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===Booking Info Codes===
If you need To send an automated Email to the guest confirming that it is possible to use have a Late checkout on Sundays as the Booking info code CHECKIN/CHECKOUT room is available on the day of departure. This auto action will create a new booking for reporting/the date of departure, closing the calendar to any other auto actionsbookings. The URL link in the message tab, you can will send the guest to your guest booking page with set conditions, the Booking info code rather than use leaving date of the Current guest module in existing booking, the room id of the existing booking and the Offer you have created for the dashboardLateCheckout.
Trigger tabThis example uses fixed values that you have entered into {{#fas:*Trigger Event = Check-cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on masterthe Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
Booking Info tab'''Step 1: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div''' 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====Add CHECKOUT *Booking info code to bookings ===Type =</div><div class="mw-collapsibleConfirmed with Deposit 2 -content">via payment gateway
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions'''Step 2:''' Create a Rate or Daily Price, you can set the Booking info code rather than use the Current guest module in the dashboard. PRICES
Trigger tab:*Trigger Event = Check-out*Trigger Time Guests = ImmediateMax Occupancy*Trigger Window Max Stay = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings Offer = Trigger all on masterselect the offer number as created in the above step.
Booking Info tab: *Booking Info Code = CHECKOUT*Booking Info Text If you are using Rates, select 'Rate allowed' = Auto Checkout</div>Sunday, untick all the other days. </div>Channel Tab, untick all channels, leave only 'beds24.com' for your booking page.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in ====</div>If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. <div class="mw-collapsible-content">This requires the master Enable list, untick all channels, leave only 'beds24.com' for your booking to be checked-in via the check-in functionpage.
Trigger tab'''Step 3:''' Create the Auto Action
Booking info tab :
*Info Code = CHECKIN
This requires you to use the Guest database.
If you have a custom question with a 'Tick box' for example, they want a late checkin.
Setup If you need to use the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set with TYPE = Tick Boxthe Booking info code rather than use the Current guest module in the dashboard.
===Add invoice items to a booking ===
Invoice Booking Info tab:*Type Booking Info Code = AmountCHECKOUT*Description Booking Info Text = Cleaning fee (for example)*Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. Auto Checkout
You want This requires the master booking to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkinbe checked-in via the check-in function.
Time :*Trigger Event = Checkin After Booking*Trigger Time = -2 days immediately*Trigger Window = 2 days 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Info Code = CHECKIN
===Payments/Pending Payments===
*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)
Invoice tab:*Payment Type <div class= select on what the payment is calculated (Percent of Balance due)"mw-collapsible mw-collapsed">*Description <div class= the text you will see in the "Charges and Paymentsheadline-collapse" tab> *Status = if you use the status function add the status you want to apply to the pending payment (optional)===Identify bookings with Custom Question ticked/unticked ====*Amount = enter the amount or percentage you want to collect</div>*Payment Rule <div class= use auto or manual "mw-collapsible- if content">If you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION a custom question with a 'Tick box' for example, they will be available here *Payment Due = Set when the payment is duewant a late checkin.
Create a Payment Rule to collect a payments when bookings are not cancelled. Trigger tab:
Go to Settings > Payments > Payment Rules*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*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked
Payment Rule Booking info tab :*Info Code = LATECHECKIN</div></div>
Name = Enter your title - Not Cancelled (for example)
Action = Auto
Payment Trigger :
*Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code Add invoice items to a booking === optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
Payment Action <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee to all bookings from a channel====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example)
''''Create a Payment Rule (Optional)''''Trigger tab:
Standard payment rules 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 cancelled before the final payment is due to be collected. Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days
Go to {{#fasBooking Conditions:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES*Status = All not Cancelled *Invoice Balance = Not Zero
Create a Invoice tab:*Type = Amount*Description = Payment Rule to collect payments 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 the VAT amount if bookings are not cancelled.applicable)
Click '''Create New Payment Rule''' :The fee will be added the next time the auto actions run. </div></div>
Payment Rule:*Name = Enter your title - Not Cancelled (for example) *Action = Auto=Payments/Pending Payments===
Payment Trigger :<div class="mw-collapsible mw-collapsed">*Booking Status <div class= All not cancelled"headline-collapse" > *Any Booking Info Code (optional)====Add a pending payment====*All Booking Info Codes (optional)</div>*Exclude Booking Info Code <div class= optional (can exclude Virtual Credit cards, find the Booking info code in the booking)"mw-collapsible-content"> Payment Action Trigger tab:*Funding Source Trigger Event = Guest card onlyAfter Booking or Before Check-in*Payment value adjustment Trigger Time = Limit set the time you want to group booking balancecollect the payment*Capture Booking Source = Yes - immediately charged All (Capture=Yesfor example, you can also set different rules for different channels)*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
Prevent Auto Payment Booking Info tab:Optional*Prevent payment if Add a booking status = Cancelledinfo tab for information and reporting*Prevent payment after check-out (days) Flag Text = 7 PendingPayment (defaultfor example)*Prevent payment action Flag Colour = Set Manualselect the colour as this will be visible in the Calendar/Bookings list
'''Create Auto Actions '''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 due
Collect the outstanding balance for bookings created via your booking page.
