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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*HTML box ->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables Email will be sent
ExampleEmail Text : Your room - It is possible to use the same details (URL) as in the Plain text box above. Template variables can be used [UNITNAME]. Check-in from: [UNITNAME:1Template_Variables| see here] . 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.
*'''HTML box''' - Email will be sent Please note a charge applies per SMS message.
If you are using *Send SMS Message : Enable*Phone Number : This is the "Additional Information" function SETTINGS->PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables [[Template_Variables| see here]]phone number that will receive the SMS notification.
Example: Your room This is [UNITNAME]. Check-a global service and the notifications can be sent to almost phone in from: [UNITNAME:1] any country. The key code is: [UNITNAME:2]
</div></div>Do not include any leading zeros or other characters and use no spaces.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >The number must start with the country code.
====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 not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)EXAMPLE
Message tab: For channels using the Message API, then enter the text to send to phone number 015625346 in the Plain text box, for emails UK (Country code 44) enter the text in the HTML box. following number
*'''Send Message''' = Booking API/Smart Email4415625346
If You can use the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If template variables [GUESTPHONE] or [GUESTMOBILE] but this will only a masked Email address is available work if the message sends via phone number has exactly the channels API messaging systems if possiblerequired format.
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 Message
*'''Email Subject''' - enter Enter the subject for your Guestsmessage to send, messages will be truncated at 160 characters. Template variables can be used.
*'''Plain Text BoxBooking tab:''' - will send to channels using Message API*Execution = One time only*Booking Status = No Change
Message Text :</div></div> <div class="mw- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]collapsible mw-collapsed"><div class="headline-collapse" >
You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments. ====Send an Email with a key code for a specific unit one day before check-in====</div><div class="mw-collapsible-content">'''Trigger tab:'''
[INVOICETABLE] - invoice tableProperty, Room, Unit:*Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name.
It is also possible to include a customised invoice table using this template variable Time:*Trigger Event = Check- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros.*Trigger Time = -1 day*Trigger Window = 1 day
Email Text '''Message tab:- It is possible to use ''' For channels using the same details (URL) as Message API, then enter the text in the Plain Text text box, for emails enter the text in the HTML box above. Template 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. *Send Message = Booking API/Smart Email
[INVOICETABLE] - invoice tableIf 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.
It is also possible If no connection to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] messaging system is available the message will create an invoice table with price and quantity in Eurossend to the Email address from the "Mail & Actions" tab of the Email.
</div></div>*Email Subject - enter the subject for your Guests
<div class=*Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] If you are using the "mwAdditional Information" function {{#fas:cog}} (SETTINGS) PROPERTIES-collapsible mw>ROOMS-collapsed>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] <div The template variables will only work if you have entered text in {{#fas:cog}} (SETTINGS) class=PROPERTIES->ROOMS->SET UP "headline-collapseUnit Names" >. The context help for this setting will explain how to do this.
====Send an Email to guests from Channels====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = Channel Manager
Booking tab:*Execution = One time only*Booking Status = No Change HTML box - Email will be sent
Message tab: *Send Email = Guest *Enter you text. 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]]
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send a message (an Email or sms) to guests that have Checked-out 30 days or morethe guest when a payment is made====
Message or SMS tabBooking Conditions:*Update details as appropriate**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.Status = All not cancelled**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 Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in the field "Internal" are sent via Email.full)
Booking '''Message tab: (optional)*Execution = One time only*Flag Text = The ''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text you want to display*Flag Colour - choose in the flag colour</div></div>HTML box.
<div class*Send Message ="mw-collapsible mw-collapsed"><div class="headline-collapse" >Booking API/Smart Email
====Send If the "Mail & Actions" tab contains a Request for payment "real" Email address the message is sent to your the guests for all bookings====</div><div class="mw-collapsible-content">Trigger tab:Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 1 day Booking Source = ALL (or select If no connection to a messaging system is available the booking source/Channel)message will send to the Email address from the "Mail & Actions" tab of the Email.
Message tab: Update details as appropriate*Send Message = Booking API and Email Smart: If Subject - enter 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.subject for your Guests
Plain Text (Using Message API)*Subject - enter the subject for your Guests*Plain Text Message :text box - enter the Message text you wish to will send to your guests include the payment link channels using Message API
httpsMessage Text ://beds24- enter the text you wish to send to your guests.com/bookpay.php?bookid=Template variables can be used [[BOOKIDTemplate_Variables| see here]]
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 [PAYLINKINVOICETABLE] 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. - invoice table
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.
