Changes

Jump to navigation Jump to search

Auto Actions

810 bytes added, 18:19, 26 April 2019
===Automatically change the status of all "Request" bookings to "Cancelled" after three days ===
 
Trigger tab
*Trigger Event = After Booking
*Execution = One time only
*Booking Status = Cancelled
 
===Automatically change the status of all bookings which have been imported from Ical to "Request"===
 
Trigger tab:
*Trigger Event = After Booking
===Automatically set a flag/colour for a booking coming from a certain channel===
 
Trigger tab:
*Trigger Event = After Booking
===Automatically send an Email to the guest when the status of a booking changes to "Cancelled"===
 
Trigger tab:
*Trigger Event = Check-in
The fee will be added the next time the auto actions run.
===Add a pending payment===
Trigger tab:
*Trigger Event = After Booking or Before Check-in
*Trigger Time = set the time you want to collect the payment
*Booking Source =All (for example, you can also set different rules for different channels)
 
Invoice tab:
*Payment Type = select on what the payment is calculated
*Description = the text you will see in the "Charges and Payments" tab
Status = if you use the status function add the status you want to apply to the pending payment (optional)
Amount = enter the amount or percentage you want to collect
Payment Rule = use auto or manual - if you have set up payment rules in SETTINGS->GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here
Payment Due = Set when the payment is due
 
Note: Automatic collection is only availailable for customer who use [[Stripe]].
===Apply a flag when a payment was made===
 
Also see Example 14 for payments/deposits prior to Check-in
===Apply an info code and and/or icon when a payment was made===
 
Trigger tab:
*Trigger Event = After Booking
===Apply a flag when a booking is cancelled===
 
Trigger tab
*Trigger Event = After Booking
===Send an email or SMS to Guest when booking made more than 10 days in advance===
 
Trigger tab:
*Trigger Event = Check-in
===Send an email with a key code for a specific unit one day before check-in===
 
Trigger tab:
*Trigger Event = Check-in
===Send an email to guests from Channels===
 
Trigger tab:
*Trigger Event = After Booking
===Automatically set a flag for a bookings from a a channel which have breakfast included===
 
Trigger tab:
*Trigger Event = After Booking
===Automatically send a message (email or sms) to guests that have Checked-out 30 days or more===
 
Trigger tab:
*Trigger Event = After Check-out
===Automatically send a Request for payment to your guests for all bookings===
 
Trigger tab:
===Automatically send a Request for payment to your guests XX days before arrival===
 
Trigger tab:
===Apply a flag when deposit was made prior to Check-in===
 
Trigger tab:
===Apply a flag when booking is fully paid===
 
Trigger tab:
*Trigger Event = After Booking
===Send SMS in a certain language (if it is the language of the booking) or a default language===
 
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.

Navigation menu