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' a Payment Rule to create themcollect a payments when bookings are not cancelled.
'''Collect outstanding balance for direct bookings'''Go to Settings > Payments > Payment Rules
Trigger tabPayment Rule :*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 SourceName = Enter your title - Not Cancelled (for example)**Booking Source Action = Direct. You can have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. Auto
*Booking Conditions**Group Booking Payment Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the auto action being triggered):
Booking Info tabPayment Action : 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 show in for the Booking Info Code.
Invoice tab:*Capture = Yes - immediately charged (Capture=Yes)*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 class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div> *Add a Pending Payment to the booking**Payment Type = Percent of Group Balance due (select on what the payment is calculated) **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 = 100 (this will be 100% of the outstanding group balance) **Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) 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. </div>
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]]Create a Payment Rule to collect a payments when bookings are not cancelled.
Create a Go to Settings > Payments > 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.Rules
Go to {{#fasPayment Rule :cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
Payment Rule : *Name = Enter your title - Security Deposit Not Cancelled (for example)*Action = Auto
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}} ''''Create a Payment Rule (SETTINGSOptional) ACCOUNT->PREFERENCES.</div></div>''''
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >Standard payment rules 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 cancelled before the final payment is due to be collected.
====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tabGo to {{#fas:*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT cog}} (optional only if you use the check-out function, if not leave blankSETTINGS) PAYMENTS > PAYMENT RULES
Invoice tab:*Assign Invoice Number = yes</div></div>Create a Payment Rule to collect payments if bookings are not cancelled.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Click '''Create New Payment Reminder====</div><div class="mw-collapsible-content">Trigger tabRule''' :*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 tabPayment Rule:*Optional, add a booking info tab Name = Enter your title - Not Cancelled (for information and reportingexample) *Action = Auto
Booking tabPayment Trigger : Optional*Flag Text Booking Status = PaymentDue1 All not cancelled*Any Booking Info Code (optional)*All Booking Info Codes (for exampleoptional), set multiple if multiple payments are required. *Flag Colour Exclude Booking Info Code = select optional (can exclude Virtual Credit cards, find the colour as this will be visible Booking info code in the Calendar/Bookings listbooking)
Invoice tabPayment Action :*Payment Type Funding Source = select on what the payment is calculated (Percent of Balance due)Guest card only*Description Payment value adjustment = the text you will see in the "Charges and Payments" tabLimit to group booking balance*Status Capture = if you use the status function add the status you want to apply to the pending payment Yes - immediately charged (optionalCapture=Yes)*Amount Add info code on success = enter add a Booking Info item to the amount or percentage you want to collectbooking on success*Payment Rule Add info code on failure = 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 add a Booking Info item to the payment is duebooking on failure
The Pending Prevent Auto 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 :*Prevent payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual
</div>
</div>
===Booking Flags/Colours==='''Create Auto Actions ''' Collect the outstanding balance for bookings created via your booking page.
<div class="mw-collapsible mw-collapsed"><div Go to {{#fas:cog}} (SETTINGS) class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content"GUEST MANAGEMENT >Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = CancelledAUTO ACTIONS and click '''Create New Action''' to create them.
Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div>'''Collect outstanding balance for direct bookings'''
<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">
<div class="mw-collapsible mw-collapsed">Booking tab: Optional<div class*Flag Text ="headline-collapse" > Pending payment added (for example)*Flag Colour ====Apply a flag when deposit was made prior to Check-select the colour as this will be visible in====<the Calendar/div><div class="mw-collapsible-content">Trigger tab:Bookings list
*Trigger Event = Check-inBooking Info tab: Optional, for information and reporting*Trigger Time Booking Info Code = -365 BALANCE (for example : must be a negative value and the same as enter the value in Trigger window- use one word only)*Trigger Window = 365*Booking Source Info Text = All*Enter the description/text to show in for the Booking Status = All but not cancelled*Invoice Balance = Any Payment madeInfo Code.