Message tab: Booking Source*Booking Source = Channel Manager
*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)/Smart Email*Subject - enter 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 subject for your Guestschannels API messaging systems if possible.*Plain Text Message :- enter If no connection to a messaging system is available 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) *Edit Email Subject - enter the subject for your Guests*Edit Email Text :- enter the Email text you wish to send to your guests include template variable . 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 tabEmail 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]]
You allow your guests to make X number of payments for their booking. Time*Trigger Event = Check-out*Trigger Time = 30 days*Trigger Window = 365 days
You can not trigger '''Message tab:''' For channels using the auto action multiple timesMessage API, unless you manage this manually, therefore you need to create multiple auto actionsthen enter the text in the Plain text box, so if you allow 3 payments for their booking, then you will need 3 auto actionsemails enter the text in the HTML box.
You will need to manually add a *Send Message = Booking Info Code to each booking that you have agreed to allow X payments. API/Smart Email
'''Create Auto Action one'''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.
*Trigger Event = Booking (but not after check-in)*Trigger Time = +7 days*Trigger Window = 1 day *Booking Source = ALL (or select If no connection to a messaging system is available the booking source/Channel)*Invoice Balance = Not Zero*Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests message will send to make multiple paymentsthe Email address from the "Mail & Actions" tab of the Email.
Message tab: *Email Subject - enter the subject for your Guests
Send Email : select the appropriate option*Plain text box - will send to channels using Message API
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 . Template variables can be used [[Template_Variables| see here]]
https://beds24.com/bookpay.php?bookid=[BOOKID]*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 the subject for your Guests*Edit Email Text '''SMS tab :- 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*Send SMS Message :Enable*Phone Number : This is the phone number that will receive the SMS notification.
*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail This is sent so that a global service and the flag template variable notifications can be reflected sent to almost phone in the Emailany country.
'''Create additional Auto Actions for each period you want to trigger'''The phone number must contain the international country code and phone number as it would be dialed internationally.
'''Create Auto Action 2 (Do not include any leading zeros or other characters and 3, 4, 5 - how may you need) '''use no spaces. The number must start with the country code. EXAMPLE *Trigger Time = +14 days (days you want to collect send to phone number 015625346 in the paymentsUK (Country code 44)enter the following number *Trigger Window = 1 day 4415625346
'''Setup booking info code'''You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.
Go to SETTINGS -> ACCOUNT -> PREFERENCES -> BOOKINGS -> Booking Info Code Values and enter MULTIPLE (or the value you want to use to trigger) *SMS Message
*Open the booking
**Go to Booking Info Tab and from the drop down list
**Select the value 'MULTIPLE' (or the value you want to use to trigger)
You want to capture a Security Deposit for bookings on the Time*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day before check-in from your guest.
Capture of Booking Source:*Booking Source = ALL (or select the payment is only held by Stripe for 7 days, if the guest is staying longer you will need to send the request again.booking source/Channel)
You '''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 need send to create multiple emails the Email address from the "Mail & Actions" tab of the Email. Messages to capture the payment multiple times for Email address entered in the same bookingfield "Internal" are sent via Email.
'''Create Auto Action one'''Subject - enter the subject for your GuestsTrigger tabPlain Text Message :- enter the Message text you wish to send to your guests include the payment link
*Trigger Event = Check-in*Trigger Time = -1 days*Trigger Window = 1 day *Booking Source = ALL (or select the booking sourcehttps://beds24.com/Channel)*Status bookpay.php?bookid= All not cancelled[BOOKID]
Message tab: Send Email : select the appropriate option *Email Subject - enter the subject for your Guests*Email Text :- enter the Email text you wish You can find extra options to send add to your guests include URL below, change the pay=100 payment link if you want to refine the value you require. details
Booking info tab*HTML Message (Send Email) Email Subject - enter the subject for your GuestsEmail Text : - enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (OptionalHTML 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.
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.'''Trigger tab:'''
Trigger tabTime:*Booking Field Contains Trigger Event = Check- select "Language" in the next field enter: the short code for the language this Auto Action is for.*Trigger Time = -42*Trigger Window = 1 day
Email Booking Souce: *Booking Source = ALL (or select the booking source/Channel) '''Message tab:''' *Enter Send Email = Booking API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the appropriate language under field "Internal" are sent via Email. *Plain text box (Using Message API)Subject - enter the subject for your default language.GuestsPlain Text Message :- enter the Message text you wish to send to your guests include the payment link <https://div><beds24.com/div>bookpay.php?bookid=[BOOKID]
<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" >https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
====*HTML Message (Send SMS in a certain language (if it is the language of the bookingEmail) or a default language====</div>Edit Email Subject - enter the subject for your Guests<div class="mwEdit Email Text :-collapsible-content">This uses a smart enter the Email text you wish to send to your guests include template variable. In [PAYLINK] this example we check whether creates a payment link (HTML A tag) for the guest booked payment request for the amount in French. If yesthe booking deposit field if non zero, then we send a French textotherwise the outstanding balance. If no, we send an English textCheck the template variables for other options.
