2,864
edits
Changes
Jump to navigation
Jump to search
===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
Time :*Booking Status = All not cancelled*Trigger Event Any Booking Info Code = Checkin optional*Trigger Time All Booking Info Codes = -2 daysoptional*Trigger Window Exclude Booking Info Code = 2 days optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
Booking ConditionsPayment Action :*Status = All not Cancelled *Invoice Balance = Not Zero
Invoice tab:*Type Capture = Amount*Description Yes - immediately charged (Capture= Payment Fee||[INVOICEBALANCE:2.2%]Yes)*Amount Add info code on success = 0 (leave as 0 so the value is set from add a Booking Info item to the calculation in Description field)booking on success*Per Add info code on failure = Room*Period = one time*VAT = 19% (for example - enter add a Booking Info item to the VAT amount if applicable)booking on failure
The fee will be added the next time the auto actions run.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment- Set the Security Deposit value based on the price of the booking, using a calculation ====
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)
Booking tab: ''''Create a Payment Rule (Optional)'''' *Flag Text = PendingPayment (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)*Flag Colour = select the colour as this will booking is cancelled before the final payment is due to be visible in the Calendar/Bookings listcollected.
Booking Info tabGo to {{#fas: OptionalAdd a booking info tab for information and reporting*Booking Info Code = PENDPAY*Booking Info Text = Pending payment addedcog}} (SETTINGS) PAYMENTS > PAYMENT RULES
Invoice tab:*Create a Payment Type = fixed 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' Rule to be set.) This calculation, tests collect payments 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 first invoice item value, otherwise set = 200bookings are not cancelled.
<span class="" style="colorClick '''Create New Payment Rule''' : #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >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 = 0*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) Payments > Payment Rules they will be available here *Payment Due = Set when the payment is due Create a Payment Rule to collect a payments when bookings are not cancelled. Go to Settings > Payments > Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)*Action = Auto Payment Trigger :
</div>Prevent Auto Payment :</div>*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====</div><div class="mw-collapsible-content">'''Create Auto Actions '''
''''Create a Payment Rule (Optional)''''Collect the outstanding balance for bookings created via your booking page.
Standard payment rules in the system are Auto & Manual, you can Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to 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 collectedthem.
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES'''Collect outstanding balance for direct bookings'''
Create a Payment Rule Trigger tab:*Time**Trigger Event = Checkin**Trigger Time = -3 days (set the time you want to collect payments if bookings are not cancelledthe payment)**Time Window = 3 days (set this to the same number (positive) as Trigger time.
Click '''Create New Payment Rule''' :*Booking Source**Booking Source = 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.
Payment Rule:*Booking Conditions*Name *Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Enter your title - Not Cancelled Zero (for examplecan be used to refine the auto action being triggered) *Action = Auto
Payment Trigger Booking tab:Optional*Booking Status Flag Text = All not cancelled*Any Booking Info Code (optional)*All Booking Info Codes Pending payment added (optionalfor example)*Exclude Booking Info Code Flag Colour = optional (can exclude Virtual Credit cards, find select the Booking info code colour as this will be visible in the booking)Calendar/Bookings list
Payment Action Booking Info tab:Optional, for information and reporting*Funding Source Booking Info Code = Guest card only*Payment BALANCE (for example enter the value adjustment = Limit to group booking balance*Capture = Yes - immediately charged (Capture=Yesuse one word only)*Add info code on success = add a Booking Info item Text = Enter the description/text to show in for the booking on success*Add info code on failure = add a Booking Info item to the booking on failureCode.
Prevent Auto Payment Invoice tab:*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual
'''Create Auto Actions '''*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.
Collect the outstanding balance for bookings created via your booking page. </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''' to create them.
*Time**Trigger Event = CheckinAfter Booking **Trigger Time = -3 days (set the time you want to collect the payment)immediate**Time Window Booking Source = 3 days All (for example, you can also set this to the same number (positivedifferent rules for different channels) as Trigger time.
*Booking SourceInfo Codes:**Any Booking Source Info Code = 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. CARDTOSTRIPE
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<span style="color: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value #fe746c;“ >{{#fas:exclamation- use one word triangle}} </span> Automatic collection is only)*Booking Info Text = Enter the description/text to show in available for the Booking Info Codecustomer who use [[Stripe]].
