Auto Actions: Difference between revisions
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== General Information == | == General Information == | ||
An Auto Action is an action which can be programmed to run at a specific time relative to the time of the '''booking''', to the '''check-in''' date or to the '''check-out''' date. | An Auto Action is an action which can be programmed to run at a specific time relative to the time of the '''booking''', to the '''check-in''' date or to the '''check-out''' date. | ||
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<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Auto Actions are not designed as real-time actions. They are sent in batches at times so we recommend you set your triggers to allow for this. | <span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Auto Actions are not designed as real-time actions. They are sent in batches at times so we recommend you set your triggers to allow for this. | ||
== Setup == | == Setup == | ||
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTION | |||
*Click 'Add New Action' button. You can choose whether you want to start with an empty Auto Action or whether you want to use a template that you can customise further. | |||
You can | |||
*To MODIFY an Auto Action, scroll to the Auto Action and click on "Edit", make the changes and click SAVE. | *To MODIFY an Auto Action, scroll to the Auto Action and click on "Edit", make the changes and click SAVE. | ||
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===Setup Outgoing Email Service - Required for sending Emails via Auto Actions=== | ===Setup Outgoing Email Service - Required for sending Emails via Auto Actions=== | ||
Go to {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Beds24. | Go to {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Beds24. | ||
'''Auto sending:''' | '''Auto sending:''' | ||
The auto action batch process runs multiple times per hour. | |||
Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in {{#fas:cog}} (SETTINGS) ACCOUNT-> OUTGOING EMAIL. | Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in {{#fas:cog}} (SETTINGS) ACCOUNT-> OUTGOING EMAIL. | ||