Trigger '''Booking tab: Whatever you want'''
Booking tab: Whatever *Execution = One time only*Flag Text = The text you wantto 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.
SMS tab:
*Phone Number = [GUESTMOBILE]
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -2 (the number of days before check-in you want to sent the code or link)
*Trigger Window = 2
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL
Message tab: You allow your guests to make X number of payments for their booking. *Send Email = Booking API/Email Smart *EMail Subject = Your access code (your text)*Email Text = Your text which includes You can not trigger the template variable [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN]</div></div>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.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments.
====Send Email to all current guest ====</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 '''Create Auto Action one'''
Message '''Trigger tab: *Send Email = Guest *EMail Subject = Enter the appropriate details *Email Text = Your text which includes the details for your current guests. '''
It is assumed you use the Checkin/Checkout feature *Trigger Event = Booking (but not after check-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>*Trigger Time = +7 days</div>*Trigger Window = 1 day
<div class*Booking Source ="mw-collapsible mw-collapsed"><div class="headline-collapse" > ALL (or select the booking source/Channel)*Invoice Balance ====Send Email with a PDF attachment====</div>Not Zero<div class*Any Booking Info Code ="mw-collapsible-content">MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments.
You can send Invoice or Booking Template attachments to your Guests. '''Message tab:'''
Setup your Invoice or *Send Message = Booking Template, go API/Smart EmailIf the "Mail & Actions" tab contains a "real" Email address the message is sent to SETTINGS -> GUEST MANAGEMENT -> INVOICING or SETTINGS -> GUEST MANAGEMENT -> BOOKING TEMPLATESthe 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.
Trigger tab:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1*Booking Source = All Plain text box (or select the appropriate channel/DirectUsing Message API)*Booking Status = All but not cancelledSubject - enter the subject for your Guests*Group bookings = Trigger all on master*Any Booking Info Code = CHECKOUTPlain Text Message :- enter the Message text you wish to send to your guests include the payment link
Message tabhttps: *Send Email = Guest API/Smart Email (or one of the other options)*Attachment = Select an option from the drop down list/beds24.com/bookpay. *EMail Subject php?bookid= Enter the appropriate details *Email Text = Your text which includes the details for your current guests. [BOOKID]
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you You can either manually find extra options to add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes payment link if you want to refine the bookingsdetails https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
If *HTML Message (Send Email) Edit Email Subject - enter the subject for your GuestsEdit Email Text :- enter the Email text you wish to send Emails with pdf attachment to your guests include template variable [PAYLINK] this creates a payment link (invoiceHTML A tag) for the payment request for the amount in the booking deposit field if non zero, booking otherwise the outstanding balance. Check the template) variables for other options. '''Booking tab:''' *Execution = One time only*Flag Text = The text you want to Aliasdisplay*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 addresses created by channels . '''Create additional Auto Actions for each period you want to trigger''' '''Create Auto Action 2 (and 3, 4, 5 - how many you need) '''*Trigger Time = +14 days (days you want to collect the channel might block payments)*Trigger Window = 1 day The use the attachment so it is not delivered settings in the previous auto action to trigger the guest. Ask next auto action for your channel about their policy regarding thisbooking.
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email after the cleaner has cleaned the rooma Request to 'Capture' a Security deposit from your guests XX days before check-in - with Stripe====
To send an automated Email You want to capture a Security Deposit for bookings on the day before check-in from your guest then they can check . Capture of the payment is only held by Stripe for 7 days, if the guest is staying longer you/will need to send the cleaner have request again. You will need to add a unitstatus create multiple emails to capture the payment multiple times for the room when it is readysame booking. In this example we used the unit status clean
Trigger tab:
*Trigger Event = Checkin
*Trigger Time = Immediate
*Trigger Window = 1
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variable = [UNITSTATUS1] Contains = clean
Message '''Trigger 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'''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. We recommend you use a link to a file you upload to your web site.</div></div>
==*Send Message =Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings ====<API/div><div class="mw-collapsible-content">Smart Email
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 = CheckEmail Subject -inenter 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= Immediate100 to the value you require. *Trigger Window https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay= 1 day100. *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 masterSecurity deposit request sent.
