, set with TYPE = Tick Box.  Trigger tab: *Trigger Event = After Booking*Payment Due Trigger Time = immediately*Trigger dateWindow = 365*Booking Source = All*Payment time Booking Status = set the time to collect paymentAll but not cancelled*Group bookings" = Trigger all on master*Invoicee Template Variable = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.[GUESTCUSTOMQ1] equals ticked (or) not ticked
Booking info tab :
*Info Code = LATECHECKIN
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
===='Capture' a Security Deposit when Credit card is collected at time of booking. ====
</div>
<div class="mw-collapsible-content">
===Add invoice items to a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee to all bookings from a channel====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking *Trigger Time = immediateImmediate*Booking Source =All Expedia (for example, you can also set different rules for different channels)
Invoice tab:
*Payment Add Invoice Item = Add new*Type = Fixed amountAmount*Description = Security Deposit Cleaning fee (the text you will see in the "Charges and Payments" tabfor example)- Template variables can be used. *Status Amount = if you use 50 (for example - the status function add the status you want to apply to the pending payment (optionalamount of your cleaning fee)*Amount per = 100 (balance is full price so 100% of the balance)Room*Payment Rule Period = Security Deposit (Create a Payment Rule, see below) one time*Payment Due VAT = check in19% (for example - enter the VAT amount if applicable)
The fee will be added the next time the auto actions run.
</div>
</div>
<span stylediv class="color:#fe746c;“ mw-collapsible mw-collapsed">{{#fas:exclamation<div class="headline-triangle}} </spancollapse" > Automatic collection is only available for customer who use [[Stripe]].
Create ====Add a Payment Rule fee (Penalty) to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this.all bookings with an Outstanding Balance====
Go </div><div class="mw-collapsible-content">You want to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULESadd a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin.
Payment Rule Trigger tab: *Name = Enter your title - Security Deposit (for example)*Action = Auto
Payment Trigger Time :*Booking Status Trigger Event = select from the drop down listCheckin *Any Booking Info Code Trigger Time = optional-2 days*All Booking Info Codes = optional*Exclude Booking Info Code Trigger Window = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)2 days
Payment Action Booking Conditions:*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) *Add info code on success Status = add a Booking Info item to the booking on successAll not Cancelled *Add info code on failure Invoice Balance = add a Booking Info item to the booking on failure</div></div>Not Zero
<div classInvoice tab:*Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount ="mw-collapsible mw-collapsed">0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time<div class*VAT ="headline19% (for example -collapse" >enter the VAT amount if applicable)
====Apply an info code and andThe fee will be added the next time the auto actions run. </or icon when a payment was made====div>
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
Booking Info tab:*Execution = One time only*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.<=Payments/div></div>Pending Payments===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Assign invoice numbersAdd a pending payment====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank) Invoice tab:*Assign Invoice Number = yes</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to add collect the pending payment to the booking
*Booking Source =All (for example, you can also set different rules for different channels)
Booking Info tab:Optional*Optional, add Add a booking info tab for information and reporting*Flag Text = PendingPayment (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking tab: Optional
*Flag Text Booking Info Code = PaymentDue1 (for example), set multiple if multiple payments are required. PENDPAY*Flag Colour Booking Info Text = select the colour as this will be visible in the Calendar/Bookings listPending payment added
Invoice tab:
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
*Amount = enter the amount or percentage you want to collect
*Payment Rule = Manual use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here
*Payment Due = Set when the payment is due
The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers.
Create a Payment Rule to collect a payments when bookings are not cancelled.  Go to Settings > Payments > Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)Action = Auto Payment Trigger : *Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure </div>
</div>
<div class="mw-collapsible mw-collapsed"><div class==Booking Flags/Colours==="headline-collapse" >
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply Add a flag when pending payment - Set the Security Deposit value based on the price of the booking, using a booking is cancelledcalculation ====
</div>
<div class="mw-collapsible-content">
Trigger tab:*Trigger Event = After Bookingor Before Check-in*Trigger Time = 1 Hour*Trigger Window = 365 daysset the time you want to collect the payment*Booking Status Source = CancelledAll (for example, you can also set different rules for different channels)
Booking tab:*Execution = One time only*Booking Status = No ChangeOptional*Flag text Text = PendingPayment (enter the text you requirefor example)*Flag Colour = Set select the colour as required</div><this will be visible in the Calendar/div>Bookings list
<div class="mw-collapsible mw-collapsed">Booking Info tab: Optional<div class="headline-collapse" > ====Apply Add a flag booking info tab for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediateinformation and reporting*Booking Source Info Code = Booking.com (for example)PENDPAY*Booking Field Contains - select "API Message" in the next field enter: meal_planInfo Text =Breakfast (or Extra Breakfast - use the text the channel uses)Pending payment added
Booking Invoice tab:*Execution Payment Type = One time onlyfixed value*Flag Text Description = The text you want Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to displaybe set.) *Flag Colour - choose This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1 quarter of the flag colourfirst invoice item value, otherwise set = 200.
