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Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> AUTO ACTION and click on "Edit" to modify an existing auto action or on "Create New Action" to set up a new auto actionAutomatic actions will trigger every 15/20 minutes.
'''You can choose Go to send an auto action automatically or manually{{#fas:'''cog}} (SETTINGS) GUEST MANAGEMENT -> AUTO ACTION
'''You can create a NEW Auto sending:''' Action, Modify or Delete from this section.
'''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.
The easiest way to do this is usually by reducing You will find the testing window full list of Property Template Variables when you go to the smallest necessary and adjusting the trigger condition 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 faster.[[Template_Variables#Property_Variables|Property Variables]]
The test tab of There are additional Property Templates that can be used in Messages/Emails/SMS to the auto action has a button which will show you how many guest that can be customised for each Property. Each Property Template can hold customised text that can be used in Auto Actions, Booking Templates, Invoices and which bookings are being tested by the auto actionReports.
It is also possible Go to specify a booking number and test if {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES you will see the auto action would trigger on list that booking with some diagnostics information shown to help trouble shootingare available.
== Troubleshooting == '''If Auto Actions do not send:''' The list When you create each Room/Unit the information is held in the "Mail" tab of the booking will tell you whyRoom/Unit specific template variables. Common causes are: *Is your outgoing Email address working? Go to {{#fas:cog}} (SETTINGS) ACCOUNT->OUTGOING EMAIL and click on "Send Test Email". *Is your Auto Action set to send automatically? *Is the guests Email address valid ("Mails" tab of the booking)? *Is the booking set to allow Allow Auto Actions ("Mails" tab of the booking)? *Do all trigger events apply to the booking?
'''Delayed trigger You will find the full list of Auto Action:''' See section Performance and testing above. Room/Unit Template Variables when you go to [[Template_Variables#Room_Variables|Room Variables]]
'''Auto Action is not editable''' To have write access to an auto action an account needs to have write access to all properties to which See 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"full list of [[Template Variables]].
'''You don't have permission can send a message/email to access control2.php on this server''' error messageyour guests, confirming their booking date, when the save button is clicked It is most likely something in your content triggering the firewallproperty details and property contact details. Try adding Use the content bit by bit until you find the item causing the problem. Often it is a script or HTML item that appears property, room and booking templates to build 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 message/email in sql injection attacks. Once you find the item causing the problemone Auto Action, try rewording itrather than one auto action per property.
== Examples ==This approach will reduce the ongoing management, update one Auto Action and it will apply to all/selected properties rather than having to edit multiple auto actions with the same overall message.
Message 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 AirbnbYour properties have security doors with keycodes, each property has a different code.
<div class="mw-collapsible mw-collapsed"Go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION ><div class="headline-collapse" PROPERTY TEMPLATES > ====Send an Email to Property Template 1 enter the guest when Building Access Code, use this same field in each property and set the status of a booking changes to "Cancelled"====</div><div class="mw-collapsible-content">appropriate code.
Trigger tab:*Trigger Event = Check-Then in*Trigger Time = -365*Trigger Window = 365*Booking Source = All (for example)*Booking Status = Cancelledthe Auto Action use [PROPERTYTEMPLATE1] in the text rather than the actual value.
Message tab*Please use this code to Access the Main building Door: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. - [PROPERTYTEMPLATE1]
*'''Send Message''' = Booking API/Smart EmailThere is no need for a separate auto action due to the front door keycode being different.
If the "Mail & Actions" tab contains a "real" Email address the message ===Example 2 - Housekeeping/Cleaning Team 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 possibledifferent for each Property.===
If no connection Each of your properties has a different housekeeping/cleaning team and you need to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of them an email with the Emailbooking details for each booking.
*'''Email Subject''' - Go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 5 enter the subject email address for your GuestsHousekeeping/Cleaning team.
Message Text :- enter There is no need for a separate auto action as the text you wish message will be sent to send to your guests include URLthe appropriate email from property template 5. Template variables can be used [[Template_Variables| see here]]
*'''HTML box''' - Email will be sentIf you have different teams per room, then use a Room template rather than the Property Template.
