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Go Template variables provide great flexibility when creating/managing the Auto Actions. Setup one Auto Action to SETTINGS > GUEST MANAGEMENT > AUTO ACTION and click trigger on "Edit" multiple/all properties/rooms with the property specific details, using the [[Template Variables]]. This removes the need to duplicate your auto actions for each Property. Reducing the ongoing management, multiple copies of the same auto action will require you to edit/modify an existing each auto action or on "Create New Action" to set up a new rather than update one auto action.
'''Auto sending:''' == Setup ==
Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in SETTINGS-ACCOUNT-OUTGOING EMAIL. Automatic actions will trigger every 15 /20 minutes.
'''Manual sendingGo to {{#fas:''' cog}} (SETTINGS) GUEST MANAGEMENT -> AUTO ACTION
When sending manually by clicking on the 'Send now' button you will need to make sure you are logged into the account which uses the Email address you want to send You can create a NEW Auto Action, Modify or Delete fromthis section.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>*To use this function you need MODIFY an Auto Action, scroll to set the system to use your own Email address for outgoing emails under SETTINGS -> ACCOUNT -> OUTGOING EMAILAuto Action and click on "Edit", make the changes and click SAVE.
<span style=*To create a COPY of an Auto Action, click "color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Email sending works per accountEdit" on an existing auto action, scroll to the bottom of the page and click 'Save as copy'.
<span style=*To DELETE an Auto Action, click "Edit"color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you have sub accounts and need on an existing auto action , scroll to be used across multiple accounts/properties, then create the auto action at bottom of the Master Account Level page and set Property = click 'All visible in accountDelete' and ensure the Master account has access to the properties.
<span style="color'''Trigger Action : #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> Confirmation messages will send automatically to the guest. You can customize them in SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES.'''
<span style="color: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> The You can choose to trigger an auto actions will appear on the 'Mail & Actions' tab of each booking where you action automatically or manually can send the email trigger the changes to the booking. If you are using your own mail server for outgoing mail the Booking and Invoice actions will also be applied before sending the mail.
== Trigger ==Sets the criteria which have *'''Manual:''' If set to manual actions can be fulfilled to start triggered manually from the Auto ActionMAIL/ACTION tab of each booking.
"Booking Source" = "Direct" applies *'''Auto:''' Auto action will automatically trigger on a booking based on the Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though rules set in the Trigger tab. Check the API (not details in the channel manager)MAIL/ACTION tab of each booking. If You will see if the auto action has triggered and when, if it has not triggered then you want can check if it is due to apply trigger and Auto Action only to manually added bookings add your username in the "Referrer" fieldwhen.
"Trigger Time" defines when the action is allowed to start. Once it has started it is allowed to go ===Setup Outgoing Email Service - Required for the "Time Window" period. When the "Time Window" period has elapsed the auto action stops. sending Emails via Auto Actions===
Both "Trigger Time" Go to {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL and "Time Window" are relative follow the instructions to a "Trigger Event" i.e. check-in, check-out, time of bookingconnect your email address/account to Beds24.
== Actions =='''Auto sending:'''
=== Messaging/Email ===Go to Email to create or modify a prepared Email template. Templates can contain [[Template Variables]] to include information specific to Auto Action Emails which are sent automatically by the system are sent from the booking in EMail address of the Email, for example account that created the guests name or Auto Action. This is the arrival dateaccount set up in in {{#fas:cog}} (SETTINGS) ACCOUNT-> OUTGOING EMAIL.
*To send Emails automatically you need to set up your outgoing Email address in SETTINGS -> ACCOUNT -> OUTGOING EMAIL. '''Manual sending:'''
*To send Emails When sending manually open a booking and go to by clicking on the 'Send now' button the Email address of the MAIL tab. Manual Emails will open user you are logged in a window, you may send it as is or edit it before sendingwill be be used.
Some systems have a limit of about 2000 characters for <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>To use this form of email generation. If function you need to set the email will not open try reducing the amount of textsystem to use your own Email address for outgoing emails under {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.
If Auto Action Emails are <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Confirmation emails will send automatically they are send through your Email serverto the guest. You should see this on your server. Whether you see it can customize them in your Sent box or not depends on your Email program{{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> CONFIRMATION MESSAGES.
If Auto Action Emails are sent manually via a link in the <span style="Email Templatescolor: #f3e504; font-size: 150%;" list in >{{#fas:lightbulb}} </span> The auto actions will appear on the 'Mail & Actions' tab of each booking Beds24 will first try where you manually trigger the email/messages/changes to send through your Email server. You should see this on your server. Whether you see it in your Sent box or not depends on your Email programthe booking.
If you send Emails with pdf attachment '''1. Account A''' (invoice, booking templatemaster account or subaccount) to Alias-Email addresses in which the auto action was created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.
Other files can not be attachedAuto Actions are available according to the "Property" setting in the "Trigger" tab. I.e. We recommend you use either for*A specific property or a link group of properties*All properties belonging to a file you upload that account*all properties visible in the account (properties belonging to your web sitethe account, properties available in the account).
=== SMS ===You can automatically send SMS messages'''2. Please note that a fee per SMS message applies if this function is activatedAnother account B''' (master account or sub-account) in which the Auto Action has not been created.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The SMS will send in the language of the account, not the language of the booking. Read Example 17 Auto Actions are only available for a way properties that belong to control the language of the SMSAccount A and have been made available in Account B.
=== Booking ===Go If required, Auto Actions can be copied from one account to another using the "clone" function. This creates an independent Auto Action in another account, which can be changed there. The clone function is available via the tab 'BookingUser' to set up an auto action which modifies something icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the bookingtop right).
Invoice changes are applied before the mail is sent.'''Property, Room, Unit'''
=== API ===Create auto actions which You can refine the use of the Auto Action, by specifying if it should trigger HTTP POST notificationson specific properties or all properties/rooms.
=== Webhook ===Create auto actions which You can select if it should trigger on All properties, All Owned by, All visible in account or a specific Property. If you select a specific Property then you can also select a web hook when specific Room id. It is possible to 'Exclude' specific Beds24 Room ids, you can find the Room id from the Room Setup. If required, you can also specify specific Offers/Units in Room Types. Send/Exclude Property Groups, this will use the trigger conditions are metvalues you have entered in {{#fas:cog}} (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS.
== Test ==Test why an auto action did not trigger.'''Time'''
== Troubleshooting == '''If Auto Actions do not send:''' The list in the "MailTrigger Time" tab of defines when the booking will tell you why. Common causes are: *Is your outgoing Email address working? Go action is allowed to SETTINGS->ACCOUNT->OUTGOING EMAIL and click on "Send Test Email"start. *Is your Auto Action set Once it has started it is allowed to send automatically? *Is go for the guests Email address valid ("MailsTime Window" tab of the booking)?period. *Is When the booking set to allow Allow Auto Actions ("MailsTime Window" tab of period has elapsed the booking)? *Do all trigger events apply to the booking?auto action stops.
'''Auto Action is not editable''' To have write access to an auto action an account needs to have write access to all properties to which the auto action applies. This might not be the case if you use sub accounts Both "Trigger Time" and the Auto Action is set "Time Window" are relative to trigger for a "All PropertiesTrigger Event" i.e. check-in, check-out, time of booking.
