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===Message / SMS===
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====Send an message or SMS to Guest when booking made more than 10 days in advance====
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Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -365 days
*Trigger Window = 355 days
*Booking Status = All not cancelled
Booking tab:
*Execution = One time only
*Booking Status = No Change
Message tab or SMS tab:
*Update details as appropriate
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====Send an message or SMS to Guest when booking made more than 7 days in advance====
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Alternatively you an use Between Booking and Check in
Trigger tab:
*Trigger Event = Booking (but not after check-in)
*Trigger Time = Immediate
*Trigger Window = 1 day
Between Booking and Check in = 7 to 999
*Booking Status = All not cancelled
Booking tab:
*Execution = One time only
*Booking Status = No Change
Message tab or SMS tab:
*Update details as appropriate
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====Send an message or SMS to Guest when booking made more last minute booking - 6 days or less====
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Trigger tab:
*Trigger Event = Booking (but not after check-in)
*Trigger Time = Immediate
*Trigger Window = 1 day
Between Booking and Check in = 0 to 6
*Booking Status = All not cancelled
Booking tab:
*Execution = One time only
*Booking Status = No Change
Message tab or SMS tab:
*Update details as appropriate
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====Send an Email with a key code for a specific unit one day before check-in====
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Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -1 day
*Trigger Window = 1 day
*Booking Status = All not cancelled
*Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name.
Booking tab:
*Execution = One time only
*Booking Status = No Change
Message tab:
*Enter your text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables
Example: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]
The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
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====Send an Email to the guest when a payment is made====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365 day
*Booking Status = All not cancelled
*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
Message tab:
*Enter your text.
You can use Invoice Template variables showing the booking charges/payments.
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====Send an Email to guests from Channels====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = Channel Manager
Booking tab:
*Execution = One time only
*Booking Status = No Change
Message tab:
*Send Email = Guest
*Enter you text. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables
Example: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]
The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
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====Send a message (Email or sms) to guests that have Checked-out 30 days or more====
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Trigger tab:
*Trigger Event = After Check-out
*Trigger Time = 30 days
*Trigger Window = 365 days
Message or SMS tab:
Enter the details you want to send.
Booking tab: (optional)
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
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====Send a Request for payment to your guests for all bookings====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
Booking Source = ALL (or select the booking source/Channel)
Message tab:
Send Email : select the appropriate option
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the 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.
Booking tab:
*Execution = One time only
*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 Email.
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====Send a Request for payment to your guests XX days before arrival====
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Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -42
*Trigger Window = 1 day
Booking Source = ALL (or select the booking source/Channel)
Message tab:
Send Email : select the appropriate option
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the 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.
Booking tab:
*Execution = One time only
*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 Email.
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====Send a Request for payment to your guests XX days after booking====
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You allow your guests to make X number of payments for their booking.
You can not trigger the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions.
You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments.
'''Create Auto Action one'''
Trigger tab:
*Trigger Event = Booking (but not after check-in)
*Trigger Time = +7 days
*Trigger Window = 1 day
*Booking Source = ALL (or select the booking source/Channel)
*Invoice Balance = Not Zero
*Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments.
Message tab:
Send Email : select the appropriate option
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the 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.
Booking tab:
*Execution = One time only
*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 Email.
'''Create additional Auto Actions for each period you want to trigger'''
'''Create Auto Action 2 (and 3, 4, 5 - how may you need) '''
*Trigger Time = +14 days (days you want to collect the payments)
*Trigger Window = 1 day
'''Setup booking info code'''
Go to SETTINGS -> ACCOUNT -> PREFERENCES -> BOOKINGS -> Booking Info Code Values and enter MULTIPLE (or the value you want to use to trigger)
'''Update Booking to allow Multiple payments'''
*Open the booking
**Go to Booking Info Tab and from the drop down list
**Select the value 'MULTIPLE' (or the value you want to use to trigger)
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====Send Email in a the guests language to an internal Email address ====
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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.
Trigger tab:
*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for.
Email tab:
*Enter the message in the appropriate language under your default language.
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====Send SMS in a certain language (if it is the language of the booking) or a default language====
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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.
Trigger tab: Whatever you want
Booking tab: Whatever you want
SMS tab:
*Phone Number = [GUESTMOBILE]
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
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====Assign invoice numbers====
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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
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====Group check-in ====
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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
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====Send Remotelock/Lockstate, Nuki PIN or Chekin Link ====
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Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -2 (the number of days before check-in you want to sent the code or link)
*Trigger Window = 2
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL
Message 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] or [BOOKINGINFOCODETEXT:NUKI_PIN]
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====Send Email to all current guest ====
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Trigger tab:
*Trigger Event = Check-in
*Trigger Time = Immediate
*Trigger Window = 14(the max number of days your guests can stay)
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Any Booking Info Code = CHECKIN
*Exclude Booking Info Code = CHECKOUT
Message tab:
*Send Email = Guest
*EMail Subject = Enter the appropriate details
*Email Text = Your text which includes the details for your current guests.
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
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====Send Email with a PDF attachment====
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You can send Invoice or Booking Template attachments to your Guests.
Setup your Invoice or Booking Template, go to SETTINGS -> GUEST MANAGEMENT -> INVOICING or SETTINGS -> GUEST MANAGEMENT -> BOOKING TEMPLATES
Trigger tab:
*Trigger Event = Checkout
*Trigger Time = Immediate
*Trigger Window = 1
*Booking Source = All (or select the appropriate channel/Direct)
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Any Booking Info Code = CHECKOUT
Message tab:
*Send Email = Guest API/Smart Email (or one of the other options)
*Attachment = Select an option from the drop down list.
*EMail Subject = Enter the appropriate details
*Email Text = Your text which includes the details for your current guests.
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
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 recommend you use a link to a file you upload to your web site.
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====Add CHECKIN Booking info code to bookings ====
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If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
Trigger tab:
*Trigger Event = Check-in
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
Booking Info tab:
*Booking Info Code = CHECKIN
*Booking Info Text = Auto Checkin
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====Add CHECKOUT Booking info code to bookings ====
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If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
Trigger tab:
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
Booking Info tab:
*Booking Info Code = CHECKOUT
*Booking Info Text = Auto Checkout
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
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