Email Text :===Example 3 - It is possible Send email to use the same details a Group of Properties (URLnot all) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]===
<span style=To assign the "color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you are using deposit collection make sure you set Group" to your Properties, go to {{#fas:cog}} (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = RequestBOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS > GROUP KEYWORDS.
</div></div>Enter 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.
<div class="mwEach property can be in multiple groups, enter multiple keywords separated by a comma, for example :-collapsible mw-collapsed"><div class="headline-collapse" >4BEDS, OceanView, Dublin.
====Change In the status Trigger tab of all upcoming direct bookings to "Cancelled" the Auto Action, and send an Email to enter the guest ====Group keyword in </div><div class=*"Send Only To Property Groups" OR "mw-collapsible-contentExclude Property Groups">Trigger tab:*Trigger Event = Check-in*Trigger Time = -14 (for example you want to cancel the bookings for include/exclude from the next two weeks)*Trigger Window = 14*Booking Source = Direct *Booking Status = All Not CancelledAuto Action.
Booking tab<span style="color: #f3e504; font-size: 150%;" >{{#fas: *Booking Status = Cancelledlightbulb}} </span> This filter will not apply if you are triggering on a single property.
Message tab: For channels using the Message API== Performance and Testing ==Auto actions will test up to 1000 bookings per cycle, if your trigger condition involves more than 1000 bookings, then enter the text in the Plain text box, for emails enter next 1000 will be tested on the text in next cycle etc.If you require the HTML boxfastest speed make sure your trigger is designed to test less than 1000 bookings.
*'''Send Message''' = Booking API/Smart EmailThe easiest way to do this is usually by reducing the testing window to the smallest necessary and adjusting the trigger condition to the most suitable.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 faster.
If the "Mail & Actions" The test tab contains a "real" Email address the message is sent to of the guests Email address. If only auto action has a masked Email address is available the message sends via button which will show you how many and which bookings are being tested by the channels API messaging systems if possibleauto action.
If no connection It is also possible to specify a messaging system is available booking number and test if the message will send auto action would trigger on that booking with some diagnostics information shown to the Email address from the "Mail & Actions" tab of the Emailhelp trouble shooting.
*== Troubleshooting == '''Email SubjectIf 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- enter >OUTGOING EMAIL and click on "Send Test Email". *Is your Auto Action set to send automatically? *Is the guests Email address valid ("Mails" tab of the booking)? *Is the subject for your GuestsPlain 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?
* '''Plain Text BoxDelayed trigger of Auto Action:''' - will send See section Performance and testing above. '''Auto Action is not editable''' To have write access to an auto action an account needs to have write access to all properties to which the auto action applies. This might not be the case if you use sub accounts and the Auto Action is set to channels using Message APItrigger for "All Properties".
Message Text :- enter '''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 text firewall. Try adding the content bit by bit until you wish find the item causing the problem. Often it is a script or HTML item that appears to send to your guests include URLthe firewall as a possible hacking attack. Template variables 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 [[Template_Variables| see here]]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.
*'''HTML box''' - Email will be sent== Examples ==
Email Text :- It is possible === Send Emails/Message/SMS to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]guests ===
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 Booking Source:*Booking Source = Direct Booking Conditions:*Booking Status = All Not Cancelled Booking tab: *Booking Status = Cancelled
Do not include any leading zeros or other characters and use no spaces'''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.
The number must start with the country code.*Send Message = Booking API/Smart Email
EXAMPLEIf 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.
4415625346*Plain Text Box - will send to channels using Message API
You can use Message Text :- enter the template text you wish to send to your guests include URL. Template variables can be used [[GUESTPHONETemplate_Variables| see here] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.
