Changes

== General Information and Setup Summary==<div class="summarybox">An Auto Action is an action which can be used '''manually or programmed to run automatically''' at a specific time relative to the time of the '''booking''', to the '''check-in''' date or to the '''check-out''' date.

An Auto Action is an action which actions have one or more trigger conditions and one or more actions. They can be programmed to run at triggered on a specific number of different conditions, like property, time relative to the time of the or bookingrelated conditions. Auto Actions can *send pre-drafted Emails, to the check in date messages or SMS*change booking information*change invoice information *run webhooks*trigger HTTP POST notificationsYou can create chains of actions to the check out dateautomate workflows. </div>

== General Information ==Template variables provide great flexibility when creating/managing the Auto actions have Actions. Setup one or more Auto Action to trigger conditions and one or more actions. They can be triggered on a number of different conditions, like multiple/all properties/rooms with the propertyspecific details, time or booking related conditionsusing the [[Template Variables]]. Actions can be This removes the need to send pre-drafted emails or SMSduplicate your auto actions for each Property. Reducing the ongoing management, change booking or invoice information or run webhooksmultiple copies of the same auto action will require you to edit/modify each auto action rather than update one auto action.

Go to SETTINGS > GUEST MANAGEMENT > AUTO ACTION and click on "Edit" Using 'Group Keywords' you can refine the triggers in the Auto Action to modify an existing auto include/exclude properties if the purpose/message in the Auto action or on "Create New Action" needs to set up a new auto actionbe different.

'''You can choose <span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Auto Actions are not designed as real-time actions. They are sent in batches at times so we recommend you set your triggers to send an auto action automatically or manually:'''allow for this.

'''Auto sending== Setup ==Go to {{#fas:''' cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTION

*Click 'Add New Action' button. You can choose whether you want to start with an empty Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account or whether you want to use a template that created the Auto Action. This is the account set up in in SETTINGS-ACCOUNT-OUTGOING EMAIL. Automatic actions will trigger every 15 minutesyou can customise further.

When sending manually by clicking *To create a COPY of an Auto Action, click "Edit" on an existing auto action, scroll to the bottom of the page and click 'Send nowSave as copy' button you will need to make sure you are logged into the account which uses the Email address you want to send from.

'''Before setting up *To DELETE an Auto Action, click "Edit" on an existing auto action please note:', scroll to the bottom of the page and click 'Delete'.

<span style="color'''Trigger Action :#fe746c;“ >{{#fas:exclamation-triangle}} </span>To use this function you need to set the system to use your own Email address for outgoing emails under SETTINGS -> ACCOUNT -> OUTGOING EMAIL. '''

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Email sending works per accountYou can choose to trigger an auto action automatically or manually.

<span style="color*'''Manual:#fe746c;“ >{{#fas:exclamation-triangle}} </span> ''' If you have sub accounts and need an auto action set to manual actions can be used across multiple accountstriggered manually from the MAIL/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the propertiesACTION tab of each booking.

<span style="color*'''Auto: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> Confirmation messages ''' Auto action will send automatically to trigger on a booking based on the rules set in the Trigger tab. Check the details in the guestMAIL/ACTION tab of each booking. You will see if the auto action has triggered and when, if it has not triggered then you can customize them in SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGEScheck if it is due to trigger and when.

<span style="color: #f3e504; font==Setup Outgoing Email Service -size: 200%;" >Required for sending Emails via Auto Actions===Go to {{#fas:lightbulbcog}} </span(SETTINGS) ACCOUNT -> The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually can send OUTGOING EMAIL and follow the instructions to connect your email trigger the changes address/account to the booking. If you are using your own mail server for outgoing mail the Booking and Invoice actions will also be applied before sending the mailBeds24.

== Trigger ==Sets the criteria which have to be fulfilled to start the '''Auto Action. sending:'''

"Booking Source" = "Direct" applies the Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though the API (not the channel manager)The auto action batch process runs multiple times per hour. If you want to apply and Auto Action only to manually added bookings add your username in the "Referrer" field.

"Trigger Time" defines when Auto Action Emails which are sent automatically by the action is allowed to startsystem are sent from the EMail address of the account that created the Auto Action. Once it has started it This is allowed to go for the "Time Window" periodaccount set up in in {{#fas:cog}} (SETTINGS) ACCOUNT-> OUTGOING EMAIL. When the "Time Window" period has elapsed the auto action stops.

<span style=== Messaging"color:#fe746c;“ >{{#fas:exclamation-triangle}} </Email ===Go span>To use this function you need to Email set the system to create or modify a prepared use your own Email template. Templates can contain [[Template Variables]] to include information specific to the booking in the Email, address for example the guests name or the arrival dateoutgoing emails under {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.

*To <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Confirmation emails will send Emails automatically you need to set up your outgoing Email address the guest. You can customize them in {{#fas:cog}} (SETTINGS ) GUEST MANAGEMENT -> ACCOUNT -> OUTGOING EMAILCONFIRMATION MESSAGES.

*To send Emails <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually open a booking and go trigger the email/messages/changes to the MAIL tab. Manual Emails will open in a window, you may send it as is or edit it before sendingbooking.

Some systems have a limit of about 2000 characters <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you are using your own mail server for this form of outgoing email generation. If /messages the email Booking and Invoice actions will not open try reducing be applied before sending the amount of textmail.

If ===Auto Action Emails are send automatically they Actions and Subaccounts===Auto Actions are send through your Email serveraccount functions, i. You should see this on your servere. Whether you see it in your Sent box or not depends on your Email programthey apply per account.

If Auto Action Emails are sent manually via a link in the "Email Templates" list '''1. Account A''' (master account or subaccount) in which the booking Beds24 will first try to send through your Email server. You should see this on your server. Whether you see it in your Sent box or not depends on your Email programauto action was created.

If this does not work it will pop and send through your desktopAuto Actions are available according to the "Property" setting in the "Trigger" tab. I.e. In this case you will see it either for*A specific property or a group of properties*All properties belonging to that account*all properties visible in the account (properties belonging to the account, properties available in your Sent boxthe account).

==== Email Attachments ====You can choose to attach an invoice '''2. Another account B''' (master account or a booking template as a PDF file to emails sent by sub-account) in which the Auto ActionsAction has not been created.

If you send Emails with pdf attachment (invoice, booking template) Auto Actions are only available for properties that belong 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 thisAccount A and have been made available in Account B.

Other files If required, Auto Actions can not be attachedcopied from one account to another using the "clone" function. This creates an independent Auto Action in another account, which can be changed there. We recommend you use a link to a file you upload to your web site The clone function is available via the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right).

<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property == SMS ===You can automatically send SMS messages. Please note that a fee per SMS message applies if this function is activated'All visible in account' and ensure the Master account has access to the properties.

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The SMS will send in = Trigger ==Sets the language of the account, not the language of the booking. Read Example 17 for a way criteria which have to be fulfilled to control the language of start the SMSAuto Action.

=== Booking ===Go to the tab 'Booking' to set up an auto action which modifies something in the booking.'Property, Room, Unit'''

=== Booking Info ===Set up auto actions which automatically add You can refine the use of the Auto Action, by specifying if it should trigger on specific properties or remove info codesall properties/rooms.

=== Invoice ===Automatically add invoice items You can select if it should trigger on All properties, All Owned by, All visible in account or pending paymentsa specific Property. If you select a specific Property then you can also select a specific Room id.

Invoice changes are applied before It is possible to 'Exclude' specific Beds24 Room ids, you can find the mail is sentRoom id from the Room Setup.

=== API ===Create auto actions which trigger HTTP POST notificationsIf required, you can also specify specific Offers/Units in Room Types.

