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<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> 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.
You Time:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 14(the max number of days your guests can send Invoice or Booking Template attachments to your Guests. stay)
Setup your Invoice or Booking Template, go to {{#fasSource:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING or {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES*Booking Source = All
'''Trigger tabBooking Conditions:'''*Trigger Event = Checkout*Trigger Time Group bookings = Immediate* Trigger Window = 1 day*Booking Source = All (or select the appropriate channel/Direct)all on master
*Group bookings = Trigger all on master
*Any Booking Info Code = CHECKOUT
'''Message tabInfo Codes:''' *Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT
*Send Email = Guest '''Messaging tab:''' For channels using the Message API/Smart Email (or one of , then enter the text in the Plain text box, for emails enter the text in the other options)HTML box.
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> 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 <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels use the channel might block Checkin/Checkout feature in the attachment so it is Dashboard, if not delivered you can either manually add Checkin to the guest. Ask your channel about their policy regarding this. Other files can not be attached. We recommend you use a link bookings (Booking info tab) or create an auto action to a file you upload add the Booking Info Codes to your web sitethe bookings.
To You can send Invoice as an automated Email attachment to the guest then they can check you/the cleaner have your Guests. Setup your Invoice go to add a unit status to the room when it is ready. {{#fas:cog}} (SETTINGS) In this example we used the unit status cleanGUEST MANAGEMENT -> INVOICING
*Group bookings = Trigger all on master
*Template Variable = [UNITSTATUS1] Contains = clean
*Attachment :- if If you want to send a Booking/Invoice Emails with pdf attachment (invoice, booking template you can select from ) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the drop down listguest. Ask your channel about their policy regarding this.
To You can send an automated Email Booking Template attachments to the guest confirming that it is possible your Guests. Setup your Booking Template, go to extend their stay.{{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES
This example uses fixed values that you have entered into {{#fas'''Trigger tab:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. '''
'''Trigger Tab Time:''' *Trigger Event = Checkin (depending on when you want to notify the guest)Booking*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)Immediate*Trigger Window = 2*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes1 day
This template variable tests if there is 3 days between Booking Source:*Booking Source = All (or select the guest booking and the next booking. appropriate channel/Direct)
'''Message tabBooking Conditions:''' *Group bookings = Trigger all on master*Booking Status = All but not cancelled
For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. '''Messaging tab:'''
[IF<=Message Text :[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which - enter the text you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] wish to [LEAVINGDAYSHORT] is currently available for up send to [TURNOVERDAYS] extra night(s)|]your guests include URL. We are very happy to offer you to extend your stay a Template variables can be used [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAILTemplate_Variables| see here] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
*HTML box Email Text :- Email will be sent, enter It is possible to use the same details (URL) as in the text you wish to send to your guestsPlain Text box above. Template variables can be used [[Template_Variables| see here]]
[IF<span class="" style="color:[TURNOVERDAYS]#f3e504; font-size:3150%;" >{{#fas:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] lightbulb}} </span> It is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer assumed you to extend your stay a [PROPERTYNAME] at use the Checkin/Checkout feature in the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If Dashboard, if not you would like can either manually add Checkout to extend your stay then please send bookings (Booking info tab) or create an email auto action to our Reservations team [PROPERTYEMAIL] confirming add the number of nights you would like Booking Info Codes to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Pricebookings.
'''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightIf 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.
This example uses fixed values that you have entered into {{#fasTime:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. *Trigger Event = Checkin*Trigger Time = Immediate*Trigger Window = 1
Trigger Tab Booking Source:- *Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2
*Group bookings = Trigger all on master
*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes
This template variable tests if there is upto 3 days from previous checkout to check in of current booking. Booking Fields:*Template Variable = [UNITSTATUS1] Contains = clean
Message '''Messaging tab :- '''
*EMail Subject = Enter the appropriate details
*Email Text = Your text, using the template variables to modify the specific text in the booking.
[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] If the "Mail & Actions" tab contains a "real" Email address the message is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you sent to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightguests Email address. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming only a masked Email address is available the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for message sends via the special Pricechannels API messaging systems if possible.
Booking Info Tab :- Optional*Booking info code = EXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightIf no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
</div></div>*Subject - enter the subject for your Guests
<div class="mw*Plain text box -collapsible mw-collapsed"><div class="headline-collapse" >will send to channels using Message API
====Send Email Message Text :- enter the text you wish to send to your guest - Offering Early Checkin ====</div><div class="mw-collapsible-content">guests. Template variables can be used [[Template_Variables| see here]]
*Group bookings = Trigger all on master
*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes
This template variable tests if there is 1 day between the guest booking and the next booking. Booking Fields:*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes
Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the This template variables to modify variable tests if there is 3 days between the specific text in guest booking and the next booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME],'''Message tab:'''
We are very happy to offer you 'Early Check-For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]HTML box.
