Auto Actions: Difference between revisions

Line 360:

'''Auto Action is not visible in a sub account'''

If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties.

==Use Cases==

{| class="wikitable"

! scope="col"| Standard Guest management flow

! scope="col"| Link to help page

|-

|You want to send a confirmation message to bookings received from OTAs/Channels

|[[Auto_Actions#Email_confirmation_for_channel_bookings_-_Select_from_the_predefined_template|Send Confirmation message to Channel bookings]]

|-

|You want to send a booking registration form (PDF) to your guests so they can complete all guest details

|[[Auto_Actions#Send_Email_with_Booking_Registration_Form_-_PDF_attachment|Send an email with Booking registraiton document (PDF)]]

|-

|You want to send a payment Request to your guests for all bookings

|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_for_all_bookings|Send a payment request for all bookings to your guests]]

|-

[You want to send a Request for payment to your guests XX days AFTER they created a booking

|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_XX_days_before_check-in|Send a payment request after the booking has been created in Beds24]]

|-

[You want to send a Request for payment to your guests XX days BEFORE CHECK-IN

|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_XX_days_before_check-in|Send a payment request for payment BEFORE Check-in]]

|-

|Send a confirmation messagte to the guest when a payment has been received

|[[Auto_Actions#Send_an_Email_to_the_guest_when_a_payment_is_made|Send email/message to confirm receipt of a payment]]

|-

[STRIPE - The guest payment has failed, send an email to the guest with the details.

|[[Auto_Actions#Send_an_email_to_the_guest_email_address_when_a_payment_FAILS_at_Stripe|Send an email to the guest email address when their payment has failed]]

|-

[STRIPE - The guest's credit card as it will expire before checkin, send a request so they can update their details.

|[[Auto_Actions#Send_a_Request_to_update_the_guest.27s_credit_card_as_it_will_expire_before_checkin|Send a request to the guest to update their credit card details]]

|-

[STRIPE - Send a Request to 'Capture' a Security deposit from your guests before check-in

|[[Auto_Actions#Send_a_Request_to_.27Capture.27_a_Security_deposit_from_your_guests_XX_days_before_check-in_-_with_Stripe|Authorise a Security deposit on the Guest credit card]]

|-

[Send an Email with access instructions and a key code 1 day before check-in (Self Checkin)

|[[Auto_Actions#Send_an_Email_with_a_key_code_for_a_specific_unit_one_day_before_check-in_.28Self_Checkin.29|Send access details to your guest prior to arrival]]

|-

|}

== Examples ==

@@ Line 360: / Line 360: @@
   '''Auto Action is not visible in a sub account'''
   If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties.
+==Use Cases==
+{| class="wikitable"
+! scope="col"| Standard Guest management flow
+! scope="col"| Link to help page
+|-
+|You want to send a confirmation message to bookings received from OTAs/Channels
+|[[Auto_Actions#Email_confirmation_for_channel_bookings_-_Select_from_the_predefined_template|Send Confirmation message to Channel bookings]]
+|-
+|You want to send a booking registration form (PDF) to your guests so they can complete all guest details
+|[[Auto_Actions#Send_Email_with_Booking_Registration_Form_-_PDF_attachment|Send an email with Booking registraiton document (PDF)]]
+|-
+|You want to send a payment Request to your guests for all bookings
+|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_for_all_bookings|Send a payment request for all bookings to your guests]]
+|-
+[You want to send a Request for payment to your guests XX days AFTER they created a booking
+|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_XX_days_before_check-in|Send a payment request after the booking has been created in Beds24]]
+|-
+[You want to send a Request for payment to your guests XX days BEFORE CHECK-IN
+|[[Auto_Actions#Send_a_Request_for_payment_to_your_guests_XX_days_before_check-in|Send a payment request for payment BEFORE Check-in]]
+|-
+|Send a confirmation messagte to the guest when a payment has been received
+|[[Auto_Actions#Send_an_Email_to_the_guest_when_a_payment_is_made|Send email/message to confirm receipt of a payment]]
+|-
+[STRIPE - The guest payment has failed, send an email to the guest with the details.
+|[[Auto_Actions#Send_an_email_to_the_guest_email_address_when_a_payment_FAILS_at_Stripe|Send an email to the guest email address when their payment has failed]]
+|-
+[STRIPE - The guest's credit card as it will expire before checkin, send a request so they can update their details.
+|[[Auto_Actions#Send_a_Request_to_update_the_guest.27s_credit_card_as_it_will_expire_before_checkin|Send a request to the guest to update their credit card details]]
+|-
+[STRIPE - Send a Request to 'Capture' a Security deposit from your guests before check-in
+|[[Auto_Actions#Send_a_Request_to_.27Capture.27_a_Security_deposit_from_your_guests_XX_days_before_check-in_-_with_Stripe|Authorise a Security deposit on the Guest credit card]]
+|-
+[Send an Email with access instructions and a key code 1 day before check-in (Self Checkin)
+|[[Auto_Actions#Send_an_Email_with_a_key_code_for_a_specific_unit_one_day_before_check-in_.28Self_Checkin.29|Send access details to your guest prior to arrival]]
+|-
+|}
 == Examples ==

Auto Actions: Difference between revisions

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