'''You don't have permission "Between Booking and Check in" can be used to access control2.php on this server''' error messageinclude/exclude Same day/Near term bookings, when set the save button is clicked It is most likely something in your content triggering the firewall. Try adding the content bit by bit until you find the item causing the problem. Often it is a script or HTML item that appears to the firewall as a possible hacking attack. It can also be something that looks innocent like a combination number of numbers and words like "and" or "or" that hackers often use in sql injection attacks. Once you find the item causing the problem, try rewording itdays.
== Examples =='''Booking Source'''
===Status changes===<div class="mw-collapsible mw-collapsedBooking Source"><div class="headline-collapseDirect" > ==== Change applies the status of all "Request" Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though the API (not the channel manager). If you want to trigger only on manually added bookings add your username in the "CancelledReferrer" after three days ====</div><div class="mw-collapsible-content">Trigger tabfield. *Trigger Event = After Booking*Trigger Time = 3 days*'''Booking Status = RequestConditions'''
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >'''Info Codes'''
==== Change the status of all If you use Booking Info Codes in your bookings which have been imported from Ical , you can enter values to "Request" ====<include/div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Ical Import (1, 2, 3)exclude bookings.
Booking changes are applied before Select the mail is sentappropriate fields from the drop down lists.<You can also use an AND/div></div>OR option.
===Set Flag/Colour ===<div class="mw-collapsible mw-collapsedTemplate variables"><div class="headline-collapse" >can be used in the fields to generate dynamic values based on the booking. See the options in this section [[Template_Variables#Smart_Logic_Template_Variables|Smart Template Variables]]
Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate= Messaging/Email ===*Booking Source = BookingGo to "Messaging" to create or modify a prepared Email/Message template.com (Templates can contain [[Template Variables]] to include information specific to the booking in the Email/Message, for example)the guests name or the arrival date.
Booking tab:*Execution = One time only*Flag Text = The To send messages via the Message API, then enter the text in the PLAIN text box, for emails, enter the text you want to display*Flag Colour - choose in the flag colourHTLM Box.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected *To send Emails automatically you need to set up your outgoing Email address in the email{{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.</div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply *To send Emails manually open a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} <booking and go to the MAIL/span> Also see Example : " Apply a flag when deposit was made prior to Check-Action tab. Manual Emails will open in AND/OR Apply a flag when booking window, you may send it as is fully paid"or edit it before sending.
Trigger tab:Some systems have a limit of about 2000 characters for this form of email generation. If the email will not open try reducing the amount of text.*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365If Auto Action Emails are sent automatically they will send through your Email server. You should see this on your server. Whether you see it in your Sent box or not depends on your Email program.*Booking Source = All*Booking Status = All If Auto Action Emails are sent manually via a link in the "Email Templates" list in the booking Beds24 will first try to send through your Email server. You should see this on your server. Whether you see it in your Sent box or not cancelled*Invoice Balance = Any Payment madedepends on your Email program.
Booking tab:*Execution = One time only*Flag Text = The text If this does not work it will pop and send through your desktop. In this case you want to display*Flag Colour - choose the flag colour</div></div>will see it in your Sent box.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > == Email Attachments ====Apply You can choose to attach an invoice or a flag when booking template as a payment FAILS at Stripe====PDF file to emails sent by Auto Actions. </div><div class="mwIf you send Emails with pdf attachment (invoice, booking template) to Alias-collapsible-content">Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this. Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but Other files can not cancelled*Booking Info Code = STRIPEFAILbe attached. We recommend you use a link to a file you upload to your web site.
Booking tab:*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div>= SMS ===</div>You can automatically send SMS messages. Please note that a fee per SMS message applies if this function is activated.
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=*Go to the tab 'Booking Source = All' to set up an auto action which modifies something in the booking.*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD"Execution" - default is 'One time only' or 'Allow Repeats' This action can run one time only or repeat within the trigger time period.
Booking tab<span style="color:#fe746c;“ >{{#fas:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour exclamation- choose the flag colourtriangle}} </div></divspan>Emails are always triggered once only regardless of this setting.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > =Invoice ===Send an Email to the guest when the status of a booking changes to "Cancelled"====</div><div class="mw-collapsible-content">
Trigger tab:Automatically Assign Invoice Number. *Trigger Event = Check-in *Trigger Time = -365*Trigger Window = 365*Booking Source = All (for example)*Booking Status = CancelledAutomatically add/update invoice items or pending payments.
Message tabPending payments can use Payment Rules defined in {{#fas: *Trigger Action = Auto*Send Email = Guest cog}} (SETTINGS)->PAYMENTS->PAYMENT RULES.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you Invoice changes are using deposit collection make sure you set SETTINGS->PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Requestapplied before the mail is sent.
</div>=== API ===</div>Create auto actions which trigger HTTP POST notifications. === Webhook ===Create auto actions which trigger a web hook when the trigger conditions are met.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > Multiple Properties ====Change the status of all upcoming direct bookings to "Cancelled" and send an Email to the guest ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-in*Trigger Time = -14 (for example to cancel the bookings for the next two weeks)*Trigger Window = 14*Booking Source = Direct *Booking Status = All Not Cancelled
Booking tab: *Booking Status = CancelledWith Multiple Properties, the requirement to have Property specific information in the Messages/emails sent to the guest/housekeeping/owner can be achieved using Template Variables.
Message tabWhen you create a Property/Room in Beds24, the setup of the Property/Room is held in the database and can be accessed via Template Variables. For example in {{#fas: cog}} (SETTINGS) >PROPERTIES >DESCRIPTION, you setup the property specific details. *Trigger Action = AutoProperty name - can be accessed in template variable [PROPERTYNAME] *Send Email = Guest</div></div>Property Address - can be accessed in template variable [PROPERTYADDRESS]
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an message or SMS You will find the full list of Property Template Variables when you go to Guest when booking made more than 10 days in advance====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-in*Trigger Time = -365 days*Trigger Window = 355 days*Booking Status = All not cancelled[[Template_Variables#Property_Variables|Property Variables]]
Message tab or SMS tabGo to {{#fas:*Update details as appropriate</divcog}} (SETTINGS) ></divPROPERTIES >DESCRIPTION >PROPERTY TEMPLATES you will see the list that are available.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an message or SMS to Guest when booking made more than 7 days When you create each Room/Unit the information is held in advance====<Room/div><div class="mw-collapsible-content">Alternatively you an use Between Booking and Check inUnit specific template variables.
Trigger tab:You will find the full list of Room/Unit Template Variables when you go to [[Template_Variables#Room_Variables|Room Variables]]*Trigger Event = Booking (but not after check-in)*Trigger Time = ImmediateSee the full list of [[Template Variables]]. *Trigger Window = 1 dayBetween Booking You can send a message/email to your guests, confirming their booking date, property details and Check property contact details. Use the property, room and booking templates to build the message/email in = 7 to 999*Booking Status = All not cancelledone Auto Action, rather than one auto action per property.
Booking tab:*Execution = One time only*Booking Status = No ChangeThis approach will reduce the ongoing management, update one Auto Action and it will apply to all/selected properties rather than having to edit multiple auto actions with the same overall message.
Message tab or SMS tab:*Update details as appropriate</div></div>===Example 1 - Each property has a different access code for the main building door ===
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an message or SMS to Guest when booking made more last minute booking - 6 days or less====</div><div class="mw-collapsible-content">Your properties have security doors with keycodes, each property has a different code.
Trigger tabGo to {{#fas:*Trigger Event = Booking cog}} (but not after check-inSETTINGS)*Trigger Time = Immediate*Trigger Window = >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 1 dayBetween Booking enter the Building Access Code, use this same field in each property and Check in = 0 to 6*Booking Status = All not cancelledset the appropriate code.