If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your *Send Message = Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards,API/Smart Email
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]address is available the message sends via the channels API messaging systems if possible.
Booking Info Tab :- Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early CheckinIf no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Group bookings = Trigger all on master
*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes
Message '''Messaging tab :- '''*Send Email Message = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME],If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
We are very happy If no connection to offer you 'Late Check-out' at [PROPERTYNAME] at a messaging system is available the exceptional rate message will send to the Email address from the "Mail & Actions" tab of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]the Email.
If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like *Subject = Enter the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price.appropriate details
Best regards*Plain Text Box = Your text,using the template variables to modify the specific text in the booking.
===Booking Info Codes===
If To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival. This example uses fixed values that you need to use have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Booking info code CHECKINProperty/CHECKOUT for reporting/other auto actionsRooms, you can set useful way to utilise the Booking info code template variables and different values rather than use the Current guest module in the dashboardduplicating auto actions.
Booking Info This template variable tests if there is 1 day between the guest booking and the next booking. Message tab: - *Send Email = Guest API/Smart Email (or one of the other options)*Booking Info Code EMail Subject = CHECKINEnter the appropriate details *Booking Info Email Text = Auto Checkin</div></div>Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to bookings ====</div><div class="mw-collapsible-content">Dear, [GUESTNAME],
If you need We are very happy to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, offer you can set the Booking info code rather than use the Current guest module 'Early Check-in ' at [PROPERTYNAME] at the dashboardexceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Trigger tabIf you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]*Trigger Event = CheckWebsite :-out[PROPERTYWEB]*Trigger Time = Immediate*Trigger Window = 1 dayBooking Info Tab :- Optional*Booking Source info code = AllEARLYARRIVAL, *Booking Status Info Description = All but not cancelled*Group bookings = Trigger all on masterUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
Booking Info tab:
*Booking Info Code = CHECKOUT
*Booking Info Text = Auto Checkout
This requires the master booking to be checked-in via the check-in function.
Trigger tabTo send an automated Email to the guest confirming that it is possible to have a Late Checkout as room is available the day of departure. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
Booking info Message tab : - *Info Code Send Email = CHECKINGuest API/Smart Email (or one of the other options)</div>*EMail Subject = Enter the appropriate details </div>*Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to use the Guest database. Dear, [GUESTNAME],
Trigger tab:We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = Reservation Number [GUESTSID1BOOKID] greater than 0and Offer ‘LATECHECKOUT’ for the special Price.
Booking info tab : *Info Code = REPEAT</div></div>Best regards,
<div class="mw-collapsible mw-collapsed">[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]<div class="headline-collapse" > [PROPERTYNAME] ====Identify bookings with Custom Question ticked/unticked ====[PROPERTYADDRESS],</div>[PROPERTYCITY],<div class="mw-collapsible-content">[PROPERTYPOSTCODE],If you have a custom question with a 'Tick box' for example[PROPERTYSTATE], they want a late checkin[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]
Setup the custom question in {{#fasBooking Info Tab :cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box. Trigger tab:Optional*Trigger Event = After Booking*Trigger Time info code = immediately*Trigger Window = 365LATCHECKOUT, *Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][GUESTCUSTOMQ1PROPERTYCURRENCYBACK] equals ticked (or) not ticked Late Checkout
Booking info tab :
*Info Code = LATECHECKIN
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee Send Email to all bookings from your guest - Offering Late Checkout Only on a channelSunday when there is no new arrival ====
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Expedia (for example)
Invoice tab:To send an automated Email to the guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure.*Type = Amount*Description = Cleaning fee (This auto action will create a new booking for example)the date of departure, closing the calendar to any other bookings. *Amount = 50 (The URL link in the message tab, will send the guest to your guest booking page with set conditions, the leaving date of the existing booking, the room id of the existing booking and the Offer you have created for example - the amount of your cleaning fee)LateCheckout. *per = Room*Period = one time*VAT = 19% This example uses fixed values that you have entered into {{#fas:cog}} (for example - enter SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the VAT amount if applicable)template variables and different values rather than duplicating auto actions.
The fee will be added the next time the auto actions run. </div'''Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) ></divPROPERTIES >OFFERS
<div class*Name ="mw-collapsible mw-collapsed">Latecheckout<div class*Enable ="headline-collapse" > Only if Available*Booking Type ====Add a fee (Penalty) to all bookings Confirmed with an Outstanding Balance====Deposit 2 - via payment gateway
</div><div class="mw-collapsible-content">You want to add '''Step 2:''' Create a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin. Rate or Daily Price, PRICES
Trigger tab:Guests = Max OccupancyMax Stay = 1Offer = select the offer number as created in the above step.