Enter Email Text :- It is possible to use the message to send, messages will be truncated at 160 characterssame 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 Check in'''Trigger tab:'''
Trigger tabTime:*Trigger Event = Booking (but not after checkCheck-in)*Trigger Time = Immediate-365 days*Trigger Window = 1 day355 days Between Booking and Check in = 7 to 999Conditions:
Trigger tabTime:
Booking tab:
*Execution = One time only
*Booking Status = No Change
Trigger tab:
*Trigger Event = Check-in
*Trigger Time = -1 day
*Trigger Window = 1 day
*Booking Status = All not cancelled
*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 '''Trigger tab:''' Time:*Trigger Event = Booking (but not after check-in)*Trigger Time = Immediate*Execution Trigger Window = 1 day*Between Booking and Check in = One time only0 to 6 Booking Conditions: *Booking Status = No ChangeAll not cancelled
If you are using the "Additional Information" function {{#fas:cog}} (SETTINGS) PROPERTIES*HTML box ->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 {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
*'''HTML box''' - Email will be sent Please note a charge applies per SMS message.
If you are using *Send SMS Message : Enable*Phone Number : This is the phone number that will receive the "Additional Information" function SETTINGS-{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables [[Template_Variables| see here]]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 :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]</div></div>
You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments. <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
[INVOICETABLE] ====Send an Email with a key code for a specific unit one day before check- invoice tablein====</div><div class="mw-collapsible-content">'''Trigger tab:'''
It is also possible Property, Room, Unit:*Unit = Select the number of the unit you want to include a customised invoice table using send this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Eurosmessage to. Note that the number represents the index of the unit not its name.
Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]Booking Conditions *Booking Status = All not cancelled
You should consider adding '''Message tab:''' For channels using the invoice table to Message API, then enter the email so text in the guest can see Plain text box, for emails enter the booking details including Charges & Paymentstext in the HTML box.
[INVOICETABLE] - invoice table*Send Message = Booking API/Smart Email
It If the "Mail & Actions" tab contains a "real" Email address the message is also possible sent to include the guests Email address. If only a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Eurosmasked Email address is available the message sends via the channels API messaging systems if possible.
</div></div>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*Email Subject -collapsible mw-collapsed"><div class="headline-collapse" >enter the subject for your Guests
====Send an Email *Plain text box - will send 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 Managerchannels using Message API
Booking tabMessage Text :*Execution = One time only*Booking Status = No Change - enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
Message tab: For channels If you are using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. "Additional Information" function {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables
*'''Send Message''' = Booking API/Smart EmailExample: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]
If the The template variables will only work if you have entered text in {{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Mail & ActionsUnit Names" tab contains a "real" Email address the message is sent . The context help for this setting will explain how to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possibledo this.
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.
*'''Plain Text Box''' If you are using the "Additional Information" function SETTINGS-{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS- will send to channels using Message API>SET UP "Unit Names" you can use template variables [[Template_Variables| see here]]
Message Text Example:Your room is [UNITNAME]. Check- enter the text you wish to send to your guestsin from: [UNITNAME:1] . Template variables can be used The key code is: [[Template_Variables| see here]UNITNAME:2]
*'''HTML boxBooking tab:''' - Email will be sent*Execution = One time onlyEmail Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]*Booking Status = No Change
*'''HTML box''' [INVOICETABLE] - Email will be sentinvoice table
Email Text :- It is also possible to use the same details as in the Plain Text box above. Template variables can be used include a customised invoice table using this template variable :- [[Template_Variables| see here]INVOICE:PRI_QTY_CUA€]will create an invoice table with price and quantity in Euros
SMS tab :*HTML box - Email will be sent
Please note a charge applies per SMS messageEmail 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]]
*Send SMS Message : Enable*Phone Number : This is You should consider adding the invoice table to the email so the phone number that will receive guest can see the SMS notificationbooking details including Charges & Payments. [INVOICETABLE] - invoice table
This It is also possible to include a global service customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and the notifications can be sent to almost phone quantity in any countryEuros.
The phone number must contain the international country code and phone number as it would be dialed internationally.</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 guests from Channels====</div><div class="mw-collapsible-content">'''Trigger tab:'''
EXAMPLETime*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
to send to phone number 015625346 in the UK (Country code 44) enter the following numberBooking Source*Booking Source = Channel Manager
4415625346'''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.
You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.*Send Message = Booking API/Smart Email
*SMS MessageIf 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.
