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Auto Actions

395 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:'''
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===
*Trigger Event = Check-out
*Trigger Time = Immediate
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blandblank)
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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