Auto Actions: Difference between revisions

Jump to navigation Jump to search
Lesley (talk | contribs)
Lesley (talk | contribs)
Line 120: Line 120:


== Examples ==
== Examples ==
===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 ===
==== Change the status of all "Request" bookings to "Cancelled" after three days ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 139: Line 141:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


=== Change the status of all bookings which have been imported from Ical to "Request" ===
==== 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">
Line 155: Line 157:
</div>
</div>


===Set Flag/Colour ===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
<div  class="headline-collapse" >


===Set a flag/colour for a booking coming from a certain channel===
====Set a flag/colour for a booking coming from a certain channel====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 173: Line 176:


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.
</div>
</div>
====Apply a flag when a payment was made====
</div>
<div class="mw-collapsible-content">
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span>  Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = Any Payment made
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Apply a flag when a payment FAILS at Stripe====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code = STRIPEFAIL
Booking tab:
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colour
</div>
</div>
</div>
</div>
Line 178: Line 222:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send an Email to the guest when the status of a booking changes to  "Cancelled"===
====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====
</div>
<div class="mw-collapsible-content">
 
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code = BOOKINGCOMCARD
 
Booking tab:
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Flag Colour - choose the flag colour
</div>
</div>
 
=== Send Emails to guests ===
 
<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>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 200: Line 269:
<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 upcoming direct bookings to "Cancelled"  and send an Email to the guest ===
====Change the status of all upcoming direct bookings to "Cancelled"  and send an Email to the guest ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 218: Line 287:
</div>
</div>
</div>
</div>
===Add invoice items to a booking ===


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Add a fee to all bookings from a channel===
====Add a fee to all bookings from a channel====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 240: Line 311:
</div>
</div>
</div>
</div>
===Payments/Pending Payments===


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Add a pending payment===
====Add a pending payment====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 293: Line 366:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


===Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)===
====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">
Line 318: Line 391:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


==='Capture' a Security Deposit when Credit card is collected at time of booking. ===
===='Capture' a Security Deposit when Credit card is collected at time of booking. ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 362: Line 435:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


===Apply a flag when a payment was made===
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
====Apply an info code and and/or icon when a payment was made====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span>  Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 372: Line 445:
*Trigger Window = 365
*Trigger Window = 365
*Booking Source = All
*Booking Source = All
*Booking Status = All not cancelled
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
*Invoice Balance = Any Payment made


Booking tab:
Booking Info tab:
*Execution = One time only
*Execution = One time only
*Flag Text = The text you want to display
*Info Code = Enter the preset code for the icon or info code which you have created in SETTINGS->ACCOUNT->PREFERENCES.
*Flag Colour - choose the flag colour
</div>
</div>
</div>
</div>
===Booking Flags===


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Apply a flag when a payment FAILS at Stripe===
====Apply a flag when a booking is cancelled====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Time = 1 Hour
*Trigger Window = 365
*Trigger Window = 365 days
*Booking Source = All
*Booking Status = Cancelled
*Booking Status = All but not cancelled
*Booking Info Code = STRIPEFAIL


Booking tab:
Booking tab:
*Execution = One time only
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Booking Status = No Change
*Flag Colour - choose the flag colour
*Flag text = (enter the text you require)
*Flag Colour = Set as required
</div>
</div>
</div>
</div>
Line 405: Line 477:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<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 from a channel which have breakfast included====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = Booking.com (for example)
*Booking Source = All
*Booking Field Contains  - select "API Message" in the next field enter: meal_plan=Breakfast  (or Extra Breakfast - use the text the channel uses)
*Booking Status = All but not cancelled
*Booking Info Code = BOOKINGCOMCARD


Booking tab:
Booking tab:
*Execution = One time only
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*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.
</div>
</div>
</div>
</div>
Line 428: Line 497:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Apply an info code and and/or icon when a payment was made===
====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 = After Booking
 
*Trigger Time = Immediate
*Trigger Event = Check-in
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Trigger Window = 365
*Booking Source = All
*Booking Source = All
Line 439: Line 509:
*Invoice Balance = Any Payment made
*Invoice Balance = Any Payment made