Enter If no connection to a messaging system is available the message will send to send, messages will be truncated at 160 characters. Template variables can be usedthe Email address from the "Mail & Actions" tab of the Email.
Plain Text (Using *Send Message = Booking API)*Subject - enter the subject for your Guests*Plain Text Message :- enter the Message text you wish to send to your guests include the payment link /Smart Email
https://beds24If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address.com/bookpayIf only a masked Email address is available the message sends via the channels API messaging systems if possible.php?bookid=[BOOKID]
You can find extra options If no connection to add a messaging system is available the message will send to the payment link if you want to refine Email address from the "Mail & Actions" tab of the details https://wiki.beds24.com/indexEmail.php/Category:Payments#Payment_Request
HTML Message (Send Email)
*Email Text :- enter the Email text you wish to send to your guests include template variable
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.
Booking tab:*Plain text box - will send to channels using Message API
*Execution = One time only*Flag Message Text = The :- enter the text you want wish to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable send to your guests. Template variables can be reflected in the Email.</div></div>used [[Template_Variables| see here]]
<div class="mw*HTML box -collapsible mw-collapsed"><div class="headline-collapse" >Email will be sent
====Send a Request for payment Email Text :- It is possible to your guests XX days before arrival====</div><div class="mw-collapsible-content">Trigger tab:use the same details as in the Plain text box above. Template variables can be used [[Template_Variables| see here]]
*Trigger Event = Check-in *Trigger Time = -42*Trigger Window = 1 day Booking Source = ALL (or select the booking source/Channel)'''SMS tab :'''
Message tab: Please note a charge applies per SMS message.
Plain Text (Using Message API)*Subject - enter This is a global service and the subject for your Guests*Plain Text Message :- enter the Message text you wish notifications can be sent to send to your guests include the payment link almost phone in any country.
https://beds24The phone number must contain the international country code and phone number as it would be dialed internationally.com/bookpay.php?bookid=[BOOKID]
You can find extra options to add to the payment link if you want to refine the details https://wikiDo not include any leading zeros or other characters and use no spaces.beds24.com/index.php/Category:Payments#Payment_Request
HTML Message The number must start with the country code. EXAMPLE to send to phone number 015625346 in the UK (Send EmailCountry code 44) *Edit Email Subject - enter the subject for your Guestsfollowing number 4415625346 *Edit Email Text :- enter You can use the Email text you wish to send to your guests include template variable variables [GUESTPHONE] or [PAYLINKGUESTMOBILE] but this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field will only work if non zero, otherwise the outstanding balance. Check phone number has exactly the template variables for other optionsrequired format.
Booking tab:Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
You allow your guests to make X number of payments for their booking. Time*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
You can not trigger Booking Source:*Booking Source = ALL (or select the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions. source/Channel)
You will need '''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 manually add a Booking Info Code messaging system is available the message will send to each booking that you have agreed the Email address from the "Mail & Actions" tab of the Email. Messages to allow X paymentsthe Email address entered in the field "Internal" are sent via Email.
'''Create Auto Action one'''*Plain text box (Using Message API)
Trigger tabSubject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests include the payment link
*Trigger Event https://beds24.com/bookpay.php?bookid= Booking (but not after check-in)*Trigger Time = +7 days*Trigger Window = 1 day [BOOKID]
*Booking Source = ALL (or select 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 to make multiple payments. Message tab: *'''Send Message''' = Booking API/Smart Email**Booking API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email.**Booking API and Email: Messages are sent via channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email. Plain Text (Using Message API)*Subject - enter the subject for your Guests*Plain Text Message :- enter the Message text you wish to send to your guests include the payment link https://beds24.com/bookpay.php?bookid=[BOOKID] You can find extra options to add to the payment link if you want to refine the details
'''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 payments)
*Trigger Window = 1 day
The use the settings in the previous auto action to trigger the next auto action for your booking.
