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==Summary==
==Summary==
<div class="summarybox">
<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 can be used '''manually or programmed to run automatically''' at a time relative to the time of the '''booking''', to the '''check-in''' date or to the '''check-out''' date.  


Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Auto Actions can  
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Auto Actions can  
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Using 'Group Keywords' you can refine the triggers in the Auto Action to include/exclude properties if the purpose/message in the Auto action needs to be different.
Using 'Group Keywords' you can refine the triggers in the Auto Action to include/exclude properties if the purpose/message in the Auto action needs to be different.


<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 allow for this.
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}}  </span>  Auto Actions are  not designed as real-time actions. They are processed in batches so we recommend you set your triggers to allow for this.


== Setup ==
== Setup ==
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'''Auto sending:'''
'''Auto sending:'''
The auto action batch process runs multiple times per hour.


Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in {{#fas:cog}} (SETTINGS) ACCOUNT-> OUTGOING EMAIL.   
Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in {{#fas:cog}} (SETTINGS) ACCOUNT-> OUTGOING EMAIL.   
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'''Time'''  
'''Time'''  


"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 stops.  
"Trigger Time" and "Trigger Event" define 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 stops.


Both "Trigger Time" and "Time Window" are relative to a "Trigger Event"  i.e. check-in, check-out, time of booking.
Both "Trigger Time" and "Time Window" are relative to a "Trigger Event"  i.e. check-in, check-out, time of booking.
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=== Booking Info ===
=== Booking Info ===
Set up auto actions which automatically add or remove info codes. This is good practice for reporting and also to trigger/exclude bookings from other auto actions.
Set up auto actions which automatically add or remove info codes. This is good practice for reporting and also to trigger/exclude bookings from other auto actions.
Booking info codes can be used to 'sequence' your auto actions.
For example, you have an auto action that sends a message to the guest, but only after another action has already triggered.
Consider the auto action to add a pending payment to a booking for the Security deposit authorisation, this should only be triggered when the Booking info code = STRIPEPAYMENT or CARDTOSTRIPE, both confirm the guest credit card is in the booking.


=== Invoice ===
=== Invoice ===
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=== Webhook ===
=== Webhook ===
Create auto actions which trigger a web hook when the trigger conditions are met.
Create auto actions which trigger a web hook when the trigger conditions are met.
== Same day/Near term bookings ==
With Same day/Near term bookings, consider the actions/messages you want to trigger with your auto actions.
If you have messages/emails that need to send to your guest at various points before they arrive at your property, then for Same day/Near term bookings, you should consider consolidating the information and sending one message/email.
In the Trigger tab of the auto action, 'Between booking and check-in' can be used to manage which bookings the action can be triggered on.
===Example 1 - Same day booking ===
Trigger tab:
*Trigger Event = Booking
*Trigger Time = Immediate
*Between Booking and Check in = 0 and 0 (same day).
For your other auto actions, set the Between Booking and Check in = 1 and 999, then they will not trigger on same day bookings.
===Example 2 - Near term booking ===
If your business process is to send a confirmation message at the time of booking, then the check-in instructions 2 days before arrival, then for same day bookings, you can use 1 auto action.
Trigger tab:
*Trigger Event = Booking
*Trigger Time = Immediate
*Between Booking and Check in = 0 and 2 (Near term).
Message tab: consolidate the message from your standard Confirmation message and check-in instructions.
For your other auto actions, set the Between Booking and Check in = 3 and 999, then they will not trigger on Near term bookings.


== Multiple Properties ==
== Multiple Properties ==
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For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.
For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.


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


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


== Examples ==
== Use Cases ==


=== Send Emails/Message/SMS to guests ===
=== Guest Management ===
{| class="wikitable"
! scope="col"| Guest Management
! scope="col"| Link to Auto Action example
|-


<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}}  </span>  Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.
|You want to send a confirmation message to bookings received from OTAs/Channels
|[[Auto_Actions#Email_confirmation_for_channel_bookings_-_Select_from_the_predefined_template|Send Confirmation message to Channel bookings]]
|-


<div class="mw-collapsible mw-collapsed">
|You want to send a booking registration form (PDF) to your guests so they can complete all guest details
<div  class="headline-collapse" >
|[[Auto_Actions#Send_Email_with_Booking_Registration_Form_-_PDF_attachment|Send an email with Booking registration document (PDF)]]
====Send an Email to the guest when the status of a booking changes to "Cancelled"====
|-
</div>
<div class="mw-collapsible-content">


'''Trigger tab:'''
|Send a confirmation message to the guest when a payment has been received
|[[Auto_Actions#Send_an_Email_to_the_guest_when_a_payment_is_made|Send email/message to confirm receipt of a payment]]
|-


Time:
|You want to send an Invoice (PDF) to the guest after checkout
*Trigger Event = Check-in
|[[Auto_Actions#Send_invoice_after_check-out_-_PDF_attachment_-_Select_from_the_predefined_template|Send an invoice to the guest after checkout]]
*Trigger Time = -365
|-
*Trigger Window = 365


Booking Source
|You want to send an email to the guest confirming their booking has been cancelled
*Booking Source = All (for example)
|[[Auto_Actions#Send_an_Email_to_the_guest_when_the_status_of_a_booking_changes_to_.22Cancelled.22|Send Cancellation notice to the guest]]
|-


Booking Conditions
! scope="col"| Payments
*Booking Status = Cancelled
! scope="col"| Link to Auto Action example
|-