=== Webhook ===Create auto actions which trigger a web hook when Send/Exclude Property Groups, this will use the trigger conditions are metvalues you have entered in {{#fas:cog}} (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS. '''Time'''

== Test ==Test why an "Trigger Time" defines when the action is allowed to start. Once it has started it is allowed to go for the "Time Window" period. When the "Time Window" period has elapsed the auto action did not triggerstops.

== Troubleshooting == '''If Auto Actions do not send:''' The list in the Both "MailTrigger Time" tab of the booking will tell you why. Common causes are: *Is your outgoing Email address working? Go to SETTINGS->ACCOUNT->OUTGOING EMAIL and click on "Send Test EmailTime Window". *Is your Auto Action set are relative to send automatically? *Is the guests Email address valid (a "MailsTrigger Event" tab of the booking)? *Is the booking set to allow Allow Auto Actions ("Mails" tab i.e. check-in, check-out, time of the booking)? *Do all trigger events apply to the booking?.

'''Auto Action is not editable''' To have write access "Between Booking and Check in" can be used to an auto action an account needs to have write access to all properties to which the auto action applies. This might not be the case if you use sub accounts and include/exclude Same day/Near term bookings, set the Auto Action is set to trigger for "All Properties"number of days.

'''You don't have permission to access control2.php on this server''' error message, when the save button is clicked It is most likely something in your content triggering the firewall. Try adding the content bit by bit until you find the item causing the problem. Often it is a script or HTML item that appears to the firewall as a possible hacking attack. It can also be something that looks innocent like a combination of numbers and words like "Check In From"and" or Check In To"or" that hackers often use in sql injection attacks. Once if you find the item causing the problemhave specific information relating to bookings between these dates, special offers, try rewording itmajor disruptions etc.

"Booking Source" == Examples =="Direct" applies the Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though the API (not the channel manager). If you want to trigger only on manually added bookings add your username in the "Referrer" field.

<div class="mw-collapsible mw-collapsed"><div class=Group Booking Trigger"headline-collapse" > ====Send an Email to use the guest when (?) context help for the status of a booking changes to "Cancelledoptions."====</div><div class=Invoice Balance"mw-collapsible-content">use this to for payments and reminders.

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set SETTINGS->PAYMENTS->PAYMENT COLLECTION "Non Payment '''Booking Status" = Request.Fields'''

<Select the appropriate fields from the drop down lists. You can also use an AND/div></div>OR option.

<div class="mw-collapsible mw-collapsedTemplate variables"><div class="headline-collapse" > ====Change can be used in the status of all upcoming direct bookings to "Cancelled" and send an Email fields to generate dynamic values based on the booking. See the guest ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-options in*Trigger Time = -14 (for example to cancel the bookings for the next two weeks)*Trigger Window = 14*Booking Source = Direct *Booking Status = All Not Cancelledthis section [[Template_Variables#Smart_Logic_Template_Variables|Smart Template Variables]]

Booking tab: *Booking Status = Cancelled= Actions ==

Message tab: *Trigger Action = Auto*Send == Messaging/Email = Guest==<Go to "Messaging" to create or modify a prepared Email/div><Message template. Templates can contain [[Template Variables]] to include information specific to the booking in the Email/div>Message, for example the guests name or the arrival date.

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an message or SMS to Guest when booking made more than 10 days *To send messages via the Message API, then enter the text in advance====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-the PLAIN text box, for emails, enter the text in*Trigger Time = -365 days*Trigger Window = 355 days*Booking Status = All not cancelledthe HTLM Box.

Booking tab*To send Emails automatically you need to set up your outgoing Email address in {{#fas:*Execution = One time only*Booking Status = No Changecog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.

Message *To send Emails manually open a booking and go to the MAIL/Action tab . Manual Emails will open in a window, you may send it as is or SMS tab:*Update details as appropriate</div></div>edit it before sending.

Trigger tab:*Trigger Event = Booking (but not after check-in)*Trigger Time = Immediate*Trigger Window = 1 dayBetween Booking and Check If Auto Action Emails are sent automatically they will send through your Email server. You should see this on your server. Whether you see it in = 7 to 999*Booking Status = All your Sent box or not cancelleddepends on your Email program.

Message tab ==== Email Attachments ====You can choose to attach an invoice or SMS tab:*Update details a booking template as appropriate</div></div>a PDF file to emails sent by Auto Actions.

<div class="mwIf you send Emails with pdf attachment (invoice, booking template) to Alias-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an message or SMS Email addresses created by channels the channel might block the attachment so it is not delivered to Guest when booking made more last minute booking - 6 days or less====</div><div class="mw-collapsible-content">the guest. Ask your channel about their policy regarding this.

Trigger tab:*Trigger Event = Booking (but Other files can not after check-in)*Trigger Time = Immediate*Trigger Window = 1 dayBetween Booking and Check in = 0 be attached. We recommend you use a link to 6*Booking Status = All not cancelleda file you upload to your web site.

Booking tab:*Execution = One time only==HTML and Templates===*Booking Status = No ChangeIf you use HTML you will need to make sure your code is correct and clean otherwise it might trigger our firewall.

Message tab HTML messages created by third party services is often convoluted and might contain critical content. Some tools like https://stripo.email/ or SMS tabhttps:*Update details as appropriate</div></div>www.designedwithbee.com/ that allow you to create your own templates and also provide many templates have tested to work well in Beds24.

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > =SMS ===Send an Email with You can automatically send SMS messages. Please note that a key code for a specific unit one day before check-in====fee per SMS message applies if this function is activated.</div><div classspan style="mwcolor:#019cde; font-collapsiblesize: 150%;“ >{{#fas:info-content"circle}} </span>SMS can only be used to communicate Information about a current booking. For legal reasons you can not use SMS for marketing purposes including discounts or vouchers. Trigger tab:*Trigger Event <span style= Check"color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The SMS will send in*Trigger Time = -1 day*Trigger Window = 1 day *Booking Status = All the language of the account, not cancelled*Unit = Select the number language of the unit you want booking. Read Example "Send an Email in the guests language to send this message an internal Email address" for a way to. Note that control the number represents the index language of the unit not its nameSMS.

=== Booking tab:*Execution = One time only==*Go to the tab 'Booking Status = No Change' to set up an auto action which modifies something in the booking.

Message tab: *Enter your text. If you are using the "Additional InformationExecution" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you default is 'One time only' or 'Allow Repeats' This action can use template variables run one time only or repeat within the trigger time period.

Example<span style="color: Your room is [UNITNAME]. Check#fe746c;“ >{{#fas:exclamation-in from: [UNITNAME:1] triangle}} </span> Emails are always triggered once only regardless of this setting. The key code is: [UNITNAME:2]

The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names"=== Booking Info ===Set up auto actions which automatically add or remove info codes. The context help This is good practice for this setting will explain how reporting and also to do thistrigger/exclude bookings from other auto actions.</div></div>

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > =Invoice ===Send an Email to the guest when a payment is made====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365 day *Booking Status = All not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)

Message tab: Automatically Assign Invoice Number. *Enter your text. You can use Invoice Template variables showing the booking chargesAutomatically add/update invoice items or pending payments.</div></div>

<div class="mw-collapsible mwPending payments can use Payment Rules defined in {{#fas:cog}} (SETTINGS)-collapsed"><div class="headlinePAYMENTS-collapse" > ====Send an Email to guests from Channels====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = Channel ManagerPAYMENT RULES.

Message tab: === API ===Create auto actions which trigger HTTP POST notifications. *Send Email = Guest == Webhook ===*Enter you textCreate auto actions which trigger a web hook when the trigger conditions are met. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables

The template variables will only work if you With Multiple Properties, the requirement to have entered text Property specific information in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how the Messages/emails sent to do this.<the guest/div><housekeeping/div>owner can be achieved using Template Variables.

