Auto Actions: Difference between revisions
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== 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"> | ||
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<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"> | ||
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</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"> | ||
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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> | ||
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<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"> | ||
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<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"> | ||
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</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"> | ||
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</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"> | ||
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<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"> | ||
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<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"> | ||
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<div class="headline-collapse" > | <div class="headline-collapse" > | ||
===Apply | <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"> | ||
Trigger tab: | Trigger tab: | ||
*Trigger Event = After Booking | *Trigger Event = After Booking | ||
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*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 | ||
* | *Info Code = Enter the preset code for the icon or info code which you have created in SETTINGS->ACCOUNT->PREFERENCES. | ||
</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 | ====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 = | *Trigger Time = 1 Hour | ||
*Trigger Window = 365 | *Trigger Window = 365 days | ||
*Booking Status = Cancelled | |||
*Booking Status = | |||
Booking tab: | Booking tab: | ||
*Execution = One time only | *Execution = One time only | ||
*Flag | *Booking Status = No Change | ||
*Flag Colour | *Flag text = (enter the text you require) | ||
*Flag Colour = Set as required | |||
</div> | </div> | ||
</div> | </div> | ||
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<div class="mw-collapsible mw-collapsed"> | <div class="mw-collapsible mw-collapsed"> | ||
<div class="headline-collapse" > | <div class="headline-collapse" > | ||
===Apply a flag | ====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 = After Booking | *Trigger Event = After Booking | ||
*Trigger Time = Immediate | *Trigger Time = Immediate | ||
*Booking Source = Booking.com (for example) | |||
*Booking Source = | *Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) | ||
*Booking | |||
Booking tab: | Booking tab: | ||
*Execution = One time only | *Execution = One time only | ||
*Flag Text = | *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> | ||
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<div class="mw-collapsible mw-collapsed"> | <div class="mw-collapsible mw-collapsed"> | ||
<div class="headline-collapse" > | <div class="headline-collapse" > | ||
===Apply | ====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 = | |||
*Trigger Time = | *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 | ||
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*Invoice Balance = Any Payment made | *Invoice Balance = Any Payment made | ||
Booking | 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 | *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> | ||
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<div class="mw-collapsible mw-collapsed"> | <div class="mw-collapsible mw-collapsed"> | ||
<div class="headline-collapse" > | <div class="headline-collapse" > | ||
===Apply a flag when | ====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 = | *Trigger Time = Immediate | ||
*Trigger Window = 365 | *Trigger Window = 365 | ||
*Booking Status = | *Booking Source = All | ||
*Booking Status = All not cancelled | |||
*Invoice Balance = ZERO | |||
Booking tab: | Booking tab: | ||
*Execution = One time only | *Execution = One time only | ||
*Flag Text = The text you want to display | |||
*Flag | *Flag Colour - choose the flag colour | ||
*Flag Colour | |||
</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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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</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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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</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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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<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"> | ||
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</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"> | ||
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<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"> | ||