'''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.  
|You want to send a payment Request to your guests for all bookings
|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_for_all_bookings|Send a payment request for all bookings]]
|-
 
|You want to send a Request for payment to your guests after the booking has been created
|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_XX_days_after_booking|Send a payment request after the booking]]
|-
 
|You want to send a Request for payment to your guests XX days BEFORE CHECK-IN
|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_XX_days_before_check-in|Send a payment request for payment before checkin]]
|-
 
|STRIPE - Send a Request to 'Authorise' a Security deposit from your guests before check-in
|[[Auto_Actions#Send_a_Request_to_.27Capture.27_a_Security_deposit_from_your_guests_XX_days_before_check-in_-_with_Stripe|Authorise a Security deposit on the Guest credit card]]
|-
 
|STRIPE - The guest payment has failed, send an email to the guest with the details.
|[[Auto_Actions#Send_an_email_to_the_guest_email_address_when_a_payment_FAILS_at_Stripe|Send an email when the guest payment has failed]]
|-
 
|STRIPE - The guest's credit card as it will expire before checkin, send a request so they can update their details.
|[[Auto_Actions#Send_a_Request_to_update_the_guest.27s_credit_card_as_it_will_expire_before_checkin|Send a request to update their credit card details]]
|-
 
! scope="col"| Check-in Details
! scope="col"| Link to Auto Action example
|-
 
|You want to send an Email with access instructions and a key code 1 day before check-in (Self Checkin)
|[[Auto_Actions#Send_an_Email_with_a_key_code_for_a_specific_unit_one_day_before_check-in_.28Self_Checkin.29|Send access details to your guest prior to arrival]]
|-
 
|You want to send Email to guests with check-in details before Check-in - Fully paid
|[[Auto_Actions#Send_Email_to_guests_with_check-in_details_2_days_before_Check-in.2C_booking_paid.2Fno_outstanding_balance|Send access details as booking is fully paid]]
|-
 
|You want to send Email to guests with check-in details before Check-in - Security Deposit Authorised at Stripe
|[[Auto_Actions#Send_Email_to_guests_with_check-in_details_2_days_before_Check-in.2C_Security_Deposit_Authorised_at_Stripe|Send access details as Security deposit authorised at Stripe]]
|-
 
|}
 
== Examples ==
 
=== Send Emails/Message/SMS to guests ===
 
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}}  </span>  Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com, Airbnb, Expedia and VRBO.
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Send an Email to the guest when the status of a booking changes to  "Cancelled"====
</div>
<div class="mw-collapsible-content">
 
'''Trigger tab:'''
 
Time:
*Trigger Event = Check-in
*Trigger Time = -365
*Trigger Window = 365
 
Booking Source
*Booking Source = All (for example)
 
Booking Conditions
*Booking Status = 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
*Send Message = Booking API/Smart Email
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Time:
Time:
*Trigger Event = Check-in
*Trigger Event = Booking (but not after check-in)
*Trigger Time = -365 days
*Trigger Time = Immediate
*Trigger Window = 355 days
*Trigger Window = 1 day
*Between Booking and Check in = 10 to 999


Booking Conditions:
Booking Conditions:
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Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 365
*Trigger Window = 365
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<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Send Remotelock/Lockstate,  Nuki PIN or Chekin Link 2 days before Check-in (Self Checkin) - ''Select from the predefined template'' ====
====Send Remotelock/Lockstate,  Nuki PIN, TTLOCK or Chekin Link 2 days before Check-in (Self Checkin) - ''Select from the predefined template'' ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
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Info Codes :-
Info Codes :-
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use)
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL or LOCK_PIN (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.
'''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.
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*Plain text box - will send to channels using Message API
*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]]
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] ] or [BOOKINGINFOCODETEXT:LOCK_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]


*HTML box - Email will be sent
*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]]
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] or [BOOKINGINFOCODETEXT:LOCK_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]


</div>
</div>
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Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 365
*Trigger Window = 365
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Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 365
*Trigger Window = 365
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Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 1 day
*Trigger Window = 1 day
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Trigger tab:
Trigger tab:


*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time =  immediately
*Trigger Time =  immediately
*Trigger Window = 365
*Trigger Window = 365
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<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >
 
====Identify bookings with Custom Question ticked/unticked ====
====Identify bookings with Custom Question ticked/unticked ====
</div>
</div>
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Trigger tab:
Trigger tab:


*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time =  immediately
*Trigger Time =  Immediate
*Trigger Window = 365
*Trigger Window = 365
*Booking Source = All
*Booking Source = All
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</div>
</div>
</div>
</div>


===Add invoice items to a booking ===
===Add invoice items to a booking ===
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<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Booking Source = Expedia (for example)
*Booking Source = Expedia (for example)
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</div>
</div>


===Modify description/values of an existing invoice item in a booking ===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >


<div class="mw-collapsible mw-collapsed">
====Add a new charge - City tax, calculated from number of nights/adults in a booking ====
<div  class="headline-collapse" >
====Update the Description field of a charge/invoice item====


</div>
</div>
<div class="mw-collapsible-content">
<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)
Some locations have set a cap on the Tourist tax based on the number of adults, upto a max 7 nights, you can use the calculation below to test the values and apply the appropriate charge or the cap.


Trigger tab:
This example will calculate the Price, testing if the 'number of nights' *'number of adults' *2 *1.03 is greater than 7 (nights) *'number of adults' *1.03
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Expedia (for example)


Invoice tab:
Then set the value = 7* number of adults *2 *1.03
*Add Invoice Item = Update Only
ELSE set the value = 'number of nights' * 'number of adults' *2 *1.03
*Type = Change Description
*Description = Cleaning^Cleaning Service Fee
*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)


Special characters ^~ are required rather than :| as the | can be used as a separator in the Description field to set the Description|Status|Price|VAT


</div>
Trigger tab:
</div>


<div class="mw-collapsible mw-collapsed">
Time :
<div class="headline-collapse" >
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
 
Booking Conditions:
*Status = All not Cancelled
 
Booking Source:
*Booking Source = Direct
 
Invoice tab:
*Type = Amount
*Description = Tourist Tax|Stayfee|[IF>^[NUMNIGHTS][*][NUMADULT][*]2[*]1.03^7[*][NUMADULT][*]2[*]1.03^7[*][NUMADULT][*]2[*]1.03~[NUMNIGHTS][*][NUMADULT][*]2[*]1.03]
*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 ===


====Update all values of a charge/invoice item====
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Update the Description field of a charge/invoice item====


</div>
</div>
<div class="mw-collapsible-content">
<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)
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 tab:
*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time = Immediate
*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)
*Booking Source = Expedia (for example)