Time :*Trigger Event If you are using Rates, select 'Rate allowed' = Checkin *Trigger Time = -2 Sunday, untick all the other days. *Trigger Window = 2 days Channel Tab, untick all channels, leave only 'beds24.com' for your booking page.
Booking Conditions:If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. *Status = All not Cancelled *Invoice Balance = Not ZeroEnable list, untick all channels, leave only 'beds24.com' for your booking page.
Invoice tab'''Step 3:*Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = 0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter ''' Create the VAT amount if applicable)Auto Action
The fee will be added Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the next time guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Between Booking and Check in = 2 and 999 (to stop the auto actions run. </div></div>action triggering on the new booking)
<div class*Template Variables ="mw-collapsible mw-collapsed"><div class[IF="headline-collapse" > ====Add :[LEAVINGDAY:{%a pending payment====</div><div class="mw-collapsible-content"}]:Sun:|[IF>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)^[TURNOVERDAYS]^1^yes~no]] equal yes
Booking Info tab: OptionalAdd This template variable tests if the departure day is a Sunday and there is at least 1 day between the existing guest booking info tab for information and reporting*Flag Text = PendingPayment (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings listnext booking.
Booking Message tab: Optional- *Flag Text Send Email = Pending payment added Guest API/Smart Email (for exampleor one of the other options)*Flag Colour EMail Subject = Enter the appropriate details *Email Text = select Your text, using the template variables to modify the colour as this will be visible specific text in the Calendar/Bookings listbooking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*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 {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is dueDear, [GUESTNAME],
Create If you would like a Payment Rule late checkout, please use this link to collect a payments when bookings are not cancelledmake the booking and payment.
Go to Settings > Payments > Payment Ruleshttps://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]
Payment Rule <span class="" style="color:#f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, will direct the guest to make a new booking in the existing room with the check-in date = leaving date and for Offer 7 &br-7 (offer created in Step 1 above)
Name = Enter your title - Not Cancelled (for example)Booking Reservation Number [BOOKID] into the Booking id box on the booking page. Action = AutoBest regards,
Payment Trigger [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB]
*Booking Status = All not cancelled*Any Booking Info Code = optionalTab :- Optional*All Booking Info Codes info code = optionalLATCHECKOUT, *Exclude Booking Info Code Description = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)Upsell email sent [CURRENTDATE]: Late Checkout
*Capture = Yes [BOOKID] - immediately charged (Capture=Yes)booking reference number*Add info code on success = add a Booking Info item to [GUESTNAMES] - name of all guests in the booking on success*Add info code on failure = add a Booking Info item to the "summary" tab of the booking on failure[FIRSTNIGHT][LASTNIGHT]
''''Create a Payment Rule (Optional)''''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.
Standard payment rules Trigger tab:*Trigger Event = Check-in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control the collection of payments if the booking status is changed, for example the booking is *Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled before the final payment is due to be collected. *Group bookings = Trigger all on master
Go to {{#fasBooking Info tab:cog}} (SETTINGS) PAYMENTS *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div></div> PAYMENT RULES
Create a Payment Rule <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to collect payments if bookings are not cancelled.====</div><div class="mw-collapsible-content">
Click '''Create New Payment Rule''' :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.
Payment RuleTrigger tab:*Name Trigger Event = Enter your title Check- Not Cancelled (for example) out*Action Trigger Time = AutoImmediate Payment *Trigger :Window = 1 day*Booking Status Source = All not cancelled*Any Booking Info Code (optional)*Status = All Booking Info Codes (optional)but not cancelled*Exclude Booking Info Code Group bookings = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Trigger all on master
Payment Action Booking Info tab:*Funding Source Booking Info Code = Guest card onlyCHECKOUT*Payment value adjustment = Limit to group booking balance*Capture = Yes - immediately charged (CaptureBooking Info Text =Yes)Auto Checkout*Add info code on success = add a Booking Info item to the booking on success</div>*Add info code on failure = add a Booking Info item to the booking on failure</div>
Prevent Auto Payment :<div class="mw-collapsible mw-collapsed">*Prevent payment if booking status <div class= Cancelled"headline-collapse" > *Prevent payment after ====Group check-out (days) in ==== 7 (default)*Prevent payment action </div><div class= Set Manual"mw-collapsible-content">This requires the master booking to be checked-in via the check-in function.