Booking Info tab:
*Booking Info Code = CHECKIN
*Booking Info Text = Auto Checkin
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard. '''Trigger tab:'''
Trigger tabTime:*Trigger Event = Check-outBooking
Booking Info tab:
*Booking Info Code = CHECKOUT
*Booking Info Text = Auto Checkout
Trigger tabBooking Conditions:*Booking Status = All Not Cancelled
*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 '''SMS tab : '''*Info Code Phone Number = CHECKIN[GUESTMOBILE]*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
This requires you to use the Guest database. '''Trigger tab:'''
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365Souce :-
*Group bookings" = Trigger all on master
*Template Variable = [GUESTSID1] greater than 0
If you have a custom question with a 'Tick box' for example, they want a late checkin.
Setup This auto action will be sent only when the custom question in Properties -> Booking Questions -> Custom Questions -> Custom question 1, set with TYPE = Tick BoxInvoice 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 Event = After Booking*Trigger Time = immediately*Trigger Window = 365Source:-
*Group bookings" = Trigger all on master
*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked
===Add invoice items to a booking ===
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Expedia (for example)
Invoice tab:*Type = Amount*Description = Cleaning fee (for example)*Amount = 50 (for example - 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 amount of your cleaning fee)Security Deposit Authorisation. *per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable)'''Trigger tab:'''
The fee will be added Time:-*Trigger Event = Check-in*Trigger Time = -2 (the next time number of days before check-in you want to sent the auto actions run. </div>code or link) </div>*Trigger Window = 2
<div class="mwBooking Conditions:-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event Group bookings = After Booking or Before Check-in* Trigger Time = set the time you want to collect the paymentall on master*Booking Source Invoice Balance =All (for example, you can also set different rules for different channels)Zero
Booking Info tabcodes :-*Optional, add a booking info tab for information and reportingAny Booking Info Code = STRIPEAUTHORIZE
Booking '''Messaging tab: Optional*Flag Text = Pending payment added (''' For channels using the Message API, then enter the text in the Plain text box, for example)*Flag Colour = select emails enter the colour as this will be visible text in the Calendar/Bookings listHTML box.
Invoice tab:*Payment Type Send Message = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = use auto or manual - if you have set up payment rules in SETTINGS->GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is dueBooking API/Smart Email
Create If no connection to a Payment Rule messaging system is available the message will send to collect a payments when bookings are not cancelledthe Email address from the "Mail & Actions" tab of the Email.
Go to Settings > Payments > Payment Rules*Subject - enter the subject for your Guests - Your access code (your text)
Payment Rule :*Plain text box - will send to channels using Message API
Name = Enter Message Text :- enter the text you wish to send to your title - Not Cancelled (guests. This can include any information that is important for the checkin of the guest, for example)Action = Autothe 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]]
Payment Trigger :*HTML box - Email will be sent
*Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (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) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item door, who to contact if there are any issues, template variables can be used, see the booking on success*Add info code on failure = add a Booking Info item to the booking on failurelist of ALL template variables that can be used [[Template_Variables| see here]]
Trigger tabTime:*Trigger Event = After Booking Check-in*Trigger Time = immediateImmediate*Booking Source Trigger Window =All 14(for example, you the max number of days your guests can also set different rules for different channelsstay)
Invoice tabBooking Source:*Payment Type Booking Source = Percent of balance due *Description = the text you 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 -3All
<span style="color:#fe746c;“ >{{#fasInfo Codes:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]].</div>*Any Booking Info Code = CHECKIN</div>*Exclude Booking Info Code = CHECKOUT
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >'''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.
Trigger If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels)of the Email.
Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want to apply to Subject - enter 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 insubject for your Guests
<span style="colorMessage Text :#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use enter the text you wish to send to your guests include URL. Template variables can be used [[StripeTemplate_Variables| see here]].
Create a Payment Rule to 'Capture' a payment only. Captured payments *HTML box - Email 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.sent
Go Email Text :- It is possible to Settings > Payments > Payment Rulesuse the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
Payment Rule :
*Name = Enter your title - Security Deposit (for example)
*Action = Auto
Payment Trigger <span class="" style="color:*#f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking Status = select from info tab) or create an auto action to add the drop down list*Any Booking Info Code = optionalCodes to the bookings.*All Booking Info Codes = optional</div>*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)</div>
Payment Action :*Capture <div class= Yes/No "mw-collapsible mw- 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</divcollapsed"></div class="headline-collapse" >
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply an info code and and/or icon when a payment was madeSend Email with Guest Invoice - PDF attachment====
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>You can send Booking Template attachments to your Guests.