Invoice tab:
Invoice tab:
*Add Invoice Item = Update Only
*Add Invoice Item = Update Only
*Type = Change All
*Type = Change Description
*Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example)
*Description = Cleaning^Cleaning Service Fee
*Amount = 0.75
*Per = Per Person
*Period = One time
*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)
*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)


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</div>
</div>


===Payments/Pending Payments===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
 
====Update all values of a charge/invoice item====


<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Add a pending payment====
</div>
</div>
<div class="mw-collapsible-content">
<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 tab:
*Trigger Event = After Booking or Before Check-in
*Trigger Event = Booking
*Trigger Time = set the time you want to collect the payment
*Trigger Time = Immediate
*Booking Source =All (for example, you can also set different rules for different channels)
*Time Window = 365
*Group Booking Trigger = Trigger only Master (this will trigger on individual bookings and Master booking if a group)
*Check In From = Select the first date of the Summer Season
*Check In To = Select the last date of the Summer Season


Booking Info tab: Optional
*Booking Source = Expedia (for example)
Add a booking info tab for information and reporting
*Flag Text = PendingPayment (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
 
Booking tab: Optional
*Booking Info Code = PENDPAY
*Booking Info Text = Pending payment added


Invoice tab:
Invoice tab:
*Payment Type = select on what the payment is calculated (Percent of Balance due OR Group balance if you receive Group bookings)
*Add Invoice Item = Update Only
*Description = the text you will see in the "Charges and Payments" tab
*Type = Change All
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
*Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example)  
*Amount = enter the amount or percentage you want to collect
*Amount = 0.75
*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
*Per = Per Person
*Payment Due = Set when the payment is due
*Period = One time
*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)


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>
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<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Add a pending payment - Set the Security Deposit value based on the price of the booking, using a calculation ====
==== Update VAT value for Charge item - City Tax (for example) ====
 
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
You need to change the VAT value for specific items (City tax) in the Charges & Payments tab of the booking.
Trigger tab:
Trigger tab:
*Trigger Event = After Booking or Before Check-in
*Trigger Event = Booking
*Trigger Time = set the time you want to collect the payment
*Trigger Time = Immediate
*Booking Source =All (for example, you can also set different rules for different channels)
*Time Window = 365
 
*Booking Source = Expedia (for example)
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: Optional
Add a booking info tab for information and reporting
*Booking Info Code = PENDPAY
*Booking Info Text = Pending payment added


Invoice tab:
Invoice tab:
*Payment Type = fixed value
*Add Invoice Item = Update Only
*Description = Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4]
*Type = Change VAT
(Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to be set.)
*Description = City Tax (this needs to be an exact match to the charge item description)  
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
*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
*VAT = 12 (for example)
*Payment Due = Set when the payment is due
*Per = Per Person
*Period = One time
*Invoicee = Ignore


</div>
</div>


Create a Payment Rule to collect a payments when bookings are not cancelled.
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >


Go to Settings > Payments > Payment Rules
==== Update VAT value for the Accommodation fee (first item in the Charges & Payments tab) ====


Payment Rule :
</div>
<div class="mw-collapsible-content">


Name = Enter your title - Not Cancelled (for example)
You need to change the VAT value for the Accommodation fee usually the first line the Charges & Payments tab of the booking.
Action = Auto


Payment Trigger :
Trigger tab:
*Trigger Event = Booking
*Trigger Time = Immediate
*Time Window = 365
*Booking Source = ALL (or select a specific channel)
 
Invoice tab:
*Add Invoice Item = Update Only
*Type = Change VAT
*Description = [ROOMNAME1] [FIRSTNIGHT] - [LEAVINGDAY][NOCONVERT]


*Booking Status = All not cancelled
Check the Description in the Charges & Payments tab for the Accommodation charge usually [ROOMNAME1] [FIRSTNIGHT] - [LEAVINGDAY]
*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 :
To update this value you also need [NOCONVERT] so the template variable is used rather than the value.


*Capture = Yes - immediately charged (Capture=Yes)
*Amount = 0
*Add info code on success = add a Booking Info item to the booking on success
*VAT = 12 (for example)
*Add info code on failure = add a Booking Info item to the booking on failure
*Per = Per Person
*Period = One time
*Invoicee = Ignore


</div>
</div>
</div>
</div>
===Payments/Pending Payments===


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<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
<div  class="headline-collapse" >  
 
====Add a pending payment====
====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = Booking or Booking (but not after 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)


''''Create a Payment Rule  (Optional)''''
Booking Info tab: Optional
Add a booking info tab for information and reporting
*Flag Text = PendingPayment (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list


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.
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> PAYMENTS they will be available here
*Payment Due = Set when the payment is due


Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES


Create a Payment Rule to collect payments if bookings are not cancelled.
Create a Payment Rule to collect a payments when bookings are not cancelled.  
 
Go to Settings > Payments > Payment Rules


Click '''Create New Payment Rule''' :
Payment Rule :


Payment Rule:
Name = Enter your title - Not Cancelled (for example)
*Name = Enter your title - Not Cancelled (for example)  
Action = Auto
*Action = Auto


Payment Trigger :
Payment Trigger :
*Booking Status = All not cancelled
*Booking Status = All not cancelled
*Any Booking Info Code (optional)
*Any Booking Info Code = optional
*All Booking Info Codes (optional)
*All Booking Info Codes = optional
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)


Payment Action :
Payment Action :
*Funding Source = Guest card only
 
*Payment value adjustment = Limit to group booking balance
*Capture = Yes - immediately charged (Capture=Yes)
*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 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
*Add info code on failure = add a Booking Info item to the booking on failure


Prevent Auto Payment :
</div>
*Prevent payment if booking status = Cancelled
</div>
*Prevent payment after check-out (days) = 7 (default)
*Prevent payment action = Set Manual


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<div  class="headline-collapse" >


'''Create Auto Actions '''
====Add a pending payment - Set the Security Deposit value based on the price of the booking, using a calculation ====
 
</div>
Collect the outstanding balance for bookings created via your booking page.
<div class="mw-collapsible-content">
 
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:
Trigger tab:
*Time
*Trigger Event = Booking or Booking (but not after Check-in)
**Trigger Event = Checkin
*Trigger Time = set the time you want to collect the payment
**Trigger Time = -3 days (set the time you want to collect the payment)
*Booking Source =All (for example, you can also set different rules for different channels)
**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
Booking tab: Optional
*Flag Text = Pending payment added (for example)
*Flag Text = PendingPayment (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
*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 tab: Optional
*Booking Info Code = BALANCE (for example enter the value - use one word only)
Add a booking info tab for information and reporting
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
*Booking Info Code = PENDPAY
*Booking Info Text = Pending payment added


Invoice tab:
Invoice tab:
*Payment Type = fixed value
*Description = Security Deposit||[IF<=:[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.