'''Create Auto Actions '''*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
Collect the outstanding balance for bookings created via your booking page. Booking info tab : *Info Code = CHECKIN</div></div>
Go to {{#fas:cog}} (SETTINGS) <div class="mw-collapsible mw-collapsed"><div GUEST MANAGEMENT class="headline-collapse" > AUTO ACTIONS and click '''Create New Action''' ====Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to create themuse the Guest database. '''Collect outstanding balance for direct bookings'''
*Time
**Trigger Event = Checkin
**Trigger Time = -3 days (set the time you want to collect the payment)
**Time Window = 3 days (set this to the same number (positive) as Trigger time.
*Booking Conditionsinfo tab : **Group Booking Trigger Info Code = Trigger only MasterREPEAT**Status = All not cancelled</div>**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)</div>
Booking tab: Optional<div class="mw-collapsible mw-collapsed">*Flag Text <div class= Pending payment added (for example)"headline-collapse" > *Flag Colour = select the colour as this will be visible in the Calendar===Identify bookings with Custom Question ticked/Bookings listunticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example, they want a late checkin.
Booking Info tabSetup the custom question in {{#fas: Optional, for information and reporting*Booking Info Code = BALANCE cog}} (for example enter the value SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS - use one word only)*Booking Info Text > Custom question 1, set with TYPE = Enter the description/text to show in for the Booking Info CodeTick Box.
Invoice Trigger tab:
<div class*Trigger Event ="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group After Booking *Trigger Time = Trigger Only Master.</div> immediately*Add a Pending Payment to the booking**Payment Type Trigger Window = Percent of Group Balance due (select on what the payment is calculated) 365**Description Booking Source = the text you will see in the "Charges and Payments" tabAll**Booking Status = if you use the status function add the status you want to apply to the pending payment (optional)All but not cancelled**Amount Group bookings" = 100 (this will be 100% of the outstanding group balance) Trigger all on master**Payment Rule Template Variable = Not Cancelled - See Step 4 above [GUESTCUSTOMQ1] equals ticked (if you have set up payment rules in {{#fas:cog}} (SETTINGSor) PAYMENTS ->PAYMENT RULES they will be available here) **Payment Due = Trigger date**Payment time = set the time to collect payment**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.not ticked
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]].===Add a fee (Penalty) to all bookings with an Outstanding Balance====
Create a Payment Rule </div><div class="mw-collapsible-content">You want to 'Capture' add a payment only2. Captured payments will only be valid for 7 days, then it will expire, 2% fee to all bookings if the booking there is for a longer period, then you can create a second Capture, you will need an outstanding balance 2 days prior to create another auto action for thischeckin.
Go to {{#fasTrigger tab:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
Payment Rule Time : *Name Trigger Event = Checkin *Trigger Time = Enter your title - Security Deposit (for example)2 days*Trigger Window = 2 days Booking Conditions:*Status = All not Cancelled *Action Invoice Balance = AutoNot Zero
Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that The fee will be added the amount is available for later capture (Capture=No) *Add info code on success = add a Booking Info item to next time the booking on success*Add info code on failure = add a Booking Info item to the booking on failureauto actions run.
<div classBooking tab: Optional*Booking Info Code ="mw-collapsible mw-collapsed">PENDPAY<div class*Booking Info Text ="headline-collapse" >Pending payment added
Invoice tab:
*Assign Invoice Number = yes
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as Create a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want Rule to add the pending payment to the booking*Booking Source =All (for example, you can also set different rules for different channels)collect a payments when bookings are not cancelled.
Booking Info tab:*Optional, add a booking info tab for information and reportingGo to Settings > Payments > Payment Rules
Booking tabPayment Rule : Optional*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required. *Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Invoice tab:*Payment Type Name = select on what the payment is calculated Enter your title - Not Cancelled (Percent of Balance duefor example)Action = Auto Payment Trigger : *Description Booking Status = the text you will see in the "Charges and Payments" tabAll not cancelled*Status Any Booking Info Code = if you use the status function add the status you want to apply to the pending payment (optional)*Amount All Booking Info Codes = enter the amount or percentage you want to collectoptional*Payment Rule Exclude Booking Info Code = Manual - if you have set up payment rules optional (can exclude Virtual Credit cards, find the Booking info code in {{#fas:cog}} (SETTINGSthe booking) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is dueAction :
The Pending Payment Report is available in Bookings > Pending Payments. This report can be used *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to see outstanding pending payments, this can be used the booking on success*Add info code on failure = add a Booking Info item to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. booking on failure
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply Add a flag when pending payment - Set the Security Deposit value based on the price of the booking, using a booking is cancelledcalculation ====
<div class="mw-collapsible mw-collapsed">Booking Info tab: Optional<div class="headline-collapse" > ====Apply Add a flag booking info tab for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediateinformation and reporting*Booking Source Info Code = Booking.com (for example)PENDPAY*Booking Field Contains - select "API Message" in the next field enter: meal_planInfo Text =Breakfast (or Extra Breakfast - use the text the channel uses)Pending payment added
Booking Invoice tab:*Execution Payment Type = One time onlyfixed value*Flag Text Description = The text you want Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to displaybe set.) *Flag Colour - choose This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1 quarter of the flag colourfirst invoice item value, otherwise set = 200.