You want to capture a Security Deposit for bookings on the day before checkTime:*Trigger Event = Check-in from your guest.*Trigger Time = -42*Trigger Window = 1 day
Capture of Booking Souce: *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 will need to create multiple emails to capture the payment multiple times for the same booking.'''Message tab:'''
'''Create Auto Action one'''*Plain text box (Using Message API)Trigger tabSubject - enter the subject for your GuestsPlain 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 tabYou can find extra options to add to the payment link if you want to refine the details https: //wiki.beds24.com/index.php/Category:Payments#Payment_Request
*Email Subject - enter the subject for your Guests'''Booking tab:'''
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. </div></div>
*'''Send Message''' <div class= Booking API/Smart Email"mw-collapsible mw-collapsed"><div class="headline-collapse" >
If the "Mail & Actions" tab contains ====Send a "real" Email address the message is sent Request for payment to the your guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.XX days after booking====</div>If no connection to a messaging system is available the message will send to the Email address from the <div class="Mail & Actionsmw-collapsible-content" tab of the Email.>
*'''Email Subject''' - enter the subject You allow your guests to make X number of payments for your Gueststheir booking.
*'''Plain Text Box''' - You can not trigger the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will send to channels using Message APIneed 3 auto actions.
Message Text :- enter the text you wish You will need to send manually add a Booking Info Code to your guests include URL. Template variables can be used [[Template_Variables| see here]], change the pay=100 each booking that you have agreed to the value you require. https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100allow X payments.
*'''HTML boxCreate Auto Action one''' - Email will be sent
Email Text '''Trigger tab:- 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]]'''
</div>*Plain text box (Using Message API)</div>Subject - enter the subject for your GuestsPlain Text Message :- enter the Message text you wish to send to your guests include the payment link
<div classhttps://beds24.com/bookpay.php?bookid="mw-collapsible mw-collapsed"><div class="headline-collapse" >[BOOKID]
====Send an Email in You can find extra options to add to the guests language payment link if you want to an internal Email address ====refine the details <https:/div><div class="mw-collapsible-content">This uses a smart template variable/wiki. In this example we check whether the guest booked in Frenchbeds24. If yes, then we send a French text. If no, we send an English textcom/index.php/Category:Payments#Payment_Request
Trigger tab*HTML Message (Send Email) Edit Email Subject - enter the subject for your GuestsEdit Email Text :- enter the Email text you wish to send to your guests include template variable *Booking Field Contains - select "Language" [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the next booking deposit field enter: if non zero, otherwise the short code for outstanding balance. Check the language this Auto Action is template variables forother options.
Email tab:
*Enter the message in the appropriate language under your default language.
Message '''Booking 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. '''
*'''Internal Email Address''' = enter the email address this message should be sent Create additional Auto Actions for each period you want to. *'''Email Subject''' - enter the subject for your Guests *'''HTML box''' - Email will be sent *'''Email Texttrigger''' :- Template variables can be used in the message. [[Template_Variables| See here]]
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: Whatever You want to capture a Security Deposit for bookings on the day before check-in from your guest. Capture of the payment is only held by Stripe for 7 days, if the guest is staying longer you wantwill need to send the request again.
Booking tab: Whatever you wantYou will need to create multiple emails to capture the payment multiple times for the same booking.
SMS tab:
*Phone Number = [GUESTMOBILE]
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Remotelock/Lockstate, Nuki PIN or Chekin Link ====</div><div class="mw-collapsible-content">'''Trigger tab:'''
Message If the "Mail & Actions" tab: *Send contains a "real" Email = Booking API/address the message is sent to the guests Email Smart *EMail Subject = Your access code (your text)*address. If only a masked Email Text = Your text which includes address is available the template variable [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN]</div></div>message sends via the channels API messaging systems if possible.
<div class=If no connection to a messaging system is available the message will send to the Email address from the "mw-collapsible mw-collapsedMail & Actions"><div class="headline-collapse" >tab of the Email.