<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 Setup your Booking or Before Check-in*Trigger Time = set the time you want Template, go to add the pending payment to the booking*Booking Source =All {{#fas:cog}} (for example, you can also set different rules for different channelsSETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES
Booking Info '''Trigger tab:*Optional, add a booking info tab for information and reporting'''
Invoice tabBooking Source:*Payment Type Booking Source = All (or select on what the payment is calculated (Percent of Balance dueappropriate channel/Direct) Booking Conditions:*Description Group bookings = the text you will see in the "Charges and Payments" tab Trigger all on master*Booking Status = if you use the status function add the status you want to apply to the pending payment (optional)All but not cancelled*Amount = enter the amount or percentage you want to collect*Payment Rule = 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'''Messaging tab:'''
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 *Send Message = Guest API/Smart Email (or one of the other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. options)
</div></div>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 Flags/Colours===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.
<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 Attachment = After Select Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = CancelledTemplate from the drop down list.
Booking tab:*Execution = One time onlySubject - enter the subject for your Guests*Booking Status = No Change*Flag Plain text = (box - will send to channels using Message API Message Text :- enter the text you requirewish 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]]*Flag Colour <span class="" style= Set as required"color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings. If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this. Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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 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:*Execution Trigger Event = One time onlyCheckin*Flag Text Trigger Time = The text you want to displayImmediate*Flag Colour - choose the flag colourTrigger Window = 1
<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:Booking Conditions*Trigger Event Group bookings = 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 = Allall on master
*Invoice Balance = Any Payment made
Message tabBooking Fields: *Template Variable = [UNITSTATUS1] Contains = clean
Booking If the "Mail & Actions" tabcontains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text : (optional)- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
Booking info tab Email Text : (optional)- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
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 tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZERO
Booking tab:To send an automated Email to the guest confirming that it is possible to extend their stay.*Execution = One time only*Flag Text = The text This example uses fixed values that you want have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to display*Flag Colour - choose utilise the flag colourtemplate variables and different values rather than duplicating auto actions. </div></div>'''Trigger Tab :'''
<div classTime:*Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time ="mw-collapsible mw-collapsed">2 days (depending on when you want to notify the guest, in this example 2 days before arrival)<div class*Trigger Window ="headline-collapse" >2
====Apply a flag/colour for a booking coming from a certain channel====</div>Booking Source:<div class*Booking Source ="mw-collapsible-content">All
Trigger tabBooking Conditions:*Trigger Event Group bookings = After Booking* Trigger Time = Immediateall on master*Booking Source Status = Booking.com (for example)All but not cancelled
Booking changes are applied before the mail This template variable tests if there is sent so that 3 days between the flag template variable can be reflected in guest booking and the emailnext booking.</div></div>
<div class="mw-collapsible mw-collapsed">'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. <div class="headline-collapse" > *Send Message ====Apply a flag when a payment was made====Booking API/Smart Email</div><div class=If the "mw-collapsible-contentMail & Actions"><span style=tab contains a "color: #f3e504; font-size: 250%;real" >{{#fas:lightbulb}} </span> Also see Example : " Apply Email address the message is sent to the guests Email address. If only a flag when deposit was made prior masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to Check-in AND/OR Apply a flag when booking messaging system is fully paidavailable the message will send to the Email address from the "Mail & Actions"tab of the Email.
Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment madeEmail Subject - enter the subject for your Guests
Booking tab:*Execution = One time only*Flag Text = The Plain text box - will send to channels using Message API, enter the text you want wish to display*Flag Colour - choose the flag colour</div></div>send to your guests. Template variables can be used [[Template_Variables| see here]]
Trigger tab:*Trigger Event = After 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 BookingReservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *Trigger Time = Immediate*Trigger Window = 365*'''Booking Source = AllInfo Tab : Optional '''*Booking Status info code = All but not cancelledEXTRANIGHTS *Booking Info Code Description = STRIPEFAILUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
Booking tab:
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colour
Go To send an automated Email to Settings 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 > Channel Manager SETUP > Preferences ROOM TEMPLATES and standard Template Variables set Auto report failed cards = Yesin 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 = BOOKINGCOMCARD
===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:*Execution = One time only*Change Room Unit Status = Select To send an automated Email to the optionguest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure.
