2,864
edits
Changes
Jump to navigation
Jump to search
'''You can choose create a "Copy" of an existing Auto Action, click "Edit" on an existing auto action, scroll to send the bottom of the page and click 'Save as copy'. To "Delete" an Auto Action, click "Edit" on an existing auto action automatically or manually, scroll to the bottom of the page and click 'Delete'. '''Trigger Action :'''
'''Auto sending:''' You can choose to trigger an auto action automatically or manually.
Go to {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect If you are using your own mail server for outgoing email address/account to Beds24messages the Booking and Invoice actions will be applied before sending the mail.
== Setup ==
Automatic actions will trigger every 15 minutes.
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.
'''Manual:''' If set to manual actions can be triggered manually from the MAIL/ACTION tab of each booking. '''Auto:''' Auto action will automatically trigger on a booking based on the rules set in the Trigger tab. Check the details in the MAIL/ACTION tab of each booking. You will see if the auto action has triggered and when, if it has not triggered then you can check if it is due to trigger and when. ===Setup Outgoing Email Service - Required for sending Emails via Auto Actions=== Go to {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Beds24. '''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:'''
When sending manually by clicking on the 'Send now' button you will need to make sure you are logged into the account which uses the Email address of the user you want to send fromare logged in as will be be used.
<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 emails 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.
<span style===Setup Outgoing Email Service "color: #f3e504; font- Required for sending Emails via Auto size: 200%;" >{{#fas:lightbulb}} </span> The auto actions will appear on the 'Mail & Actions===' tab of each booking where you manually trigger the email/messages/changes to the booking.