Booking Info tab:
Message tab:
 
*Send Email : select appropriate option
*Enter : Subject and Email content
 
Booking tab: (optional)
 
*Execution = One time only
*Execution = One time only
*Info Code = Enter the preset code for the icon or info code which you have created in SETTINGS->ACCOUNT->PREFERENCES.
*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>
Line 447: Line 531:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Apply a flag when a booking is cancelled===
====Apply a flag when booking is fully paid====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Trigger tab
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
*Trigger Time = 1 Hour
*Trigger Time = Immediate
*Trigger Window = 365 days
*Trigger Window = 365
*Booking Status = Cancelled
*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 = No Change
*Flag Text = The text you want to display
*Flag text = (enter the text you require)
*Flag Colour - choose the flag colour
*Flag Colour = Set as required
</div>
</div>
</div>
</div>


===Message / SMS===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send an message 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====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 486: Line 572:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send an message or SMS to Guest when booking made more than 7 days in advance===
====Send an message or SMS to Guest when booking made more than 7 days in advance====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 509: Line 595:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send an message or SMS to Guest when booking made more last minute booking - 6 days or less===
====Send an message or SMS to Guest when booking made more last minute booking - 6 days or less====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 531: Line 617:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===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====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 556: Line 642:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send an Email to the guest when a payment is made===
====Send an Email to the guest when a payment is made====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 574: Line 660:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send an Email to guests from Channels===
====Send an Email to guests from Channels====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 597: Line 683:
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
===Set a flag for a bookings from a channel which have breakfast included===
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Booking.com (for example)
*Booking Field Contains  - select "API Message" in the next field enter: meal_plan=Breakfast  (or Extra Breakfast - use the text the channel uses)
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send a message (Email or sms) to guests that have Checked-out 30 days or more===
====Send a message (Email or sms) to guests that have Checked-out 30 days or more====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 639: Line 706:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send a Request for payment to your guests for all bookings===
====Send a Request for payment to your guests for all bookings====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 668: Line 735:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send a Request for payment to your guests XX days before arrival===
====Send a Request for payment to your guests XX days before arrival====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 697: Line 764:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send a Request for payment to your guests XX days after booking===
====Send a Request for payment to your guests XX days after booking====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 750: Line 817:
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
===Apply a flag when deposit was made prior to Check-in===
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
Message tab:
*Send Email : select appropriate option
*Enter : Subject and Email content
Booking tab: (optional)
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
Booking info tab : (optional)
*Booking Info Code : DEPOSITPAID (for example)
*Booking Info Text : additional text if required.
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
===Apply a flag when booking is fully paid===
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZERO
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
</div>
</div>


<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send Email in a the guests language to an internal Email address ===
====Send Email in a the guests language to an internal Email address ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 821: Line 835:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send SMS in a certain language (if it is the language of the booking) or a default language===
====Send SMS in a certain language (if it is the language of the booking) or a default language====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 838: Line 852:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Assign invoice numbers===
====Assign invoice numbers====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 853: Line 867:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Group check-in ===
====Group check-in ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 875: Line 889:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send Remotelock/Lockstate,  Nuki PIN or Chekin Link ===
====Send Remotelock/Lockstate,  Nuki PIN or Chekin Link ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 897: Line 911:
<div  class="headline-collapse" >
<div  class="headline-collapse" >


===Send Email to all current guest ===
====Send Email to all current guest ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 921: Line 935:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Send Email with a PDF attachment===
====Send Email with a PDF attachment====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 954: Line 968:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
<div  class="headline-collapse" >  
===Add CHECKIN Booking info code to bookings ===
====Add CHECKIN Booking info code to bookings ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 976: Line 990:
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >  
<div class="headline-collapse" >  
===Add CHECKOUT Booking info code to bookings ===
====Add CHECKOUT Booking info code to bookings ====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 996: Line 1,010:
</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'===
====Use API/Webhook to write to the field 'Message'====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">
Line 1,039: Line 1,054:
<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 the value of the 'commission' field to a new invoice item===
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====
</div>
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible-content">