It is assumed you use the Checkin/Checkout feature in This auto action will create a new booking for the Dashboarddate of departure, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add closing the Booking Info Codes calendar to the any other bookings.</div></div>
===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write 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 field 'Message'====</div><div class="mw-collapsible-content">LateCheckout.
You can use a webhook This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in conjunction with the API JSON function '''setBooking''' to write Property/Rooms, useful way to any field in utilise the bookingtemplate variables and different values rather than duplicating auto actions. First you have to configure access to the API:
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API keyStep 1:'''*Create a new offer in {{#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:'''*Settings > Properties ) > Access PROPERTIES > propKey = secret_key_for_prop_XXXXXXOFFERS
Set the triggers you need, for example:*Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway
Booking Field Contains'''Step 2: Message = XXX''' Create a Rate or Daily Price, PRICES
Set Guests = Max OccupancyMax Stay = 1Offer = select the webhook like this:offer number as created in the above step.
* URL If you are using Rates, select 'Rate allowed' = <nowiki>https://apiSunday, untick all the other days.Channel Tab, untick all channels, leave only 'beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty]' for your booking page.
Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key"If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday,untick all the other days. :::"propKey": "secret_key_for_prop_XXXXXX"::}Enable list,::"bookId": "[BOOKID]"untick all channels,::"message": "[MESSAGE] - Append this message":}</div></div>leave only 'beds24.com' for your booking page.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-content">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function Step 3: '''setBooking''' for this. First you need to configure access to Create the API:Auto Action
You need two keys to use our API JSON functions Trigger Tab :- one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*Trigger Event = Checkout*SETTINGS Trigger Time = -> ACCOUNT -> ACCOUNT->ACCESS "API Key 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*API Key Between Booking and Check in = my_very_secret_api_key2 and 999 (to stop the auto action triggering on the new booking) *API Key Access Group bookings = allow any IP Trigger all on master *IP Whitelist Template Variables = [IF= :[leave emptyLEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes This template variable tests if the departure day is a Sunday and there is at least 1 day between the existing guest booking and the next booking. Message tab :- *Allow Writes Send Email = YesGuest API/Smart Email (or one of the other options)*Property Access EMail Subject = Owned by this account onlyEnter 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''Property key:'''*Settings > Properties > Access > propKey = secret_key_for_prop_XXXXXXat [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Set the triggers If you needwould like a late checkout, for example:please use this link to make the booking and payment.
Booking Source = Bookinghttps://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]
Set <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the webhook like this:URL, will direct the guest to make a new booking in the existing room with the check-in date = leaving date and for Offer 7 &br-7 (offer created in Step 1 above)
*URL = <nowiki>https://apiEnter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty]Best regards,
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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]]
'''SMS tab :'''
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 thisphone number must contain the international country code and phone number as it would be dialed internationally.
Booking Conditions *'''HTML box''' - Email will be sentBooking Status = All not cancelled
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. '''Booking tab:'''*Execution = One time only*Booking Status = No Change
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:*Trigger Event = After Check-outBooking*Trigger Time = 30 days Immediate*Trigger Window = 365 days day
You can find extra options to add should consider adding the invoice table to the payment link if you want to refine email so the guest can see the booking detailsincluding Charges & Payments. [INVOICETABLE] - invoice table httpsIt is also possible to include a customised invoice table using this template variable ://wiki- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros *HTML box - Email will be sent Email Text :- It is possible to use the same details as in the Plain text box above.beds24.com/indexTemplate 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/Category:Payments#Payment_Request
</div>
</div>
<div class="headline-collapse" >
====Send a Request for payment an Email to your guests XX days before arrivalfrom Channels====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time*Trigger Event = Check-in Booking*Trigger Time = -42Immediate*Trigger Window = 1 day Booking Source = ALL (or select the booking source/Channel)
*HTML box - Email will be sent
'''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 a Request for payment message (Email or sms) to your guests XX that have Checked-out 30 days after bookingor more====
</div>
<div class="mw-collapsible-content">
'''Trigger 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. '''Update Booking to allow Multiple paymentstab:'''(optional)*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send a Request for payment to 'Capture' a Security deposit from your guests XX days before check-in - with Stripefor all bookings====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Plain text box (Using Message API)
https://wiki.beds24.com/bookpayindex.php?bookid=[BOOKID]&g=st&capture=0&pay=100. /Category:Payments#Payment_Request
'''Booking tab:'''*Booking Info Code Execution = SECDEPOSIT (for example)One time only*Booking Info Flag Text = Security deposit request The text you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sentso that the flag template variable can be reflected in the Email.
