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Auto Actions

55 bytes added, 15:14, 9 September 2021
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Actions can be to send pre-drafted emails or SMS, change booking or invoice information or run webhooks.
Go to {{#fas:cog}} (SETTINGS > ) GUEST MANAGEMENT -> AUTO ACTION and click on "Edit" to modify an existing auto action or on "Create New Action" to set up a new auto action.
'''You can choose to send an auto action automatically or manually:'''
'''Auto sending:'''
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 {{#fas:cog}} (SETTINGS-) ACCOUNT-> OUTGOING EMAIL. Automatic actions will trigger every 15 minutes.
'''Manual sending:'''
'''Before setting up an auto action please note:'''
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>To use this function you need to set the system to use your own Email address for outgoing emails under {{#fas:cog}} (SETTINGS -> ) ACCOUNT -> OUTGOING EMAIL.
<span style="color: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> Confirmation messages will send automatically to the guest. You can customize them in {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> CONFIRMATION MESSAGES.
<span style="color: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually can send the email trigger 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.
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