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send a message (Email or sms) to guests that have Checked*Property name -out 30 days or more====</div><div class="mw-collapsible-content">Trigger tab:can be accessed in template variable [PROPERTYNAME] *Trigger Event = After CheckProperty Address -out*Trigger Time = 30 days*Trigger Window = 365 days can be accessed in template variable [PROPERTYADDRESS]

Message or SMS tab:Enter You will find the details full list of Property Template Variables when you want go to send.[[Template_Variables#Property_Variables|Property Variables]]

Booking tab: (optional)*Execution = One time only*Flag Text = The text you want There are additional Property Templates that can be used in Messages/Emails/SMS to display*Flag Colour - choose the flag colour</div></div>guest that can be customised for each Property. Each Property Template can hold customised text that can be used in Auto Actions, Booking Templates, Invoices and Reports.

<div class="mw-collapsible mw-collapsed"Go to {{#fas:cog}} (SETTINGS) ><div class="headline-collapse" PROPERTIES > ====Send a Request for payment to your guests for all bookings====</divDESCRIPTION ><div class="mw-collapsible-content">Trigger tab:PROPERTY TEMPLATES you will see the list that are available.

*Trigger Event = After BookingWhen you create each Room/Unit the information is held in Room/Unit specific template variables. *Trigger Time = Immediate*Trigger Window = 1 day You will find the full list of Room/Unit Template Variables when you go to [[Template_Variables#Room_Variables|Room Variables]]Booking Source = ALL (or select See the booking source/Channel)full list of [[Template Variables]].

Send Email : select This approach will reduce the appropriate optionongoing management, update one Auto Action and it will apply to all/selected properties rather than having to edit multiple auto actions with the same overall message.

*Edit Email Subject ===Example 1 - enter the subject for your Guests*Edit Email Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates Each property has a payment link (HTML A tag) for the payment request different access code for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options. main building door ===

*Execution = One time only*Flag Text = The text you want Go to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 1 enter the flag template variable can be reflected Building Access Code, use this same field in each property and set the Emailappropriate code.</div></div>

*Trigger Event = CheckPlease use this code to Access the Main building Door:-in *Trigger Time = -42*Trigger Window = 1 day Booking Source = ALL (or select the booking source/Channel)[PROPERTYTEMPLATE1]

*Edit Email Subject - enter the subject for Each of your Guests*Edit Email Text :- enter the Email text properties has a different housekeeping/cleaning team and you wish need to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for them an email with the payment request booking details for the amount in the each booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.

Booking tabGo to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 5 enter the email address for Housekeeping/Cleaning team.

*Execution = One time onlyIn the Auto action, *Flag Text "Send Message" = The text you want to displayInternal Only.*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the "Internal Email.</div></div>Address" = [PROPERTYTEMPLATE5]

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send There is no need for a Request for payment separate auto action as the message will be sent to your guests XX days after booking====</div><div class="mw-collapsible-content">the appropriate email from property template 5.

You allow your guests to make X number of payments for their bookingIf you have different teams per room, then use a Room template rather than the Property Template.

You can ===Example 3 - Send email to a Group of Properties (not trigger the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions. all) ===

You will need can setup a "Group" for your Properties, this has a number of benefits, including sending/excluding messages/emails to manually add a Booking Info Code to each booking that you have agreed to allow X paymentsGroup of Properties, view a "Group" of properties in your Calendar and in Reports.

'''Create Auto Action one'''Trigger tabTo assign the "Group" to your Properties, go to {{#fas:cog}} (SETTINGS) > BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS > GROUP KEYWORDS.

*Trigger Event = Booking (but not after checkEnter a Group name, it needs to be a single word -in)*Trigger Time = +7 days*Trigger Window = 1 day *Booking Source = ALL (or select the booking source/Channel)*Invoice Balance = Not Zero*Any Booking Info Code = MULTIPLE (for example) you want to identify all 4 bedroom properties, then you can add 4BEDS and add this can be used if to all 4 Bedroom properties you only allow some guests to make multiple paymentshave.

Message tabEach property can be in multiple groups, enter multiple keywords separated by a comma, for example : - 4BEDS, OceanView, Dublin.

In the Trigger tab of the Auto Action, enter the Group keyword in *"Send Email : select Only To Property Groups" OR "Exclude Property Groups" you want to include/exclude from the appropriate optionAuto Action.

*Edit Email Subject <span style="color: #f3e504; font- enter the subject for your Guests*Edit Email Text size:- enter the Email text 150%;" >{{#fas:lightbulb}} </span> This filter will not apply if you wish to send to your guests include template variable [PAYLINK] this creates are triggering on a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other optionssingle property.

*Execution = One time only*Flag Text = The text If you want to display*Flag Colour send a message on a specific day of the week :- choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.

'''Create additional Auto Actions 1) You need to send a message to remind the guests to put the rubbish bin out for each period you want to trigger'''collection on a Wednesday night. * [IF=:[CURRENTDATE:{%u}]:3:yes|no] will test if the current date is a Wednesday

'''Create Auto Action 2 (and 3, 4, 5 - how may you need) '''*Trigger Time = +14 days (days you want to collect Remind the payments)*Trigger Window = 1 day guest that the cleaning lady will be at the apartment on Friday morning.

Go to SETTINGS %u ISO-> ACCOUNT -> PREFERENCES -> BOOKINGS -> Booking Info Code Values and enter MULTIPLE 8601 numeric representation of the day of the week 1 (for Monday) through 7 (or the value you want to use to triggerfor Sunday)

'''Update Booking == Performance and Testing ==Auto actions will test up to allow Multiple payments'''1000 bookings per cycle, if your trigger condition involves more than 1000 bookings, the next 1000 will be tested on the next cycle etc.If you require the fastest speed, ensure your trigger is designed to test less than 1000 bookings.

*Open The easiest way to do this is usually by reducing the booking**Go testing window to Booking Info Tab the smallest necessary and from adjusting the trigger condition to the drop down list most suitable.**Select 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 value 'MULTIPLE' (or the value you want to use to trigger)</div></div>7 days before check-in will test less bookings and perform faster.

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email in It is also possible to specify a booking number and test if the guests language auto action would trigger on that booking with some diagnostics information shown to an internal Email address ====</div><div class="mw-collapsible-content">This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English texthelp trouble shooting.

Trigger tab:'''Optimising your auto actions''' You can trigger multiple actions in one auto action, *Booking Field Contains - select "Language" in send an email/api message to the next field enter: the short guest, *send an SMS, update booking settings, *add/delete a booking info code for the language this Auto Action is for, *trigger a webook, *add a pending payment, *update/add/delete a Charge/Payment item,*assign an invoice number.

Email tab:*Enter There is no requirement to set an individual auto action for each item if they can all apply at the message in the appropriate language under your default languagesame time.</div></div>

<div classspan style="mwcolor: #f3e504; font-collapsible mw-collapsedsize: 150%;">{{#fas:lightbulb}} <div class="headline-collapse" /span> ====Send SMS in '''It is not possible to specify a certain language (if it is specific time for the language auto action to trigger.''' The use of the bookingTrigger time 'Immediate' + 14 hrs (for example) or a default language====</div><div class="mw-collapsible-content">This uses a smart template variable. In will not trigger the auto action at 2pm local time, this example we check whether will be the first time the guest booked in French. If yesbooking could be checked to see if all other conditions are met, then we send a French text. If no, we send an English textand added to the batch for processing.

Trigger == Troubleshooting == '''If Auto Actions do not send:''' The list in the "Mail" tabof the booking will tell you why. Common causes are: Whatever *Is your outgoing Email address working? Go to {{#fas:cog}} (SETTINGS) ACCOUNT->OUTGOING EMAIL and click on "Send Test Email". *Is your Auto Action set to send automatically? *Is the guests Email address valid ("Mails" tab of the booking)? *Is the Plain Text box populated with the text you wantto send (required when Message API is being used? *Is the booking set to allow Allow Auto Actions ("Mails" tab of the booking)? *Do all trigger events apply to the booking?

