Auto Actions
This page is about the menu SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS
An Auto Action is an action which can be programmed to occur at a time relative to the booking being made, check in date or check out date.
The action can be a pre-canned email sent to the guest or a fixed email address or a change to booking information. Click on "Edit" to modify an existing auto action or on "Create New Action" to set up a new auto action:
The auto actions will appear on the MAIL tab of each booking where the email can be sent manually. If you are using your own mail server for outgoing mail the Booking and Invoice actions will also be applied before sending the mail.
1 Trigger
Set when the action happens and what it applies to.
2 Email
Go to Email to create or modify a prepared Email template. Templates can contain Template Variables to include information specific to the booking in the Email, for example the guests name or the arrival date.
- To send Emails automatically you need to set up your outgoing Email address in SETTINGS -> ACCOUNT -> OUTGOING EMAIL.
- To send Emails manually open a booking and go to the MAIL tab. Manual Emails will open in your normal email program on your computer. You may send it as is or edit it before sending.
Some systems have a limit of about 2000 characters for this form of email generation. If the email will not open try reducing the amount of text.
If Auto Action Emails are send automatically they are send through your Email server. You should see this on your server. Whether you see it in your Sent box or not depends on your Email program.
If Auto Action Emails are sent manually via a link in the "Email Templates" list in the booking Beds24 will first try to send through your Email server. You should see this on your server. Whether you see it in your Sent box or not depends on your Email program.
If this does not work it will pop and send through your desktop. In this case you will see it in your Sent box.
3 SMS
You can automatically send SMS messages. Please note that a fee per SMS message applies if this function is activated.
4 Booking
Go to Booking to set up an auto action which modifies something in the booking.
Example 1 - Automatically change the status of all "Request" bookings to "Cancelled" after three days:
Trigger tab
- Trigger Event = After Booking
- Time Offset = 3 days
- Booking Status = Request
Booking tab:
- Execution = One time only
- Booking Status = Cancelled
Example 2 - Automatically change the status of all bookings which have been imported from Ical to "Request" :
Trigger tab:
- Trigger Event = After Booking
- Time Offset = Immediate
- Booking Source = Ical Import (1, 2, 3)
Booking tab:
- Execution = One time only
- Booking Status = Request
Booking changes are applied before the mail is sent.
Example 3 - Automatically set a flag for a booking coming from a certain channel" :
Trigger tab:
- Trigger Event = After Booking
- Time Offset = Immediate
- Booking Source = Booking.com (for example)
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.
5 Invoice
Click on Invoice to automatically add invoice items.
Invoice changes are applied before the mail is sent.
6 Troubleshooting
If Auto Actions do not send:
*Is your outgoing Email address working? Go to SETTINGS->ACCOUNT->OUTGOING EMAIL and click on "Send Test Email".
*Is your Auto Action set to send automatically?
*Is the guests Email address valid ("Mails" tab of the booking)?
*Is the booking set to allow automatic Emails ("Mails" tab of the booking)?
*Do all trigger events apply to the booking?
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