Booking tab:*Execution = One time only*Booking Status = No ChangeThen in the Auto Action use [PROPERTYTEMPLATE1] in the text rather than the actual value.
Message tab or SMS tab*Please use this code to Access the Main building Door:*Update details as appropriate</div></div>- [PROPERTYTEMPLATE1]
<div class="mw-collapsible mw-collapsed">There is no need for a separate auto action due to the front door keycode being different.<div class="headline-collapse" > ====Send an Email with a key code Example 2 - Housekeeping/Cleaning Team is different for a specific unit one day before check-in=each Property. ===<Each of your properties has a different housekeeping/divcleaning team and you need to send them an email with the booking details for each booking. Go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION ><div class="mw-collapsible-content"PROPERTY TEMPLATES >Property Template 5 enter the email address for Housekeeping/Cleaning team. Trigger tab:*Trigger Event = Check-inIn the Auto action, *Trigger Time "Send Message" = -1 dayInternal Only.*Trigger Window "Internal Email Address" = 1 day [PROPERTYTEMPLATE5]*Booking Status = All not cancelled*Unit = Select There is no need for a separate auto action as the number of the unit you want to send this message will be sent to. Note that the number represents the index of the unit not its nameappropriate email from property template 5.
Booking tab:*Execution = One time only*Booking Status = No ChangeIf you have different teams per room, then use a Room template rather than the Property Template.
Message tab: *Enter your text. If you are using the "Additional Information" function SETTINGS===Example 3 ->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables Send email to a Group of Properties (not all) ===
Example: Your room is [UNITNAME]. Check-You can setup a "Group" for your Properties, this has a number of benefits, including sending/excluding messages/emails to a Group of Properties, view a "Group" of properties in your Calendar and in from: [UNITNAME:1] Reports. The key code is: [UNITNAME:2]
The template variables will only work if you have entered text in To assign the "Group" to your Properties, go to {{#fas:cog}} (SETTINGS-) >PROPERTIES-BOOKING ENGINE >ROOMS-MULTI BOOKING PAGE > PROPERTY SETTINGS >SET UP "Unit Names". The context help for this setting will explain how to do thisGROUP KEYWORDS.</div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an Email Enter a Group name, it needs to the guest when be a payment is made====</div><div class="mwsingle word -collapsible-content">for example you want to identify all 4 bedroom properties, then you can add 4BEDS and add this to all 4 Bedroom properties you have. Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365 day *Booking Status = All not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment Each property can be in full)multiple groups, enter multiple keywords separated by a comma, for example :- 4BEDS, OceanView, Dublin.
Message In the Trigger tab: of the Auto Action, enter the Group keyword in *Enter your text. You can use Invoice Template variables showing "Send Only To Property Groups" OR "Exclude Property Groups" you want to include/exclude from the booking charges/paymentsAuto Action.</div></div>
Booking tab:== Performance and Testing ==*Execution = One time onlyAuto actions will test up to 1000 bookings per cycle, if your trigger condition involves more than 1000 bookings, the next 1000 will be tested on the next cycle etc.*Booking Status = No Change If you require the fastest speed make sure your trigger is designed to test less than 1000 bookings.
Message tab: *Send Email = Guest The easiest way to do this is usually by reducing the testing window to the smallest necessary and adjusting the trigger condition to the most suitable.*Enter you text. If you are using For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the "Additional Information" function SETTINGS7 days before check->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables in will test less bookings and perform faster.
Example: Your room is [UNITNAME]The test tab of the auto action has a button which will show you how many and which bookings are being tested by the auto action. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]
The template variables will only work It is also possible to specify a booking number and test if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context the auto action would trigger on that booking with some diagnostics information shown to help for this setting will explain how to do thistrouble shooting.</div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send a message (Email or sms) to guests that have Checked-out 30 days or more====</div><div class="mw-collapsible-content">Trigger tab'''Delayed trigger of Auto Action:'''*Trigger Event = After Check-out*Trigger Time = 30 days*Trigger Window = 365 days See section Performance and testing above.
Message or SMS tab: '''Auto Action is not editable'''Enter To have write access to an auto action an account needs to have write access to all properties to which the details auto action applies. This might not be the case if you want use sub accounts and the Auto Action is set to sendtrigger for "All Properties".
Booking tab: (optional) '''You don't have permission to access control2.php on this server''' error message, when the save button is clicked It is most likely something in your content triggering the firewall. Try adding the content bit by bit until you find the item causing the problem. Often it is a script or HTML item that appears to the firewall as a possible hacking attack. It can also be something that looks innocent like a combination of numbers and words like "and" or "or" that hackers often use in sql injection attacks. Once you find the item causing the problem, try rewording it. '''Auto Action is not visible in a sub account''' If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties. *Execution = One time only= Examples == *Flag Text = The text you want == Send Emails/Message/SMS to displayguests ===*Flag Colour - choose the flag colour</divspan style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </divspan> 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.
Trigger tab:
Message tab: Booking Source*Booking Source = All (for example)
Send Email : select the appropriate optionBooking Conditions*Booking Status = Cancelled
*Edit Email Subject - enter '''Message tab''': For channels using the subject for your Guests*Edit Email Text :- Message API, then enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for in the payment request Plain text box, for emails enter the amount text in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other optionsHTML box.
*Execution = One time If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If onlya masked Email address is available the message sends via the channels API messaging systems if possible. *Flag Text = The text you want If no connection to display*Flag Colour - choose a messaging system is available the flag colourBooking changes are applied before message will send to the mail is sent so that Email address from the flag template variable can be reflected in "Mail & Actions" tab of the Email.</div></div>*Email Subject - enter the subject for your Guests
<div class="mw*Plain text box -collapsible mw-collapsed"><div class="headline-collapse" > ====Send a Request for payment will send to your guests XX days before arrival====</div><div class="mw-collapsible-content">Trigger tab:channels using Message API
*Trigger Event = CheckMessage Text :-in *Trigger Time = -42*Trigger Window = 1 day Booking Source = ALL (or select enter the booking source/Channel)text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
Message tab: *HTML box - Email will be sent
Send Email Text : select - It is possible to use the appropriate optionsame details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
*Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the Email text you wish to send to your guests include template variable
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.
*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.
You allow your guests Time: *Trigger Event = Check-in*Trigger Time = -14 (for example to make X number of payments cancel the bookings for their booking. the next two weeks)*Trigger Window = 14 Booking Source:*Booking Source = Direct
You can not trigger the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions. Booking Conditions:*Booking Status = All Not Cancelled
You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments. tab: *Booking Status = Cancelled
Message If the "Mail & Actions" tab: contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
Send If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Email : select Subject - enter the appropriate optionsubject for your Guests
Booking tabMessage Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
'''Create additional Auto Actions for each period you want Email Text :- It is possible to trigger'''use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
'''Create Auto Action 2 (and 3, 4, 5 - how may you need) '''
*Trigger Time = +14 days (days you want to collect the payments)
*Trigger Window = 1 day
'''Setup booking info code'''
Go to SETTINGS -> ACCOUNT -> PREFERENCES -> BOOKINGS -> Booking Info Code Values and enter MULTIPLE (or the value you want to use to trigger)
'''Update Booking to allow Multiple payments'''
*Open the booking
**Go to Booking Info Tab and from the drop down list
**Select the value 'MULTIPLE' (or the value you want to use to trigger)
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email an message or SMS to Guest when booking made more than 10 days in a the guests language to an internal Email address advance====
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.'''Trigger tab:'''
Trigger tabTime:*Booking Field Contains Trigger Event = Check- select "Language" in the next field enter: the short code for the language this Auto Action is for.*Trigger Time = -365 days*Trigger Window = 355 days
Email tabBooking Conditions:*Enter the message in the appropriate language under your default language.</div></div>Booking Status = All not cancelled
<div class="mw-collapsible mw-collapsed">Booking tab:<div class*Execution ="headline-collapse" > One time only*Booking Status ====Send SMS in a certain language (if it is the language of the booking) or a default language====No Change</div><div class="mw-collapsible-content">This uses a smart template variable. In this example we check whether '''Message tab''': For channels using the guest booked in French. If yesMessage API, then we send a French enter the text in the Plain text. If nobox, we send an English for emails enter the textin the HTML box.