====Send *Email to all current guest ====</div><div class="mwSubject -collapsible-content">enter the subject for your GuestsTrigger tab:*Trigger Event = CheckPlain text box -inwill send to channels using Message API*Trigger Time = Immediate*Trigger Window = 14(Message Text :- enter the max number of days text you wish to send to your guests include URL. Template variables can stay)be used [[Template_Variables| see here]], change the pay=100 to the value you require. *Booking Source https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay= All100. *Booking Status = All but not cancelledHTML box - Email will be sent *Group bookings = Trigger all on masterEmail 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]]*Any Booking Info Code = CHECKIN*Exclude '''Booking Info Code = CHECKOUT info tab: (Optional)'''
Message tab: *Send Email Booking Info Code = Guest *EMail Subject = Enter the appropriate details SECDEPOSIT (for example)*Email Booking Info Text = Your text which includes the details for your current guests Security deposit request sent.
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.
You can send Invoice or Booking Template attachments to your Guests. Setup your Invoice or Booking Template, go to {{#fas'''Trigger tab:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING or {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES'''
Trigger tabTime:*Trigger Event = CheckoutBooking
*Booking Source = All (or select the appropriate channel/Direct)
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Any Booking Info Code = CHECKOUT
Message tabBooking Source: *Send Email Booking Source = Guest API/Smart Email All (or one of the other optionsfor example) Booking Conditions:*Attachment Booking Status = Select an option from All Not Cancelled Booking Fields:*Booking Field Contains - select "Language" in the next field enter: the drop down listshort code for the language this Auto Action is for. *EMail Subject = '''Message tab:'''Enter the message in the appropriate details language under your default language. *Send Message = Internal Only *Internal Email Text Address = Your text which includes enter the details email address this message should be sent to. *Email Subject - enter the subject for your current guests. Guests
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.*HTML box - Email will be sent
If you send Emails with pdf attachment (invoice, booking template) to Alias*Email Text :-Email addresses created by channels Template variables can be used in the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding thismessage.[[Template_Variables| See here]]
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
To send an automated Email to the guest then they can check you/the cleaner have to add a unitstatus to the room when it is ready. In this example we used the unit status clean'''Trigger tab:'''
Trigger tabSet the rules to when this Auto Action should trigger. Time:*Trigger Event = CheckinBooking
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variable = [UNITSTATUS1] Contains = clean
Message tabBooking Source: *Send Email Booking Source = Guest API/Smart Email All (or one of the other optionsfor example)*EMail Subject = Enter the appropriate details Booking Conditions:*Email Text Booking Status = Your text.All Not Cancelled
Other files can not be attached. We recommend you use a link to a file you upload to your web site.'''SMS tab:'''*Phone Number = [GUESTMOBILE]*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
===Booking Info Codes===
If Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you need want to use sent 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. or link) *Trigger Window = 2
Trigger tabBooking Souce :*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 1 day
Booking Info tabCodes : -*Booking Info Code = CHECKIN*LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Text = Auto CheckinCode 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.</div><*Send Message = Booking API/div>Smart Email
<div class=If the "mw-collapsible mw-collapsedMail & 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. <div class=If no connection to a messaging system is available the message will send to the Email address from the "headline-collapseMail & Actions" > tab of the Email.====Add CHECKOUT Booking info *Subject - enter the subject for your Guests - Your access code (your text) *Plain text box - will send to bookings ====channels using Message API</div><div class="mwMessage Text :-collapsibleenter the text you wish to send to your guests include URL. Include these template variables -content">[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]]
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. *HTML box - Email will be sent
Trigger tabEmail Text :*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 masterIt 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]]
Booking Info tab:
*Booking Info Code = CHECKOUT
*Booking Info Text = Auto Checkout
This requires the master booking to be checked-in via the check-in function.
*Group bookings" = Trigger all on master
*Info Code = CHECKIN
This requires you to use the Guest database.
Trigger tab:This auto action will be sent only when the a payment has been 'authorised' at Stripe. This can be used to ensure that the checkin details are only sent when the guest has completed the Security Deposit Authorisation.
*Group bookings" = Trigger all on master
*Template Variable = [GUESTSID1] greater than 0
<div class=If the "mw-collapsible mw-collapsedMail & Actions"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class=tab contains a "mw-collapsible-contentreal">Email address the message is sent to the guests Email address. If you have a custom question with a 'Tick box' for example, they want only a late checkinmasked Email address is available the message sends via the channels API messaging systems if possible.
