Auto Actions: Difference between revisions

Jump to navigation Jump to search
← Older editNewer edit →
Andrian (talk | contribs)
770 edits
No edit summary
Line 75: Line 75:


===Automatically change the status of all "Request" bookings to "Cancelled" after three days ===
===Automatically change the status of all "Request" bookings to "Cancelled" after three days ===
Trigger tab
Trigger tab
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 84: Line 83:
*Execution = One time only
*Execution = One time only
*Booking Status = Cancelled
*Booking Status = Cancelled


===Automatically change the status of all bookings which have been imported from Ical to "Request"===
===Automatically change the status of all bookings which have been imported from Ical to "Request"===
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 101: Line 98:


===Automatically set a flag/colour for a booking coming from a certain channel===
===Automatically set a flag/colour for a booking coming from a certain channel===
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 115: Line 111:


===Automatically send an Email to the guest when the status of a booking changes to  "Cancelled"===
===Automatically send an Email to the guest when the status of a booking changes to  "Cancelled"===
Trigger tab:
Trigger tab:
*Trigger Event = Check-in
*Trigger Event = Check-in
Line 145: Line 140:
The fee will be added the next time the auto actions run.  
The fee will be added the next time the auto actions run.  


===Add a pending payment===
Trigger tab:
*Trigger Event = After Booking or Before Check-in
*Trigger Time = set the time you want to collect the payment
*Booking Source =All (for example, you can also set different rules for different channels)
Invoice tab:
*Payment Type = select on what the payment is calculated
*Description = the text you will see in the "Charges and Payments" tab
Status = if you use the status function add the status you want to apply to the pending payment (optional)
Amount = enter the amount or percentage you want to collect
Payment Rule = use auto or manual  - if you have set up payment rules in SETTINGS->GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here
Payment Due = Set when the payment is due
Note: Automatic collection is only availailable for customer who use [[Stripe]].


===Apply a flag when a payment was made===
===Apply a flag when a payment was made===
  Also see Example 14 for payments/deposits prior to Check-in
  Also see Example 14 for payments/deposits prior to Check-in


Line 164: Line 173:


===Apply an info code and and/or icon when a payment was made===
===Apply an info code and and/or icon when a payment was made===
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 178: Line 186:


===Apply a flag when a booking is cancelled===
===Apply a flag when a booking is cancelled===
Trigger tab
Trigger tab
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 192: Line 199:


===Send an email or SMS to Guest when booking made more than 10 days in advance===
===Send an email or SMS to Guest when booking made more than 10 days in advance===
Trigger tab:
Trigger tab:
*Trigger Event = Check-in
*Trigger Event = Check-in
Line 208: Line 214:


===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===
Trigger tab:
Trigger tab:
*Trigger Event = Check-in
*Trigger Event = Check-in
Line 229: Line 234:


===Send an email to guests from Channels===
===Send an email to guests from Channels===
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 250: Line 254:


===Automatically set a flag for a bookings from a a channel which have breakfast included===
===Automatically set a flag for a bookings from a a channel which have breakfast included===
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 266: Line 269:


===Automatically send a message (email or sms) to guests that have Checked-out 30 days or more===
===Automatically send a message (email or sms) to guests that have Checked-out 30 days or more===
Trigger tab:
Trigger tab:
*Trigger Event = After Check-out
*Trigger Event = After Check-out
Line 282: Line 284:


===Automatically send a Request for payment to your guests for all bookings===
===Automatically send a Request for payment to your guests for all bookings===
Trigger tab:
Trigger tab:


Line 306: Line 307:


===Automatically send a Request for payment to your guests XX days before arrival===
===Automatically send a Request for payment to your guests XX days before arrival===
Trigger tab:
Trigger tab:


Line 331: Line 331:


===Apply a flag when deposit was made prior to Check-in===
===Apply a flag when deposit was made prior to Check-in===
Trigger tab:
Trigger tab:


Line 360: Line 359:


===Apply a flag when booking is fully paid===
===Apply a flag when booking is fully paid===
Trigger tab:
Trigger tab:
*Trigger Event = After Booking
*Trigger Event = After Booking
Line 376: Line 374:


===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===
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.


Retrieved from "https://wiki.beds24.com/index.php/Auto_Actions"