Auto Actions: Difference between revisions
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'''Example 6''' - Apply a flag when a payment was made: | '''Example 6''' - Apply a flag when a payment was made: | ||
Also see Example 14 for payments/deposits prior to Check-in | |||
Trigger tab: | Trigger tab: | ||
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The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this. | The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this. | ||
'''Example 11''' - Automatically set a flag for a bookings from a a channel which have breakfast included : | '''Example 11''' - Automatically set a flag for a bookings from a a channel which have breakfast included : | ||
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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. | ||
'''Example 12''' - Automatically send a message (email or sms) to guests that have Checked-out 30 days or more : | '''Example 12''' - Automatically send a message (email or sms) to guests that have Checked-out 30 days or more : | ||
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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 | ||
'''Example 13''' - Automatically send a Request for payment to your guests for all bookings : | '''Example 13''' - Automatically send a Request for payment to your guests for all bookings : | ||
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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. | ||
Booking tab: | Booking tab: | ||
Execution = One time only | *Execution = One time only | ||
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. | ||
'''Example 14''' - Apply a flag when deposit is was made prior to Check-in : | |||
Trigger tab: | |||
*Trigger Event = Check-in | |||
*Trigger Time = -270 (for example : must be a negative value) | |||
*Trigger Window = 365 | |||
*Booking Source = All | |||
*Booking Status = All but not cancelled | |||
*Invoice Balance = Any Payment made | |||
Email 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. | |||
== Troubleshooting == | == Troubleshooting == | ||