Setup If no connection to a messaging system is available the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Boxmessage will send to the Email address from the "Mail & Actions" tab of the Email.
Trigger tab:*Subject - enter the subject for your Guests - Your access code (your text)
Booking info tab :
*Info Code = LATECHECKIN
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee Send Email to all bookings from a channelcurrent guest (Check-in) ====
Invoice tab:
*Type = Amount
*Description = Cleaning fee (for example)
*Amount = 50 (for example - the amount of your cleaning fee)
*per = Room
*Period = one time
*VAT = 19% (for example - enter the VAT amount if applicable)
The fee will be added <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the next time Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto actions runaction to add the Booking Info Codes to the bookings.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending paymentSend Email with Guest Invoice - PDF attachment====
Trigger tab:
*Trigger Event = After Booking or Before Check-in
*Trigger Time = set the time you want to collect the payment
*Booking Source =All (for example, you can also set different rules for different channels)
Booking Info tab: OptionalYou can send Invoice as an attachment to your Guests. Add a booking info tab for information and reporting*Flag Text = PendingPayment Setup your Invoice go to {{#fas:cog}} (for exampleSETTINGS)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list GUEST MANAGEMENT -> INVOICING
Booking '''Trigger tab: Optional*Flag Text = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list'''
Invoice tabTime:*Payment Type Trigger Event = select on what the payment is calculated (Percent of Balance due)Checkout*Description Trigger Time = the text you will see in the "Charges and Payments" tabImmediate*Status Trigger Window = 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 due1 day
Create a Payment Rule to collect a payments when Booking Conditions:*Group bookings are = Trigger all on master*Booking Status = All but not cancelled.
Go to Settings > Payments > Payment RulesInfo Codes:*Any Booking Info Code = CHECKOUT
Payment Rule '''Messaging tab:'''
Name *Send Email = Enter your title - Not Cancelled Guest API/Smart Email (for exampleor one of the other options)Action 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. *Attachment = AutoSelect the Invoice Template from the drop down list. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
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 :- It is possible to use the same details (can exclude Virtual Credit cards, find the Booking info code URL) as in the booking)Plain Text box above. Template variables can be used [[Template_Variables| see here]]
Payment Action <span class="" style="color:#f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
*Capture = Yes - immediately charged If you send Emails with pdf attachment (Capture=Yesinvoice, booking template)*Add info code on success = add a Booking Info item to Alias-Email addresses created by channels the channel might block the booking on success*Add info code on failure = add a Booking Info item attachment so it is not delivered to the booking on failureguest. Ask your channel about their policy regarding this.
''''Create a Payment Rule (Optional)''''You can send Booking Template attachments to your Guests.
Standard payment rules in the system are Auto & ManualSetup your Booking Template, 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 go to be collected. {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES
Go to {{#fas'''Trigger tab:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES'''
Create a Payment Rule to collect payments if bookings are not cancelled.Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
Click '''Create New Payment Rule''' Booking Source:*Booking Source = All (or select the appropriate channel/Direct)
Payment RuleBooking Conditions:*Name Group bookings = Enter your title - Not Cancelled (for example) Trigger all on master*Action Booking Status = AutoAll but not cancelled
Payment Trigger '''Messaging tab:*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 Send Message = Guest card only*Payment value adjustment = Limit to group booking balance*Capture = Yes - immediately charged API/Smart Email (Capture=Yesor one of the other options)*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 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 booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manualpossible.
'''Create Auto Actions '''*Attachment = Select Booking Template from the drop down list.