Booking tab '''Delayed trigger of Auto Action: Whatever you want''' See section Performance and testing above.

SMS tab: '''Auto Action is not editable''' To have write access to an auto action an account needs to have write access to all properties to which the auto action applies. This might not be the case if you use sub accounts and the Auto Action is set to trigger for "All Properties".   '''You don't have permission to access control2.php on this server''' error message, when the save button is clicked It is most likely something in your content triggering the firewall. Try adding the content bit by bit until you find the item causing the problem. Often it is a script or HTML item that appears to the firewall as a possible hacking attack. It can also be something that looks innocent like a combination of numbers and words like "and" or "or" that hackers often use in sql injection attacks. Once you find the item causing the problem, try rewording it.  '''Auto Action is not visible in a sub account''' If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties. *Phone Number = [GUESTMOBILE]= Examples == *=== Send Emails/Message/SMS Message to guests == [IF= <span style="color:[GUESTLANGUAGE]#019cde; font-size:fr150%;“ >{{#fas:French_text|English_text]info-circle}} </div></divspan> 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.

====Send Remotelock/Lockstate, an Email to the guest when the status of a booking changes to Nuki PIN or Chekin Link "Cancelled"====

 '''Trigger tab:''' Time:

*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) 365*Trigger Window = 2365 Booking Source*Booking Source = All(for example) Booking Conditions*Booking Status = All but not cancelledCancelled '''Message 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.  *Group bookings Send Message = Trigger all on masterBooking 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 *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] *Info Code 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 style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URLRequest.

====Send Change the status of all upcoming direct bookings to "Cancelled" and send an Email to all current the guest ====

'''Trigger tab:''' Time:

*Trigger Time = Immediate-14 (for example to cancel the bookings for the next two weeks)*Trigger Window = 14(the max number of days your guests can stay) Booking Source:*Booking Source = Direct  Booking Conditions:*Booking Status = AllNot Cancelled Booking tab: *Booking Status = All but not cancelledCancelled '''Message 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.  *Group bookings 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. Trigger all on master*Any Booking Info Code = CHECKINEmail 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 guests include URL. Template variables can be used [[Template_Variables| see here]] *Exclude Booking Info Code = CHECKOUT HTML box - Email will be sent

Message tabEmail Text : *Send Email = Guest *EMail Subject = Enter - It is possible to use the appropriate same details *Email (URL) as in the Plain Text = Your text which includes the details for your current guestsbox above. Template variables can be used [[Template_Variables| see here]]

<div class="headline-collapse" >  ====Send Email with a PDF attachmentan message or SMS to Guest when booking made more than 10 days in advance====

Setup your Invoice or Booking Template, go to SETTINGS -> GUEST MANAGEMENT -> INVOICING or SETTINGS -> GUEST MANAGEMENT -> BOOKING TEMPLATESConditions:*Booking Status = All not cancelled

Trigger Booking tab:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1*Booking Source Execution = All (or select the appropriate channel/Direct)One time only*Booking Status = All but not cancelled*Group bookings = Trigger all on master*Any Booking Info Code = CHECKOUTNo Change

'''Message tab''': *Send Email = Guest For channels using the Message API/Smart Email (or one of , then enter the other options)*Attachment = Select an option from text in the drop down list. *EMail Subject = Enter Plain text box, for emails enter the appropriate details *Email Text = Your text which includes in the details for your current guestsHTML box.

It is assumed you use the Checkin*Send Message = Booking API/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.Smart Email

If you send Emails with pdf attachment (invoice, booking template) to Alias-the "Mail & Actions" tab contains a "real" Email addresses created by channels address the channel might block the attachment so it message is not delivered sent to the guestguests Email address. Ask your channel about their policy regarding thisIf only a masked Email address is available the message sends via the channels API messaging systems if possible.

Other files can not be attached. We recommend you use a link If no connection to a file you upload messaging system is available the message will send to your web sitethe Email address from the "Mail & Actions" tab of the Email.</div></div>

===Booking Info Codes===<div class="mw*Email Subject -collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings ====</div><div class="mw-collapsible-content">enter the subject for your Guests

If you need *Plain Text Box - will send to use channels using Message API Message Text :- enter the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, text you wish to send to your guests include URL. Template variables can set the Booking info code rather than use the Current guest module in the dashboard. be used [[Template_Variables| see here]]

Trigger tab:*Trigger Event = CheckHTML box -in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on masterEmail will be sent

Booking Info tabEmail Text : *Booking Info Code = CHECKIN*Booking Info - It is possible to use the same details (URL) as in the Plain Text = Auto Checkin</div></div>box above. Template variables can be used [[Template_Variables| see here]]

Trigger tab Please note a charge applies per SMS message.  *Send SMS Message :Enable*Trigger Event = Check-outPhone Number : This is the phone number that will receive the SMS notification. This is a global service and the notifications can be sent to almost phone in any country. The phone number must contain the international country code and phone number as it would be dialed internationally. Do not include any leading zeros or other characters and use no spaces. The number must start with the country code. EXAMPLE to send to phone number 015625346 in the UK (Country code 44) enter the following number*Trigger Time = Immediate*Trigger Window = 1 day4415625346*Booking Source = All*Booking Status = All You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but not cancelledthis will only work if the phone number has exactly the required format. *Group bookings = Trigger all on masterSMS Message Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.

<div class="headline-collapse" >  ====Group check-Send an message or SMS to Guest when booking made more than 7 days in advance====

This requires the master booking to be checked-Alternatively you an use Between Booking and Check in via the check-in function.

'''Trigger tab:'''

Time:*Trigger Event = After Booking(but not after check-in)*Trigger Time = immediatelyImmediate*Trigger Window = 3651 day*Between Booking Source and Check in = All7 to 999 Booking Conditions:*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Info Code = CHECKIN

<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 Send Message = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example)API/Smart Email

Invoice If the "Mail & Actions" tab:*Type = Amount*Description = Cleaning fee (for example)*Amount = 50 (for example - contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter message sends via the VAT amount channels API messaging systems if applicable)possible.

The fee If no connection to a messaging system is available the message will be added send to the next time Email address from the auto actions run"Mail & Actions" tab of the Email. </div></div>*Email Subject - enter the subject for your Guests

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">Trigger tabMessage Text :*Trigger Event = After Booking or Before Check-in*Trigger Time = set enter the time text you want wish to send to collect the payment*Booking Source =All (for example, you your guests include URL. Template variables can also set different rules for different channels)be used [[Template_Variables| see here]]

Booking Info tab:*Optional, add a booking info tab for information and reportingHTML box - Email will be sent

Booking tabEmail Text : Optional*Flag Text = Pending payment added - It is possible to use the same details (for exampleURL)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings listPlain Text box above. Template variables can be used [[Template_Variables| see here]]

Create Please note a Payment Rule to collect a payments when bookings are not cancelledcharge applies per SMS message.

Booking Status = All not cancelledAny Booking Info Code = optionalAll Booking Info Codes = optionalExclude Booking Info Code = optional (can exclude Virtual Credit cards, find The number must start with the Booking info country code in the booking)Payment Action :.

Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels)SMS Message

Invoice tab:*Payment Type = Percent of balance due *Description = Enter the text you message to send, messages will see in the "Charges and Payments" tab (Payment Balance) *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 = Auto*Payment Due = check in -3be truncated at 160 characters. Template variables can be used.

