2,864
edits
Changes
Jump to navigation
Jump to search
Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -42
*Trigger Window = 1 day
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===
