Auto Actions: Difference between revisions

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*Booking Status = Cancelled
*Booking Status = Cancelled


Email tab:
Message tab:  
*Trigger Action = Auto
*Trigger Action = Auto
*Send Email = Guest and cc: Email address
*Send Email = Guest  


  Note: If you are using deposit collection make sure you set SETTINGS->PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.
  Note: If you are using deposit collection make sure you set SETTINGS->PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.
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*Flag Colour = Set as required
*Flag Colour = Set as required


===Send an email or SMS to Guest when booking made more than 10 days in advance===
===Send an message or SMS to Guest when booking made more than 10 days in advance===
Trigger tab:
Trigger tab:
*Trigger Event = Check-in
*Trigger Event = Check-in
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*Booking Status = No Change
*Booking Status = No Change


Email tab: or SMS tab:
Message tab or SMS tab:
*Update details as appropriate
*Update details as appropriate




===Send an email with a key code for a specific unit one day before check-in===
===Send an Email with a key code for a specific unit one day before check-in===
Trigger tab:
Trigger tab:
*Trigger Event = Check-in
*Trigger Event = Check-in
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*Booking Status = No Change
*Booking Status = No Change


Email tab:  
Message tab:  
*Enter your text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables  
*Enter your text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables  


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===Send an email to guests from Channels===
===Send an Email to guests from Channels===
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
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*Booking Status = No Change  
*Booking Status = No Change  


Email tab:  
Message tab:  
*Send Email = Guest and CC: Email Address
*Send Email = Guest  
*Enter you text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables  
*Enter you text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables  


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*Flag Colour - choose the flag colour
*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.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.




===Automatically send a message (email or sms) to guests that have Checked-out 30 days or more===
===Automatically send a message (Email or sms) to guests that have Checked-out 30 days or more===
Trigger tab:
Trigger tab:
*Trigger Event = After Check-out
*Trigger Event = After Check-out
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*Trigger Window = 365 days  
*Trigger Window = 365 days  


Email or SMS tab:
Message or SMS tab:
Enter the details you want to send.
Enter the details you want to send.


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Booking Source = ALL (or select the booking source/Channel)
Booking Source = ALL (or select the booking source/Channel)


Email tab:  
Message tab:  


Send email : select the appropriate option
Send Email : select the appropriate option


*Edit Email Subject - enter the subject for your Guests
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the email text you wish to send to your guests include template variable  
*Edit 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.  
[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.  


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*Flag Text = The text you want to display
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
*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.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.


===Automatically send a Request for payment to your guests XX days before arrival===
===Automatically send a Request for payment to your guests XX days before arrival===
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Booking Source = ALL (or select the booking source/Channel)
Booking Source = ALL (or select the booking source/Channel)


Email tab:  
Message tab:  


Send email : select the appropriate option
Send Email : select the appropriate option


*Edit Email Subject - enter the subject for your Guests
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the email text you wish to send to your guests include template variable  
*Edit 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.  
[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.  


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*Flag Text = The text you want to display
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
*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.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.




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*Invoice Balance = Any Payment made
*Invoice Balance = Any Payment made


Email tab:  
Message tab:  


*Send email : select appropriate option
*Send Email : select appropriate option
*Enter : Subject and email content
*Enter : Subject and Email content


Booking tab: (optional)
Booking tab: (optional)
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*Info Code = LOCKSTATE_PIN
*Info Code = LOCKSTATE_PIN


Email tab :  
Message tab:  
*Send Email = Guest and cc
*Send Email = Guest and cc
*EMail Subject = Your access code (your text)
*EMail Subject = Your access code (your text)
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===Send Email to all current guest ===
===Send Email to all current guest ===
Trigger tab:
Trigger tab:
*Trigger Event = Check-in
*Trigger Event = Check-in
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*Exclude Booking Info Code = CHECKOUT  
*Exclude Booking Info Code = CHECKOUT  


Email tab :  
Message tab:  
*Send Email = Guest and cc
*Send Email = Guest  
*EMail Subject = Enter the appropriate details  
*EMail Subject = Enter the appropriate details  
*Email Text = Your text which includes the details for your current guests.  
*Email Text = Your text which includes the details for your current guests.