Auto Actions: Difference between revisions
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For example, you have an auto action that sends a message to the guest, but only after another action has already triggered. | For example, you have an auto action that sends a message to the guest, but only after another action has already triggered. | ||
Consider the auto action to add a pending payment to a booking for the Security deposit authorisation, this should only be triggered when the Booking info code = | 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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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. | |||
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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</div> | </div> | ||
</div> | </div> | ||
<div class="mw-collapsible mw-collapsed"> | |||
<div class="headline-collapse" > | |||
====Add a new charge - City tax, calculated from number of nights/adults in a booking ==== | ====Add a new charge - City tax, calculated from number of nights/adults in a booking ==== | ||