Trigger tab: Whatever you want*Send Message = Booking API/Smart Email
Booking If the "Mail & Actions" tab: Whatever you wantcontains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
SMS If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab:*Phone Number = [GUESTMOBILE]*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]</div></div>of the Email.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = CheckEmail Subject -out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use enter the check-out function, if not leave blank)subject for your Guests
Invoice tab:*Assign Invoice Number = yes</div></div>Plain Text Box - will send to channels using Message API
<div class="mwMessage Text :-collapsible mw-collapsed">enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]<div class="headline-collapse" > ====Group check*HTML box -in ====Email will be sent</div><div class="mwEmail Text :-collapsible-content">This requires It is possible to use the master booking to be checked-same details (URL) as in via the check-in functionPlain Text box above. Template variables can be used [[Template_Variables| see here]] '''SMS tab :'''
Trigger tab: Please note a charge applies per SMS message.
Booking info tab : *Info Code = CHECKIN</div></div>This is a global service and the notifications can be sent to almost phone in any country.
<div class="mw-collapsible mw-collapsed">The phone number must contain the international country code and phone number as it would be dialed internationally.<div class="headline-collapse" > ====Send Remotelock/Lockstate, Nuki PIN Do not include any leading zeros or Chekin Link ====other characters and use no spaces.</div><div class="mw-collapsible-content">The number must start with the country code. Trigger tab:EXAMPLE*Trigger Event = Check-in*Trigger Time = -2 (the to send to phone number of days before check-015625346 in you want to sent the UK (Country code or link44) enter the following number*Trigger Window = 2*Booking Source = All4415625346 *Booking Status = All You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but not cancelledthis will only work if the phone number has exactly the required format. *Group bookings = Trigger all on masterSMS Message*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URLEnter the message to send, messages will be truncated at 160 characters. Template variables can be used.
Message tab:
*Send Email = Guest and cc
*EMail Subject = Your access code (your text)
*Email Text = Your text which includes the template variable [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN]
Message tab:
*Send Email = Guest
*EMail Subject = Enter the appropriate details
*Email Text = Your text which includes the details for your current guests.
It is assumed you use '''Message tab:''' For channels using the Checkin/Checkout feature Message API, then enter the text in the DashboardPlain text box, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add for emails enter the Booking Info Codes to text in the bookingsHTML box.</div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====*Send Email with a PDF attachment===Message =<Booking API/div><div class="mw-collapsible-content">Smart Email
You can send Invoice or Booking Template attachments If the "Mail & Actions" tab contains a "real" Email address the message is sent to your Gueststhe guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
Setup your Invoice or Booking Template, go If no connection to SETTINGS -> GUEST MANAGEMENT -> INVOICING or SETTINGS -> GUEST MANAGEMENT -> BOOKING TEMPLATESa messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
Trigger tab:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1*Booking Source = All (or select Email Subject - enter the appropriate channel/Direct)*Booking Status = All but not cancelled*Group bookings = Trigger all on master*Any Booking Info Code = CHECKOUTsubject for your Guests
It is assumed you use Message Text :- enter the Checkin/Checkout feature in the Dashboard, if not text you can either manually add Checkout wish to send to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookingsguests include URL.Template variables can be used [[Template_Variables| see here]]
If you send Emails with pdf attachment *HTML box - Email will be sent Email Text :- It is possible to use the same details (invoice, booking templateURL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] '''SMS tab :''' Please note a charge applies per SMS message. *Send SMS Message : Enable*Phone Number : This is the phone number that will receive the SMS notification. This is a global service and the notifications can be sent to Alias-Email addresses created by channels the channel might block almost phone in any country. The phone number must contain the attachment so international country code and phone number as it is would be dialed internationally. Do not delivered include any leading zeros or other characters and use no spaces. The number must start with the country code. EXAMPLE to send to phone number 015625346 in the guestUK (Country code 44) enter the following number 4415625346 You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format. Ask your channel about their policy regarding this *SMS Message Enter the message to send, messages will be truncated at 160 characters. Template variables can be used. '''Booking tab:'''*Execution = One time only*Booking Status = No Change
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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 tabTime:*Trigger Event = CheckBooking (but not after check-in)
Booking Info tab:
*Booking Info Code = CHECKIN
*Booking Info Text = Auto Checkin
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to bookings ====</div><div class="mw-collapsible-content">'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
If you need to use the *Send Message = Booking info code CHECKINAPI/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard. Smart Email
Trigger If the "Mail & Actions" tab:*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on mastercontains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
Booking Info If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab: of the Email.*Booking Info Code = CHECKOUT*Booking Info Text = Auto Checkout</div></div>Email Subject - enter the subject for your Guests
===Add invoice items *Plain text box - will send to a booking ===channels using Message API
<div class="mwMessage Text :-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee enter the text you wish to send 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)your guests include URL. Template variables can be used [[Template_Variables| see here]]
Invoice tab:*Type = Amount*Description = Cleaning fee (for example)*Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example HTML box - enter the VAT amount if applicable)Email will be sent
The fee will be added Email Text :- It is possible to use the next time same details (URL) as in the auto actions runPlain text box above. </div></div>Template variables can be used [[Template_Variables| see here]]
===Payments/Pending Payments===
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">Trigger '''SMS 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:*Optional, add Please note a booking info tab for information and reportingcharge applies per SMS message.
Booking tab*Send SMS Message : OptionalEnable*Flag Text = Pending payment added (for example)*Flag Colour = select Phone Number : This is the colour as this phone number that will be visible in receive the Calendar/Bookings listSMS notification.
Invoice tab:*Payment Type = select on what the payment This is calculated (Percent of Balance due)*Description = the text you will see in the "Charges a global service and Payments" tab*Status = if you use the status function add the status you want notifications can be sent 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 almost phone in SETTINGS->GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is dueany country.
Create a Payment Rule to collect a payments when bookings are Do not cancelledinclude any leading zeros or other characters and use no spaces.
Go to Settings > Payments > Payment RulesThe number must start with the country code.
Payment Rule :EXAMPLE
Name = Enter your title - Not Cancelled to send to phone number 015625346 in the UK (for exampleCountry code 44)Action = AutoPayment Trigger :enter the following number
Booking Status = All not cancelledAny Booking Info Code = optionalAll Booking Info Codes = optionalExclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)Payment Action :4415625346
Capture = Yes - immediately charged (Capture=Yes)You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format. *SMS Message Enter the message to send, messages will be truncated at 160 characters. Template variables can be used. Add info code on success = add a '''Booking Info item to the booking on successtab:'''Add info code on failure *Execution = add a One time only*Booking Info item to the booking on failureStatus = No Change
Trigger tabProperty, Room, Unit:*Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name. Time:*Trigger Event = After Booking Check-in*Trigger Time = immediate -1 day*Booking Source Trigger Window =All (for example, you can also set different rules for different channels) 1 day
Invoice tab:*Payment Type = Percent of balance due *Description = the text you will see in the "Charges and Payments" tab (Payment Balance) Booking Conditions *Booking 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 = Auto*Payment Due = check in -3All not cancelled
<span style*Send Message ="color:#fe746c;“ >{{#fas:exclamation-triangle}} <Booking API/span> Automatic collection is only available for customer who use [[Stripe]].</div></div>Smart Email
<div class=If the "mw-collapsible mw-collapsedMail & Actions"><div class=tab contains a "headline-collapsereal" >Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
===='Capture' If no connection to a Security Deposit when Credit card messaging system is collected at time available the message will send to the Email address from the "Mail & Actions" tab of bookingthe Email. ====</div><div class="mw*Email Subject -collapsible-content">enter the subject for your Guests
Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different Plain text box - will send to channels)using Message API
Invoice tabMessage Text :*Payment Type = Fixed amount*Description = Security Deposit (- enter the text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want wish to apply send to the pending payment (optional)*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, your guests. Template variables can be used [[Template_Variables| see below) *Payment Due = check inhere]]
<span style="colorExample:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection Your room is only available for customer who use [UNITNAME]. Check-in from: [StripeUNITNAME:1]. The key code is: [UNITNAME:2].
Create a Payment Rule to 'Capture' a payment only. Captured payments The template variables will only be valid for 7 days, then it will expire, work if the booking is you have entered text in {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for a longer period, then you can create a second Capture, you this setting will need explain how to create another auto action for do this.
Go to Settings > Payments > Payment Rules
Payment Rule : *Name = Enter your title HTML box - Security Deposit (for example)*Action = AutoEmail will be sent
Payment Trigger If you are using the "Additional Information" function SETTINGS-{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables [[Template_Variables| see here]] *Booking Status = select Example: Your room is [UNITNAME]. Check-in from the drop down list: [UNITNAME:1] . The key code is: [UNITNAME:2] The template variables will only work if you have entered text in S{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this. *Any '''Booking Info Code = optionaltab:'''*All Booking Info Codes Execution = optionalOne time only*Exclude Booking Info Code Status = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)No Change
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 class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event Send Message = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = CancelledAPI/Smart Email
Booking If the "Mail & Actions" tab:*Execution = One time contains a "real" Email address the message is sent to the guests Email address. If only*Booking Status = No Change*Flag text = (enter a masked Email address is available the message sends via the text you require)*Flag Colour = Set as required</div></div>channels API messaging systems if possible.
<div class=If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions"mwtab of the Email. *Email Subject -collapsible mwenter the subject for your Guests *Plain text box -collapsed">will send to channels using Message API <div class="headlineMessage Text :-collapse" > enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] ====Apply a flag for a bookings from a channel which have breakfast included====You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments. </div><div class="mw[INVOICETABLE] -collapsibleinvoice table It is also possible to include a customised invoice table using this template variable :-content">Trigger tab[INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros*Trigger Event = After Booking*Trigger Time = ImmediateHTML box - Email will be sent*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enterEmail Text : meal_plan=Breakfast (or Extra Breakfast - It is possible to use the same details as in the Plain text box above. Template variables can be used [[Template_Variables| see here]] You should consider adding the channel uses)invoice table to the email so the guest can see the booking details including Charges & Payments. [INVOICETABLE] - invoice table
Booking tabIt is also possible to include a customised invoice table using this template variable :*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour[INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros.
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 Source = Any Payment madeChannel Manager
Booking If the "Mail & Actions" tab: (optional)contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
*Execution = One time only*Flag Text = The text you want If no connection to display*Flag Colour - choose a messaging system is available the flag colourmessage will send to the Email address from the "Mail & Actions" tab of the Email.
Booking info tab : (optional)*Email Subject - enter the subject for your Guests
Setting details with Message Text :- enter the Booking tab and Booking info tab allows text you wish to trigger additional (follow on) Auto Actions and Reportssend to your guests.</div></div>Template variables can be used [[Template_Variables| see here]]
<div class="mw*HTML box -collapsible mw-collapsed">Email will be sent <div class="headlineEmail Text :-collapse" > ====Apply a flag when booking It 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 = ZEROpossible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
Trigger tab:Time*Trigger Event = After BookingCheck-out*Trigger Time = Immediate30 days*Trigger Window = 365 days '''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Booking Source Send Message = BookingAPI/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests.com Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details as in the Plain text box above. Template variables can be used [[Template_Variables| see here]] '''SMS tab :''' Please note a charge applies per SMS message. *Send SMS Message : Enable*Phone Number : This is the phone number that will receive the SMS notification. This is a global service and the notifications can be sent to almost phone in any country. The phone number must contain the international country code and phone number as it would be dialed internationally. Do not include any leading zeros or other characters and use no spaces. The number must start with the country code. EXAMPLE to send to phone number 015625346 in the UK (for exampleCountry code 44)enter the following number 4415625346 You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format. *SMS Message Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
<span style="color'''Trigger tab: #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:Time*Trigger Event = After Booking
Trigger tabhttps://wiki.beds24.com/index.php/Category:Payments#Payment_Request *Trigger Event = After BookingHTML Message (Send Email) *Trigger Time = ImmediateEdit Email Subject - enter the subject for your Guests*Trigger Window = 365Edit Email Text :- enter the Email text you wish to send to your guests include template variable *Booking Source = All[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options. *Booking Status = All but not cancelled*'''Booking Info Code = STRIPEFAILtab:'''
Booking tab:
Go You allow your guests 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 = BOOKINGCOMCARDmake X number of payments for their booking.
Booking tab:*Execution = One time only*Flag Text = Failed CC reported You can not trigger the auto action multiple times, unless you manage this manually, therefore you need to Bookingcreate multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions.com *Flag Colour - choose the flag colour</div></div>
===API/Webhook===You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments. <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">'Create Auto Action one'''
You can use a webhook in conjunction with the API JSON function '''setBookingTrigger tab:''' 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:'''*SETTINGS Trigger Event = Booking (but not after check-> ACCOUNT -> ACCOUNT->ACCESS "API Key 1"in)*API Key Trigger Time = my_very_secret_api_key+7 days*API Key Access Trigger Window = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*Settings > Properties > Access > propKey = secret_key_for_prop_XXXXXX1 day
Set *Booking Source = ALL (or select the triggers you need, booking source/Channel)*Invoice Balance = Not Zero*Any Booking Info Code = MULTIPLE (for example:) this can be used if you only allow some guests to make multiple payments.
Booking Field Contains'''Message tab: Message = XXX'''
Set *Send Message = Booking API/Smart EmailIf the webhook like this:"Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email.
Body Data:*HTML Message (Send Email) :{Edit Email Subject - enter the subject for your GuestsEdit Email Text ::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"- enter the Email text you wish to send to your guests include template variable ::},::"bookId": "[BOOKIDPAYLINK]"this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero,::"message": "[MESSAGE] - Append this message":}</div></div>otherwise the outstanding balance. Check the template variables for other options.
<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 keyBooking tab:'''*SETTINGS -> ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key Execution = my_very_secret_api_keyOne time only*API Key Access Flag Text = allow any IPThe text you want to display*IP Whitelist = [leave empty]Flag Colour - choose the flag colour*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*Settings > Properties > Access > propKey = secret_key_for_prop_XXXXXXBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
Set the triggers '''Create additional Auto Actions for each period you need, for example:want to trigger'''
Booking Source '''Create Auto Action 2 (and 3, 4, 5 - how many you need) '''*Trigger Time = Booking.com+14 days (days you want to collect the payments)*Trigger Window = 1 day
Set The use the webhook like this:settings in the previous auto action to trigger the next auto action for your booking.
*URL = <nowiki/div>https://api.beds24.com/json/setBooking</nowikidiv>*Custom Header = [leave empty]
[[Category:Automation]]
[[Category:Webhooks]]
[[Category:Use_Cases]]
<div class="heading">Auto Actions</div>
__TOC__
== General Information and Setup ==
An Auto Action is an action which can be programmed to run at a specific time relative to the time of the '''booking''', to the '''check -in ''' date or to the '''check -out ''' date.
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Actions can be to send pre-drafted emails /messages or SMS, change booking or invoice information or run webhooks.
Using 'Group Keywords''You you can choose refine the triggers in the Auto Action to send an auto include/exclude properties if the purpose/message in the Auto action automatically or manually:'''needs to be different.
*To Create a NEW Auto Action, Click 'Add New Action Button''Before setting up an auto action please note:'''.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If this does not work it will pop you are using your own mail server for outgoing email/messages the Booking and send through your desktop. In this case you Invoice actions will see it in your Sent boxbe applied before sending the mail.
==== Email Attachments =Auto Actions and Subaccounts===You can choose to attach an invoice or a booking template as a PDF file to emails sent by Auto Actionsare account functions, i.e. they apply per account.
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property == Booking Info ===Set up auto actions which automatically add or remove info codes'All visible in account' and ensure the Master account has access to the properties.
=== Invoice =Trigger ==Automatically add invoice items or pending paymentsSets the criteria which have to be fulfilled to start the Auto Action.
"Check In From" and "Check In To" use if you have specific information relating to bookings between these dates, special offers, major disruptions etc.
"Group Booking tab:Trigger" - use the (?) context help for the options.*Execution = One time only*Booking Status = Cancelled</div></div>"Invoice Balance" - use this to for payments and reminders.
'''Booking tab:*Execution = One time only*Booking Status = RequestFields'''
==Actions ==Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content">
<div classspan style="mwcolor:#fe746c;“ >{{#fas:exclamation-collapsible mw-collapsed"triangle}} </span><div class=The SMS will send in the language of the account, not the language of the booking. Read Example "headline-collapseSend an Email in the guests language to an internal Email address" > ====Apply for a flag way to Bookingcontrol the language of the SMS.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content">
=== Send Emails/Message/SMS to guests Booking Info ===Set up auto actions which automatically add or remove info codes. This is good practice for reporting and also to trigger/exclude bookings from other auto actions.
There are additional Property Templates that can be used in Messages/Emails/SMS to the guest that can be customised for each Property. Each Property Template can hold customised text that can be used in Auto Actions, Booking tab:*Execution = One time only*Booking Status = No ChangeTemplates, Invoices and Reports.
<div classspan style="mwcolor: #f3e504; font-collapsible mw-collapsedsize: 150%;"><div class="headline-collapse" > ====Send an Email to guests from Channels===={{#fas:lightbulb}} </divspan><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = Channel ManagerThis filter will not apply if you are triggering on a single property.
== Troubleshooting ==
'''If Auto Actions do not send:'''
The list in the "Mail" tab of the booking will tell you why. Common causes are:
*Is your outgoing Email address working? Go to {{#fas:cog}} (SETTINGS) ACCOUNT->OUTGOING EMAIL and click on "Send Test Email".
*Is your Auto Action set to send automatically?
*Is the guests Email address valid ("Mails" tab of the booking)?
*Is the Plain Text box populated with the text you want to send (required when Message API is being used?
*Is the booking set to allow Allow Auto Actions ("Mails" tab of the booking)?
*Do all trigger events apply to the booking?
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send an Email to the guest when the status of a Request for payment booking changes to your guests for all bookings "Cancelled"====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:*Trigger Event = After BookingCheck-in*Trigger Time = Immediate-365*Trigger Window = 1 day Booking Source = ALL (or select the booking source/Channel)365
*Send Message = Booking tab:API/Smart Email
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking tab:Status" = Request.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Send a Request for payment Change the status of all upcoming direct bookings to your guests XX days after booking"Cancelled" and send an Email to the guest ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
'''Create Auto Action oneMessage tab:'''Trigger tab:For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Trigger Event Send Message = Booking (but not after check-in)*Trigger Time = +7 days*Trigger Window = 1 day *Booking Source = ALL (or select the booking sourceAPI/Channel)*Invoice Balance = Not Zero*Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments. Smart Email
*Edit Email Subject - enter the subject for your Guests*Edit Email Plain Text :Box - enter the Email text you wish to will send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options. channels using Message API
*Execution = One time only*Flag Text = The text you want to display*Flag Colour HTML box - choose the flag colourBooking changes are applied before the mail is Email will be 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" >
</div>
<div class="mw-collapsible-content">
*Trigger Event = After BookingSend SMS Message : Enable*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Info Code = CHECKINPhone Number : This is the phone number that will receive the SMS notification.
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</div>
<div class="headline-collapse" >
====Send Email an message or SMS to all current guest Guest when booking made more than 7 days in advance====
</div>
<div class="mw-collapsible-content">
Alternatively you an use Between Booking and Check in '''Trigger tab:''' Time:*Trigger Event = CheckBooking (but not after check-in)
*Trigger Time = Immediate
*Trigger Window = 14(the max number of days your guests can stay)1 day*Between Booking Source and Check in = All7 to 999 Booking Conditions:*Booking Status = All but not cancelled*Group bookings = Trigger all on master*Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT
*Plain text box - will send to channels using Message tab: *Send Email = Guest API/Smart Email (or one of the other options)*Attachment = Select an option from the drop down list. *EMail Subject = Enter the appropriate details *Email Text = Your text which includes the details for your current guests.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKIN Booking info code Send an message or SMS to bookings Guest for last minute booking - 6 days or less====
</div>
<div class="mw-collapsible-content">
*Trigger Time = Immediate
*Trigger Window = 1 day
*Between Booking Source and Check in = All0 to 6 Booking Conditions: *Booking Status = All but not cancelled*Group bookings = Trigger all on master
The phone number must contain the international country code and phone number as it would be dialed internationally.
</div>
<div class="headline-collapse" >
====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)Send an Email with a key code for a specific unit one day before check-in====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
If you are using the "Additional Information" function {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply Send an info code and and/or icon Email to the guest when a payment was is made====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Booking Info tab:*Execution = One time only*Info Code = Enter the preset code for the icon or info code which you have created in SETTINGS->ACCOUNT->PREFERENCES.</div></div>'''
Time:*Trigger Event =Booking*Trigger Time = Immediate*Trigger Window = 365 day Booking Conditions: *Booking Flags/ColoursStatus =All not cancelled*Invoice Balance =Any Payment made OR Invoice Balance =Zero (payment in full) '''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag when deposit was made prior Send an Email to Check-inguests from Channels====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
'''Message tab: ''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message = Booking API/Smart Email : select appropriate option*Enter : Subject and Email content
*Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional Plain text if required. box - will send to channels using Message API
'''Booking tab:'''
*Execution = One time only
*Flag Text Booking Status = The text you want to displayNo Change *Flag Colour - choose the flag colour
</div>
</div>
<div class="headline-collapse" >
====Apply Send a flag/colour for a booking coming from a certain channelmessage (Email or sms) to guests that have Checked-out 30 days or more====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
'''Booking tab:''' (optional)
*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 Send a Request for payment was madeto your guests for all bookings====
</div>
<div class="mw-collapsible-content">
*Trigger Time = Immediate
*Trigger Window = 3651 day Booking Source:*Booking Source = AllALL (or select the booking source/Channel) '''Message tab:''' Update details as appropriate*Send Message = Booking Status API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address.If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email. *Plain text box (Using Message API) Subject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests include the payment link https://beds24.com/bookpay.php?bookid= All not cancelled[BOOKID] You can find extra options to add to the payment link if you want to refine the details https://wiki.beds24.com/index.php/Category:Payments#Payment_Request *Invoice Balance = Any Payment madeHTML Message (Send Email) Email Subject - enter the subject for your GuestsEmail Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.
'''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 Send a Request for payment FAILS at Stripeto your guests XX days before arrival====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:
*Trigger Event = Check-in
*Trigger Time = -42
*Trigger Window = 1 day
Booking Souce:
*Booking Source = ALL (or select the booking source/Channel)
'''Message tab:'''
*Send Email = Booking API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address.
If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email.
*Plain text box (Using Message API)
Subject - enter the subject for your Guests
Plain Text Message :- enter the Message text you wish to send to your guests include the payment link
https://beds24.com/bookpay.php?bookid=[BOOKID]
You can find extra options to add to the payment link if you want to refine the details
*Execution = One time only
*Flag Text = Stripe Payment FailedThe 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 Send a flag Request for payment to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripeyour guests XX days after booking====
</div>
<div class="mw-collapsible-content">
* URL Plain text box (Using Message API)Subject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests include the payment link https://beds24.com/bookpay.php?bookid= <nowiki>[BOOKID] You can find extra options to add to the payment link if you want to refine the details https://apiwiki.beds24.com/jsonindex.php/setBooking</nowiki>* Custom Header = [leave empty]Category:Payments#Payment_Request
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send a Request to 'Capture' a Security deposit from your guests XX days before check-in - with Stripe====</div><div class="mw-collapsible-content"> You want to capture a Security Deposit for bookings on the day before check-in from your guest. Capture of the payment is only held by Stripe for 7 days, if the guest is staying longer you will need to send the request again. You will need to create multiple emails to capture the payment multiple times for the same booking. '''Trigger tab:''' *Trigger Event = Check-in*Trigger Time = -1 days*Trigger Window = 1 day *Booking Source = ALL (or select the booking source/Channel)*Status = All not cancelled '''Message tab''': For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]], change the pay=100 to the value you require. https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100. *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain text box above. Template variables can be used [[Template_Variables| see here]] '''Booking info tab: (Optional)''' *Booking Info Code = SECDEPOSIT (for example)*Booking Info Text = Security deposit request sent. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an Email in the guests language to an internal Email address ====</div><div class="mw-collapsible-content">This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text. '''Trigger tab:''' Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example) Booking Conditions:*Booking Status = All Not Cancelled Booking Fields:*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for. '''Message tab:'''Enter the message in the appropriate language under your default language. *Send Message = Internal Only *Internal Email Address = enter the email address this message should be sent to. *Email Subject - enter the subject for your Guests *HTML box - Email will be sent *Email Text :- Template variables can be used in the message. [[Template_Variables| See here]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send SMS in a certain language (if it is the language of the booking) or a default language====</div><div class="mw-collapsible-content">This uses a smart template variable. In this example the auto action will trigger on Booking and for 1 day, we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text. '''Trigger tab:''' Set the rules to when this Auto Action should trigger. Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example) Booking Conditions:*Booking Status = All Not Cancelled '''SMS tab:'''*Phone Number = [GUESTMOBILE]*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in ====</div><div class="mw-collapsible-content">'''Trigger tab:''' Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 2 Booking Souce :- *Booking Source = All*Booking Status = All but not cancelled Booking Conditions:- *Group bookings = Trigger all on master Info Codes :-*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use) '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests - Your access code (your text) *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]] *Body Data HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to guests with check-in details 2 days before Check-in, booking paid/no outstanding balance ====</div><div class="mw-collapsible-content"> This auto action will be sent only when the Invoice Balance of the booking is zero. This can be used to ensure that the checkin details are only sent when the guest has completed the payments. '''Trigger tab:''' Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 2 Booking Source:- *Booking Source = All*Booking Status = All but not cancelled Booking Conditions:- *Group bookings = Trigger all on master*Invoice Balance = Zero '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests - Your access code (your text) *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. This can include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- Enter the text you wish to send to your guests this can include URLs. Include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to guests with check-in details 2 days before Check-in, Security Deposit Authorised at Stripe ====</div><div class="mw-collapsible-content"> This auto action will be sent only when the a payment has been 'authorised' at Stripe. This can be used to ensure that the checkin details are only sent when the guest has completed the Security Deposit Authorisation. '''Trigger tab:''' Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 2 Booking Source:- *Booking Source = All*Booking Status = All but not cancelled Booking Conditions:- *Group bookings = Trigger all on master*Invoice Balance = Zero Info codes :-*Any Booking Info Code = STRIPEAUTHORIZE '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests - Your access code (your text) *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. This can include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- Enter the text you wish to send to your guests this can include URLs. Include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]] </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to all current guest (Check-in) ====</div><div class="mw-collapsible-content">'''Trigger tab:''' Time:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 14(the max number of days your guests can stay) Booking Source:*Booking Source = All Booking Conditions: *Group bookings = Trigger all on master*Booking Status = All but not cancelled Info Codes: *Any Booking Info Code = CHECKIN*Exclude Booking Info Code =CHECKOUT '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email with Guest Invoice - PDF attachment====</div><div class="mw-collapsible-content"> You can send Invoice as an attachment to your Guests. Setup your Invoice go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING '''Trigger tab:''' Time:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1 day Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled Info Codes:*Any Booking Info Code = CHECKOUT '''Messaging tab:''' *Send Email = Guest API/Smart Email (or one of the other options) If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "authenticationMail & Actions"tab of the Email. *Attachment = Select the Invoice Template from the drop down list. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] <span class="" style="color: #f3e504; font-size:150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings. If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this. Other files can not be attached. We recommend you use a link to a file you upload to your web site.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email with Booking Registration Form - PDF attachment====</div><div class="mw-collapsible-content"> You can send Booking Template attachments to your Guests. Setup your Booking Template, go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES '''Trigger tab:''' Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled '''Messaging tab:''' *Send Message = Guest API/Smart Email (or one of the other options) If the "apiKeyMail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions"tab of the Email. *Attachment = Select Booking Template from the drop down list. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text : - enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] <span class="my_very_secret_api_key"style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard,if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings. If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this. Other files can not be attached. We recommend you use a link to a file you upload to your web site.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email after the cleaner has cleaned the room====</div><div class="mw-collapsible-content"> To send an automated Email to the guest then they can check you/the cleaner have to add a unit status to the room when it is ready. In this example we used the unit status clean '''Trigger tab:''' Time:*Trigger Event = Checkin*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All Booking Conditions*Group bookings = Trigger all on master*Booking Status = All but not cancelled Booking Fields:*Template Variable = [UNITSTATUS1] Contains = clean '''Messaging tab:'''*Send Email = Guest API/Smart Email (or one of the other options) If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "propKeyMail & Actions"tab of the Email. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text : - It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] *Attachment :- if you want to send a Booking/Invoice template you can select from the drop down list. Other files can not be attached. We recommend you use a link to a file you upload to your web site.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Upselling additional nights - nights available after checkout ====</div><div class="secret_key_for_prop_XXXXXXmw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to extend their stay. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. '''Trigger Tab :''' Time:*Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2 Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled Booking Fields:*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is 3 days between the guest booking and the next booking. '''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions"tab of the Email. *Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. '''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Upselling additional nights - nights available before checkin ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to extend their stay. This example uses fixed values that you have entered into {{#fas:cog}}(SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. '''Trigger Tab :-''' Time:*Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest,in this example 2 days before arrival)*Trigger Window = 2 Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled Booking Fields:*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is upto 3 days from previous checkout to check in of current booking. '''Messaging tab :- '''*Send Message = Guest API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "bookIdMail & Actions"tab of the Email. *Subject = Enter the appropriate details *Plain Text Box = Your text, using the template variables to modify the specific text in the booking. [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML Box [IF<=: [VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. '''Booking Info Tab :- Optional'''*Booking info code = EXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"> ====Send Email to your guest - Offering Early Checkin ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking. 