===='Capture' a Security Deposit when Credit card is collected at time of Send an message or SMS to Guest for last minute booking. - 6 days or less====

'''Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels)'''

Invoice tabTime:*Payment Type Trigger Event = Fixed amount*Description = Security Deposit Booking (the text you will see but not after check-in the "Charges and Payments" tab)*Status Trigger Time = if you use the status function add the status you want to apply to the pending payment (optional)Immediate*Amount Trigger Window = 100 (balance is full price so 100% of the balance)1 day*Payment Rule Between Booking and Check in = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in0 to 6

Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days'Message tab:''' For channels using the Message API, then it will expire, if enter the text in the booking is for a longer period, then you can create a second CapturePlain text box, you will need to create another auto action for thisemails enter the text in the HTML box.

Payment Trigger :*Booking Status = select If no connection to a messaging system is available the message will send to the Email address 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 "Mail & Actions" tab of the booking)Email.

Payment Action :*Capture = Yes/No Email Subject - immediately charged (Capture=Yes), if you want to make sure that enter the amount is available subject 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>your Guests

<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*Plain text box -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 madewill send to channels using Message API

Booking Info tabMessage Text :*Execution = One time only*Info Code = Enter the preset code for - enter the icon or info code which text you have created in SETTINGS->ACCOUNT->PREFERENCESwish to send to your guests include URL.</div></div>Template variables can be used [[Template_Variables| see here]]

<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 checkHTML box -out function, if not leave blank)Email will be sent

Invoice tabEmail Text :*Assign Invoice Number = yes</div></div>- 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]]

<div class="mw-collapsible mw-collapsed">'''SMS tab :''' <div class="headline-collapse" > Please note a charge applies per SMS message.  *Send SMS Message : Enable*Phone Number : This is the phone number that will receive the SMS notification. ====Apply This is a flag when a booking is cancelled====global service and the notifications can be sent to almost phone in any country. The phone number must contain the international country code and phone number as it would be dialed internationally. Do not include any leading zeros or other characters and use no spaces. The number must start with the country code. EXAMPLE to send to phone number 015625346 in the UK (Country code 44) enter the following number </div>4415625346<div class="mw-collapsible-content">Trigger tabYou can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.*Trigger Event = After Booking*Trigger Time = 1 HourSMS Message*Trigger Window = 365 days*Booking Status = CancelledEnter the message to send, messages will be truncated at 160 characters. Template variables can be used.

'''Booking tab:'''

<div class="headline-collapse" >  ====Apply Send an Email with a flag key code for a bookings from a channel which have breakfast includedspecific unit one day before check-in (Self Checkin)====

'''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 tabProperty, Room, Unit:*Execution Unit = One time only*Flag Text = The text Select the number of the unit you want to display*Flag Colour - choose send this message to. Note that the number represents the index of the flag colourunit not its name.

Booking changes are applied before the mail is sent so that the flag template variable can be reflected Time: *Trigger Event = Check-in the Email.</div>*Trigger Time = -1 day</div>*Trigger Window = 1 day

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when deposit was made prior to Check-in====Booking Conditions </div><div class*Booking Status ="mw-collapsible-content">Trigger tab:All not cancelled

*Trigger Event = Check-'''Message tab:''' For channels using the Message API, then enter the text in*Trigger Time = -365 (the Plain text box, for example : must be a negative value and emails enter the same as text in the value in Trigger window)HTML box.  *Trigger Window Send Message = 365Booking API/Smart Email *Booking Source = AllIf 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.*Booking Status = All but not cancelled*Invoice Balance = Any Payment madeIf no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.

*Send Email : select appropriate option*Enter : Subject and Email contentPlain text box - will send to channels using Message API

Booking tabMessage Text : (optional)- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]

*Execution = One time only*Flag Text = The text If you want to display*Flag Colour are using the "Additional Information" function {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS- choose the flag colour>SET UP "Unit Names" you can use template variables

Booking info tab Example: (optional)Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]

*Booking Info Code The template variables will only work if you have entered text in {{#fas: DEPOSITPAID cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for example)*Booking Info Text : additional text if requiredthis setting will explain how to do this.

<div class=*HTML box - Email will be sent If you are using the "mwAdditional Information" function SETTINGS-collapsible mw{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS-collapsed"><div class=SET UP "headline-collapseUnit Names" > you can use template variables [[Template_Variables| see here]] ====Apply a flag when booking Example: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is fully paid====: [UNITNAME:2] </div><div class="mwThe template variables will only work if you have entered text in S{{#fas:cog}} (SETTINGS) PROPERTIES-collapsible>ROOMS-content>SET UP "Unit Names">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO. The context help for this setting will explain how to do this.

'''Booking tab:'''

*Flag Text Booking Status = The text you want to displayNo Change*Flag Colour - choose the flag colour

====Apply Send an Email to the guest when a flag/colour for a booking coming from a certain channelpayment is made====

Trigger tabTime:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source Trigger Window = Booking.com (for example) 365 day

Booking Conditions: *Booking Status = All not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full) '''Message 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.  *Execution Send Message = One time Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If onlya 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. *Flag Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text = The :- enter the text you want wish to send to your guests. Template variables can be used [[Template_Variables| see here]] You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments.  [INVOICETABLE] - invoice table It is also possible to displayinclude a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros *Flag Colour HTML box - choose Email will be sent Email Text :- It is possible to use the same details as in the Plain text box above. Template variables can be used [[Template_Variables| see here]] You should consider adding the flag colourinvoice table to the email so the guest can see the booking details including Charges & Payments.  [INVOICETABLE] - invoice table It is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros.

<div class="headline-collapse" >  ====Apply a flag /colour to a booking when a payment was is made- ''Select from the predefined template ''====

<span style="color'''Trigger tab: #f3e504; font-size''' Time: 250%;" >{{#fas:lightbulb}} </span> *Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".999 day

Trigger tabBooking Conditions:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All

'''Booking tab:'''*Execution = One time only*Flag Text = The text you want to displayPaid *Flag Colour - choose the flag colour= d4e4b0 

<div class="headline-collapse" >  ====Apply a flag when a payment FAILS at StripeEmail confirmation for channel bookings - ''Select from the predefined template''====

'''Trigger tab:''' Time*Trigger Event = After Booking

*Trigger Window = 3651 day Booking Source*Booking Source = AllChannel Manager '''Message 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 *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. 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 as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] '''Booking Status tab:'''*Execution = All but not cancelledOne time only*Booking Info Code Status = STRIPEFAILNo Change

<div class="headline-collapse" >  ====Apply Send a flag message (Email or sms) to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripeguests that have Checked-out 30 days or more====

Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:Time*Trigger Event = After BookingCheck-out*Trigger Time = Immediate30 days*Trigger Window = 365days  '''Message 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. *Booking Source = All*Booking Status Send Message = All but not cancelled*Booking Info Code = BOOKINGCOMCARDAPI/Smart Email

Booking If the "Mail & Actions" tab:*Execution = One time only*Flag Text = Failed CC reported contains a "real" Email address the message is sent to Bookingthe guests Email address.com *Flag Colour - choose If only a masked Email address is available the flag colour</div></div>message sends via the channels API messaging systems if possible.

===Status changes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change If no connection to a messaging system is available the status of all "Request" bookings message will send to the Email address from the "CancelledMail & Actions" after three days ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status = Requestof the Email.

Booking tab:*Execution = One time only*Booking Status = Cancelled</div></div>Email Subject - enter the subject for your Guests

<div class="mw*Plain text box -collapsible mw-collapsed"><div class="headline-collapse" >will send to channels using Message API

==== Change Message Text :- enter the status of all bookings which have been imported from Ical text you wish to send to "Request" ====your guests. Template variables can be used [[Template_Variables| see here]]</div><div class="mw*HTML box -collapsibleEmail will be sent Email Text :-content">It is possible to use the same details as in the Plain text box above. Template variables can be used [[Template_Variables| see here]]Trigger '''SMS tab:'''  Please note a charge applies per SMS message.  *Trigger Event = After BookingSend SMS Message : Enable*Trigger Time = ImmediatePhone Number : This is the phone number that will receive the SMS notification. This is a global service and the notifications can be sent to almost phone in any country. The phone number must contain the international country code and phone number as it would be dialed internationally. Do not include any leading zeros or other characters and use no spaces. The number must start with the country code. EXAMPLE to send to phone number 015625346 in the UK (Country code 44) enter the following number 4415625346 You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format. *Booking Source = Ical Import (1SMS Message Enter the message to send, 2, 3)messages will be truncated at 160 characters. Template variables can be used.