<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>
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
 
*Amount = 0
*Add a Pending Payment to the booking
*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 Type = Percent of Group Balance due (select on what the payment is calculated)
*Payment Due = Set when the payment is 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 = 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 "invoicee" function you can select which invoicee the pending payment will be assigned to.


</div>
</div>


<div class="mw-collapsible mw-collapsed">
Create a Payment Rule to collect a payments when bookings are not cancelled.
<div  class="headline-collapse" >


===='Capture' a Security Deposit when Credit card is collected at time of booking. ====
Go to Settings > Payments > Payment Rules
</div>
<div class="mw-collapsible-content">


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


Info Codes:
Name = Enter your title - Not Cancelled (for example)
Any Booking Info Code = CARDTOSTRIPE
Action = Auto


Invoice tab:
Payment Trigger :
*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


 
*Booking Status = All not cancelled
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Automatic collection is only available for customer who use [[Stripe]].
 
Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this.
 
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES
 
Payment Rule :
*Name = Enter your title - Security Deposit (for example)
*Action = Auto
 
Payment Trigger :
*Booking Status = select from the drop down list
*Any Booking Info Code = optional
*Any Booking Info Code = optional
*All Booking Info Codes = optional
*All Booking Info Codes = optional
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Payment Action :
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)  
 
*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 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
*Add info code on failure = add a Booking Info item to the booking on failure
</div>
</div>
</div>
</div>
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<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Apply an info code and and/or icon when a payment was made====
====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====
</div>
</div>
<div class="mw-collapsible-content">
<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:
''''Create a Payment Rule  (Optional)''''
*Booking Info Code : Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.
*Booking Info Text : Enter the text you wish to show


Process Template Variables : When created
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.


</div>
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES
</div>
 
Create a Payment Rule to collect payments if bookings are not cancelled.


<div class="mw-collapsible mw-collapsed">
Click '''Create New Payment Rule''' :
<div  class="headline-collapse" >


====Automatically apply invoice number at check-out - ''Select from predefined templates'' ====
Payment Rule:
</div>
*Name = Enter your title - Not Cancelled (for example)
<div class="mw-collapsible-content">
*Action = Auto
'''Trigger tab:'''


*Trigger Event = Check-out
Payment Trigger :
*Trigger Time = Immediate
*Booking Status = All not cancelled
*Time window = 1 day
*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)


Booking Conditions:
Payment Action :
*Status = Confirmed
*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


Info Codes:
Prevent Auto Payment :
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function)
*Prevent payment if booking status = Cancelled
*Prevent payment after check-out (days) = 7 (default)
*Prevent payment action = Set Manual


'''Invoice tab:'''


*Assign Invoice Number = yes
'''Create Auto Actions '''
</div>
 
</div>
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.


<div class="mw-collapsible mw-collapsed">
'''Collect outstanding balance for direct bookings'''
<div  class="headline-collapse" >


====Using Pending Payments as a Payment Reminder====
</div>
<div class="mw-collapsible-content">
Trigger tab:
Trigger tab:
*Trigger Event = After Booking or Before Check-in
*Time
*Trigger Time = set the time you want to add the pending payment to the booking
**Trigger Event = Checkin
*Booking Source =All (for example, you can also set different rules for different channels)
**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 Info tab:
*Booking Conditions
*Optional, add a booking info tab for information and reporting
**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
Booking tab: Optional
*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required.
*Flag Text = Pending payment added (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
*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:
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 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 "invoicee" function you can select which invoicee the pending payment will be assigned to.


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


===Booking Flags/Colours===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >


<div class="mw-collapsible mw-collapsed">
===='Capture' a Security Deposit when Credit card is collected at time of booking. ====
<div  class="headline-collapse" >
====Apply a flag when a booking is cancelled====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = Booking
*Trigger Time = 1 Hour
*Trigger Window = 365 days
*Booking Status = Cancelled


Booking tab:
Trigger tab:
*Execution = One time only
*Trigger Event = Booking
*Booking Status = No Change
*Trigger Time = immediate
*Flag text = (enter the text you require)
*Booking Source =All (for example, you can also set different rules for different channels)
*Flag Colour = 999999 default cancel colour - (Set as required)
</div>
</div>


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


====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:
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Automatic collection is only available for customer who use [[Stripe]].
*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.
Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this.
</div>
</div>


<div class="mw-collapsible mw-collapsed">
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
<div class="headline-collapse" >


====Apply a flag for a bookings which has BREAKFAST as a charge item====
Payment Rule :  
</div>
*Name = Enter your title - Security Deposit (for example)
<div class="mw-collapsible-content">
*Action = Auto
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:
Payment Trigger :
*Execution = One time only
*Booking Status = select from the drop down list
*Flag Text = Breakfast
*Any Booking Info Code = optional
*Flag Colour - choose the flag colour
*All Booking Info Codes = optional
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)


Booking Info tab:
Payment Action :
*Booking Info Code = BREAKFAST
*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No)
*Booking Info Description = Breakfast included
*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>
</div>
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<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Apply a flag when deposit was made prior to Check-in====
====Apply an info code and and/or icon when a payment was made====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab:
Trigger tab:
 
