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Auto Actions

854 bytes added, 10:27, 5 July 2018
'''Example 6''' - Apply a flag when a payment was made:
 
Also see Example 14 for payments/deposits prior to Check-in
Trigger tab:
The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
 
'''Example 11''' - Automatically set a flag for a bookings from a a channel which have breakfast included :
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
 
'''Example 12''' - Automatically send a message (email or sms) to guests that have Checked-out 30 days or more :
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
 
'''Example 13''' - Automatically send a Request for payment to your guests for all bookings :
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.
 
 
'''Example 14''' - Apply a flag when deposit is was made prior to Check-in :
 
Trigger tab:
 
*Trigger Event = Check-in
*Trigger Time = -270 (for example : must be a negative value)
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
 
Email tab:
 
*Send email : select appropriate option
*Enter : Subject and email content
 
Booking tab: (optional)
 
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
 
Booking info tab : (optional)
 
*Booking Info Code : DEPOSITPAID (for example)
*Booking Info Text : additional text if required.
 
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
== Troubleshooting ==
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