'''Booking tab:''' (optional)

*Booking Status Flag Text = RequestThe text you want to display*Flag Colour - choose the flag colour

<div class="headline-collapse" >  ====Use API/Webhook Send a Request for payment to write to the field 'Message'your guests for all bookings====

You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in Booking Source:*Booking Source = ALL (or select the booking. First you have to configure access to the API:source/Channel)

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 keyMessage tab:'''Update details as appropriate*SETTINGS -> ACCOUNT -> ACCOUNT->ACCESS Send Message = Booking API and Email Smart: If the "API Key 1Mail & 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 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:'''*Settings > Properties > Access > propKey = secret_key_for_prop_XXXXXXmessaging 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. Messages to the Email address entered in the field "Internal" are sent via Email.

Booking Field ContainsSubject - enter the subject for your GuestsPlain Text Message : - enter the Message = XXXtext you wish to send to your guests include the payment link

Set the webhook like thishttps://beds24.com/bookpay.php?bookid=[BOOKID]

* URL = <nowiki>You can find extra options to add to the payment link if you want to refine the details https://apiwiki.beds24.com/jsonindex.php/setBooking</nowiki>Category:Payments#Payment_Request * Custom Header = HTML Message (Send Email) Email Subject - enter the subject for your GuestsEmail Text :- enter the Email text you wish to send to your guests include template variable [leave emptyPAYLINK]this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  '''Booking tab:'''*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.

<div class="headline-collapse" >  ====Use API/Webhook Send a Request to write the value of update the guest'commission' field to a new invoice items credit card as it will expire before checkin====

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 ''Trigger tab:'setBooking''' for this. First you need to configure access to  Time:*Trigger Event = Booking (not after check-in) *Trigger Time = Immediate*Trigger Window = 1 day  Booking Souce: *Booking Source = ALL (or select the API:booking source/Channel)

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 keyMessage tab:''' *SETTINGS -> ACCOUNT -> ACCOUNT->ACCESS Send Email = Booking API and Email Smart: 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 Key 1messaging 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. Messages to the Email address entered in the field "Internal"are sent via Email. *Plain text box (Using Message API Key = my_very_secret_api_key)Subject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests including the payment link *API Key Access = allow any IP*IP Whitelist https://beds24.com/bookpay.php?bookid= [leave emptyBOOKID]*Allow Writes &g= Yescc*Property Access = Owned by this account only*'''Property key:'''You can find extra options to add to the payment link if you want to refine the details*Settings > Properties > Access > propKey = secret_key_for_prop_XXXXXXhttps://wiki.beds24.com/index.php/Category:Payments#Payment_Request

Set *HTML Message (Send Email) Edit Email Subject - enter the triggers you need, subject for exampleyour GuestsEdit Email Text :- enter the Email text you wish to send to your guests including the payment link

Booking Source https://beds24.com/bookpay.php?bookid=[BOOKID]&g= Bookingcc this creates a link (HTML A tag) so the guest can enter their credit card details. Check the template variables for other options.com

Set the webhook like this'''Booking tab:'''

*URL Execution = <nowiki>https://api.beds24.com/json/setBooking</nowiki>One time only*Custom Header Flag Text = [leave empty]The text you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.

