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Auto Actions

654 bytes added, 19:09, 18 February 2019
Note: Confirmation message will send automatically to the guest. You can customize them in SETTINGS ->GUEST MANAGEMENT->CONFIRMATION MESSAGES.
 
Email sending works per account.
Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in SETTINGS-ACCOUNT-OUTGOING EMAIL.
 
Automatic actions will trigger every 15 minutes.
'''Manual sending:'''
*Execution = One time only
*Booking Status = Cancelled
 
===Automatically change the status of all bookings which have been imported from Ical to "Request"===
Booking changes are applied before the mail is sent.
 
===Automatically set a flag for a booking coming from a certain channel===
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
 
===Automatically send an Email to the guest when the status of a booking changes to "Cancelled"===
===Automatically add a fee to all bookings from a channel===
 
Trigger tab:
*Trigger Event = After Booking
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 1 Hour
*Trigger Window = 365 days
*Flag text = (enter the text you require)
*Flag Colour = Set as required
 
===Send an email or SMS to Guest when booking made more than 10 days in advance===
*Phone Number = [GUESTMOBILE]
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
 
===Automatically assign invoice numbers===
Trigger tab:
*Trigger Event = Check-out
*Trigger Time = Immediate
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank)
 
Invoice tab:
*Assign Invoice Number = yes
 
===Group check-in ===
This requires the master booking to be checked-in via the check-in function.
 
Trigger tab:
 
*Trigger Event = After Booking
*Trigger Time = immediately
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on master
*Info Code = CHECKIN
 
Booking info tab :
*Info Code = CHECKIN
== Troubleshooting ==
'''If Auto Actions do not send:'''
In The list in the "TestMail" tab of the Auto Action booking will tell you can check why an Auto Action was not executed. Common causes are:
*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 Allow Auto Actions ("Mails" tab of the booking)?
*Do all trigger events apply to the booking?
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