Booking changes are applied before <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> A price value for the mail is sent so that the flag template variable invoice item can be specified after a second pipe (|) symbol, this can be reflected used to calculate a price using template variables. If the price value in the Emaildescription field is zero or absent, the numeric value from the amount field will be used.</div></div>
<div class*Status ="mw-collapsible mw-collapsed">if you use the status function add the status you want to apply to the pending payment (optional)<div class*Amount ="headline-collapse" > 0*Payment Rule ====Apply a flag when deposit was made prior to Checkuse auto or manual -if you have set up payment rules in====</div{{#fas:cog}} (SETTINGS) Payments >Payment Rules they will be available here <div class*Payment Due ="mw-collapsible-content">Trigger tab:Set when the payment is due
*Trigger Event = Check-in
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
Message tab: Create a Payment Rule to collect a payments when bookings are not cancelled.
*Send Email : select appropriate option*Enter : Subject and Email contentGo to Settings > Payments > Payment Rules
Booking tabPayment Rule : (optional)
Name = Enter your title - Not Cancelled (for example)Action = Auto Payment Trigger : *Booking Status = All not cancelled*Execution Any Booking Info Code = One time onlyoptional*Flag Text All Booking Info Codes = The text you want to displayoptional*Flag Colour - choose Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the flag colourbooking)
Booking info tab Payment Action : (optional)
*Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info Code : DEPOSITPAID (for example)item to the booking on success*Add info code on failure = add a Booking Info Text : additional text if required. item to the booking on failure
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >  ====Apply a flag when Collect outstanding booking is fully paidbalance 3 days prior to arrival( Credit card details were collected at time of booking)====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZERO
Booking tab:''''Create a Payment Rule (Optional)''''*Execution = One time only*Flag Text = The text Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you want can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to displaybe collected. *Flag Colour - choose the flag colour</div></divGo to {{#fas:cog}} (SETTINGS) PAYMENTS >PAYMENT RULES
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >Create a Payment Rule to collect payments if bookings are not cancelled.
====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content">Click '''Create New Payment Rule''' :
Trigger tabPayment Rule:*Trigger Event Name = After Booking*Trigger Time = Immediate*Booking Source = Booking.com Enter your title - Not Cancelled (for example)*Action = Auto
Payment Trigger :*Booking Status = All not cancelled*Any Booking Info Code (optional)*All Booking tabInfo Codes (optional)*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Execution Funding Source = One time Guest card only*Flag Text Payment value adjustment = The text you want Limit to displaygroup booking balance*Flag Colour Capture = Yes - choose immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the flag colourbooking on success*Add info code on failure = add a Booking Info item to the booking on failure Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".'''Create Auto Actions '''
Trigger tab:Collect the outstanding balance for bookings created via your booking page. *Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment madeGo to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div>'''Collect outstanding balance for direct bookings'''
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a payment FAILS at Stripe====
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Trigger tab:
*Time**Trigger Event = After BookingCheckin**Trigger Time = Immediate-3 days (set the time you want to collect the payment)*Trigger *Time Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL3 days (set this to the same number (positive) as Trigger time.
*Booking tab:Source*Execution = One time only*Flag Text Booking Source = Stripe Payment Failed*Flag Colour Direct. You can have different auto actions/rules for direct bookings -v- choose the flag colour</div></div>channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
<div class*Booking Conditions**Group Booking Trigger ="mw-collapsible mw-collapsed">Trigger only Master<div class**Status ="headline-collapse" > All not cancelled**Invoice Balance====Apply a flag Not Zero (can be used to Booking.com bookings and refine the auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content">action being triggered)
Go Booking tab: Optional*Flag Text = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value - use one word only)*Booking Info Text = Enter the description/text to Settings show in for the Booking Info Code.  Invoice tab: <div class="warning"> Channel Manager {{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Preferences and set Auto report failed cards Booking Conditions > Group Booking Trigger = YesTrigger Only Master.</div>  *Add a Pending Payment to the booking **Payment Type = Percent of Group Balance due (select on what the payment is calculated) Trigger **Description = the text you will see in the "Charges and Payments" tab:*Trigger Event *Status = After Bookingif you use the status function add the status you want to apply to the pending payment (optional)*Trigger Time *Amount = Immediate100 (this will be 100% of the outstanding group balance) *Trigger Window *Payment Rule = 365Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here) *Booking Source *Payment Due = AllTrigger date*Booking Status *Payment time = All but not cancelledset the time to collect payment*Booking Info Code *Invoicee = BOOKINGCOMCARDIf you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
Booking tab:
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Flag Colour - choose the flag colour
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===Status changes===
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<div class="headline-collapse" >  ==== Change the status 'Capture' a Security Deposit when Credit card is collected at time of all "Request" bookings to "Cancelled" after three days booking. ====
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<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 3 days
*Booking Status = Request
Booking Trigger tab:*Execution Trigger Event = One time onlyAfter Booking *Trigger Time = immediate*Booking Status Source = CancelledAll (for example, you can also set different rules for different channels)</div></div>Info Codes:Any Booking Info Code = CARDTOSTRIPE