Booking changes are applied before <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> A price value for the mail is sent so that the flag template variable invoice item can be specified after a second pipe (|) symbol, this can be reflected used to calculate a price using template variables. If the price value in the Emaildescription field is zero or absent, the numeric value from the amount field will be used.</div></div>
<div class*Status ="mw-collapsible mw-collapsed">if you use the status function add the status you want to apply to the pending payment (optional)<div class*Amount ="headline-collapse" > 0*Payment Rule ====Apply a flag when deposit was made prior to Checkuse auto or manual -if you have set up payment rules in====</div{{#fas:cog}} (SETTINGS) Payments >Payment Rules they will be available here <div class*Payment Due ="mw-collapsible-content">Trigger tab:Set when the payment is due
*Trigger Event = Check-in
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
Message tab: Create a Payment Rule to collect a payments when bookings are not cancelled.
*Send Email : select appropriate option*Enter : Subject and Email contentGo to Settings > Payments > Payment Rules
Booking tabPayment Rule : (optional)
Booking info tab Payment Action : (optional)
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZERO
Booking tab:''''Create a Payment Rule (Optional)''''*Execution = One time only*Flag Text = The text Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you want can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to displaybe collected. *Flag Colour - choose the flag colour</div></divGo to {{#fas:cog}} (SETTINGS) PAYMENTS >PAYMENT RULES
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >Create a Payment Rule to collect payments if bookings are not cancelled.
====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content">Click '''Create New Payment Rule''' :
Trigger tabPayment Rule:*Trigger Event Name = After Booking*Trigger Time = Immediate*Booking Source = Booking.com Enter your title - Not Cancelled (for example)*Action = Auto
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".'''Create Auto Actions '''
Trigger tab:Collect the outstanding balance for bookings created via your booking page. *Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment madeGo to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div>'''Collect outstanding balance for direct bookings'''
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a payment FAILS at Stripe====
</div>
<div class="mw-collapsible-content">
<div class*Booking Conditions**Group Booking Trigger ="mw-collapsible mw-collapsed">Trigger only Master<div class**Status ="headline-collapse" > All not cancelled**Invoice Balance====Apply a flag Not Zero (can be used to Booking.com bookings and refine the auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content">action being triggered)
Go Booking tab: Optional*Flag Text = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value - use one word only)*Booking Info Text = Enter the description/text to Settings show in for the Booking Info Code. Invoice tab: <div class="warning"> Channel Manager {{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Preferences and set Auto report failed cards Booking Conditions > Group Booking Trigger = YesTrigger Only Master.</div> *Add a Pending Payment to the booking **Payment Type = Percent of Group Balance due (select on what the payment is calculated) Trigger **Description = the text you will see in the "Charges and Payments" tab:*Trigger Event *Status = After Bookingif you use the status function add the status you want to apply to the pending payment (optional)*Trigger Time *Amount = Immediate100 (this will be 100% of the outstanding group balance) *Trigger Window *Payment Rule = 365Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here) *Booking Source *Payment Due = AllTrigger date*Booking Status *Payment time = All but not cancelledset the time to collect payment*Booking Info Code *Invoicee = BOOKINGCOMCARDIf you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
Booking tab:
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Flag Colour - choose the flag colour
===Status changes===
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 3 days
*Booking Status = Request
Booking Trigger tab:*Execution Trigger Event = One time onlyAfter Booking *Trigger Time = immediate*Booking Status Source = CancelledAll (for example, you can also set different rules for different channels)</div></div>Info Codes:Any Booking Info Code = CARDTOSTRIPE
<div classInvoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "mw-collapsible mw-collapsedCharges and Payments">tab)<div class*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due ="headline-collapse" >check in
==== Change the status of all bookings which have been imported from Ical to "Request" ====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Ical Import (1, 2, 3)
Trigger tab
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Status = All but not cancelled
*Any Booking Info Code = CHECKOUT
Booking tab:*Execution = One time only*Change Room Unit Status = Select the You can use this optionto send data to your Integromat account.
