Auto Actions: Difference between revisions
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Trigger tab: | Trigger tab: | ||
*Trigger Event = Check-in | *Trigger Event = Check-in | ||
*Trigger Time = -42 | *Trigger Time = -42 | ||
*Trigger Window = 1 day | *Trigger Window = 1 day | ||
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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. | ||
===Automatically send a Request for payment to your guests XX days after booking=== | |||
You allow your guests to make X number of payments for their booking. | |||
You can not trigger the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions. | |||
You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments. | |||
Auto action 1 | |||
Trigger tab: | |||
*Trigger Event = Booking (but not after check-in) | |||
*Trigger Time = +7 days | |||
*Trigger Window = 1 day | |||
*Booking Source = ALL (or select the booking source/Channel) | |||
*Invoice Balance = Not Zero | |||
*Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments. | |||
Message tab: | |||
Send Email : select the appropriate option | |||
*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 | |||
[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: | |||
*Execution = One time only | |||
*Flag Text = The text you want to display | |||
*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. | |||
Create a new Auto Action for period you want to trigger | |||
Auto Action 2 (and 3, 4, 5 - how may you need) | |||
*Trigger Time = +14 days (days you want to collect the payments) | |||
*Trigger Window = 1 day | |||
*Go to SETTINGS -> ACCOUNT -> PREFERENCES -> BOOKINGS -> Booking Info Code Values and enter MULTIPLE (or the value you want to use to trigger) | |||
Then open the booking, go to Booking Info Tab and from the drop down list, select the value 'MULTIPLE' (or the value you want to use to trigger) | |||
===Apply a flag when deposit was made prior to Check-in=== | ===Apply a flag when deposit was made prior to Check-in=== | ||