Invoice tabCreate 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
<div classPayment Rule : *Name ="warning">{{#fas:exclamationEnter your title -triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger Security Deposit (for example)*Action = Trigger Only Master.</div> Auto
*Add a Pending Payment to the bookingTrigger :**Payment Type Booking Status = Percent of Group Balance due (select on what from the payment is calculated) drop down list**Description Any Booking Info Code = the text you will see in the "Charges and Payments" taboptional**Status All Booking Info Codes = if you use the status function add the status you want to apply to the pending payment (optional)**Amount Exclude Booking Info Code = 100 optional (this will be 100% of can exclude Virtual Credit cards, find the outstanding group balance) **Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules Booking info code in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available herethe booking) **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.
Invoice tab:*Payment Type <div class= Fixed amount"mw-collapsible mw-collapsed">*Description <div class= Security Deposit (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)*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in>
<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 Invoice tab:*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 Assign Invoice Number = add a Booking Info item to the booking on failureyes
Invoice Booking tab:*Assign Invoice Number Execution = yesOne time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required
===Booking Flags/Colours===
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
*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)
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
<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:
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARDIcal Import (1, 2, 3)
===Status changes===
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": ""
:::}
::]
:}
<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
</div>
</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
</div>
</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>
<div class="mw-collapsible-content">
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
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add a fee CHECKOUT Booking info code to all bookings from a channel====
</div>
<div class="mw-collapsible-content">
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
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Add a fee (Penalty) to all bookings with an Outstanding BalanceGroup check-in ====
</div>
<div class="mw-collapsible-content">
This requires the master booking to be checked-in via the check-in function. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Info Code = CHECKIN Booking info tab : *Info Code = CHECKIN</div></div> <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. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTSID1] greater than 0 Booking info tab : *Info Code = REPEAT</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example, they want a late checkin. Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked Booking info tab : *Info Code = LATECHECKIN</div></div> ===Add invoice items to a booking === <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) Invoice tab:*Add Invoice Item = Add new*Type = Amount*Description = Cleaning fee (for example) - Template variables can be used. *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. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) to all bookings with an Outstanding Balance==== </div><div class="mw-collapsible-content">You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin. Trigger tab: Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not Zero Invoice tab:*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 the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> ===Payments/Pending Payments=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">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) Booking Info tab: OptionalAdd a 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 list Booking tab: Optional*Booking Info Code = PENDPAY*Booking Info Text = Pending payment added 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 Create a Payment Rule to collect a payments when bookings are not cancelled. Go to Settings > Payments > Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)Action = Auto
Payment Trigger tab:
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class==Payments/Pending Payments==="headline-collapse" >
</div>
<div class="mw-collapsible-content">
*Booking Source =All (for example, you can also set different rules for different channels)
Booking Info tab: OptionalAdd a 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 list
Booking Info tab: OptionalAdd a booking info tab for information and reporting
*Booking Info Code = PENDPAY
*Booking Info Text = Pending payment added
Invoice tab:
*Payment Type = select on what fixed value*Description = Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the payment 'Amount' to be set.) This calculation, tests if the first invoice item value (usually the Accommodation value) is calculated (Percent greater than or = 800 if so set the Security Deposit Amount = 1 quarter of Balance due)the first invoice item value, otherwise set = 200. *Description <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style= "font-weight: bold;" >Tip</span> A price value for the text you will see 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 "Charges and Payments" tabdescription 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 = enter the amount or percentage you want to collect0*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT-Payments >PAYMENT COLLECTION Payment Rules they will be available here
*Payment Due = Set when the payment is due
<div class="headline-collapse" >
====Add a pending payment - Set the Security Deposit value based on the price Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of the booking, using a calculation )====
</div>
<div class="mw-collapsible-content">
Payment Trigger :
*Booking Status = All not cancelled
*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 :
*Funding Source = Guest card only*Payment value adjustment = Limit to group booking balance
*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>
===='Capture''Collect outstanding balance for direct bookings'''a Security Deposit when Credit card is collected at time of booking. ====</div><div class="mw-collapsible-content">
Trigger tab:
Invoice tab:*Booking ConditionsPayment Type = Fixed amount**Group Booking Trigger Description = Trigger only Master Security Deposit (the text you will see in the "Charges and Payments" tab)**Status = All not cancelledif 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)*Invoice BalancePayment Rule = Not Zero Security Deposit (can be used to refine the auto action being triggeredCreate a Payment Rule, see below)*Payment Due = check in
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="headline-collapse" >