It is assumed you use Set the Checkin/Checkout feature rules in the DashboardTrigger tab, if not when you can either manually add Checkin need to your bookings (Booking info tab) or create an auto action to add send the Booking Info Codes data to the bookingsIntegromat.</div></div>
===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Go to Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content">tab:
You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the bookingURL = https://hook.integromat.com/ followed by your integromat account key. First you have to configure access to the API:
You need two keys to Body Data = you can use our API JSON functions - one for the API itself and one template variables allows in the list for the propertyIntegromat [[https://wiki.beds24. The keys have to consist of 16 characters of your choosingcom/index.<br> '''API key:'''*{{php/Make#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyData_Fields Data fields]]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX
Set the triggers you need, for For example:-
Booking Field Contains: Message bookingData= XXX{
Set the webhook like this"bookId":"[BOOKID]",
* URL = <nowiki>https"guestMobileNum"://api.beds24.com/json/setBooking</nowiki>* Custom Header = "[leave emptyGUESTMOBILENUM]",
Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookIdguestMobile": "[BOOKIDGUESTMOBILE]",::"message": "[MESSAGE] - Append this message":}</div></div>
<div class="mw-collapsible mw-collapsedguestSMS"><div class=:"headline-collapse[GUESTSMS:44]" >,
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-contentguestFirstName">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:"[REPLACE|&|and|[GUESTFIRSTNAME]]",
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas"propertyName":cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyPROPERTYNAME]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX",
Set the triggers you need"propertyId":"[PROPERTYID]", for example:
Booking Source = Booking.com"firstNight":"[FIRSTNIGHTSHORT]",
Set the webhook like this"lastNight":"[LEAVINGDAYSHORT]"
*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty]}
*Body Data =
:{
::"authentication":
::{
:::"apiKey": "my_very_secret_api_key",
:::"propKey": "secret_key_for_prop_XXXXXX"
::},
::"bookId": "[BOOKID]",
::"invoice":
::[
:::{
::::"description": "Booking.com Commission",
::::"status": "",
::::"qty": "1",
::::"price": "-[COMMISSIONNUM]",
::::"vatRate": "7.00",
::::"type": "0",
::::"invoiceeId": ""
:::}
::]
:}
=== Send Emails/Message/SMS to guests ===
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:-
*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 Souce :-
*Booking Source = All
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
Info Codes :-
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use)
'''Message Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message = Booking API/Smart Email
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Subject - enter the subject for your Guests - Your access code (your text)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
</div>
<div class="headline-collapse" >
====Send Email to all current guest (guests with check-in details 2 days before Check-in) , booking paid/no outstanding balance ====
</div>
<div class="mw-collapsible-content">
This auto action will be sent only when the Invoice Balance of the booking is zero. This can be used to ensure that the checkin details are only sent when the guest has completed the payments.
'''Trigger tab:'''
Time:-
*Trigger Event = Check-in
*Trigger Time = Immediate*Trigger Window = 14 -2 (the max number of days your guests can staybefore check-in you want to sent the code or link)*Trigger Window = 2 Booking Source:-
*Booking Source = All
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
*Any Booking Info Code Invoice Balance = CHECKIN*Exclude Booking Info Code = CHECKOUT Zero
'''Message Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Subject - enter the subject for your Guests- Your access code (your text)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests . This can include URL. Template any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It Enter the text you wish to send to your guests this can include URLs. Include any information that is possible important for the checkin of the guest, for example the Key code for the door, who to use the same details (URL) as in contact if there are any issues, template variables can be used, see the Plain Text box above. Template list of ALL template variables that can be used [[Template_Variables| see here]]
</div>
</div>
<div class="headline-collapse" >
====Send Email with Guest Invoice to all current guest (Check- PDF attachmentin) ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Booking Status = All but not cancelled
*Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Attachment = Select an option from the drop down list. *Email Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
</div>
</div>
<div class="headline-collapse" >
====Send Email after the cleaner has cleaned the roomwith Guest Invoice - PDF attachment====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:*Trigger Event = CheckinCheckout
*Trigger Time = Immediate
*Trigger Window = 1day Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
Info Codes:*Any Booking Info Code = CHECKOUT '''Message Messaging tab: '''
*Send Email = Guest API/Smart Email (or one of the other options)
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Attachment = Select the Invoice Template from the drop down list. *Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guestsinclude URL. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> 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.
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
<div class="headline-collapse" >
====Send Email to your guest with Booking Registration Form - Upselling additional nights - nights available after checkout PDF attachment====
</div>
<div class="mw-collapsible-content">
*Send Message = Booking Guest API/Smart Email(or one of the other options)
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Attachment = Select Booking Template from the drop down list. *Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
</div>
</div>
<div class="headline-collapse" >
====Send Email to your guest - Upselling additional nights - nights available before checkin after the cleaner has cleaned the room====
</div>
<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that then they can check you/the cleaner have to add a unit status to the room when it is possible to extend their stayready. In this example we used the unit status clean '''Trigger tab:'''
*Booking Source = All
Booking Conditions
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Send Email = Guest API/Smart Email (or one of the other options)
*HTML box - Email will be sent Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] *Attachment :- if you want to send a Booking/Invoice template you can select from the drop down list. Other files can not be attached. We recommend you use a link to a file you upload to your web site.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Upselling additional nights - nights available after checkout ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrivalextend their stay.