*Trigger Event = Booking
*Trigger Event = Check-in
*Trigger Time = Immediate
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Trigger Window = 365
*Booking Source = All
*Booking Source = All
Line 2,773: Line 2,838:
*Invoice Balance = Any Payment made
*Invoice Balance = Any Payment made


Message tab:  
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.
*Booking Info Text : Enter the text you wish to sho


*Send Email : select appropriate option
Process Template Variables : When created
*Enter : Subject and Email content


Booking tab: (optional)
</div>
</div>


*Execution = One time only
<div class="mw-collapsible mw-collapsed">
*Flag Text = The text you want to display
<div  class="headline-collapse" >
*Flag Colour - choose the flag colour
 
====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


Booking info tab : (optional)
Info Codes:
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function)


*Booking Info Code : DEPOSITPAID (for example)
'''Invoice tab:'''
*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.
*Assign Invoice Number = yes
</div>
</div>
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >
====Apply a flag when booking is fully paid====
 
====Using Pending Payments as a Payment Reminder====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = Booking or Booking (but not after Check-in)
*Trigger Time = Immediate
*Trigger Time = set the time you want to add the pending payment to the booking
*Trigger Window = 365
*Booking Source =All (for example, you can also set different rules for different channels)
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZERO


Booking tab:
Booking Info tab:
*Execution = One time only
*Optional, add a booking info tab for information and reporting
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
</div>
</div>


<div class="mw-collapsible mw-collapsed">
Booking tab: Optional
<div  class="headline-collapse" >
*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


====Apply a flag/colour for a booking coming from a certain channel - ''Select from the predefined template'' ====
Invoice tab:
</div>
*Payment Type = select on what the payment is calculated (Percent of Balance due)
<div class="mw-collapsible-content">
*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) PAYMENTS > PAYMENT RULES they will be available here
*Payment Due = Set when the payment is due


'''Trigger tab:'''
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.
 
*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>
</div>
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<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Apply a flag when NO payment is made - ''Select from the predefined template''====
====Test if Stripe Authorisation has expired and you need to trigger a new authorisation ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Stripe authorisations are dependent on a number of factors including your account type, credit card provider, Stripe rules and the guest bank provider.
If you have bookings that are longer than the authorisation period, you will need to create multiple authorisations. You can use the details below in an auto action to test the date/value of the text/description of the Booking info code = 'STRIPEAUTHORIZE'


'''Trigger tab:'''
For example you have a booking that is for 14 nights, but the authorisation period is 7 days.


*Trigger Event = Booking
Trigger tab:
*Trigger Time = Immediate
*Trigger Window = 1 day


Booking Source:
*Trigger Event = Checkin
*Trigger Time =  + 7 days
*Trigger Window = 365
*Booking Source = All
*Booking Source = All
*Booking Status = All but not cancelled


Booking Conditions:
Booking Conditions
*Booking Status = All not cancelled
 
*Invoice Balance = No payment made
*Group Booking Trigger = Trigger only Master
*Status = All not cancelled
*Invoice Balance= Any
*Minimum Stay = 7
*Maximum Stay = 14
 
Info Codes
*Any booking info code = CARDTOSTRIPE, STRIPEAUTHORIZE
*Exclude Booking Info code = BOOKINGVIRTCARD, EXPEDIACOLLECT, AGODACOLLECT
 
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.


'''Booking tab:'''
Booking Fields
*Template Variable = [IF<^[AUTHORIZEUNTIL{%Y-%m-%d}]^[CURRENTDATEYYYY-MM-DD]^yes~no] equal yes


*Execution = One time only
The entry in the info tab of the booking will typically be
*Flag Text = Not Paid
*Flag Colour = fee0dd
</div>
</div>


<div class="mw-collapsible mw-collapsed">
STRIPEAUTHORIZE Authorize 1500.00 EUR until 2024-08-14........
<div  class="headline-collapse" >


====Apply a flag when a payment was made====
Check the substring numbers for your specific bookings, the date starts on the 28th char as the amount is 1500.00
</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:
Booking tab: Optional
*Trigger Event = Booking
*Flag Text = Security Deposit Pending Payment (for example)
*Trigger Time = Immediate
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
*Trigger Window = 365
 
*Booking Source = All
Booking Info tab: If you do not require an auto action to send a payment link to the guest for payment/authorisation, then this is optional.
*Booking Status = All not cancelled
*Booking Info Code - REFDEPPP (for example)
*Invoice Balance = Any Payment made
*Booking Info Text - Refundable Security Deposit pending payment
Invoice tab:
*Add a Pending Payment to the booking
*Payment Type = Fixed amount
*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 = 1500 (enter the value you want to authorise on the guest credit card )
*Payment Rule = Security Deposit (use the payment rule)
*Payment Due = Trigger date
*Payment time = set the time to collect payment
*Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
 
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you accept Virtual Credit Cards from the channels, then you will need to send a payment link to either collect the guest credit card to then authorise the Security Deposit on their personnel card OR send a payment link so the guest can authorise the payment on their own credit card, it is not possible to take a Security deposit from a virtual card.
 
</div>
</div>
 
===Booking Flags/Colours===
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Apply a flag when a booking is cancelled====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = Booking
*Trigger Time = 1 Hour
*Trigger Window = 365 days
*Booking Status = Cancelled


Booking tab:
Booking tab:
*Execution = One time only
*Execution = One time only
*Flag Text = The text you want to display
*Booking Status = No Change
*Flag Colour - choose the flag colour
*Flag text = (enter the text you require)
*Flag Colour = 999999 default cancel colour - (Set as required)
</div>
</div>
</div>
</div>
Line 2,890: Line 2,993:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Apply a flag when a payment FAILS at Stripe - ''Select from predefined template'' ====
====Apply a flag for a bookings from a channel which have breakfast included====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab:
'''Trigger tab:'''
*Trigger Event = Booking
 
*Trigger Event = Booking (but not after check-in)
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 999
*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 Source:
Booking tab:
*Booking Source = All
*Execution = One time only
*Booking Status = All but not cancelled
*Flag Text = The text you want to display
*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE
*Flag Colour - choose the flag colour