</div>
<div class="headline-collapse" >
====Send an Email in the a Request for payment to your guests language to an internal Email address XX days before arrival====
</div>
<div class="mw-collapsible-content">
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Send Remotelock/Lockstate, Nuki PIN or Chekin Link a Request for payment to your guests XX days after booking====
</div>
<div class="mw-collapsible-content">
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
</div>
<div class="mw-collapsible-content">
*Trigger Event = Check-in
*Trigger Time = -1 days
*Trigger Window = 1 day
*Booking Source = ALL (or select the booking source/Channel)
*Status = All not cancelled
If you need the "Mail & Actions" tab contains a "real" Email address the message is sent to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use guests Email address. If only a masked Email address is available the Current guest module in message sends via the dashboardchannels API messaging systems if possible.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKOUT Booking info code Send an Email in the guests language to bookings an internal Email address ====
</div>
<div class="mw-collapsible-content">
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.
*Trigger Time = Immediate
*Trigger Window = 1 day Booking Source:*Booking Source = All(for example) Booking Conditions:*Booking Status = All but not cancelledNot Cancelled Booking Fields:*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for. '''Message tab:'''Enter the message in the appropriate language under your default language. *Send Message = Internal Only *Group bookings Internal Email Address = Trigger all on masterenter the email address this message should be sent to. *Email Subject - enter the subject for your Guests *HTML box - Email will be sent *Email Text :- Template variables can be used in the message. [[Template_Variables| See here]]
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Group check-Send SMS in a certain language (if it is the language of the booking) or a default language====
</div>
<div class="mw-collapsible-content">
This requires uses a smart template variable. In this example the master booking to be checked-auto action will trigger on Booking and for 1 day, we check whether the guest booked in via French. If yes, then we send a French text. If no, we send an English text. '''Trigger tab:''' Set the check-in functionrules to when this Auto Action should trigger. Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example)
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Identify Repeat Guest Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in ====
</div>
<div class="mw-collapsible-content">
Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger tab:Window = 2
*Booking Source = All
*Booking Status = All but not cancelled
Booking info tab Conditions:- *Group bookings = Trigger all on master Info Codes : -*Info Code = REPEATLOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use) '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests - Your access code (your text) *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Identify bookings Send Email to guests with Custom Question tickedcheck-in details 2 days before Check-in, booking paid/unticked no outstanding balance ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 2
*Booking Source = All
*Booking Status = All but not cancelled
Booking info 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. *Info Code Send Message = LATECHECKINBooking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests - Your access code (your text) *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. This can include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- Enter the text you wish to send to your guests this can include URLs. Include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]]
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add a fee Send Email to all bookings from a channelguests with check-in details 2 days before Check-in, Security Deposit Authorised at Stripe ====
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Booking Source:- *Booking Source =All*Booking Status ==Payments/Pending Payments===All but 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.
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<div class="headline-collapse" >
====Collect outstanding booking balance 3 days prior Send Email to arrivalall current guest ( Credit card details were collected at time of bookingCheck-in)====
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'''Trigger tab:'''
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Send Message ===='Capture' a Security Deposit when Credit card is collected at time of booking. ====Booking API/Smart Email</div> <div class=If the "Mail & Actions" tab contains a "mw-collapsible-contentreal">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.
*Plain text box - will send to channels using Message API
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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 = After BookingCheckout
*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made1 day
Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled Info Codes:*Any Booking Info Code = CHECKOUT '''Messaging tab:''' *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. *Info Code Attachment = Enter Select the Invoice Template from the drop down list. *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%;" >{{#fas:lightbulb}} </span>ACCOUNTIt is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings. If you send Emails with pdf attachment (invoice, booking template) to Alias->PREFERENCESEmail 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.
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Assign invoice numbersSend Email with Booking Registration Form - PDF attachment====
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Time:*Trigger Event = Booking tab: Optional*Flag Text Trigger Time = PaymentDue1 (for example), set multiple if multiple payments are required. Immediate*Flag Colour Trigger Window = select the colour as this will be visible in the Calendar/Bookings list1 day
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag for a bookings from a channel which have breakfast includedSend Email after the cleaner has cleaned the room====
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<div class="mw-collapsible-content">
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
*Booking Status = All but not cancelled
'''Messaging tab: '''*Send Email : select appropriate option*Enter : Subject and = Guest API/Smart Email content(or one of the other options)
*Execution = One time only*Flag Text = The text you want to display*Flag Colour HTML box - choose the flag colourEmail will be sent
*Booking Info Code Attachment : DEPOSITPAID (for example)*- if you want to send a Booking Info Text : additional text if required/Invoice template you can select from the drop down list.