This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
'''Trigger Tab :- ''' Time:
*Trigger Event = Checkin (depending on when you want to notify the guest)
*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)
*Trigger Window = 2
Booking Source:
*Booking Source = All
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. '''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night </div>
</div>
<div class="headline-collapse" >
====Send Email to your guest - Offering Late Checkout Upselling additional nights - nights available before checkin ====
</div>
<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrivalextend their stay.
This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
'''Trigger Tab :- ''' Time:*Trigger Event = CheckoutCheckin (depending on when you want to notify the guest)*Trigger Time = -1 2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 12 Booking Source:
*Booking Source = All
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
Booking Fields:*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is 1 day between the guest booking and the next upto 3 days from previous checkout to check in of current booking.
[PROPERTYCONTACTFIRSTNAMEIF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [PROPERTYCONTACTLASTNAMELEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML Box [PROPERTYADDRESSIF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]),which you booked for [PROPERTYCITYNUMNIGHT],nights from [PROPERTYPOSTCODEFIRSTNIGHTSHORT],to [PROPERTYSTATELEAVINGDAYSHORT],is currently available for up to [PROPERTYCOUNTRYVACANTDAYS] extra night(s)|]. Email :-We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL]Website :- confirming the number of nights you would like to stay and provide your Booking Reservation Number [PROPERTYWEBBOOKID]and Offer ‘EXTRANIGHTS’ for the special Price.
'''Booking Info Tab :- Optional'''*Booking info code = LATCHECKOUTEXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkoutper extra night
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKIN Booking info code Send Email to bookings your guest - Offering Early Checkin ====
</div>
<div class="mw-collapsible-content">
Trigger tabTab :- *Trigger Event = Check-inCheckin (depending on when you want to notify the guest)*Trigger Time = Immediate-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1 day2*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Group checkSend Email to your guest -in Offering Late Checkout ====
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Trigger Tab :- *Trigger Event = After BookingCheckout*Trigger Time = immediately-1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 3651*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on master*Info Code Template Variables = CHECKIN[IF>:[TURNOVERDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking.
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<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >
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*Group bookings ===Payments/Pending Payments=== Trigger all on master
We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
</div></div> ===Send an email to the Owner/Internal email address ===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an email to the Owner/Internal email address when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment Action :*HTML Box = Enter the text to be sent, you can use template variables in this message, for example
Booking tab: (optional)
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colour
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===Booking Info Codes===
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<div class="headline-collapse" > ====Collect outstanding booking balance 3 days prior Add CHECKIN Booking info code to arrival( Credit card details were collected at time of booking)bookings ====
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Trigger tab:
Trigger tab:
*Trigger Event = After Booking Source*Trigger Time = immediately*Trigger Window = 365*Booking Source = Direct. You can have different auto actions/rules for direct All*Booking Status = All but not cancelled*Group bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. " = Trigger all on master*Template Variable = [GUESTSID1] greater than 0
Booking info tab :
*Info Code = LATECHECKIN
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===Add invoice items to a booking ===
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<div class="headline-collapse" > ===='Capture' Add a Security Deposit when Credit card is collected at time of booking. fee to all bookings from a channel====
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Trigger tab:
*Trigger Event = After Booking *Trigger Time = immediateImmediate*Booking Source =All Expedia (for example, you can also set different rules for different channels)
Invoice tab:
*Payment Add Invoice Item = Add new*Type = Fixed amountAmount*Description = Security Deposit Cleaning fee (the text you will see in the "Charges and Payments" tabfor example)- Template variables can be used. *Status Amount = if you use 50 (for example - the status function add the status you want to apply to the pending payment (optionalamount of your cleaning fee)*Amount per = Room*Period = 100 (balance is full price so 100% of the balance)one time*Payment Rule VAT = Security Deposit 19% (Create a Payment Rule, see belowfor example - enter the VAT amount if applicable) *Payment Due = check inThe fee will be added the next time the auto actions run. </div></div>
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Invoice tab:*Type = Amount*Description = Payment Trigger Fee||[INVOICEBALANCE:2.2%]*Booking Status Amount = select 0 (leave as 0 so the value is set from the drop down listcalculation in Description field)*Any Booking Info Code Per = optionalRoom*All Booking Info Codes Period = optionalone time*Exclude Booking Info Code VAT = optional 19% (can exclude Virtual Credit cards, find the Booking info code in for example - enter the bookingVAT amount if applicable)
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===Payments/Pending Payments===
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<div class="headline-collapse" > ====Apply an info code and and/or icon when Add a pending payment was made====
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Trigger tab:
*Trigger Event = After Bookingor Before Check-in*Trigger Time = Immediate*Trigger Window = 365set the time you want to collect the payment*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made(for example, you can also set different rules for different channels)
Booking Info tab:OptionalAdd a booking info tab for information and reporting*Execution Flag Text = One time onlyPendingPayment (for example)*Info Code Flag Colour = Enter select the preset code for colour as this will be visible in the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div><Calendar/div>Bookings list
Invoice tab:*Payment Type ====Assign invoice numbers====select on what the payment is calculated (Percent of Balance due)</div><div class*Description =the text you will see in the "mw-collapsible-contentCharges and Payments">Trigger tab:*Trigger Event Status = Check-outif you use the status function add the status you want to apply to the pending payment (optional)*Trigger Time Amount = Immediateenter the amount or percentage you want to collect*Any Booking Info Code Payment Rule = CHECKOUT (optional only if you use the checkauto or manual -out function, if not leave blankyou have set up payment rules in {{#fas:cog}} (SETTINGS)GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due
