Auto Actions - Revision history

Lesley: /* Performance and Testing */

2025-11-19T09:11:46Z

Performance and Testing

← Older revision		Revision as of 09:11, 19 November 2025
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	For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.		For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.

	The test tab of the auto action has a button that will show you how many and which bookings are being tested by the auto action. The list may include booking that will not trigger the auto action.		The '''test tab''' of the auto action has a button that will show you how many and which bookings are being tested by the auto action. The list may include booking that will not trigger the auto action.
	To check if the booking meets all the rules, enter the booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.		To check if the booking meets all the rules, enter the booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.
	Alternatively open the booking and go to the Mail & Action tab, then search for the auto action id, check the details in the Status column.		Alternatively open the booking and go to the Mail & Action tab, then search for the auto action id, check the details in the Status column.

Lesley: /* Performance and Testing */

2025-11-19T09:11:11Z

Performance and Testing

← Older revision		Revision as of 09:11, 19 November 2025
Line 316:		Line 316:
	For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.		For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.

	~~<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span>~~ The test tab of the auto action has a button that will show you how many and which bookings are being tested by the auto action. The list may include booking that will not trigger the auto action.		The test tab of the auto action has a button that will show you how many and which bookings are being tested by the auto action. The list may include booking that will not trigger the auto action.
			To check if the booking meets all the rules, enter the booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.
	To check if the booking meets all the rules, enter the booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.		Alternatively open the booking and go to the Mail & Action tab, then search for the auto action id, check the details in the Status column.

	Alternatively open the booking and go to the Mail & Action tab, then search for the auto action id, check the details in the Status column.

	'''Optimising your auto actions''' You can trigger multiple actions in one auto action,		'''Optimising your auto actions''' You can trigger multiple actions in one auto action,

Lesley: /* Performance and Testing */

2025-11-19T09:10:44Z

Performance and Testing

← Older revision		Revision as of 09:10, 19 November 2025
Line 316:		Line 316:
	For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.		For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.

	The test tab of the auto action has a button that will show you how many and which bookings are being tested by the auto action.		<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The test tab of the auto action has a button that will show you how many and which bookings are being tested by the auto action. The list may include booking that will not trigger the auto action.

	~~It is also possible to specify a~~ booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.		To check if the booking meets all the rules, enter the booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.

			Alternatively open the booking and go to the Mail & Action tab, then search for the auto action id, check the details in the Status column.

	'''Optimising your auto actions''' You can trigger multiple actions in one auto action,		'''Optimising your auto actions''' You can trigger multiple actions in one auto action,

Lesley: /* Booking Info */

2025-11-07T10:02:58Z

Booking Info

← Older revision		Revision as of 10:02, 7 November 2025
Line 184:		Line 184:
	For example, you have an auto action that sends a message to the guest, but only after another action has already triggered.		For example, you have an auto action that sends a message to the guest, but only after another action has already triggered.

	Consider the auto action to add a pending payment to a booking for the Security deposit authorisation, this should only be triggered when the Booking info code = ~~STRIPEPAYEMNT~~ or CARDTOSTRIPE, both confirm the guest credit card is in the booking.		Consider the auto action to add a pending payment to a booking for the Security deposit authorisation, this should only be triggered when the Booking info code = STRIPEPAYMENT or CARDTOSTRIPE, both confirm the guest credit card is in the booking.

	=== Invoice ===		=== Invoice ===

Lesley: /* Add invoice items to a booking */

2025-11-03T09:58:34Z

Add invoice items to a booking

← Older revision		Revision as of 09:58, 3 November 2025
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	</div>		</div>
	</div>		</div>

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >

	====Add a new charge - City tax, calculated from number of nights/adults in a booking ====		====Add a new charge - City tax, calculated from number of nights/adults in a booking ====

Lesley: /* Add a new charge - City tax, calculated from number of nights/adults in a booking */

2025-11-03T09:58:13Z

Add a new charge - City tax, calculated from number of nights/adults in a booking

← Older revision		Revision as of 09:58, 3 November 2025
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	The fee/charge will be added the next time the auto actions run.		The fee/charge will be added the next time the auto actions run.

