Auto Actions: Difference between revisions

Line 64:

Sets the criteria which have to be fulfilled to start the Auto Action.

~~"Booking Source" = "Direct" applies~~ the Auto ~~Actions only~~ to ~~bookings from your own web site~~, ~~manually added bookings and bookings imported though~~ the ~~API (not~~ the ~~channel manager)~~. If you ~~want to apply and Auto Action only to manually added bookings add your username~~ in the ~~"Referrer" field~~.

'''Property, Room, Unit'''

You can refine the use of the Auto Action, by specifying if it should trigger on specific properties or all properties/rooms.

You can select if it should trigger on All properties, All Owned by, All visible in account or a specific Property. If you select a specific Property then you can also select a specific Room id.

It is possible to 'Exclude' specific Beds24 Room ids, you can find the Room id from the Room Setup.

If required, you can also specify specific Offers/Units in Room Types.

Send/Exclude Property Groups, this will use the values you have entered in {{#fas:cog}} (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS.

'''Time'''

"Trigger Time" defines when the action is allowed to start. Once it has started it is allowed to go for the "Time Window" period. When the "Time Window" period has elapsed the auto action stops.

Both "Trigger Time" and "Time Window" are relative to a "Trigger Event" i.e. check-in, check-out, time of booking.

"Between Booking and Check in" can be used to include/exclude Same day/Near term bookings, set the number of days.

"Check In From" and "Check In To" use if you have specific information relating to bookings between these dates, special offers, major disruptions etc.

'''Booking Source'''

"Booking Source" = "Direct" applies the Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though the API (not the channel manager). If you want to trigger only on manually added bookings add your username in the "Referrer" field.

'''Booking Conditions'''

"Group Booking Trigger" - use the (?) context help for the options.

"Invoice Balance" - use this to for payments and reminders.

'''Info Codes'''

If you use Booking Info Codes in your bookings, you can enter values to include/exclude bookings.

'''Booking Fields'''

Select the appropriate fields from the drop down lists. You can also use an AND/OR option.

"Template variables" can be used in the fields to generate dynamic values based on the booking. See the options in this section [[Template_Variables#Smart_Logic_Template_Variables|Smart Template Variables]]

== Actions ==

@@ Line 64: / Line 64: @@
 Sets the criteria which have to be fulfilled to start the Auto Action.
-"Booking Source" = "Direct" applies the Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though the API (not the channel manager). If you want to apply and Auto Action only to manually added bookings add your username in the "Referrer" field.
+'''Property, Room, Unit'''
+You can refine the use of the Auto Action, by specifying if it should trigger on specific properties or all properties/rooms.
+You can select if it should trigger on All properties, All Owned by, All visible in account or a specific Property. If you select a specific Property then you can also select a specific Room id.
+It is possible to 'Exclude' specific Beds24 Room ids, you can find the Room id from the Room Setup.
+If required, you can also specify specific Offers/Units in Room Types.
+Send/Exclude Property Groups, this will use the values you have entered in {{#fas:cog}} (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS.
+'''Time'''
 "Trigger Time" defines when the action is allowed to start.  Once it has started it is allowed to go for the "Time Window" period.  When the "Time Window" period has elapsed the auto action stops.
 Both "Trigger Time" and "Time Window" are relative to a "Trigger Event"  i.e. check-in, check-out, time of booking.
+"Between Booking and Check in" can be used to include/exclude Same day/Near term bookings, set the number of days.
+"Check In From" and "Check In To" use if you have specific information relating to bookings between these dates, special offers, major disruptions etc.
+'''Booking Source'''
+"Booking Source" = "Direct" applies the Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though the API (not the channel manager). If you want to trigger only on manually added bookings add your username in the "Referrer" field.
+'''Booking Conditions'''
+"Group Booking Trigger" - use the (?) context help for the options.
+"Invoice Balance" - use this to for payments and reminders.
+'''Info Codes'''
+If you use Booking Info Codes in your bookings, you can enter values to include/exclude bookings.
+'''Booking Fields'''
+Select the appropriate fields from the drop down lists. You can also use an AND/OR option.
+"Template variables" can be used in the fields to generate dynamic values based on the booking. See the options in this section [[Template_Variables#Smart_Logic_Template_Variables|Smart Template Variables]]
 == Actions ==

Auto Actions: Difference between revisions

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