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<div class="mw-collapsible mw-collapsed"><div class==Booking Flags/Colours==="headline-collapse" >
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Trigger tab:*Trigger Event = After Bookingor Before Check-in*Trigger Time = 1 Hour*Trigger Window = 365 daysset the time you want to collect the payment*Booking Status Source = CancelledAll (for example, you can also set different rules for different channels)
Booking tab:*Execution = One time only*Booking Status = No ChangeOptional*Flag text Text = PendingPayment (enter the text you requirefor example)*Flag Colour = Set select the colour as required</div><this will be visible in the Calendar/div>Bookings list
Name = Enter your title - Not Cancelled (for example)Action = Auto Payment Trigger : *Booking Status = All not cancelled*Execution Any Booking Info Code = One time onlyoptional*Flag Text All Booking Info Codes = The text you want to displayoptional*Flag Colour - choose Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the flag colourbooking)
*Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info Code : DEPOSITPAID (for example)item to the booking on success*Add info code on failure = add a Booking Info Text : additional text if required. item to the booking on failure
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<div class="headline-collapse" > ====Apply a flag when Collect outstanding booking is fully paidbalance 3 days prior to arrival( Credit card details were collected at time of booking)====
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Payment Trigger :*Booking Status = All not cancelled*Any Booking Info Code (optional)*All Booking tabInfo Codes (optional)*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Execution Funding Source = One time Guest card only*Flag Text Payment value adjustment = The text you want Limit to displaygroup booking balance*Flag Colour Capture = Yes - choose immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the flag colourbooking on success*Add info code on failure = add a Booking Info item to the booking on failure Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual
Trigger tab:
*Time**Trigger Event = After BookingCheckin**Trigger Time = Immediate-3 days (set the time you want to collect the payment)*Trigger *Time Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL3 days (set this to the same number (positive) as Trigger time.
*Booking tab:Source*Execution = One time only*Flag Text Booking Source = Stripe Payment Failed*Flag Colour Direct. You can have different auto actions/rules for direct bookings -v- choose the flag colour</div></div>channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
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<div class="headline-collapse" > ==== Change the status 'Capture' a Security Deposit when Credit card is collected at time of all "Request" bookings to "Cancelled" after three days booking. ====
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<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]]. Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Payment Rule : *Name = Enter your title - Security Deposit (for example)*Action = Auto Payment Trigger :*Booking Status = select from the drop down list*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) *Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply an info code and and/or icon when a payment was made====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Booking Info tab:*Execution = One time only*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Assign invoice numbers====</div><div class="mw-collapsible-content">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</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to add the pending payment to the booking*Booking Source =All (for example, you can also set different rules for different channels) Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required. *Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*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 = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. </div></div> ===Booking Flags/Colours=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) 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.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when deposit was made prior to Check-in====</div><div class="mw-collapsible-content">Trigger tab: *Trigger Event = Check-in*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional) *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required. Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when booking is fully paid====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) 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.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid". Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment made Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Booking tab:*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD Booking tab:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div> ===Status changes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three days ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status = Request Booking tab:*Execution = One time only*Booking Status = Cancelled</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all bookings which have been imported from Ical to "Request" ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Ical Import (1, 2, 3) Booking tab:*Execution = One time only*Booking Status = Request
Booking changes are applied before the mail is sent.
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<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change Room Unit Status when guest checks out ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Status = All but not cancelled*Any Booking Info Code = CHECKOUT Booking tab:*Execution = One time only*Change Room Unit Status = Select the option 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.</div></div> ===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content"> You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Field Contains: Message = XXX Set the webhook like this: * URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty] Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"message": "[MESSAGE] - Append this message":}</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-content">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Source = Booking.com Set the webhook like this: *URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty] *Body Data =:{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"invoice":::[:::{::::"description": "Booking.com Commission",::::"status": "",::::"qty": "1",::::"price": "-[COMMISSIONNUM]",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]:}</div></div>
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==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
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