<div classInvoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "mw-collapsible mw-collapsedCharges and Payments">tab)<div class*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due ="headline-collapse" >check in
==== Change the status of all bookings which have been imported from Ical to "Request" ====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Ical Import (1, 2, 3)
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]]. Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Payment Rule : *Name = Enter your title - Security Deposit (for example)*Action = Auto Payment Trigger :*Booking Status = select from the drop down list*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) *Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply an info code and and/or icon when a payment was made====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Booking Info tab:*Execution = One time only*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank) Invoice tab:*Assign Invoice Number = yes</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to add the pending payment to the booking*Booking Source =All (for example, you can also set different rules for different channels) Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required. *Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers.  </div></div> ===Booking Flags/Colours=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when deposit was made prior to Check-in====</div><div class="mw-collapsible-content">Trigger tab: *Trigger Event = Check-in*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Message tab:  *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional) *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required.  Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when booking is fully paid====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid". Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment made Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Booking tab:*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD Booking tab:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div> ===Status changes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three days ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status = Request Booking tab:*Execution = One time only*Booking Status = Cancelled</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all bookings which have been imported from Ical to "Request" ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Ical Import (1, 2, 3) Booking tab:*Execution = One time only*Booking Status = Request
Booking changes are applied before the mail is sent.
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  <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change Room Unit Status when guest checks out ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Status = All but not cancelled*Any Booking Info Code = CHECKOUT Booking tab:*Execution = One time only*Change Room Unit Status = Select the option It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> ===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content"> You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API:  You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Field Contains: Message = XXX Set the webhook like this: * URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty] Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"message": "[MESSAGE] - Append this message":}</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-content">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Source = Booking.com Set the webhook like this: *URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty] *Body Data =:{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"invoice":::[:::{::::"description": "Booking.com Commission",::::"status": "",::::"qty": "1",::::"price": "-[COMMISSIONNUM]",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]:}</div></div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
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<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Status = All but not cancelled
*Any Booking Info Code = CHECKOUT
Booking tab:*Execution = One time only*Change Room Unit Status = Select the You can use this optionto send data to your Integromat account.
It is assumed you use Set the Checkin/Checkout feature rules in the DashboardTrigger tab, if not when you can either manually add Checkin need to your bookings (Booking info tab) or create an auto action to add send the Booking Info Codes data to the bookingsIntegromat.</div></div>
===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Go to Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content">tab:
You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the bookingURL = https://hook.integromat.com/ followed by your integromat account key. First you have to configure access to the API:
You need two keys to Body Data = you can use our API JSON functions - one for the API itself and one template variables allows in the list for the propertyIntegromat [[https://wiki.beds24. The keys have to consist of 16 characters of your choosingcom/index.<br> '''API key:'''*{{php/Make#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyData_Fields Data fields]]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX
Set the triggers you need, for For example:-
Booking Field Contains: Message bookingData= XXX{
Set the webhook like this"bookId":"[BOOKID]",
* URL = <nowiki>https"guestMobileNum"://api.beds24.com/json/setBooking</nowiki>* Custom Header = "[leave emptyGUESTMOBILENUM]",
Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookIdguestMobile": "[BOOKIDGUESTMOBILE]",::"message": "[MESSAGE] - Append this message":}</div></div>
<div class="mw-collapsible mw-collapsedguestSMS"><div class=:"headline-collapse[GUESTSMS:44]" >,
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-contentguestFirstName">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:"[REPLACE|&|and|[GUESTFIRSTNAME]]",
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas"propertyName":cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyPROPERTYNAME]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX",
Set the triggers you need"propertyId":"[PROPERTYID]", for example:
Booking Source = Booking.com"firstNight":"[FIRSTNIGHTSHORT]",
Set the webhook like this"lastNight":"[LEAVINGDAYSHORT]"
*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty]}
*Body Data =
:{
::"authentication":
::{
:::"apiKey": "my_very_secret_api_key",
:::"propKey": "secret_key_for_prop_XXXXXX"
::},
::"bookId": "[BOOKID]",
::"invoice":
::[
:::{
::::"description": "Booking.com Commission",
::::"status": "",
::::"qty": "1",
::::"price": "-[COMMISSIONNUM]",
::::"vatRate": "7.00",
::::"type": "0",
::::"invoiceeId": ""
:::}
::]
:}
</div>
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