	</div>		</div>
	</div>		</div>

Lesley: /* Add invoice items to a booking */

2025-11-03T09:57:25Z

Add invoice items to a booking

@@ Line 2,401: / Line 2,401: @@
 *Type = Amount
 *Description = Stripe Fee||[INVOICECHARGESNUM:-3%]
 *Amount = 0 (leave as 0 so the value is set from the calculation in the Description field)
 *Per = Room

Lesley: /* Update VAT value for the Accommodation fee (first item in the Charges & Payments tab */

2025-10-17T09:57:13Z

Update VAT value for the Accommodation fee (first item in the Charges & Payments tab

← Older revision		Revision as of 09:57, 17 October 2025
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	<div class="headline-collapse" >		<div class="headline-collapse" >

	==== Update VAT value for the Accommodation fee (first item in the Charges & Payments tab ====		==== Update VAT value for the Accommodation fee (first item in the Charges & Payments tab) ====

	</div>		</div>

Lesley: /* Modify description/values of an existing invoice item in a booking */

2025-10-17T09:56:49Z

Modify description/values of an existing invoice item in a booking

← Older revision		Revision as of 09:56, 17 October 2025
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	*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)		*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)


			</div>
			</div>

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >

			==== Update VAT value for Charge item - City Tax (for example) ====

			</div>
			<div class="mw-collapsible-content">

			You need to change the VAT value for specific items (City tax) in the Charges & Payments tab of the booking.

			Trigger tab:
			*Trigger Event = Booking
			*Trigger Time = Immediate
			*Time Window = 365
			*Booking Source = Expedia (for example)

			Invoice tab:
			*Add Invoice Item = Update Only
			*Type = Change VAT
			*Description = City Tax (this needs to be an exact match to the charge item description)
			*Amount = 0
			*VAT = 12 (for example)
			*Per = Per Person
			*Period = One time
			*Invoicee = Ignore

			</div>
			</div>

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >

			==== Update VAT value for the Accommodation fee (first item in the Charges & Payments tab ====

			</div>
			<div class="mw-collapsible-content">

			You need to change the VAT value for the Accommodation fee usually the first line the Charges & Payments tab of the booking.

			Trigger tab:
			*Trigger Event = Booking
			*Trigger Time = Immediate
			*Time Window = 365
			*Booking Source = ALL (or select a specific channel)

			Invoice tab:
			*Add Invoice Item = Update Only
			*Type = Change VAT
			*Description = [ROOMNAME1] [FIRSTNIGHT] - [LEAVINGDAY][NOCONVERT]

			Check the Description in the Charges & Payments tab for the Accommodation charge usually [ROOMNAME1] [FIRSTNIGHT] - [LEAVINGDAY]

			To update this value you also need [NOCONVERT] so the template variable is used rather than the value.

			*Amount = 0
			*VAT = 12 (for example)
			*Per = Per Person
			*Period = One time
			*Invoicee = Ignore

	</div>		</div>

Lesley: /* Use API/Webhook to write the value of the 'commission' field to a new invoice item */

2025-09-19T09:20:22Z

Use API/Webhook to write the value of the 'commission' field to a new invoice item

← Older revision		Revision as of 09:20, 19 September 2025
Line 3,287:		Line 3,287:
	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>		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:'''		'''API key:'''
	*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"		*{{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT > ACCESS "API Key 1"
	*API Key = my_very_secret_api_key		*API Key = my_very_secret_api_key
	*API Key Access = allow any IP		*API Key Access = allow any IP
Line 3,294:		Line 3,294:
	*Property Access = Owned by this account only		*Property Access = Owned by this account only
	*'''Property key:'''		*'''Property key:'''
	*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX		*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX

	Set the triggers you need, for example:		Set the triggers you need, for example: