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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 ==
'''Before setting up an auto action please note<span style="color:'''#fe746c;“ >{{#fas:exclamation-triangle}} </span>To use this function you need to set the system to use your own Email address for outgoing emails under {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.
"Booking Source" = "Direct" applies '''Property, Room, Unit''' You can refine the use of the Auto Actions only Action, by specifying if it should trigger on specific properties or all properties/rooms. 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 specific Room id. It is possible to bookings from your own web site'Exclude' specific Beds24 Room ids, manually added bookings and bookings imported though you can find the API (not Room id from the channel manager)Room Setup. If required, you want to apply and Auto Action only to manually added bookings add your username can also specify specific Offers/Units in Room Types. Send/Exclude Property Groups, this will use the "Referrer" fieldvalues you have entered in {{#fas:cog}} (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS. '''Time'''
== Actions =="Between Booking and Check in" can be used to include/exclude Same day/Near term bookings, set the number of days.
=== Messaging/Email ===Go to Email to create or modify a prepared Email template. Templates can contain [[Template Variables]] to include "Check In From" and "Check In To" use if you have specific information specific relating to the booking in the Emailbookings between these dates, special offers, for example the guests name or the arrival datemajor disruptions etc.
*To send Emails automatically you need to set up your outgoing Email address in SETTINGS -> ACCOUNT -> OUTGOING EMAIL. '''Booking Source'''
*To send Emails "Booking Source" = "Direct" applies the Auto Actions only to bookings from your own web site, manually open a booking added bookings and go to bookings imported though the API (not the MAIL tabchannel manager). Manual Emails will open If you want to trigger only on manually added bookings add your username in a window, you may send it as is or edit it before sendingthe "Referrer" field.
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.'''Booking Conditions'''
If Auto Action Emails are send automatically they are send through your Email server"Group Booking Trigger" - use the (?) context help for the options. You should see "Invoice Balance" - use this on your server. Whether you see it in your Sent box or not depends on your Email programto for payments and reminders.
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 depends on your Email program.'''Info Codes'''
==== Email Attachments ====You can choose to attach an invoice or a booking template as a PDF file to emails sent by Auto Actions. '''Booking Fields'''
The easiest way to do this is usually by reducing With Multiple Properties, the testing window requirement to have Property specific information in the smallest necessary and adjusting the trigger condition Messages/emails sent to the most suitable.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 7 days before check-in will test less bookings and perform fasterguest/housekeeping/owner can be achieved using Template Variables.
The test tab When you create a Property/Room in Beds24, the setup of the auto action has a button which will show Property/Room is held in the database and can be accessed via Template Variables. For example in {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION, you how many and which bookings are being tested by setup the auto actionproperty specific details.
It is also possible to specify a booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.*Property name - can be accessed in template variable [PROPERTYNAME] *Property Address - can be accessed in template variable [PROPERTYADDRESS]
== Troubleshooting == '''If Auto Actions do not send:''' The You will find the full list in the "Mail" tab of the booking will tell Property Template Variables when you why. Common causes are: *Is your outgoing Email address working? Go to SETTINGS->ACCOUNT->OUTGOING EMAIL and click on "Send Test Email". *Is your Auto Action set go to send automatically? *Is the guests Email address valid ("Mails" tab of the booking)? *Is the booking set to allow Allow Auto Actions ("Mails" tab of the booking)? *Do all trigger events apply to the booking?[[Template_Variables#Property_Variables|Property Variables]]
'''Delayed trigger of 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 Action:''' See section Performance Actions, Booking Templates, Invoices and testing aboveReports.
'''Auto Action is not editable''' To have write access Go 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 {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES you use sub accounts and will see the Auto Action is set to trigger for "All Properties"list that are available.
'''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 When you find create each Room/Unit the item causing the problem. Often it information 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 held in sql injection attacks. Once you find the item causing the problem, try rewording itRoom/Unit specific template variables.
== Examples ==You will find the full list of Room/Unit Template Variables when you go to [[Template_Variables#Room_Variables|Room Variables]]
=== Send Emails/Message/SMS to guests ===See the full list of [[Template Variables]].
Message API messages will be shown in the You can send a message tab of the /email to your guests, confirming their booking date, property details and in property contact details. Use the Channel Message centre. Currently this is only available for Booking.com property, room and Airbnbbooking templates to build the message/email in one Auto Action, rather than one auto action per property.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an Email to the guest when This approach will reduce the status of a booking changes ongoing management, update one Auto Action and it will apply to "Cancelled"====<all/div><div class="mw-collapsible-content">selected properties rather than having to edit multiple auto actions with the same overall message.
Trigger tab:*Trigger Event = Check-in*Trigger Time = =Example 1 -365*Trigger Window Each property has a different access code for the main building door = 365*Booking Source = All (for example)*Booking Status = Cancelled
Message tab: For channels using the Message APIYour properties have security doors with keycodes, then enter the text in the Plain text box, for emails enter the text in the HTML boxeach property has a different code.
*'''Send Message''' = Booking API/Smart EmailGo to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 1 enter the Building Access Code, use this same field in each property and set the appropriate code.
If Then in the "Mail & Actions" tab contains a "real" Email address Auto Action use [PROPERTYTEMPLATE1] in the message is sent to text rather than the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possibleactual value.
If no connection *Please use this code to a messaging system is available Access the message will send to the Email address from the "Mail & Actions" tab of the Email.Main building Door:- [PROPERTYTEMPLATE1]
*'''Email Subject''' - enter There is no need for a separate auto action due to the subject for your Guestsfront door keycode being different.
*'''Plain Text Box''' ===Example 2 - will send to channels using Message APIHousekeeping/Cleaning Team is different for each Property. ===
Message Text :- enter the text Each of your properties has a different housekeeping/cleaning team and you wish need to send to your guests include URLthem an email with the booking details for each booking. Template variables can be used [[Template_Variables| see here]]
*'''HTML box''' - Email will be sentGo to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 5 enter the email address for Housekeeping/Cleaning team.
Email Text :- It is possible to use the same details (URL) as in In the Plain Text box aboveAuto action, *"Send Message" = Internal Only. Template variables can be used [*"Internal Email Address" = [Template_Variables| see here]PROPERTYTEMPLATE5]
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set SETTINGS->PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Requesthave different teams per room, then use a Room template rather than the Property Template.
</div></div>===Example 3 - Send email to a Group of Properties (not all) ===
<div class=You can setup a "mw-collapsible mw-collapsedGroup"><div class=for your Properties, this has a number of benefits, including sending/excluding messages/emails to a Group of Properties, view a "headline-collapseGroup" >of properties in your Calendar and in Reports.
====Change To assign the status of all upcoming direct bookings to "CancelledGroup" and send an Email to the guest ====</div><div class="mw-collapsible-content">Trigger tabyour Properties, go to {{#fas:*Trigger Event = Check-in*Trigger Time = -14 cog}} (for example to cancel the bookings for the next two weeksSETTINGS)*Trigger Window = 14*Booking Source = Direct *Booking Status = All Not Cancelled> BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS > GROUP KEYWORDS.
Booking tab: *Booking Status = CancelledEnter a Group name, it needs to be a single word - 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.
Message tab: For channels using the Message APIEach property can be in multiple groups, then enter the text in the Plain text boxmultiple keywords separated by a comma, for emails enter the text in the HTML boxexample :- 4BEDS, OceanView, Dublin.
If the <span style="Mail & Actionscolor: #f3e504; font-size: 150%;" tab contains >{{#fas:lightbulb}} </span> This filter will not apply if you are triggering on 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 possiblesingle property.
If no connection == Performance and Testing ==Auto actions will test up to a messaging system is available 1000 bookings per cycle, if your trigger condition involves more than 1000 bookings, the message next 1000 will send to be tested on the Email address from next cycle etc.If you require the "Mail & Actions" tab of the Emailfastest speed make sure your trigger is designed to test less than 1000 bookings.
*'''Email Subject''' - enter The easiest way to do this is usually by reducing the testing window to the smallest necessary and adjusting the trigger condition to the subject most suitable.For example a trigger that tests all bookings from booking time for your Guests1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.
*'''Plain Text Box''' - The test tab of the auto action has a button which will send to channels using Message APIshow you how many and which bookings are being tested by the auto action.
Message Text :- enter It is also possible to specify a booking number and test if the text you wish to send auto action would trigger on that booking with some diagnostics information shown to your guests include URLhelp trouble shooting. Template variables can be used [[Template_Variables| see here]]
*== Troubleshooting == '''HTML boxIf 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 will be sent". *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?
Email Text '''Delayed trigger of Auto Action:- It is possible to use the same details (URL) as in the Plain Text box ''' See section Performance and testing above. Template variables can be used [[Template_Variables| see here]]
</div> '''Auto Action is not editable'''</div> 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 and the Auto Action is set to trigger for "All Properties".
SMS tab <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 Status" = Request.
Please note a charge applies per SMS message. </div></div>
*Send SMS Message : Enable<div class="mw-collapsible mw-collapsed">*Phone Number : This is the phone number that will receive the SMS notification.<div class="headline-collapse" >
This is a global service ====Change the status of all upcoming direct bookings to "Cancelled" and send an Email to the notifications can be sent to almost phone in any country.guest ====</div><div class="mw-collapsible-content">'''Trigger tab:'''
The phone number must contain Time: *Trigger Event = Check-in*Trigger Time = -14 (for example to cancel the international country code and phone number as it would be dialed internationally.bookings for the next two weeks)*Trigger Window = 14
Do not include any leading zeros or other characters and use no spaces.Booking Source:*Booking Source = Direct
The number must start with the country code.Booking Conditions:*Booking Status = All Not Cancelled
EXAMPLEBooking tab: *Booking Status = Cancelled
to send to phone number 015625346 '''Message tab:''' For channels using the Message API, then enter the text in the UK (Country code 44) Plain text box, for emails enter the following numbertext in the HTML box.
4415625346*Send Message = Booking API/Smart Email
You can use If the template variables [GUESTPHONE] or [GUESTMOBILE] but this will "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only work if a masked Email address is available the phone number has exactly message sends via the required formatchannels API messaging systems if possible.
Enter Message Text :- enter the message text you wish to send, messages to your guests include URL. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be truncated at 160 characterssent 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]]
Alternatively you an use Between Booking and '''Trigger tab:''' Time:*Trigger Event = Check -in*Trigger Time = -365 days*Trigger Window = 355 days
Trigger tabBooking Conditions:*Trigger Event = Booking (but not after check-in)*Trigger Time = Immediate*Trigger Window = 1 dayBetween Booking and Check in = 7 to 999
Trigger tabTime:
Booking tab:
*Execution = One time only
*Booking Status = No Change
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 Messagetab:''' 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
*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.
Booking tab:
*Execution = One time only
*Booking Status = No Change
If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMSEmail Text :->SET UP "Unit Names" you can It is possible to use template the same details (URL) as in the Plain text box above. Template variables can be used [[Template_Variables| see here]]
Example: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]
The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.'''SMS tab :'''
</div></div> Please note a charge applies per SMS message.
<div class="mw-collapsible mw-collapsed">*Send SMS Message : Enable<div class="headline-collapse" >*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.
====Send an Email to the guest when a payment is made====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365 day *Booking Status = All Do not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)include any leading zeros or other characters and use no spaces.
Message tab: *Update details as appropriate**Booking API and Email Smart: If The number must start with 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.**Booking API and Email: Messages are sent via 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 Emailcountry code.
You can use Invoice Template variables showing the booking charges/payments.</div></div>EXAMPLE
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >to send to phone number 015625346 in the UK (Country code 44) enter the following number
====Send an Email to guests from Channels====4415625346</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = Channel ManagerYou can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.
Booking tab:*Execution = One time only*Booking Status = No Change SMS Message
Message tab: *Send Email = Guest *Enter you textthe message to send, messages will be truncated at 160 characters. If you are using the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you Template variables can use template variables be used.
Example'''Booking tab: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2] '''*Execution = One time only*Booking Status = No Change
The template variables will only work if you have entered text in SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an Email with a key code for a message (Email or sms) to guests that have Checkedspecific unit one day before check-out 30 days or morein====
Message or SMS tabProperty, Room, Unit:*Update details as appropriate**Booking API and Email Smart: If Unit = Select the "Mail & Actions" tab contains a "real" Email address number of the message is sent unit you want to the guests Email address. If only a masked Email address is available the send this 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.**Booking API and Email: Messages are sent via channels API messaging systems if possible. If no connection to a messaging system is available Note that the message will send to number represents the Email address from the "Mail & Actions" tab index of the Email. Messages to the Email address entered in the field "Internal" are sent via Emailunit not its name.
Booking tabTime: (optional)*Execution Trigger Event = One time onlyCheck-in*Flag Text Trigger Time = The text you want to display -1 day*Flag Colour - choose the flag colour</div></div>Trigger Window = 1 day
<div class="mw-collapsible mw-collapsed">Booking Conditions <div class*Booking Status ="headline-collapse" >All not cancelled
====Send a Request for payment to your guests for all bookings====</div><div class="mw-collapsible-content">Trigger '''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.
Message tab: Update details as appropriate*Send Message = 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 (Using Message API)*Subject - enter If no connection to a messaging system is available the subject for your Guests*Plain Text Message :- enter the Message text you wish to message will send to your guests include the payment link Email address from the "Mail & Actions" tab of the Email.
https://beds24.com/bookpay.php?bookid=[BOOKID]*Email Subject - enter the subject for your Guests
You can find extra options *Plain text box - will send to add to the payment link if you want to refine the details https://wiki.beds24.com/index.php/Category:Payments#Payment_Requestchannels using Message API
HTML Message (Send Email) *Email Subject - enter the subject for your Guests*Email Text :- enter the Email text you wish to send to your guests include template variable . Template variables can be used [[PAYLINKTemplate_Variables| see here]] 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 tabIf you are using the "Additional Information" function {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables Example: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2] The template variables will only work if you have entered text in {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this. *HTML box - Email will be sent 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]] Example: Your room is [UNITNAME]. Check-in from: [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.
Message tabBooking Conditions: *Booking Status = All not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
*Send Email '''Message tab: **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 ''' For channels using the channels Message 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 , then enter the Email address entered text in the field "Internal" are sent via Email.**Booking API and Email: Messages are sent via 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 Plain text box, for emails enter the Email address entered text in the field "Internal" are sent via EmailHTML box.
Plain Text (Using *Send Message = Booking 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 /Smart Email
httpsIf 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 ://beds24- enter the text you wish to send to your guests.com/bookpayTemplate variables can be used [[Template_Variables| see here]] You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments.php?bookid= [BOOKIDINVOICETABLE] - invoice table It is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€]will create an invoice table with price and quantity in Euros *HTML box - Email will be sent
You can find extra options to add Email Text :- It is possible to use the payment link if you want to refine same details as in the details https://wikiPlain text box above.beds24.com/index.php/Category:Payments#Payment_RequestTemplate variables can be used [[Template_Variables| see here]]
HTML Message (Send Email) *Edit Email Subject - enter You should consider adding the subject for your Guests*Edit Email Text :- enter the Email text you wish to send invoice table to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for email so the amount in guest can see the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other optionsdetails including Charges & Payments.
Booking tabIt is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros.
*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 to make X number of payments for their booking. Time*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
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 Source*Booking Source = Channel Manager
You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments'''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.
'''Create Auto Action one'''Trigger tab:*Send Message = Booking API/Smart Email
*Trigger Event = Booking (but not after check-in)*Trigger Time = +7 days*Trigger Window = 1 day *Booking Source = ALL (or select If the booking source/Channel)*Invoice Balance = Not Zero*Any Booking Info Code = MULTIPLE (for example) this can be used "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 you only allow some guests to make multiple paymentspossible.
Message 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.
Send *Email : select the appropriate option Plain Text (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]*Plain text box - will send to channels using Message API
You can find extra options to add to Message Text :- enter the payment link if text you want wish to refine the details https://wikisend to your guests.beds24.com/index.php/Category:Payments#Payment_RequestTemplate variables can be used [[Template_Variables| see here]]
'''Create additional Auto Actions for each period you want to trigger'''</div></div>
'''Create Auto Action 2 (and 3, 4, 5 <div class="mw-collapsible mw-collapsed"><div class="headline- how may you need) '''collapse" > *Trigger Time = +14 days ===Send a message (Email or sms) to guests that have Checked-out 30 days you want to collect the payments)or more====</div><div class="mw-collapsible-content">*'''Trigger Window = 1 day tab:'''
'''Setup booking info code'''Time*Trigger Event = Check-out*Trigger Time = 30 days*Trigger Window = 365 days
Go to SETTINGS -> ACCOUNT -> PREFERENCES -> BOOKINGS -> Booking Info Code Values and '''Message tab:''' For channels using the Message API, then enter MULTIPLE (or the value you want to use to trigger) text in the Plain text box, for emails enter the text in the HTML box.
'''Update *Send Message = Booking to allow Multiple payments'''API/Smart Email
*Open If the booking**Go "Mail & Actions" tab contains a "real" Email address the message is sent to Booking Info Tab and from the drop down list **Select guests Email address. If only a masked Email address is available the value 'MULTIPLE' (or message sends via the value you want to use to trigger)</div></div>channels API messaging systems if possible.
<div class="mw*Email Subject -collapsible mw-collapsed"><div class="headline-collapse" >enter the subject for your Guests
====Send a Request *Plain text box - will send to 'Capture' a Security deposit from your guests XX days before check-in - with Stripe====</div><div class="mw-collapsible-content">channels using Message API
You want Message Text :- enter the text you wish to send to capture a Security Deposit for bookings on the day before check-in from your guestguests.Template variables can be used [[Template_Variables| see here]]
Capture of the payment is only held by Stripe for 7 days, if the guest is staying longer you *HTML box - Email will need to send the request again.be sent
You will need Email Text :- It is possible to create multiple emails to capture use the payment multiple times for same details as in the same bookingPlain text box above.Template variables can be used [[Template_Variables| see here]]
'''Create Auto Action one'''Trigger tab: Please note a charge applies per SMS message.
Message tab: This is a global service and the notifications can be sent to almost phone in any country.
Send Email : select The phone number must contain the appropriate optioninternational country code and phone number as it would be dialed internationally.
*Email Subject - enter the subject for your Guests*Email Text :- enter the Email text you wish to send to your guests Do not include URL below, change the pay=100 to the value you require. https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100any leading zeros or other characters and use no spaces.
Booking info tab: (Optional)The number must start with the country code.
*Booking Info Code = SECDEPOSIT (for example)*Booking Info Text = Security deposit request sent.EXAMPLE
</div></div>to send to phone number 015625346 in the UK (Country code 44) enter the following number
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >4415625346
====Send an Email in You can use the guests language to an internal Email address ====</div><div class="mw-collapsible-content">This uses a smart template variable. In variables [GUESTPHONE] or [GUESTMOBILE] but this example we check whether will only work if the guest booked in French. If yes, then we send a French text. If no, we send an English textphone number has exactly the required format.
Trigger *SMS Message Enter the message to send, messages will be truncated at 160 characters. Template variables can be used. '''Booking tab:''' (optional)*Execution = One time only*Booking Field Contains Flag Text = The text you want to display*Flag Colour - select "Language" in choose the next field enter: the short code for the language this Auto Action is for.flag colour
Email tab:
*Enter the message in the appropriate language under your default language.
This uses '''Trigger tab:''' Time*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day Booking Source:*Booking Source = ALL (or select the booking source/Channel) '''Message tab:''' Update details as appropriate*Send Message = Booking API and Email Smart: If the "Mail & Actions" tab contains a smart template variable. In this example we check whether "real" Email address the message is sent to the guest booked in Frenchguests Email address. If yes, then we send only a French textmasked Email address is available the message sends via the channels API messaging systems if possible. If no, we connection to a messaging system is available the message will send an English textto 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.
Trigger tab: Whatever you want*Plain text box (Using Message API)
Booking tabSubject - enter the subject for your GuestsPlain Text Message : Whatever - enter the Message text you wantwish to send to your guests include the payment link
SMS tabhttps:*Phone Number = [GUESTMOBILE]*SMS Message = [IF//beds24.com/bookpay.php?bookid=:[GUESTLANGUAGEBOOKID]:fr:French_text|English_text]</div></div>
<div class="mw-collapsible mw-collapsed">You can find extra options to add to the payment link if you want to refine the details<div class="headline-collapse" > ====Send Remotelockhttps://wiki.beds24.com/Lockstate, Nuki PIN or Chekin Link ====<index.php/div>Category:Payments#Payment_Request<div class="mw-collapsible-content">Trigger tab:*HTML Message (Send Email) *Trigger Event = CheckEmail Subject -inenter the subject for your Guests*Trigger Time = Email Text :-2 (enter the number of days before check-in Email text you want wish to send to sent the code or 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. *Trigger Window = 2*'''Booking Source = Alltab:'''*Booking Status Execution = All but not cancelledOne time only*Group bookings Flag Text = Trigger all on masterThe text you want to display*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URLFlag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
Message tab:
*Send Email = Booking API/Email Smart
*EMail Subject = Your access code (your text)
*Email Text = Your text which includes the template variable [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN]
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.
Setup your Invoice or 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. You will need to manually add a Booking Template, go Info Code to each booking that you have agreed to SETTINGS -> GUEST MANAGEMENT -> INVOICING or SETTINGS -> GUEST MANAGEMENT -> BOOKING TEMPLATESallow X payments.
Message tab: *Send Email Trigger Event = Guest API/Smart Email Booking (or one of the other optionsbut not after check-in)*Attachment = Select an option from the drop down list. *EMail Subject Trigger Time = Enter the appropriate details +7 days*Email Text Trigger Window = Your text which includes the details for your current guests. 1 day
It is assumed you use *Booking Source = ALL (or select the Checkinbooking source/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tabChannel) or create an auto action to add the *Invoice Balance = Not Zero*Any Booking Info Codes Code = MULTIPLE (for example) this can be used if you only allow some guests to the bookingsmake multiple payments.
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.'''Message tab:'''
Other files can not be attached*Send Message = Booking API/Smart EmailIf the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. We recommend you use If only a link masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a file you upload messaging system is available the message will send to your web sitethe Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email.</div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email after the cleaner has cleaned the room====<https://beds24.com/div><div classbookpay.php?bookid="mw-collapsible-content">[BOOKID]
To send an automated Email You can find extra options to add to the guest then they can check payment link if you/the cleaner have to add a unitstatus want to refine the room when it is readydetails https://wiki.beds24.com/index. In this example we used the unit status cleanphp/Category:Payments#Payment_Request
Trigger tab:*Trigger Event = Checkin*Trigger Time = ImmediateHTML Message (Send Email) *Trigger Window = 1Edit Email Subject - enter the subject for your Guests*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on masterEdit Email Text :- enter the Email text you wish to send to your guests include template variable *Template Variable = [UNITSTATUS1PAYLINK] Contains = cleanthis 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.
Message tab:
*Send Email = Guest API/Smart Email (or one of the other options)
*EMail Subject = Enter the appropriate details
*Email Text = Your text.
Other files can not be attached. We recommend you use a link to a file *Execution = One time only*Flag Text = The text you upload want to your web site.display</div>*Flag Colour - choose the flag colour</div>Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
===Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code '''Create additional Auto Actions for each period you want to bookings ====</div><div class="mw-collapsible-content">trigger'''
If '''Create Auto Action 2 (and 3, 4, 5 - how many you need ) '''*Trigger Time = +14 days (days you want 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 collect the dashboard. payments)*Trigger Window = 1 day
Trigger tab:*Trigger Event = Check-The use the settings in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on masterthe previous auto action to trigger the next auto action for your booking.
Booking Info tab:
*Booking Info Code = CHECKIN
*Booking Info Text = Auto Checkin
If you need You want to use capture a Security Deposit for bookings on the day before check-in from your guest. Capture of the Booking info code CHECKIN/CHECKOUT payment is only held by Stripe for reporting/other auto actions7 days, you can set if the Booking info code rather than use the Current guest module in is staying longer you will need to send the dashboardrequest again.
Trigger tab:You will need to create multiple emails to capture the payment multiple times for the same booking.*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 mastertab:'''
Booking Info tab: *Trigger Event = Check-in*Trigger Time = -1 days*Booking Info Code Trigger Window = CHECKOUT1 day *Booking Info Text Source = Auto Checkout<ALL (or select the booking source/div>Channel)</div>*Status = All not cancelled
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-'''Message tab''': For channels using the Message API, then enter the text in ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-Plain text box, for emails enter the text in via the check-in functionHTML box.
Trigger tab:*Send Message = Booking API/Smart Email
Booking info tab :
*Info Code = CHECKIN
Trigger tabBooking Source:*Booking Source = All (for example)
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = AllConditions:*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTSID1] greater than 0Not Cancelled
<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'Message tab:'''Enter the message in the appropriate language under your default language.
Setup the custom question in Properties -> Booking Questions -> Custom Questions -> Custom question 1, set with TYPE *Send Message = Tick Box. Internal Only
Trigger tab:*Internal Email Address = enter the email address this message should be sent to.
Booking info tab :
*Info Code = LATECHECKIN
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add Send SMS in a fee to all bookings from certain language (if it is the language of the booking) or a channeldefault language====
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 - enter the VAT amount if applicable)
The fee will be added the next time the auto actions run. '''SMS tab:'''*Phone Number = [GUESTMOBILE]*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending paymentSend Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in ====
Booking Info tabTime:-*Optional, add a booking info tab for information and reportingTrigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 2
Invoice tabInfo Codes :-*Payment Type Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select on what the payment is calculated (Percent of Balance due)*Description = appropriate Booking Info Code for the text you will see in the "Charges and Payments" tab*Status = if service 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 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. *Send Message = Booking API/Smart Email
Go If the "Mail & Actions" tab contains a "real" Email address the message is sent to Settings > Payments > Payment Rulesthe guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
Payment Rule :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.
Name = Enter *Subject - enter the subject for your title Guests - Not Cancelled Your access code (for exampleyour text)Action = Auto
Payment Trigger :*Plain text box - will send to channels using Message API
*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 Message Text :- enter the Booking info code in 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 booking)list of ALL template variables that can be used [[Template_Variables| see here]]
Payment Action :*HTML box - Email will be sent
*Capture = Yes Email Text :- immediately charged It is possible to use the same details (Capture=YesURL)*Add info code on success = add a Booking Info item to as in the booking on success*Add info code on failure = add a Booking Info item to Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the booking on failurelist of ALL template variables that can be used [[Template_Variables| see here]]
Invoice tab:*Payment Type = Percent of balance due *Description = the text you HTML box - Email will see in the "Charges and Payments" tab (Payment Balance) *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 -3be sent
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]].
Invoice tabTime:-*Payment Type Trigger Event = Fixed amountCheck-in*Description Trigger Time = Security Deposit -2 (the text you will see number of days before check-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 price so 100% of sent the balancecode or link)*Payment Rule Trigger Window = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in2
<span style="color:#fe746c;“ >{{#fasBooking Conditions:exclamation-triangle}} *Group bookings = </span> Automatic collection is only available for customer who use [[Stripe]].Trigger all on master*Invoice Balance = Zero
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.Info codes :-*Any Booking Info Code = STRIPEAUTHORIZE
Go to Settings > Payments > Payment Rules'''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.
Payment Rule : *Name Send Message = Enter your title - Security Deposit (for example)*Action = AutoBooking API/Smart Email
Payment Trigger :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. *Booking Status = select If no connection to a messaging system is available the message will send to the Email address from the drop down list"Mail & Actions" tab of the Email. *Any Booking Info Code = optionalSubject - enter the subject for your Guests - Your access code (your text) *All Booking Info Codes = optionalPlain 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]] *Exclude Booking Info Code = optional (HTML box - Email will be sent Email Text :- Enter the text you wish to send to your guests this can exclude Virtual Credit cardsinclude URLs. Include any information that is important for the checkin of the guest, find for example the Booking info Key code in for the booking)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]]
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
*Invoice Balance = Any Payment made
Trigger tab:
*Trigger Event = Check-out
*Trigger Time = Immediate
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank)
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tabBooking Conditions:*Trigger Event Group bookings = After Booking or Before Check-in* Trigger Time = set the time you want to add the pending payment to the bookingall on master*Booking Source Status =All (for example, you can also set different rules for different channels)but not cancelled
Booking Info tabCodes:*Optional, add a booking info tab for information and reportingAny Booking Info Code = CHECKOUT
Booking '''Messaging 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 Send Email = select on what the payment is calculated Guest API/Smart Email (Percent or one of Balance duethe other options)*Description = 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 text you message will see in send to the Email address from the "Charges and PaymentsMail & Actions" tabof the Email. *Status Attachment = if you use Select the status function add Invoice Template from the status you want to apply to drop down list. *Subject - enter the pending payment (optional)subject for your Guests *Amount = Plain text box - will send to channels using Message API Message Text :- enter the amount or percentage text you want wish to send to collectyour guests include URL. Template variables can be used [[Template_Variables| see here]] *Payment Rule = Manual HTML box - Email will be sent Email Text :- if you have set up payment rules It is possible to use the same details (URL) as in SETTINGS->GUEST MANAGEMENT->PAYMENT COLLECTION they will the Plain Text box above. Template variables can be available used [[Template_Variables| see here ]]*Payment Due <span class="" style= Set when "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the payment is dueCheckin/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.
The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending paymentsIf you send Emails with pdf attachment (invoice, this can be used booking template) to see all outstanding payments, when payment gateways other than Stripe are used, Alias-Email addresses created by channels the channel might block the Pending Payments report can be used attachment so it is not delivered to see outstanding payments and a checklist for bank transfersthe guest. Ask your channel about their policy regarding this.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelledSend Email with Booking Registration Form - PDF attachment====
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 1 Hour
*Trigger Window = 365 days
*Booking Status = Cancelled
<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 tabTime:*Trigger Event = After Booking
<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 '''Messaging tab:'''
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 : select appropriate option*Enter : Subject and address from the "Mail & Actions" tab of the Email content.
*Booking Info Code : DEPOSITPAID If you send Emails with pdf attachment (for exampleinvoice, booking template)*Booking Info Text : additional text if requiredto 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.
Setting details with the Booking tab and Booking info tab allows Other files can not be attached. We recommend you use a link to trigger additional (follow on) Auto Actions and Reportsa file you upload to your web site.
Trigger tabTo 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 Event = After Booking*'''Trigger Time = Immediate*Booking Source = Booking.com (for example)Tab :'''
Booking tabTime:*Execution Trigger Event = One time onlyCheckin (depending on when you want to notify the guest)*Flag Text Trigger Time = The text -2 days (depending on when you want to displaynotify the guest, in this example 2 days before arrival)*Flag Colour - choose the flag colourTrigger Window = 2
<div classBooking Conditions:*Group bookings ="mw-collapsible mw-collapsed"><div class="headline-collapse" > Trigger all on master*Booking Status ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".All but not cancelled
Trigger 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. *Trigger Event Send Message = After 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 *Trigger Time 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<= Immediate:[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. *Trigger Window 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<= 365:[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 Source = AllInfo Tab : Optional '''*Booking Status info code = All not cancelledEXTRANIGHTS *Invoice Balance Booking Info Description = Any Payment madeUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
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 tabTab :-''' Time:*Trigger Event = After BookingCheckin (depending on when you want to notify the guest)*Trigger Time = Immediate-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 3652 Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master
*Booking Info Code = STRIPEFAIL
<div class="mw'''Messaging tab :-collapsible mw-collapsed">'''<div class*Send Message ="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====<Guest API/div><div class="mw-collapsible-content">Smart Email
Go If the "Mail & Actions" tab contains a "real" Email address the message is sent to Settings > Channel Manager > Preferences and set Auto report failed cards = Yesthe guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. Trigger 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. *Trigger Event Subject = After BookingEnter the appropriate details *Trigger Time Plain Text Box = Your text, using the template variables to modify the specific text in the booking. [IF<= Immediate:[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. *Trigger Window HTML Box [IF<= 365:[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 Source = AllInfo Tab :- Optional'''*Booking Status info code = All but not cancelledEXTRANIGHTS, *Booking Info Code Description = BOOKINGCOMCARDUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
Booking tab:
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Flag Colour - choose the flag colour
===Status changes===
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 3 days
*Booking Status = Request
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Ical Import (1, 2, 3)
Booking changes are applied before the mail is sent.
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: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. *Execution = One time only*Change Room Unit Status = Select 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 optionLateCheckout.
It is assumed This example uses fixed values that you use have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the CheckinProperty/Checkout feature in the DashboardRooms, if not you can either manually add Checkin useful way to your bookings (Booking info tab) or create an utilise the template variables and different values rather than duplicating auto action to add the Booking Info Codes to the bookingsactions.</div></div>
===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write to the field 'Message'====</div'Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) ><div class="mw-collapsible-content"PROPERTIES >OFFERS
You can use a webhook in conjunction *Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API:Deposit 2 - via payment gateway
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 keyStep 2:'''*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:'''*Settings > Properties > Access > propKey = secret_key_for_prop_XXXXXXCreate a Rate or Daily Price, PRICES
Set Guests = Max OccupancyMax Stay = 1Offer = select the triggers you need, for example:offer number as created in the above step.
Booking Field Contains: Message If you are using Rates, select 'Rate allowed' = XXXSunday, untick all the other days. Channel Tab, untick all channels, leave only 'beds24.com' for your booking page.
Set If using Daily Prices, then go to Calendar, and set the webhook like this: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.
* URL = <nowiki>https'''Step 3://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty]''' Create the Auto Action
Body DataTrigger 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::"authentication":*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking) ::{:::"apiKey": "my_very_secret_api_key",*Group bookings = Trigger all on master:::"propKey": "secret_key_for_prop_XXXXXX"*Template Variables = [IF=:[LEAVINGDAY:{%a},]:Sun:"bookId": "|[IF>=^[BOOKIDTURNOVERDAYS]^1^yes~no]",::"message": "[MESSAGE] - Append this message":}</div></div>equal yes
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write This template variable tests if the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-content">You can create departure day is a new invoice item that contains the price of Sunday and there is at least 1 day between the channel's commission as a negative value to subtract it from existing guest booking and the room pricenext booking. 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 Message tab :- *Send Email = Guest API JSON functions - /Smart Email (or one for 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 itself ) and one for HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the propertyexceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. The keys have If you would like a late checkout, please use this link to consist of 16 characters of your choosingmake the booking and payment.<br>'''API keyhttps:'''*SETTINGS //beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-> ACCOUNT MM-> ACCOUNTDD]&br7->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyROOMID]*Allow Writes <span class= Yes*Property Access "" style= Owned by this account only*'''Property key"color: #f3e504; font-size:'''*Settings 150%;" > Properties {{#fas:lightbulb}} </span> Access > propKey The details in the URL, will direct the guest to make a new booking in the existing room with the check-in date = secret_key_for_prop_XXXXXXleaving date and for Offer 7 &br-7 (offer created in Step 1 above)
Set Enter your Booking Reservation Number [BOOKID] into the triggers you needBooking id box on the booking page. Best regards, for example:
Booking Source = Booking.com[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB]
Set the webhook like thisBooking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE]: Late Checkout
*URL = <nowiki/div>https://api.beds24.com/json/setBooking</nowikidiv>*Custom Header = [leave empty]
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== 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.
Automatic actions will trigger every 15/20 minutes. Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> AUTO ACTION You can create a NEW Auto Action, Modify or Delete from this section. *To Create a NEW Auto Action, Click 'Add New Action Button'. *To MODIFY an Auto Action, scroll to the Auto Action and click on "Edit", make the changes and click SAVE. *To create a COPY of an Auto Action, click "Edit" on an existing auto action, scroll to the bottom of the page and click 'Save as copy'. *To DELETE an Auto Action, click "Edit" on an existing auto action, scroll to the bottom of the page and click 'Delete'. '''Trigger Action : ''' You can choose to trigger an auto action automatically or manually. *'''Manual:''' If set to manual actions can be triggered manually from the MAIL/ACTION tab of each booking. *'''Auto:''' Auto action will automatically trigger on a booking based on the rules set in the Trigger tab. Check the details in the MAIL/ACTION tab of each booking. You will see if the auto action has triggered and when, if it has not triggered then you can check if it is due to trigger and when. ===Setup Outgoing Email Service - Required for sending Emails via Auto Actions=== Go to {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Beds24. '''Auto sending:''' Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in {{#fas:cog}} (SETTINGS-) ACCOUNT-> OUTGOING EMAIL. Automatic actions will trigger every 15 minutes.
'''Manual sending:'''
When sending manually by clicking on the 'Send now' button you will need to make sure you are logged into the account which uses the Email address of the user you want to send fromare logged in as will be be used.
<span style="color:#fe746cf3e504;“ font-size: 150%;" >{{#fas:exclamation-trianglelightbulb}} </span>To use this function you need Confirmation emails will send automatically to set the system to use your own Email address for outgoing emails under guest. You can customize them in {{#fas:cog}} (SETTINGS ) GUEST MANAGEMENT -> ACCOUNT -> OUTGOING EMAILCONFIRMATION MESSAGES.
<span style="color: #f3e504; font-size: 200150%;" >{{#fas:lightbulb}} </span> Confirmation The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually trigger the email/messages will send automatically /changes to the guest. You can customize them in SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGESbooking.
<span style="color: #f3e504; font-size: 200150%;" >{{#fas:lightbulb}} </span> The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually can send the email trigger the changes to the booking. If you are using your own mail server for outgoing mail email/messages the Booking and Invoice actions will also be applied before sending the mail.
===Auto Actions and Subaccounts===
Auto Actions are account functions, i.e. they apply per account.
'''1. Account A ''' (master account or subaccount) in which the auto action was created.
Auto Actions are available according to the "Property" setting in the "Trigger" tab. I.e. either for
*all properties visible in the account (properties belonging to the account, properties available in the account).
'''2. Another account B ''' (master account or sub-account) in which the Auto Action has not been created.
Auto Actions are only available for properties that belong to Account A and have been made available in Account B.
Sets the criteria which have to be fulfilled to start the Auto Action.
"Trigger Time" defines when the action is allowed to start. Once it has started it is allowed to go for the "Time Window" period. When the "Time Window" period has elapsed the auto action stops.
Both "Trigger Time" and "Time Window" are relative to a "Trigger Event" i.e. check-in, check-out, time of booking.
If this does not work it will pop and send through your desktop. In this case you will see it use Booking Info Codes in your Sent boxbookings, you can enter values to include/exclude bookings.
Select the appropriate fields from the drop down lists. You can also use an AND/OR option. "Template variables" 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]] == Actions == === Messaging/Email ===Go to "Messaging" to create or modify a prepared Email/Message template. 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. *To send messages via the Message API, then enter the text in the PLAIN text box, for emails, enter the text in the HTLM Box. *To send Emails automatically you need to set up your outgoing Email address in {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL. *To send Emails manually open a booking and go to the MAIL/Action tab. Manual Emails will open in a window, you may send it as is or edit it before sending. 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. If 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. 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 depends on your Email program. If this does not work it will pop and send through your desktop. In this case you will see it in your Sent box. ==== Email Attachments ====You can choose to attach an invoice or a booking template as a PDF file to emails sent by Auto Actions. 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.
You can automatically send SMS messages. Please note that a fee per SMS message applies if this function is activated.
<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 "Send an Email in the guests language to an internal Email address" for a way to control the language of the SMS.
=== Booking ===
Go to the tab 'Booking' to set up an auto action which modifies something in the booking.
"Execution" - default is 'One time only' or 'Allow Repeats' This action can run one time only or repeat within the trigger time period.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Emails are always triggered once only regardless of this setting.
=== 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.
=== Invoice ===
Automatically Assign Invoice Number. Automatically add /update invoice items or pending payments. Pending payments can use Payment Rules defined in {{#fas:cog}} (SETTINGS)->PAYMENTS->PAYMENT RULES.
Invoice changes are applied before the mail is sent.
Create auto actions which trigger a web hook when the trigger conditions are met.
== Performance and Testing Multiple Properties ==Auto 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.If you require the fastest speed make sure your trigger is designed to test less than 1000 bookings.
There is no need for a separate auto action as the message will be sent to the appropriate email from property template 5.
In the Trigger tab of the Auto Action, enter the Group keyword in *'''"Send Message''' = Booking APIOnly To Property Groups" OR "Exclude Property Groups" you want to include/Smart Emailexclude from the Auto Action.
'''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. == Examples == === Send Emails/Message/SMS to guests === <span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb. <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an message or SMS Email to Guest the guest when the status of a booking made more than 10 days in advancechanges to "Cancelled"====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:
*Trigger Event = Check-in
*Trigger Time = -365 days*Trigger Window = 355 days365 Booking Source*Booking Status Source = All not cancelled(for example)
Booking tab:*Execution = One time onlyConditions*Booking Status = No ChangeCancelled
'''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''' 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]]
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. *SMS Email Subject - enter the subject for your Guests *Plain Text Box - will send to channels using MessageAPI
</div>
<div class="headline-collapse" >
====Send an message or SMS to Guest when booking made more than 7 10 days in advance====
</div>
<div class="mw-collapsible-content">
*Booking Status = All not cancelled
*Booking Status = No Change
'''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]]
*'''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]]
'''SMS tab :'''
Please note a charge applies per SMS message.
Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.
</div>
</div>
<div class="headline-collapse" >
====Send an message or SMS to Guest when booking made more last minute booking - 6 than 7 days or lessin advance====
</div>
<div class="mw-collapsible-content">
Alternatively you an use Between Booking and Check in
'''Trigger tab:'''
*Trigger Event = Booking (but not after check-in)
*Trigger Time = Immediate
*Trigger Window = 1 day
*Between Booking and Check in = 0 7 to 6999 Booking Conditions:
*Booking Status = All not cancelled
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''' 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]]
'''SMS tab :'''
Please note a charge applies per 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
</div>
<div class="headline-collapse" >
====Send an Email with a key code message or SMS to Guest for a specific unit one day before checklast minute booking -in6 days or less====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:*Trigger Event = CheckBooking (but not after check-in)*Trigger Time = -1 dayImmediate*Trigger Window = 1 day *Between Booking and Check in = 0 to 6 Booking Conditions:
*Booking 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''' 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
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
</div>
<div class="mw-collapsible-content">
'''Trigger tab:*Trigger Event = After Check-out*Trigger Time = 30 days*Trigger Window = 365 days '''
*Trigger Event Send Message = After Booking*Trigger Time = Immediate*Trigger Window = 1 day Booking Source = ALL (or select the booking sourceAPI/Channel)Smart Email
'''Booking tab:'''
*Execution = One time only
*Flag Text Booking Status = The text you want to displayNo Change*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
</div>
</div>
<div class="headline-collapse" >
====Send an Email to the guest when a Request for payment to your guests XX days before arrivalis made====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:*Trigger Event = Check-in Booking*Trigger Time = -42 Immediate*Trigger Window = 1 365 day Booking Source = ALL (or select the booking source/Channel)
[INVOICETABLE] - invoice table
</div>
</div>
<div class="headline-collapse" >
====Send a Request for payment an Email to your guests XX days after bookingfrom Channels====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*HTML Message (Send Email) *Edit Email Subject - enter the subject for your Guests*Edit Email Text :box - 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. 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]]
'''Booking tab:'''
*Execution = One time only
*Flag Text Booking Status = The text you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.No Change
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.
'''SMS tab :'''
*Trigger Event = Check-inSend SMS Message : Enable*Trigger Time = -1 days*Trigger Window = 1 day *Booking Source = ALL (or select Phone Number : This is the phone number that will receive the booking source/Channel)*Status = All not cancelledSMS notification.
</div>
</div>
<div class="headline-collapse" >
====Send SMS in a certain language (if it is the language of the booking) or a default languageRequest for payment to your guests for all bookings====
</div>
<div class="mw-collapsible-content">
</div>
</div>
<div class="headline-collapse" >
====Send Email a Request for payment to all current guest your guests XX days before arrival====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 14(the max number of days your guests can stay)*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master*Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT '''
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 = Guest 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. *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= Enter [BOOKID] You can find extra options to add to the payment link if you want to refine the appropriate details https://wiki.beds24.com/index.php/Category:Payments#Payment_Request *HTML Message (Send Email) Edit Email Subject - enter the subject for your GuestsEdit 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. '''Booking tab:''' *Execution = Your One time only*Flag Text = The text which includes you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the details for your current guestsEmail.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Send Email with a PDF attachmentRequest for payment to your guests XX days after booking====
</div>
<div class="mw-collapsible-content">
You can send Invoice or Booking Template attachments allow your guests to your Guestsmake X number of payments for their booking.
'''Create Auto Action one''' '''Trigger tab:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1*Booking Source = All (or select the appropriate channel/Direct)*Booking Status = All but not cancelled*Group bookings = Trigger all on master*Any Booking Info Code = CHECKOUT'''
*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
'''Booking tab:'''
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKOUT Booking info code Send a Request to bookings 'Capture' a Security deposit from your guests XX days before check-in - with Stripe====
</div>
<div class="mw-collapsible-content">
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. *Trigger Event = After BookingEmail Subject - enter the subject for your Guests *Trigger Time 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. immediately*Trigger Window https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay= 365100. *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 Source = Allinfo tab: (Optional)''' *Booking Status Info Code = All but not cancelledSECDEPOSIT (for example)*Group bookings" Booking Info Text = Trigger all on master*Info Code = CHECKINSecurity deposit request sent.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Identify Repeat Guest Send an Email in the guests language to an internal Email address ====
</div>
<div class="mw-collapsible-content">
This requires you to use uses a smart template variable. In this example we check whether the Guest databaseguest 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 info tab Fields: *Info Code = REPEAT</div></div>Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for.
*Trigger Event = After BookingEmail Subject - enter the subject for your Guests*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelledHTML box - Email will be sent*Group bookings" = Trigger all on master*Email Text :- Template Variable = variables can be used in the message. [[GUESTCUSTOMQ1Template_Variables| See here]] equals ticked (or) not ticked
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >
</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 = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 Booking Source:*Booking Source = Expedia All (for example) Booking Conditions:*Booking Status = All Not Cancelled
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class==Payments/Pending Payments==="headline-collapse" >
</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 tabSouce : Optional- *Flag Text Booking Source = Pending payment added (for example)All*Flag Colour Booking Status = select the colour as this will be visible in the Calendar/Bookings listAll but not cancelled Booking Conditions:- *Group bookings = Trigger all on master
'''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.