Message Invoice tab:
*Send Email <div class="warning">{{#fas: select appropriate option*Enter : Subject and Email contentexclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div>
Booking *Add a Pending Payment to the booking**Payment Type = Percent of Group Balance due (select on what the payment is calculated) **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 = 100 (this will be 100% of the outstanding group balance) **Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas: cog}} (optionalSETTINGS) 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.
*Execution = One time only</div>*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div>
Booking info tab : (optional)<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
*Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required===='Capture' a Security Deposit when Credit card is collected at time of booking. Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</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">
Booking tabInfo Codes:*Execution = One time only*Flag Text Any Booking Info Code = The text you want to display*Flag Colour - choose the flag colour</div></div>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
====Apply a flag/colour for a booking coming from a certain channel====
</div>
<div class="mw-collapsible-content">
Trigger tab<span style="color:#fe746c;“ >{{#fas:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Bookingexclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]].com (for example)
Booking tab:*Execution = One time Create a Payment Rule to 'Capture' a payment only*Flag Text = The text . Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you want can create a second Capture, you will need to display*Flag Colour - choose the flag colourcreate another auto action for this.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></divGo to {{#fas:cog}} (SETTINGS) PAYMENTS >PAYMENT RULES
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====Payment Rule : </div><div class*Name ="mw-collapsibleEnter your title -content">Security Deposit (for example)<span style*Action ="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".Auto
Booking tabPayment Action :*Execution Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture= One time onlyNo) *Flag Text Add info code on success = The text you want add a Booking Info item to displaythe booking on success*Flag Colour - choose Add info code on failure = add a Booking Info item to the flag colourbooking on failure
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
Booking Invoice tab:*Execution Assign Invoice Number = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colouryes
===Status changes===
Booking tab:
*Execution = One time only
*Booking Status = Cancelled
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:
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)
<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that it is possible to have an Early Checkin a Late Checkout as room is available the day of before arrivaldeparture.
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.
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKIN Booking info code Send Email to bookings your guest - Offering Late Checkout Only on a Sunday when there is no new arrival ====
</div>
<div class="mw-collapsible-content">
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
*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking) *Group bookings" = Trigger all on master *Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes This template variable tests if the departure day is a Sunday and there is at least 1 day between the existing guest booking and the next booking. 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 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], We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like a late checkout, please use this link to make the booking and payment. https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID] <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) Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Code Description = CHECKINUpsell email sent [CURRENTDATE]: Late Checkout
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</div>
===Send an email to the Owner/Internal email address ===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Identify Repeat Guest 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 = immediatelyImmediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" 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*HTML Box = Trigger Enter the text to be sent, you can use template variables in this message, for example [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on masterthe "summary" tab of the booking[FIRSTNIGHT]*Template Variable = [GUESTSID1LASTNIGHT] greater than 0
Booking info tab : (optional)*Info Code Execution = REPEATOne time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour
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</div>
===Booking Info Codes===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Identify Add CHECKIN Booking info code to bookings with Custom Question ticked/unticked ====
</div>
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Trigger tab:
*Trigger Event = After BookingCheck-in*Trigger Time = immediatelyImmediate*Trigger Window = 3651 day
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked
Booking info Info tab : *Booking Info Code = LATECHECKINCHECKIN*Booking Info Text = Auto Checkin
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<div class="headline-collapse" > ====Add a fee CHECKOUT Booking info code to all bookings from a channel====
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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 = After BookingCheck-out
*Trigger Time = Immediate
*Trigger Window = 1 day*Booking Source = Expedia (for example)All*Booking Status = All but not cancelled*Group bookings = Trigger all on master
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====Add a fee (Penalty) to all bookings with an Outstanding BalanceGroup check-in ====
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Trigger tab:
Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not Zero Invoice info tab:*Type Info Code = 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 the VAT amount if applicable) The fee will be added the next time the auto actions run. CHECKIN
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====Add a pending paymentIdentify Repeat Guest ====
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This requires you to use the Guest database.
Trigger tab:
*Trigger Event = After Booking Info tab: OptionalAdd a booking info tab for information and reporting*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Flag Text Group bookings" = PendingPayment (for example) Trigger all on master*Flag Colour Template Variable = select the colour as this will be visible in the Calendar/Bookings list[GUESTSID1] greater than 0
Booking info tab: Optional*Flag Text Info Code = Pending payment added (for example)REPEAT*Flag Colour = select the colour as this will be visible in the Calendar</div></Bookings listdiv>
Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box.
Invoice tab:*Capture Add Invoice Item = Yes Add new*Type = Amount*Description = Cleaning fee (for example) - immediately charged Template variables can be used. *Amount = 50 (Capturefor example - the amount of your cleaning fee)*per =Yes)Room*Add info code on success Period = add a Booking Info item to the booking on successone time*Add info code on failure VAT = add a Booking Info item to 19% (for example - enter the booking on failureVAT amount if applicable)
The fee will be added the next time the auto actions run.
