Auto Actions

This page is about the menu SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS

An Auto Action is an action which can be programmed to occur at a time relative to the booking being made, check in date or check out date.

The action can be a pre-canned email sent to the guest or a fixed email address or a change to booking information. Click on "Edit" to modify an existing auto action or on "Create New Action" to set up a new auto action:

1 Trigger

Set when the action happens and what it applies to.

2 Email

Go to Email to create or modify a prepared Email template. Templates can contain Template Variables to include information specific to the booking in the Email, for example the guests name or the arrival date.

• To send Emails automatically you need to set up your outgoing Email address in SETTINGS -> ACCOUNT -> OUTGOING EMAIL.

• To send Emails manually open a booking and go to the MAIL tab. Manual Emails will open in your normal email program on your computer. You may send it as is or edit it before sending.

Some systems have a limit of about 2000 characters for this form of email generation. If the email will not open try reducing the amount of text.

3 Booking

Go to Booking to set up an auto action which modifies something in the booking.