'''Booking tab:'''
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
 
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - fee0dd
</div>
</div>
</div>
</div>
Line 2,916: Line 3,014:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====
====Apply a flag for a bookings which has BREAKFAST as a charge item====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
 
Trigger tab:
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
*Trigger Event = Booking
'''Trigger tab:'''
 
*Trigger Event = Booking (but not after checkout)
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 999
*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 Source:
Booking tab:
*Booking Source = Booking.com
*Execution = One time only
*Flag Text = Breakfast
*Flag Colour - choose the flag colour


Booking Conditions:
Booking Info tab:
*Booking Status = All not cancelled
*Booking Info Code = BREAKFAST
*Booking Info Code = BOOKINGCOMCARD
*Booking Info Description = Breakfast included
 
'''Booking tab:'''
 
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Flag Colour - choose the flag colour
</div>
</div>
</div>
</div>


===Status changes===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >
==== Change the status of all "Request" bookings to "Cancelled" after three days ====
 
====Apply a flag when deposit was made prior to Check-in====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab
Trigger tab:
*Trigger Event = Booking
*Trigger Time = 3 days
*Booking Status = Request


Booking tab:
*Trigger Event = Check-in
*Execution = One time only
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
*Booking Status = Cancelled
*Trigger Window = 365
</div>
*Booking Source = All
</div>
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made


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


==== Change the status of Airbnb "Inquiry" bookings to "Cancelled" after three days ====
*Send Email : select appropriate option
</div>
*Enter : Subject and Email content
<div class="mw-collapsible-content">
 
Trigger tab
Booking tab: (optional)
*Trigger Event = Booking
*Trigger Time = 3 days
*Booking Status = Inquiry
*Booking Source = Airbnb


Booking tab:
*Execution = One time only
*Execution = One time only
*Booking Status = Cancelled
*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>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
<div  class="headline-collapse" >  
 
====Apply a flag when booking is fully paid====
==== Change the status of all bookings which have been imported from Ical to "Request" ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Booking Source = Ical Import (1, 2, 3)
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZERO


Booking tab:
Booking tab:
*Execution = One time only
*Execution = One time only
*Booking Status = Request
*Flag Text = The text you want to display
 
*Flag Colour - choose the flag colour
Booking changes are applied before the mail is sent.
</div>
</div>
</div>
</div>
Line 3,001: Line 3,094:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


==== Change Room Unit Status when guest checks out ====
====Apply a flag/colour for a booking coming from a certain channel - ''Select from the predefined template'' ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab
 
*Trigger Event = Check-out
'''Trigger tab:'''
 
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = Booking.com (for example)
*Booking Status = All but not cancelled
 
*Any Booking Info Code = CHECKOUT
'''Booking tab:'''


Booking tab:
*Execution = One time only
*Execution = One time only
*Change Room Unit Status = Select the option
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour


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.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
</div>
</div>
</div>
</div>


===API/Webhook===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >
====Use API/Webhook to write to the field 'Message'====
 
====Apply a flag when NO payment is made - ''Select from the predefined template''====
</div>
</div>
<div class="mw-collapsible-content">
<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:
'''Trigger tab:'''
 
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Window = 1 day


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>
Booking Source:
'''API key:'''
*Booking Source = All
*{{#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 Conditions:  
*Booking Status = All not cancelled
*Invoice Balance = No payment made


Booking Field Contains: Message = XXX
'''Booking tab:'''


Set the webhook like this:
*Execution = One time only
 
*Flag Text = Not Paid
* URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
*Flag Colour = fee0dd
* Custom Header = [leave empty]
 
Body Data:
:{
::"authentication":
::{
:::"apiKey": "my_very_secret_api_key",
:::"propKey": "secret_key_for_prop_XXXXXX"
::},
::"bookId": "[BOOKID]",
::"message": "[MESSAGE] - Append this message"
:}
</div>
</div>
</div>
</div>
Line 3,064: Line 3,145:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Use API/Webhook to write the value of the 'commission' field to a new invoice item====
====Apply a flag when a payment was made====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:
<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".


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>
Trigger tab:
'''API key:'''
*Trigger Event = Booking
*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS  "API Key 1"
*Trigger Time = Immediate
*API Key = my_very_secret_api_key
*Trigger Window = 365
*API Key Access = allow any IP
*Booking Source = All
*IP Whitelist = [leave empty]
*Booking Status = All not cancelled
*Allow Writes = Yes
*Invoice Balance = Any Payment made
*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 tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
</div>
</div>


Booking Source = Booking.com
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >


Set the webhook like this:
====Apply a flag when a payment FAILS at Stripe - ''Select from predefined template'' ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''


*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
*Trigger Event = Booking (but not after check-in)
*Custom Header = [leave empty]
*Trigger Time = Immediate
*Trigger Window = 999


*Body Data =
Booking Source:
:{
*Booking Source = All
::"authentication":
*Booking Status = All but not cancelled
::{
*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE
:::"apiKey": "my_very_secret_api_key",
 
:::"propKey": "secret_key_for_prop_XXXXXX"
'''Booking tab:'''
::},
 
::"bookId": "[BOOKID]",
*Execution = One time only
::"invoice":
*Flag Text = Stripe Payment Failed
::[
*Flag Colour - fee0dd
:::{
::::"description": "Booking.com Commission",
::::"status": "",
::::"qty": "1",
::::"price": "-[COMMISSIONNUM]",
::::"vatRate": "7.00",
::::"type": "0",
::::"invoiceeId": ""
:::}
::]
:}
</div>
</div>
</div>
</div>
Line 3,116: Line 3,194:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


====Use Auto Action/Webhook to write to send data to Integromat====
====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">


You can use this option to send data to your Integromat account.
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
'''Trigger tab:'''


Set the rules in the Trigger tab, when you need to send the data to Integromat.
*Trigger Event = Booking (but not after checkout)
*Trigger Time = Immediate
*Trigger Window = 999