===='Capture' Apply an info code and and/or icon when a Security Deposit when Credit card is collected at time of booking. payment was made====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking *Trigger Time = immediateImmediate*Trigger Window = 365*Booking Source =All (for example, you can also set different rules for different channels)*Booking Status = All but not cancelled*Invoice Balance = Any Payment made
Booking Info Codestab:Any Booking *Execution = One time only*Info Code = CARDTOSTRIPEEnter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div></div>
====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)
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply an info code and and/or icon when Using Pending Payments as a payment was madePayment Reminder====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Bookingor Before Check-in*Trigger Time = Immediate*Trigger Window = 365set the time you want to add the pending payment to the booking*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:
*Execution Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = One time onlyPaymentDue1 (for example), set multiple if multiple payments are required. *Info Code Flag Colour = Enter select the colour as this will be visible in the preset code for 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 icon amount or info code which percentage you want to collect*Payment Rule = Manual - if you have created set up payment rules in {{#fas:cog}} (SETTINGS) ACCOUNTGUEST MANAGEMENT->PREFERENCESPAYMENT 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" > ====Assign invoice numbersApply a flag when a booking is cancelled====
</div>
<div class="mw-collapsible-content">
Trigger tab:*Trigger Event = Check-outAfter Booking*Trigger Time = Immediate1 Hour*Trigger Window = 365 days*Any Booking Info Code Status = CHECKOUT (optional only if you use the check-out function, if not leave blank)Cancelled
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Using Pending Payments as Apply a Payment Reminderflag for a bookings from a channel which have breakfast included====
</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 bookingImmediate*Booking Source =All Booking.com (for example, you can also set different rules for different channels)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses)
Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: OptionalExecution = One time only*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 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)display*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 MANAGEMENTFlag Colour ->PAYMENT COLLECTION they will be available here *Payment Due = Set when choose 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. 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 booking is cancelleddeposit was made prior to Check-in====
</div>
<div class="mw-collapsible-content">
Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled:
*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*Booking Status Flag Text = No ChangeThe text you want to display*Flag text = Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (enter the text you requirefor example)*Flag Colour = Set as 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 for a bookings from a channel which have breakfast includedwhen booking is fully paid====
</div>
<div class="mw-collapsible-content">
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All*Booking.com (for example)Status = All not cancelled*Booking Field Contains - select "API Message" in the next field enter: meal_planInvoice Balance =Breakfast (or Extra Breakfast - use the text the channel uses)ZERO
Booking tab:
*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 deposit was made prior to Check-in/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)
*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 changes are applied before the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reportsmail 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 booking is fully paida 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
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZEROAny Payment made
Booking tab:
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag/colour for when a booking coming from a certain channelpayment 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.com (for example)Info Code = STRIPEFAIL, CARDFAILSTRIPE
Booking tab:
*Execution = One time only
*Flag Text = The text you want to displayStripe 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 was madeFAILS 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 Window = 365
*Booking Source = All
*Booking Status = All but not cancelled*Invoice Balance Booking Info Code = Any Payment madeBOOKINGCOMCARD
Booking tab:
*Execution = One time only
*Flag Text = The text you want Failed CC reported to displayBooking.com
*Flag Colour - choose the flag colour
</div>
</div>
===Status changes===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a payment FAILS at StripeChange the status of all "Request" bookings to "Cancelled" after three days ====
</div>
<div class="mw-collapsible-content">
*Trigger Event = After Booking
*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All3 days*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAILRequest
Booking tab:
*Execution = One time only
*Flag Text Booking Status = Stripe Payment Failed*Flag Colour - choose the flag colourCancelled
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag Change the status of all bookings which have been imported from Ical to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe"Request" ====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
Booking tab:
*Execution = One time only
*Flag Text Booking Status = Failed CC reported to Request Bookingchanges are applied before the mail is sent.com *Flag Colour - choose the flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three days Room Unit Status when guest checks out ====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = After BookingCheck-out*Trigger Time = 3 daysImmediate*Trigger Window = 1 day*Booking Status = RequestAll but not cancelled*Any Booking Info Code = CHECKOUT
Booking tab:
*Execution = One time only
*Booking Change Room Unit Status = CancelledSelect 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" > ==== Change Use API/Webhook to write to the status of all bookings which have been imported from Ical to "Request" 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 tabField 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:'''*Execution {{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = One time 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 Status Source = RequestBooking.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 changes are applied before the mail is sent.com Commission",::::"status": "",::::"qty": "1",::::"price": "-[COMMISSIONNUM]",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]:}
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
</div>
<div class="mw-collapsible-content">
</div>
</div>