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====Collect outstanding booking balance 3 days prior to arrivalAdd a fee ( Credit card details were collected at time of bookingPenalty)to all bookings with an Outstanding Balance====
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You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin.
Booking tab: Optional
*Booking Info Code = PENDPAY
*Booking Info Text = Pending payment added
*Booking tab: OptionalStatus = All not cancelled*Flag Text Any Booking Info Code = Pending payment added (for example)optional*All Booking Info Codes = optional*Flag Colour Exclude Booking Info Code = select optional (can exclude Virtual Credit cards, find the colour as this will be visible Booking info code in the Calendar/Bookings listbooking)
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===='Capture' Add a pending payment - Set the Security Deposit when Credit card is collected at time value based on the price of the booking. , using a calculation ====
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Trigger tab:
*Trigger Event = After Booking or Before Check-in*Trigger Time = immediateset the time you want to collect the payment
*Booking Source =All (for example, you can also set different rules for different channels)
Booking tab: Optional
*Flag Text = PendingPayment (for example)
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
Booking Info tab: Optional
Add a booking info tab for information and reporting
*Booking Info Code = PENDPAY
*Booking Info Text = Pending payment added
Invoice tab:
*Payment Type = Fixed amountfixed value*Description = Security Deposit ||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to be set.) This calculation, tests if the first invoice item value (usually the text you will see in Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1 quarter of the first invoice item value, otherwise set = 200. <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="Charges and Paymentsfont-weight: bold;" tab>Tip</span> A price value for the invoice item can be specified after a second pipe (|)symbol, this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, the numeric value from the amount field will be used.
*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)0*Payment Rule = Security Deposit use auto or manual - if you have set up payment rules in {{#fas:cog}} (Create a SETTINGS) Payments > Payment Rule, see below) Rules they will be available here *Payment Due = check inSet when the payment is due
Payment Trigger :
*Booking Status = select from the drop down listAll not cancelled
*Any Booking Info Code = optional
*All Booking Info Codes = optional
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
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====Apply an info code and and/or icon when a payment was madeCollect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====
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Trigger tab:
*Time**Trigger Event = After BookingCheckin**Trigger Time = Immediate*Booking Source = Booking.com -3 days (for exampleset the time you want to collect the payment)*Booking Field Contains - select "API Message" in the next field enter: meal_plan*Time Window =Breakfast 3 days (or Extra Breakfast - use set this to the text the channel usessame number (positive)as Trigger time.
*Booking tab:Source*Execution = One time only*Flag Text Booking Source = The text you want to display*Flag Colour Direct. You can have different auto actions/rules for direct bookings -v- choose the flag colourchannel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
*Booking changes are applied before the mail is sent so that the flag template variable Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be reflected in used to refine the Email.</div></div>auto action being triggered)
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Trigger tab:
*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365immediate*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO(for example, you can also set different rules for different channels)
Payment Trigger tab:*Trigger Event = After Booking*Trigger Time Status = Immediateselect from the drop down list*Trigger Window Any Booking Info Code = 365optional*All Booking Source Info Codes = Alloptional*Exclude Booking Status Info Code = All not cancelled*Invoice Balance = Any Payment madeoptional (can exclude Virtual Credit cards, find the Booking info code in the booking)
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<div class="headline-collapse" > ====Apply a flag an info code and and/or icon when a payment FAILS at Stripewas made====
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Trigger tab:
*Trigger Event = After Booking
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code Invoice Balance = STRIPEFAILAny Payment made
Booking Info tab:
*Execution = One time only
*Flag Text Info Code = Stripe Payment Failed*Flag Colour Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT- choose the flag colour>PREFERENCES.
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<div class="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at StripeAssign invoice numbers====
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Trigger tab:
*Trigger Event = After BookingCheck-out
*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Any Booking Info Code = BOOKINGCOMCARDCHECKOUT (optional only if you use the check-out function, if not leave blank)
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==== Change the status of all "Request" bookings to "Cancelled" after three days Using Pending Payments as a Payment Reminder====
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Trigger tab:*Trigger Event = After Bookingor Before Check-in*Trigger Time = 3 daysset 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 = Requestif 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.
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===Booking Flags/Colours===
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<div class="headline-collapse" > ==== Change the status of all bookings which have been imported from Ical to "Request" Apply a flag when a booking is cancelled====
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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 = Ical Import Booking.com (1, 2, 3for 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.</div></div> <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": "":::}::]:}
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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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