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Click on == Booking Info==Set up auto actions which automatically add or remove info codes. == Invoice to automatically ==Automatically add invoice itemsor pending payments.
Email Message tab:
'''====Example :- Credit card is collected at time of booking and full payment is due 3 days prior to arrival.'''====
Email Message tab: or SMS tab:
Email Message tab:
Email Message tab: *Send Email = Guest and CC: Email Address
Email Message or SMS tab:
Email Message tab:
Email Message tab:
Email Message tab:
Email Message tab :
Email Message tab : *Send Email = Guest and cc
Email sending works per account.
Note: If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties.
'''Auto sending:'''
If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.
Other files can not be attached. We reommend recommend you use a link to a file you uplaod upload to your web site.
== SMS ==
== Booking ==
Go to the tab 'Booking ' to set up an auto action which modifies something in the booking.
Invoice changes are applied before the mail is sent.
== API ==
Create auto actions which trigger HTTP POST notifications.
== Test ==
Test why an auto action did not trigger.
== Examples ==
*Trigger Window = 365
*Booking Source = All (for example)
*Booking Status = Cancelled
*Trigger Action = Auto
*Send Email = Guest and cc: Email address
Note: If you are using deposit collection make sure you set SETTINGS->PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.
===Automatically add a fee to all bookings from a channel===
*Payment Due = Set when the payment is due
Trigger tab:
*Flag Colour = Set as required
===Send an email message or SMS to Guest when booking made more than 10 days in advance===
Trigger tab:
*Trigger Event = Check-in
*Booking Status = No Change
*Update details as appropriate
===Send an email Email with a key code for a specific unit one day before check-in===
Trigger tab:
*Trigger Event = Check-in
*Booking Status = No Change
*Enter your text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables
===Send an email Email to guests from Channels===
Trigger tab:
*Trigger Event = After Booking
*Booking Status = No Change
*Enter you text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables
*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 emailEmail.
===Automatically send a message (email Email or sms) to guests that have Checked-out 30 days or more===
Trigger tab:
*Trigger Event = After Check-out
*Trigger Window = 365 days
Enter the details you want to send.
Booking Source = ALL (or select the booking source/Channel)
Send email Email : select the appropriate option
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the email 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.
*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 emailEmail.
===Automatically send a Request for payment to your guests XX days before arrival===
Booking Source = ALL (or select the booking source/Channel)
Send email Email : select the appropriate option
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the email 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.
*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 emailEmail.
*Invoice Balance = Any Payment made
*Send email Email : select appropriate option*Enter : Subject and email Email content
Booking tab: (optional)
*Info Code = LOCKSTATE_PIN
*Send Email = Guest and cc
*EMail Subject = Your access code (your text)
===Send Email to all current guest ===
Trigger tab:
*Trigger Event = Check-in
*Exclude Booking Info Code = CHECKOUT
*EMail Subject = Enter the appropriate details
*Email Text = Your text which includes the details for your current guests.