Go to Webhook tab:
Booking Source:
*Booking Source = Booking.com


URL = https://hook.integromat.com/ followed by your integromat account key.
Booking Conditions:
*Booking Status = All not cancelled
*Booking Info Code = BOOKINGCOMCARD


Body Data = you can use the template variables allows in the list for Integromat [[https://wiki.beds24.com/index.php/Make#Data_Fields Data fields]]
'''Booking tab:'''


For example :-  
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Flag Colour - choose the flag colour
</div>
</div>


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


"bookId":"[BOOKID]",
====Apply a flag when booking has been Checked-in====
</div>
<div class="mw-collapsible-content">
Trigger tab:


"guestMobileNum":"[GUESTMOBILENUM]",
*Trigger Event = Check-in
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = All
*Booking Status = All but not cancelled
*Any booking info code = CHECKIN


"guestMobile":"[GUESTMOBILE]",
Booking tab:  


"guestSMS":"[GUESTSMS:44]",
*Execution = One time only
*Flag Text = Guest checked in (or any text you want to see)
*Flag Colour - choose the flag colour


"guestFirstName":"[REPLACE|&|and|[GUESTFIRSTNAME]]",
</div>
</div>


"propertyName":"[PROPERTYNAME]",
===Status changes===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
==== Change the status of all "Request" bookings to "Cancelled" after three days ====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = 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" >


"propertyId":"[PROPERTYID]",
==== Change the status of Airbnb "Inquiry" bookings to "Cancelled" after three days ====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = Booking
*Trigger Time = 3 days
*Booking Status = Inquiry
*Booking Source = Airbnb


"firstNight":"[FIRSTNIGHTSHORT]",
Booking tab:
*Execution = One time only
*Booking Status = Cancelled