'''Booking Info tab:''' *Booking Info Code = NEWCARDREQ*Booking Info Text = New credit card requested </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send a Request for payment to your guests XX days before check-in====</div><div class="mw-collapsible-content">'''Trigger tab:''' Time:*Trigger Event = Check-in *Trigger Time = -42*Trigger Window = 42 day  Booking Souce: *Booking Source = ALL (or select the booking source/Channel) '''Message tab:'''  *Send Email = Booking API and Email Smart: 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. Messages to the Email address entered in the field "Internal" are sent via Email. *Plain text box (Using Message API)Subject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests include the payment link  https://beds24.com/bookpay.php?bookid=[BOOKID] You can find extra options to add to the payment link if you want to refine the details https://wiki.beds24.com/index.php/Category:Payments#Payment_Request *HTML Message (Send Email) Edit Email Subject - enter the subject for your GuestsEdit Email Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  '''Booking tab:''' *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colourBooking 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" > ====Send a Request for payment to your guests XX days after booking====</div><div class="mw-collapsible-content"> You allow your guests to make X number of payments for their booking.  You can not trigger the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions.  You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments.  '''Create Auto Action one''' '''Trigger tab:''' *Trigger Event = Booking (but not after check-in)*Trigger Time = +7 days*Trigger Window = 1 day  *Booking Source = ALL (or select the booking source/Channel)*Invoice Balance = Not Zero*Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments.  '''Message tab:''' *Send Message = Booking API/Smart EmailIf 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. Messages to the Email address entered in the field "Internal" are sent via Email. *Plain text box (Using Message API)Subject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests include the payment link  https://beds24.com/bookpay.php?bookid=[BOOKID] You can find extra options to add to the payment link if you want to refine the details https://wiki.beds24.com/index.php/Category:Payments#Payment_Request *HTML Message (Send Email) Edit Email Subject - enter the subject for your GuestsEdit Email Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.   '''Booking tab:''' *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email. '''Create additional Auto Actions for each period you want to trigger''' '''Create Auto Action 2 (and 3, 4, 5 - how many you need) '''*Trigger Time = +14 days (days you want to collect the payments)*Trigger Window = 1 day  The use the settings in the previous auto action to trigger the next auto action for your booking.  </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send a Request to 'Capture' a Security deposit from your guests XX days before check-in - with Stripe====</div><div class="mw-collapsible-content"> You want to capture a Security Deposit for bookings on the day before check-in from your guest. Capture of the payment is only held by Stripe for 7 days, if the guest is staying longer you will need to send the request again. You will need to create multiple emails to capture the payment multiple times for the same booking.  '''Trigger tab:''' *Trigger Event = Check-in*Trigger Time = -1 days*Trigger Window = 1 day *Booking Source = ALL (or select the booking source/Channel)*Status = All not cancelled '''Message 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 *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]], change the pay=100 to the value you require. https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100.  *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]] '''Booking info tab: (Optional)''' *Booking Info Code = SECDEPOSIT (for example)*Booking Info Text = Security deposit request sent. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an email to the guest email address 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 '''Message tab:''' Update details as appropriate*Send Message = Booking API and Email Smart: 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. Messages to the Email address entered in the field "Internal" are sent via Email. *Plain text box (Using Message API) Subject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests including the payment link  https://beds24.com/bookpay.php?bookid=[BOOKID] You can find extra options to add to the payment link if you want to refine the details https://wiki.beds24.com/index.php/Category:Payments#Payment_Request *HTML Message (Send Email) Email Subject - enter the subject for your GuestsEmail Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  '''Booking tab:'''*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colourBooking 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" > ====Send an Email in the guests language to an internal Email address ====</div><div class="mw-collapsible-content">This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text. '''Trigger tab:''' Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example) Booking Conditions:*Booking Status = All Not Cancelled Booking Fields:*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for. '''Message tab:'''Enter the message in the appropriate language under your default language. *Send Message = Internal Only *Internal Email Address = enter the email address this message should be sent to. *Email Subject - enter the subject for your Guests *HTML box - Email will be sent *Email Text :- Template variables can be used in the message. [[Template_Variables| See here]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send SMS in a certain language (if it is the language of the booking) or a default language====</div><div class="mw-collapsible-content">This uses a smart template variable. In this example the auto action will trigger on Booking and for 1 day, we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text. '''Trigger tab:'''  Set the rules to when this Auto Action should trigger. Time:*Body Data Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example) Booking Conditions:*Booking Status = All Not Cancelled  '''SMS tab:'''*Phone Number = [GUESTMOBILE]*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in (Self Checkin) - ''Select from the predefined template'' ====</div><div class="mw-collapsible-content">'''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 = Confirmed 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) '''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. *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]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Pin code to guest, 2 days before Check-in (Self Checkin) ====</div><div class="mw-collapsible-content"> This auto action can be used if you have set a fixed PIN code in the Room Setup or using digits from the Booking id. To setup the PIN code for each Room/Unit then go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > UNIT NAMES, then in the unit names, you can add additional information including a pin code.  Example: You have 2 units (100 and 101). Access Pin Code for 100 = 12345, for 101 - 34567 In "Unit name" enter: (Use (?) in the room setup for more details/options) *100|12345*101|34567 '''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 '''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. *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 - [UNITNAME] and [UNITNAME:1] or [BOOKIDLAST5] - Last 5 digits of booking number. 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 - [UNITNAME] and [UNITNAME:1] or [BOOKIDLAST5] - Last 5 digits of booking number. see the list of ALL template variables that can be used [[Template_Variables| see here]] </div></div> <div class="authenticationmw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to guests with check-in details 2 days before Check-in, booking paid/no outstanding balance ====</div><div class="mw-collapsible-content"> 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 = -2 (the number of days before 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*Invoice Balance = Zero '''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. *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 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 :- Enter the text you wish to send to your guests this can include URLs. Include 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]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to guests with check-in details 2 days before Check-in, Security Deposit Authorised at Stripe ====</div><div class="mw-collapsible-content"> This auto action will be sent only when the a payment has been 'authorised' at Stripe. This can be used to ensure that the checkin details are only sent when the guest has completed the Security Deposit Authorisation.  '''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 Source:- *Booking Source = All*Booking Status = All but not cancelled Booking Conditions:- *Group bookings = Trigger all on master*Invoice Balance = Zero Info codes :-*Any Booking Info Code = STRIPEAUTHORIZE '''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. *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 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 :- Enter the text you wish to send to your guests this can include URLs. Include 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]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to all current guest (Check-in) ====</div><div class="mw-collapsible-content">'''Trigger tab:''' Time:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 14(the max number of days your guests can stay) Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled Info Codes: *Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT  '''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. *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 guests include 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 Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send invoice after check-out - PDF attachment - ''Select from the predefined template'' ====</div><div class="mw-collapsible-content"> You can send Invoice as an attachment to your Guests.  Setup your Invoice go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING '''Trigger tab:''' Time:*Trigger Event = Checkout*Trigger Time = Immediate +8hrs*Trigger Window = 1 day Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master*Booking Status = Confirmed Info Codes:*Any Booking Info Code = CHECKOUT '''Messaging tab:'''  *Send Email = Guest email - (or one of the other options) *Attachment = Invoice Template 1 *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 guests. 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. 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 you use a link to a file you upload to your web site.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"apiKey> ====Send Email with Booking Registration Form - PDF attachment====</div><div class="mw-collapsible-content"> You can send Booking Template attachments to your Guests.  Setup your Booking Template, go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES '''Trigger tab:''' Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day 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 '''Messaging tab:'''  *Send Message = 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. *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 Message Text :- enter the text you wish to send to your guests include 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="my_very_secret_api_keycolor: #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. 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 you use a link to a file you upload to your web site.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email after the cleaner has cleaned the room====</div><div class="mw-collapsible-content"> To send an automated Email to the guest then they can check you/the cleaner have to add a unit status to the room when it is ready. In this example we used the unit status clean '''Trigger tab:''' Time:*Trigger Event = Checkin*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All  Booking Conditions*Group bookings = Trigger all on master*Booking Status = All but not cancelled Booking Fields:*Template Variable = [UNITSTATUS1] Contains = clean '''Messaging tab:'''*Send Email = 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. *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 guests. 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 as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] *Attachment :- if you want to send a Booking/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.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"propKey> ====Send Email to your guest - Upselling additional nights - nights available after checkout ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to extend 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 Booking Fields:*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is 3 days between the guest booking and the next booking.  '''Message 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 "secret_key_for_prop_XXXXXXMail & Actions"tab of the Email. *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 [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] 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 [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] 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.  '''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Upselling additional nights - nights available before checkin ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to extend 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 Booking Fields:*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.  '''Messaging tab :- '''*Send Message = Guest 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 "bookIdMail & Actions"tab of the Email. *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  [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.  '''Booking Info Tab : - Optional'''*Booking info code = EXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Offering Early Checkin ====</div><div class="mw-collapsible-content"> 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 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 = 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 Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking.  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 modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Early Check-in' 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 Reservation Number [BOOKID]and Offer ‘EARLYARRIVAL’ for the special Price.Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"> ====Send Email to your guest - Offering Late Checkout ====</div><div class="mw-collapsible-content"> To 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 = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *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.  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 modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. 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 Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"invoice> ====Send Email to your guest - Offering Late Checkout Only on a Sunday when there is no new arrival ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure. This auto action will create a new booking for the date of departure, closing the calendar to any other bookings.  The URL link in the message tab, will send the guest to your guest booking page with 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.  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.  '''Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS  *Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway '''Step 2:''' Create a Rate or Daily Price, PRICES  *Guests = Max Occupancy*Max Stay = 1*Offer = select the offer number as created in the above step.  If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days. Channel Tab, untick all channels, leave only 'beds24.com' for your booking page.  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.  '''Step 3: ''' Create the custom question for the booking id Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > BOOKING QUESTIONS > CUSTOM QUESTIONS and create a question*Question = Booking Id*Single Line field*Optional '''Step 4:''' Create the Auto Action Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking)  *Group bookings = Trigger all on master *Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[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.  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 modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like a late checkout, please use this link to make the booking and payment.  https://beds24.com/booking2.php?propid=[PROPERTYID]&checkin_hide=[LEAVINGDAYYYYY-MM-DD]&br5-[ROOMID]=Book <span class="" style="color:#f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, will direct the guest to make a new booking in the existing room with the check-in date = leaving date and for Offer 7 &br-7 (offer created in Step 1 above) Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE]:Late Checkout </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - On a Wednesday (Cleaner is due/Rubbish Collection is due) ====</div><div class="descriptionmw-collapsible-content"> To send an automated Email to the guest reminding them that there is an event on a specific day of the week, for instance, the cleaner is due on Wednesday mornings, or the bin collection is due on Thursday mornings.  You will need to check for the day of the week. If the booking is for more than 1 week, you will need multiple auto actions as an email will only be sent once, it is not possible to trigger multiple times.  '''Step 1: ''' Create the Auto Action Trigger Tab :- *Trigger Event = Checkin*Trigger Time = Immediate *Trigger Window = 8 days*Booking Source = All *Booking Status = All but not cancelled *Template Variables = [IF=:[CURRENTDATE:{%u}]:3:yes|no] equal yes  %u ISO-8601 numeric representation of the day of the week 1 (for Monday) through 7 (for Sunday) This template variable tests if the current day is a Wednesday.  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 modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], Hope you are enjoying your holiday at [PROPERTYNAME]. We would like to remind you that the cleaner is due to visit you on Thursday morning between 10am and 12am.  Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking Info code = CLEANWED1*Booking Info text = Reminder that cleaning is due on the first Thursday of their stay.  This can be used to trigger the next auto action if the duration of their holiday is more than 1 week. Include the Booking Info code in the Trigger tab of the next auto action.  </div></div> ===Send an email to the Owner/Internal email address ===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an email to the Owner/Internal email address 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 Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment*HTML Box = Enter the text to be sent, you can use template variables in this message, for example  [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking[FIRSTNIGHT][LASTNIGHT] Booking tab: (optional)*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" > ====Send an email to the Owner/Internal email address when a guest completes a Payment Authorisation 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 = STRIPEAUTHORIZE Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Stripe Payment Authorisation*HTML Box = Enter the text to be sent, you can use template variables in this message, for example  [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking[FIRSTNIGHT][LASTNIGHT] Booking tab: (optional)*Execution = One time only*Flag Text = Stripe Authorised*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an email to the Owner/Internal email address for a new booking====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled Messaging tab: *Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = New Booking*HTML Box = Enter the text to be sent, you can use template variables in this message, for example  [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary"tab of the booking[FIRSTNIGHT][LASTNIGHT] </div></div> ===BookingInfo Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings ====</div><div class="mw-collapsible-content"> 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.com Commission Trigger tab:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to bookings ====</div><div class="mw-collapsible-content"> 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.  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 Booking Info tab:*Booking Info Code = CHECKOUT*Booking Info Text = Auto Checkout</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in - ''Select from predefined templates'' ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function.  '''Trigger tab:''' *Trigger Event = Checkin*Trigger Time = immediate*Time Window = 1 day Booking conditions:*Booking Source = All*Booking Status = All but not cancelled *Group bookings" = Trigger all on master if group*Info Code = CHECKIN '''Booking info tab :''' *Booking Info Code = CHECKIN*Booking Info Text = Group checked in</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"status> ====Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to use the Guest database.  Trigger 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></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example,they want a late checkin.  Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box.  Trigger 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 = [GUESTCUSTOMQ1] equals ticked (or) not ticked  Booking info tab :*Info Code = LATECHECKIN</div></div>   ===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 = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Add new*Type = Amount*Description = Cleaning fee (for example) - Template variables can be used. *Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) to all bookings with an Outstanding Balance==== </div><div class="qtymw-collapsible-content">You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin.  Trigger tab: Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days  Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not Zero Invoice tab: *Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = 0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a negative value to Direct bookings for Stripe Charges==== </div><div class="mw-collapsible-content">You want to add the Stripe fee to all Direct bookings to show total value of booking, i.e. if you want to show the booking value. In this example the Stripe charge will be added as a negative figure.  Trigger tab: Time :*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1day  Booking Conditions:*Status = All not Cancelled  Booking Source:*Booking Source = Direct Invoice tab:*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*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee/charge will be added the next time the auto actions run. </div></div> ===Modify description/values of an existing invoice item in a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Update the Description field of a charge/invoice item==== </div><div class="mw-collapsible-content"> In some cases Channel bookings have different descriptions for the same charge item - i.e. Cleaning, update the description field in the invoice item so they all match, using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change Description *Description = Cleaning^Cleaning Service Fee*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 all values of a charge/invoice item==== </div><div class="mw-collapsible-content"> You need to change the charges in bookings due to an update in your prices. Tourist Tax (for example),update the description field and value using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Time Window = 365*Check In From = Select the first date of the Summer Season*Check In To = Select the last date of the Summer Season *Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change All *Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example) *Amount = 0.75*Per = Per Person*Period = One time*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)  </div></div> ===Payments/Pending Payments=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to collect the payment*Booking Source =All (for example, you can also set different rules for different channels)*Group Booking Trigger = Trigger only Master (this will trigger on individual bookings and Master booking if a group) Booking Info tab:OptionalAdd 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*Booking Info Code = PENDPAY*Booking Info Text = Pending payment added Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due OR Group balance if you receive Group bookings)*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 = 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  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="headline-collapse" > ====Add a pending payment - Set the Security Deposit value based on the priceof the booking, using a calculation ====</div><div class="mw-collapsible-content">Trigger tab: "*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to collect the payment*Booking Source =All (for example, you can also set different rules for different channels) Booking tab: Optional*Flag Text = PendingPayment (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: OptionalAdd a booking info tab for information and reporting*Booking Info Code = PENDPAY*Booking Info Text = Pending payment added Invoice tab:*Payment Type = fixed value*Description = Security Deposit||[COMMISSIONNUMIF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to be set.) 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 first invoice item value, otherwise set = 200. <span class=""style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> A price value for the invoice item can be specified after a second pipe (|) symbol, this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, the numeric value from the amount field will be used. *Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 0*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) Payments > Payment Rules they will be available here *Payment Due = Set when the payment is due  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="headline-collapse" > ====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====</div><div class="mw-collapsible-content"> ''''Create a Payment Rule (Optional)'''' Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you 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 be collected.  Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Create a Payment Rule to collect payments if bookings are not cancelled. Click '''Create New Payment Rule''' : 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 :*Funding Source = Guest card only*Payment value adjustment = Limit to group booking balance*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 Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual  '''Create Auto Actions ''' Collect the outstanding balance for bookings created via your booking page.  Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them. '''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. *Booking Source**Booking Source = Direct. You can have different auto actions/rules for direct bookings -v- channel bookings,then select ‘Direct’ this will include manually created bookings and booking page bookings.  *Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the auto action being triggered) 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 show in for the Booking Info Code.  Invoice tab: <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 = Percent of Group Balance due (select on what the payment is calculated) **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 = 100 (this will be 100% of the outstanding group balance) **Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here) **Payment Due = Trigger date**Payment time = set the time to collect payment**Invoicee = If you use the "vatRateinvoicee" function you can select which invoicee the pending payment will be assigned to. </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"> Trigger tab: *Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels) Info Codes:Any Booking Info Code = CARDTOSTRIPE Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (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 = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in  <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 7days, 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:*Booking Info Code : Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.00*Booking Info Text : Enter the text you wish to show Process Template Variables : When created </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Automatically apply invoice number at check-out - ''Select from predefined templates'' ====</div><div class="mw-collapsible-content">'''Trigger tab:''' *Trigger Event = Check-out*Trigger Time = Immediate*Time window = 1 day Booking Conditions:*Status = Confirmed Info Codes:*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function) '''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="typeheadline-collapse"> ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = 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 = 999999 default cancel 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 for a bookings which has BREAKFAST as a charge item====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Template Variable = [IF>:[INVOICEITEMBYDESC:Breakfast]:0:yes|no] (Text for Breakfast has to match EXACTLY what is in the booking item Uppercase/Lowercase/Proper)*Select 'equal' from the selection box*yes (needs to be exactly the same text/upper/lowercase, as in the equation)  Booking tab:*Execution = One time only*Flag Text = Breakfast*Flag Colour - choose the flag colour Booking Info tab:*Booking Info Code = BREAKFAST*Booking Info Description = Breakfast included</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 - ''Select from the predefined template'' ====</div><div class="mw-collapsible-content"> '''Trigger tab:''' *Trigger Event = 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 NO payment is made - ''Select from the predefined template''====</div><div class="mw-collapsible-content"> '''Trigger tab:''' *Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day Booking Source:*Booking Source = All Booking Conditions: *Booking Status = All not cancelled*Invoice Balance = No payment made '''Booking tab:''' *Execution = One time only*Flag Text = Not Paid*Flag Colour = fee0dd</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 = 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 - ''Select from predefined template'' ====</div><div class="mw-collapsible-content"> '''Trigger tab:''' *Trigger Event = Booking (but not after check-in)*Trigger Time = Immediate*Trigger Window = 999 Booking Source:*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 - fee0dd</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 = Booking (but not after checkout)*Trigger Time = Immediate*Trigger Window = 999 Booking Source:*Booking Source = Booking.com Booking Conditions:*Booking Status = All 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="invoiceeIdmw-collapsible-content">Trigger tab*Trigger Event = 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.</div></div>  <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"