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag when booking is fully paidSend Email to your guest - Upselling additional nights - nights available after checkout ====
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<div class="mw-collapsible-content">
Booking tabFields:*Execution Template Variables = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour[IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes
[IF<div class="mw-collapsible mw-collapsed">:[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)|].<div class="headline-collapse" > ====Apply We are very happy to offer you to extend your stay a flag when a payment FAILS [PROPERTYNAME] at Stripe====the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]</div>[IF<div class="mw-collapsible-content">:[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)|].
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag Send Email to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripeyour guest - Upselling additional nights - nights available before checkin ====
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<div class="mw-collapsible-content">
*Booking Status = All but not cancelled
Booking Fields:*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is upto 3 days from previous checkout to check in of current booking. '''Messaging tab:- '''*Execution Send Message = One time Guest 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. *Subject = Enter the appropriate details *Flag Plain Text Box = Failed CC reported Your text, using the template variables to modify the specific text in the booking. [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your BookingReservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.com *Flag Colour HTML Box [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. '''Booking Info Tab :- choose the flag colourOptional'''*Booking info code = EXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
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<div class="mw-collapsible mw-collapsed">
<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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<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking. Message tab:- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Execution Booking info code = One time onlyEARLYARRIVAL, *Booking Status Info Description = CancelledUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
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<div class="headline-collapse" >
==== 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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<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that it is possible to have a Late Checkout as room is available the day of departure. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking. Message tab:- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*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="mw-collapsible mw-collapsed">
<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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<div class="mw-collapsible-content">
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Body Data Booking info code =LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE]:{Late Checkout </div></div> ===Send an email to the Owner/Internal email address ===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an email to the Owner/Internal email address when a payment FAILS at Stripe====</div><div class="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 "authenticationsummary"tab of the booking[FIRSTNIGHT][LASTNIGHT] Booking tab:(optional)*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> ===Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings ====</div><div class="mw-collapsible-content"> If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard. Trigger tab:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab:{*Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to bookings ====</div><div class="mw-collapsible-content"> If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard. Trigger tab:*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab:*Booking Info Code = CHECKOUT*Booking Info Text = Auto Checkout</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings"apiKey= 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="my_very_secret_api_keymw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example, they want a late checkin. Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1,set with TYPE = Tick Box. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked Booking info tab : *Info Code = LATECHECKIN</div></div> ===Add invoice items to a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee to all bookings from a channel====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Add new*Type = Amount*Description = Cleaning fee (for example) - Template variables can be used. *Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) to all bookings with an Outstanding Balance==== </div><div class="mw-collapsible-content">You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin. Trigger tab: Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not Zero Invoice tab:*Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = 0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> ===Modify description/values of an existing invoice item in a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Update the Description field of a charge/invoice item==== </div><div class="propKeymw-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="secret_key_for_prop_XXXXXXmw-collapsible-content"> You need to change the charges in bookings due to an update in your prices. Tourist Tax (for example), update the description field and value using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Time Window = 365*Check In From = Select the first date of the Summer Season*Check In To = Select the last date of the Summer Season *Booking Source = Expedia (for example) Invoice tab:}*Add Invoice Item = Update Only*Type = Change All *Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example) *Amount = 0.75*Per = Per Person*Period = One time*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search) </div></div> ===Payments/Pending Payments=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="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 "bookIdCharges 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|[BOOKIDINVOICEFIRSTITEMNUM][/.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="color: #f3e504; font-size: 150%;">{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> A price value for the invoice item can be specified after a second pipe (|) symbol,this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, the numeric value from the amount field will be used. *Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 0*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) Payments > Payment Rules they will be available here *Payment Due = Set when the payment is due Create a Payment Rule to collect a payments when bookings are not cancelled. Go to Settings > Payments > Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)Action = Auto Payment Trigger : *Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====</div><div class="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*Booking Source = All*BookingStatus = 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 status function add the statusyou 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="qtymw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO Booking tab: *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse"1> ====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content",><span style="color:#f3e504; font-size:250%;" >{{#fas:lightbulb}} </span> Also see Example :"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-collapse" > ====Apply a flag when a payment FAILS at Stripe====</div><div class="mw-collapsible-[COMMISSIONNUM]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="vatRatemw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change Room Unit Status when guest checks out ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Status = All but not cancelled*Any Booking Info Code = CHECKOUT Booking tab: *Execution = One time only*Change Room Unit Status = Select the option It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> ===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write to the field 'Message'====</div><div class="7mw-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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