"lastNight":"[LEAVINGDAYSHORT]"
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
==== Change the booking status from Inquiry to Confirmed when the payment is made ====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = Booking
*Trigger Time = 365 days
*Booking Status = Inquiry
*Booking Source = ALL
*Invoice Balance = Any payment Made
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 = 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"
:}
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====
</div>
<div class="mw-collapsible-content">
You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>
'''API key:'''
*{{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT > ACCESS  "API Key 1"
*API Key = my_very_secret_api_key
*API Key Access = allow any IP
*IP Whitelist = [leave empty]
*Allow Writes = Yes
*Property Access = Owned by this account only
*'''Property key:'''
*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX
Set the triggers you need, for example:
Booking Source = Booking.com
Set the webhook like this:
*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
*Custom Header = [leave empty]
*Body Data =
:{
::"authentication":
::{
:::"apiKey": "my_very_secret_api_key",
:::"propKey": "secret_key_for_prop_XXXXXX"
::},
::"bookId": "[BOOKID]",
::"invoice":
::[
:::{
::::"description": "Booking.com Commission",
::::"status": "",
::::"qty": "1",
::::"price": "-[COMMISSIONNUM]",
::::"vatRate": "7.00",
::::"type": "0",
::::"invoiceeId": ""
:::}
::]
:}
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Use Auto Action/Webhook to write to send data to Integromat====
</div>
<div class="mw-collapsible-content">
You can use this option to send data to your Integromat account.
Set the rules in the Trigger tab, when you need to send the data to Integromat.
Go to Webhook tab:
URL = https://hook.integromat.com/ followed by your integromat account key.
Body Data = you can use the template variables allows in the list for Integromat [[https://wiki.beds24.com/index.php/Make#Data_Fields Data fields]]
For example :-
bookingData={
"bookId":"[BOOKID]",
"guestMobileNum":"[GUESTMOBILENUM]",
"guestMobile":"[GUESTMOBILE]",
"guestSMS":"[GUESTSMS:44]",
"guestFirstName":"[REPLACE|&|and|[GUESTFIRSTNAME]]",
"propertyName":"[PROPERTYNAME]",
"propertyId":"[PROPERTYID]",
"firstNight":"[FIRSTNIGHTSHORT]",
"lastNight":"[LEAVINGDAYSHORT]"
}
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Use webhook to switch a Shelly on====
</div>
<div class="mw-collapsible-content">
Here is a simple PHP script with which you can switch a Shelly via an autoaction in beds24.
You can use this to switch on a string of lights on the day of arrival or to charge the night storage heating if a certain info code is set in the booking on the day before arrival.
Create an auto action and enter the PHP script ‘beds24-shelly-steuern.php’ under ‘Webhook’. The parameters for the control are transferred under ‘Data in body’:
id:b0b21c1xxxxx
shelly_server:shelly-123-eu.shelly.cloud
auth_key:ABCDEFGHIJKLMNPQRSTUVWXYZABCDEFGHIJKLMNPQRSTUVWXYZABCDEFGHIJKLMNPQRSTUVWXYZ
shelly_url:device/relay/control
parameter:channel=0&turn=on
email_result:[email protected]
remarks:Text, z.B. mit Template Variablen [GUESTFULLNAME] und [BOOKID]
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====V2 version of the code for Shelly ====
</div>
<div class="mw-collapsible-content">
Here is the second version v2 of the PHP script to switch on a Shelly device via an autoaction.
Now you can also store the device IDs in the script instead of adding them to the body parameters. This makes it possible to switch a Shelly device with a single autoaction. The device ID is then determined via the template variable [INTERNALROOMNAME].
Code: Select all
<?php
/*
* - Anschalten der Lichterkette aus beds24 mit einem PHP Skript über die Shelly Cloud -
* Version 2 vom 10.12.2024 - mehrere Devices im Array im Skript möglich
*
* https://domainname.de/scripte/beds24-shelly-steuern-v2.php
*
* curl -X POST https://shelly-123-eu.shelly.cloud/device/relay/control -d "channel=0&turn=on&id=b0b21c123456&auth_key=abcdefghijklmnopqrstuvwxyz1234567890"
* Einstellungen in beds24
* - in einer Autoaction unter 'Webhook' das Script eintragen: https://domainname.de/pfad_zum_script/beds24-shelly-steuern-v2.php
* - alternativ wenn Geräte-Id überINTERNALROOMNAME im Skript selbst: https://domainname.de/pfad_zum_script/beds24-shelly-steuern-v2?roomname=[INTERNALROOMNAME]
* - unter 'Daten im Body' die Parameter zur Steuerung eintragen:
* - id:<Shelly Geräte-Id>    ===> alternativ mehrere Geräte-Id im Skript selbst
* - shelly_server:<Shelly Cloud Server>
* - auth_key:<Shelly Cloud-Autorisierungs-Schlüssel>
* - parameter:<Shelly Befehle>
* - email_result:<*optional* e-mail für Empfänger des Schaltergebnisses>
* - remarks:<*optional* beliebige Anmerkungen für E-Mail>
*
* Beispiel:
* id:b0b21c123456
* shelly_server:shelly-123-eu.shelly.cloud
* auth_key:abcdefghijklmnopqrstuvwxyz1234567890
* shelly_url:device/relay/control
* parameter:channel=0&turn=on
* email_result:[email protected]
* remarks:Text, auch mit Template Variablen [GUESTFULLNAME] und [BOOKID]/[INTERNALROOMNAME] möglich
*/
/* ----------------------------------------------------------- */
/* Parameter & Einstellungen */
/* ----------------------------------------------------------- */
/* Shelly Geräte-ID entweder beim Aufruf in beds24 über die 'Daten im Body' übergeben oder hier im Skript eintragen. Wenn im Script, dann beim Aufruf die Templatevariable [INTERNALROOMNAME] mitgeben, über die erfolgt dann die Auswahl hier im Array */
$p_geraete_ids = array (
"chalet" => "e465b8123456",
"fewo" => "b0b21c123456",
"linx" => "e465b8123456"
);
$p_test = false; /* im Testmodus kommen die Parameter direkt aus dem Script statt über beds24 */
/* Body Daten zum direkten Testen d.h. Direktaufruf des Scripts ohne Autoaction */
$test_body = array(  /* zum direkten Aufruf des Scripts die Parameter hier testweise eintragen */
/* https://shelly-api-docs.shelly.cloud/cloud-control-api/communication */
"id" => "xxx",    /* rausnehmen, wenn ids über Array kommen sollen */
"shelly_server" => "shelly-123-eu.shelly.cloud",
"auth_key" => "abcdefghijklmnopqrstuvwxyz1234567890",
"shelly_url" => "device/relay/control",
"parameter" => "channel=0&turn=on",
"email_result" => "[email protected]",
"remarks" => "Text, z.B. mit Template Variablen [GUESTFULLNAME] und [BOOKID]"
);
/* ----------------------------------------------------------- */
/* ab hier normalerweise keine Änderungen mehr vornehmen
/* ----------------------------------------------------------- */
$hf_internalroomname = filter_var($_GET["roomname"], FILTER_SANITIZE_STRING);  /* wenn über ?roomname=[INTERNALROOMNAME] übergeben
/* Body aus Post message lesen und in Variablen $body[keyname] einlesen */
if ($p_test == false ) {
$hf_body = explode( "\n", file_get_contents('php://input') );
$body = array();
foreach ($hf_body as $v) {
list($body_key,$body_value) = explode( ':', $v );
$body[$body_key] = $body_value;
}
}
else {
$body = $test_body; /* im Testmodus Parameter direkt aus dem Script nehmen */
}
}
ob_start(); /* Bildschirmausgabe buffern */
/* wenn übergeben, dann Geräte-ID aus den body-parametern übernehmen, ansonsten über [INTERNALROOMNAME] ermitteln */
if ( $body["id"]) {                      /* in Body Parameter gesetzt */
$hf_geraete_id = $body["id"];
} else {
$hf_geraete_id = $p_geraete_ids[$hf_internalroomname];    /* Geräte-Id aus Skript Array nehmen */
}
/* Prüfen ob wichtige Argumente übergeben */
if ( isset($body["shelly_server"]) == false ) { echo("Argument shelly_server fehlt, z.B.: shelly_server:servername<br>"); $body["shelly_server"] = "fehlt";}
if ( isset($body["shelly_url"]) == false ) { echo("Argument shelly_url fehlt, z.B. : shelly_url:device/relay/control<br>"); $body["shelly_url"] = "fehlt";}
if ( isset($body["parameter"]) == false ) { echo("Argument parameter fehlt, z.B.: parameter:channel=0&turn=on><br>"); $body["parameter"] = "fehlt";}
if ( isset($body["auth_key"]) == false ) { echo("Argument auth_key fehlt, z.B.: auth_key:abcdefghijklmnopqrstuvwxyz1234567890<br>"); $body["auth_key"] = "fehlt";}
$url = 'https://'.$body["shelly_server"].'/'.trim($body["shelly_url"], " /");
$ch=curl_init();
curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1);
curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, false); /* Zertifikatswarnung übergehen */
curl_setopt($ch, CURLOPT_SSL_VERIFYSTATUS, false);
curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false);
curl_setopt($ch, CURLOPT_PROXY_SSL_VERIFYPEER, false);
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS,
            $body["parameter"]."&id=".$hf_geraete_id."&auth_key=".$body["auth_key"]);
curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/x-www-form-urlencoded'));
curl_setopt($ch, CURLOPT_URL, $url);
$result = curl_exec($ch);
curl_close ($ch);
if ( $body["remarks"] ) {  /* Anmerkungen fürs Protokoll/E-Mail ausgeben */
echo ("<br>".$body["remarks"]."<br>");
};
$output = ob_get_contents(); /* Bildschirmausgabe aus Buffer lesen */
ob_end_clean();
echo $output;
if ( $body["email_result"] ) {
mail($body["email_result"], 'Ergebnis Shelly Skript - Device: '.$hf_geraete_id, $output, 'From: beds24 Shelly Script <'.$body["email_result"].'>');
    echo ("<br>Mail an: ".$body["email_result"]);
}
?>


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