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 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID]and Offer ‘EARLYARRIVAL’ for the special Price.Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"> ====Send Email to your guest - Offering Late Checkout ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have a Late Checkout as room is available the day of departure. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest,in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking. Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*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, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"invoice> ====Send Email to your guest - Offering Late Checkout Only on a Sunday when there is no new arrival ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure. This auto action will create a new booking for the date of departure, closing the calendar to any other bookings. The URL link in the message tab, will send the guest to your guest booking page with set conditions, the leaving date of the existing booking, the room id of the existing booking and the Offer you have created for the LateCheckout. 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. '''Step 1:''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS *Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway '''Step 2:''' Create a Rate or Daily Price, PRICES Guests = Max OccupancyMax Stay = 1Offer = select the offer number as created in the above step. If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days. Channel Tab, untick all channels, leave only 'beds24.com' for your booking page. If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. Enable list, untick all channels, leave only 'beds24.com' for your booking page. '''Step 3: ''' Create the Auto Action Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Between Booking and Check in = 2 and 999 (to stop the auto 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 Description = Upsell 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" > ====Send an email to the Owner/Internal email address when a payment FAILS at Stripe====</div><div class="descriptionmw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment*HTML Box = 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 the "summary" tab of the booking[FIRSTNIGHT][LASTNIGHT] Booking tab: (optional)*Execution = One 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" > ====Add CHECKIN Booking info code to bookings ====</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 = Check-in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to bookings ====</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 = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab: *Booking Info Code = CHECKOUT*BookingInfo Text = Auto Checkout</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function.com Commission 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="statusmw-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> ===Modify description/values of an existing invoice item in a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"> ====Update the Description field of a charge/invoice item==== </div><div class="mw-collapsible-content"> In some cases Channel bookings have different descriptions for the same charge item - i.e. Cleaning,update the description field in the invoice item so they all match, using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change Description *Description = Cleaning^Cleaning Service Fee*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search) </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Update all values of a charge/invoice item==== </div><div class="mw-collapsible-content"> You need to change the charges in bookings due to an update in your prices. Tourist Tax (for example), update the description field and value using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Time Window = 365*Check In From = Select the first date of the Summer Season*Check In To = Select the last date of the Summer Season *Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change All *Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example) *Amount = 0.75*Per = Per Person*Period = One time*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search) </div></div> ===Payments/Pending Payments=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="qtymw-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)*Group Booking Trigger = Trigger only Master (this will trigger on individual bookings and Master booking if a group) 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 : *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 : *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></div> <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 ====</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 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: OptionalAdd a booking info tab for information and reporting*Booking Info Code = PENDPAY*Booking Info Text = Pending payment added Invoice tab:*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' to be set.) This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1quarter of the first invoice item value, otherwise set = 200. <span class="" style="color: #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 : *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 : *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></div> <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 a Payment Rule (Optional)'''' 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. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Create a Payment Rule to collect payments if bookings are not cancelled. Click '''Create New Payment Rule''' : Payment Rule:*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 = 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 Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual '''Create Auto Actions ''' 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''' to create them. '''Collect outstanding balance for direct bookings''' Trigger tab:*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 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. *Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the auto action being triggered) Booking tab:Optional*Flag Text = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value - use one word only)*Booking Info Text = Enter the description/text to show in for the Booking Info Code. Invoice tab: <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></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ===='Capture' a Security Deposit when Credit card is collected at time of booking. ====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels) Info Codes:Any Booking Info Code = CARDTOSTRIPE Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (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 (balance is full priceso 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 [COMMISSIONNUM[Stripe]]. Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Payment Rule : *Name = Enter your title - Security Deposit (for example)*Action = Auto Payment Trigger :*Booking Status = select from the drop down list*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) *Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply an info code and and/or icon when a payment was made====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Booking Info tab:*Execution = One time only*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function,if not leave blank) Invoice tab:*Assign Invoice Number = yes</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to add the pending payment to the booking*Booking Source =All (for example, you can also set different rules for different channels) Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required. *Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. </div></div> ===Booking Flags/Colours=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when deposit was made prior to Check-in====</div><div class="mw-collapsible-content">Trigger tab: *Trigger Event = Check-in*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional) *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required. Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when booking is fully paid====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="vatRatemw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : "7Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".00 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="typeheadline-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 "0API 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::{::"invoiceeIdauthentication":::{::: "apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"message": "[MESSAGE]- Append this message"
:}
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<div class="headline-collapse" >
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====
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<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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<div class="headline-collapse" >
====Use Auto Action/Webhook to write to send data to Integromat====
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<div class="mw-collapsible-content">
You can use this option to send data to your Integromat account.
Set the rules in the Trigger tab, when you need to send the data to Integromat.
Go to Webhook tab:
URL = https://hook.integromat.com/ followed by your integromat account key.
Body Data = you can use the template variables allows in the list for Integromat [[https://wiki.beds24.com/index.php/Make#Data_Fields Data fields]]
For example :-
bookingData={
"bookId":"[BOOKID]",
"guestMobileNum":"[GUESTMOBILENUM]",
"guestMobile":"[GUESTMOBILE]",
"guestSMS":"[GUESTSMS:44]",
"guestFirstName":"[REPLACE|&|and|[GUESTFIRSTNAME]]",
"propertyName":"[PROPERTYNAME]",
"propertyId":"[PROPERTYID]",
"firstNight":"[FIRSTNIGHTSHORT]",
"lastNight":"[LEAVINGDAYSHORT]"
}
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===Testing for Modified bookings===
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<div class="headline-collapse" >
====Use Template Variables to test for Modified bookings====
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<div class="mw-collapsible-content">
You can test if the booking has been modified, adding a booking info code to the booking will then allow you to trigger other auto actions, run reports etc.
Trigger tab
*Trigger Event = Booking (but not after Check-in) OR Booking
*Trigger Time = 1 day (this will ensure that NEW bookings do not trigger this auto action)
*Trigger Window = 365 days
*Booking Status = All not cancelled
*Template Variables [MODIFYDATE:{%Y-%m-%d %H:%M:%S}] greater than [CURRENTDATE:-1day{%Y-%m-%d %H:%M:%S}]
Booking tab: (Optional)
*Flag text = (enter the text you require)
*Flag Colour = Set as required
Booking Info tab : (optional)
*Booking Info Code = MODIFIED
*Booking Info Text = Booking modification
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