</div>
<div class="headline-collapse" >
====Collect outstanding booking balance 3 days prior Send Email to arrival( Credit card guests with check-in details were collected at time of 2 days before Check-in, booking)paid/no outstanding balance ====
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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 = After Booking Check-in*Trigger Time = immediate -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 examplethe Key code for the door, who to contact if there are any issues, template variables can be used, you see the list of ALL template variables that can also set different rules for different channels)be used [[Template_Variables| see here]]
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]]
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===='Capture' a Send Email to guests with check-in details 2 days before Check-in, Security Deposit when Credit card is collected Authorised at time of booking. Stripe ====
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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:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels)'''
Booking Source:-
*Booking Source = All
*Booking Status = All but not cancelled
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply an info code and and/or icon when a payment was madeSend Email to all current guest (Check-in) ====
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'''Trigger tab:''' Time:*Trigger Event = After BookingCheck-in
*Trigger Time = Immediate
*Trigger Window = 36514(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. *Execution Send Message = One time Booking API/Smart Email 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. 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. *Info Code = Enter Subject - enter the preset code subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the icon or info code which text you have created 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 SETTINGSthe Plain Text box above. Template variables can be used [[Template_Variables| see here]] <span class="" style="color: #f3e504; font-size: 150%;" >ACCOUNT-{{#fas:lightbulb}} </span>PREFERENCESIt 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.
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<div class="headline-collapse" > ====Assign invoice numbersSend Email with Guest Invoice - PDF attachment====
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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*Assign Invoice Number Trigger Window = yes1 day </div>Booking Source:<*Booking Source = All (or select the appropriate channel/div>Direct)
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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<div class="mw-collapsible mw-collapsed"><div class==Booking Flags/Colours==="headline-collapse" >
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You can send Booking tab:Template attachments to your Guests. *Execution = One time only*Setup your Booking Status = No Change*Flag text = Template, go to {{#fas:cog}} (enter the text you requireSETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES*Flag Colour = Set as required</div></div>'''Trigger tab:'''
*Trigger Time = Immediate
*Booking Source Trigger Window = 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)1 day
Booking tabSource:*Execution Booking Source = One time only*Flag Text = The text you want to display*Flag Colour - choose All (or select the flag colourappropriate channel/Direct)
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.Conditions:</div>*Group bookings = Trigger all on master</div>*Booking Status = All but not cancelled
*Trigger Event Send Message = Check-in*Trigger Time = -365 Guest API/Smart Email (for example : must be a negative value and or one of the same as the value in Trigger windowother options)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made
*Attachment = Select Booking tab: (optional)Template from the drop down list.
*Execution = One time only*Flag Text = The text you want to display*Flag Colour Subject - choose enter the flag coloursubject 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 : (optional)or create an auto action to add the Booking Info Codes to the bookings.
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<div class="headline-collapse" > ====Apply a flag when booking is fully paidSend Email after the cleaner has cleaned the room====
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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 = After BookingCheckin
*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO1
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:'''*Execution Send Email = One time 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 onlya 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 *Flag Plain text box - will send to channels using Message API Message Text = The :- enter the text you want 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 displayuse the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] *Flag Colour Attachment :- choose if you want to send a Booking/Invoice template you can select from the flag colourdrop down list. Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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====Apply a flag/colour for a booking coming from a certain channelSend Email to your guest - Upselling additional nights - nights available after checkout ====
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Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.Source:</div></div>*Booking Source = All
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<div class="headline-collapse" > ====Apply a flag when a payment FAILS at StripeSend Email to your guest - Upselling additional nights - nights available before checkin ====
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*Booking Status = All but not cancelled
Booking tabFields:*Execution Template Variables = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour[IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes</div></div>This template variable tests if there is upto 3 days from previous checkout to check in of current booking.
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<div class="headline-collapse" > ==== Change the status of all "Request" bookings Send Email to "Cancelled" after three days your guest - Offering Early Checkin ====
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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*Execution Booking info code = One time onlyEARLYARRIVAL, *Booking Status Info Description = CancelledUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
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==== Change the status of all bookings which have been imported from Ical Send Email to "Request" your guest - Offering Late Checkout ====
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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*Execution Booking info code = One time onlyLATCHECKOUT, *Booking Status Info Description = RequestUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout
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<div class="headline-collapse" >
==== Change Room Unit Status Send Email to your guest - Offering Late Checkout Only on a Sunday when guest checks out there is no new arrival ====
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===Send an email to the Owner/Internal email address ===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an email to the Owner/Internal email address when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment*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*Body Data 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*Booking Info Text = Auto Checkout</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"authentication> ====Group check-in ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings"= Trigger all on master*Info Code = CHECKIN Booking info tab :*Info Code = CHECKIN</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to use the Guest database. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTSID1] greater than 0 Booking info tab :*Info Code = REPEAT</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example, they want a late checkin. Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked Booking info tab : *Info Code = LATECHECKIN</div></div> ===Add invoice items to a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee to all bookings from a channel====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Add new*Type = Amount*Description = Cleaning fee (for example) - Template variables can be used. *Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"apiKey> ====Add a fee (Penalty) to all bookings with an Outstanding Balance==== </div><div class="mw-collapsible-content">You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin. Trigger tab: Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not Zero Invoice tab:*Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = 0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> ===Modify description/values of an existing invoice item in a booking === <div class="my_very_secret_api_keymw-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="propKeyheadline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to collect the payment*Booking Source =All (for example, you can also set different rules for different channels)*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 "secret_key_for_prop_XXXXXXCharges 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 = 1 quarter of the first invoice item value, otherwise set = 200. <span class="" style="bookIdcolor: #f3e504; font-size: 150%;">{{#fas: lightbulb}} </span> <span style="[BOOKID]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="invoicemw-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 "descriptionCharges 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 price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]]. Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Payment Rule : *Name = Enter your title - Security Deposit (for example)*Action = Auto Payment Trigger :*Booking Status = select from the drop down list*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *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*BookingSource = 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.com Commission</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 statusfunction 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="qtymw-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="1mw-collapsible-content",><span style="color:#f3e504; font-size:250%;" >{{#fas:lightbulb}} </span> Also see Example :"priceApply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid". Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment made Booking tab: *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-[COMMISSIONNUM]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="vatRatemw-collapsible-content">Trigger tab*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Status = All but not cancelled*Any Booking Info Code = CHECKOUT Booking tab: *Execution = One time only*Change Room Unit Status = Select the option It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> ===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse"7> ====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.00<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX Set the triggers you need,for example: Booking Field Contains: Message = XXX Set the webhook like this: * URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty] Body Data::{::"authentication":::{:::"typeapiKey": "0my_very_secret_api_key",::::"invoiceeIdpropKey": "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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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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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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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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