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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:
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''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 time the booking being was made, to the check in date or to the check out date.
The action can be a pre-canned email sent to the guest or to a fixed email address or a change , and it can also make changes to the 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 'Mail & Actions' tab of each booking where you manually can send the email can be sent manuallytrigger the changes to the booking. If you are using your own mail server for outgoing mail the Booking and Invoice actions will also be applied before sending the mail.
Note: Confirmation message messages 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:'''
===Automatically set a flag /colour for a booking coming from a certain channel===
Trigger tab:
*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.
===Automatically send an Email to the guest when the status of a booking changes to "Cancelled"===
*Flag Colour - choose the flag colour
===Apply an info code and and/or icon when a payment was made===
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
Booking Info tab:
*Execution = One time only
*Info Code = Enter the preset code for the icon or info code which you have created in SETTINGS->ACCOUNT->PREFERENCES.
===Apply a flag when a booking is cancelled===
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===
===Apply a flag when deposit is was made prior to Check-in===
Trigger tab:
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
===Apply a flag when booking is fully paid===
*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:
Booking info tab :
*Info Code = CHECKIN
===Send Remotelock/Lockstate PIN ===
Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -2 (the number of days before check-in you want to sent the code)
*Trigger Window = 2
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on master
*Info Code = LOCKSTATE_PIN
Email tab :
*Send Email = Guest and cc
*EMail Subject = Your access code (your text)
*Email Text = Your text which includes the template variable [BOOKINGINFOCODETEXT:LOCKSTATE_PIN]
== 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 Allow Auto Actions ("Mails" tab of the booking)?
*Do all trigger events apply to the booking?