Collect *Subject - enter the outstanding balance subject for bookings created via your booking page. Guests
Go *Plain text box - will send to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.channels using Message API
'''Collect outstanding balance for direct bookings'''Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
Trigger tab:*Time**Trigger Event = Checkin**Trigger Time = HTML box -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.Email will be sent
*Booking Source**Booking Source = DirectEmail Text :- It is possible to use the same details (URL) as in the Plain Text box above. You Template variables 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. be used [[Template_Variables| see here]]
*Booking Conditions**Group Booking Trigger <span class= Trigger only Master**Status "" style= All "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not cancelled**Invoice Balance= Not Zero (you can be used either manually add Checkout to refine the your bookings (Booking info tab) or create an auto action being triggered)to add the Booking Info Codes to the bookings.
Booking tab: Optional*Flag Text = Pending payment added If you send Emails with pdf attachment (for exampleinvoice, booking template)*Flag Colour = select to Alias-Email addresses created by channels the colour as channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this will be visible in the Calendar/Bookings list.
Booking Info tab: Optional, for information and reportingOther files can not be attached. We recommend you use a link to a file you upload to your web site.*Booking Info Code = BALANCE (for example enter the value - use one word only)</div>*Booking Info Text = Enter the description</text to show in for the Booking Info Code. div>
Invoice tab:<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
*Add a Pending Payment To send an automated Email to the booking**Payment Type = Percent of Group Balance due (select on what the payment is calculated) **Description = the text guest then they can check you will see in /the "Charges and Payments" tab**Status = if you use the status function cleaner have to add the a unit status you want to apply to the pending payment (optional)**Amount = 100 (room when it is ready. In this will be 100% of example we used 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.unit status clean
</div></div>'''Trigger tab:'''
<div classTime:*Trigger Event = Checkin*Trigger Time ="mw-collapsible mw-collapsed">Immediate<div class*Trigger Window ="headline-collapse" >1
===='Capture' a Security Deposit when Credit card is collected at time of booking. ====</div>Booking Source:<div class*Booking Source ="mw-collapsible-content">All
Invoice '''Messaging tab:'''*Payment Type Send Email = Fixed amount*Description = Security Deposit (the text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want to apply to the pending payment Guest API/Smart Email (optional)*Amount = 100 (balance is full price so 100% or one of the balanceother options)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection If no connection to a messaging system is only available for customer who use [[Stripe]]the message will send to the Email address from the "Mail & Actions" tab of the Email.
Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if *Subject - enter the booking is for a longer period, then you can create a second Capture, you will need to create another auto action subject for this.your Guests
Go *Plain text box - will send to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULESchannels using Message API
Payment Rule Message Text : *Name = Enter - enter the text you wish to send to your title - Security Deposit (for example)*Action = Autoguests. Template variables can be used [[Template_Variables| see here]]
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)HTML box - Email will be sent
Payment Action Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] *Capture = Yes/No Attachment :- immediately charged (Capture=Yes), if you want to make sure that send a Booking/Invoice template you can select from the amount is available for later capture (Capture=No) drop down list. *Add info code on success = add Other files can not be attached. We recommend you use a Booking Info item link to the booking on success*Add info code on failure = add a Booking Info item file you upload to the booking on failureyour web site.
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
Booking Info tab:To send an automated Email to the guest confirming that it is possible to extend their stay.*Execution = One time only*Info Code = Enter the preset code for the icon or info code which This example uses fixed values that you have created in entered into {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</divPROPERTIES > ROOMS > SETUP ><ROOM TEMPLATES and standard Template Variables set in the Property/div>Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >'''Trigger Tab :'''
====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tabTime:*Trigger Event = Check-outCheckin (depending on when you want to notify the guest)*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT -2 days (optional only if depending on when you use want to notify the check-out functionguest, if not leave blankin this example 2 days before arrival)*Trigger Window = 2
Invoice tabBooking Source:*Assign Invoice Number Booking Source = yes</div></div>All
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tabBooking Conditions:*Trigger Event Group bookings = After Booking or Before Check-in* Trigger Time = set the time you want to add the pending payment to the bookingall on master*Booking Source Status =All (for example, you can also set different rules for different channels)but not cancelled
Booking tab: Optional*Flag Text = PaymentDue1 (for example), set multiple This template variable tests if multiple payments are required. *Flag Colour = select there is 3 days between the colour as this will be visible in guest booking and the Calendar/Bookings listnext booking.
Invoice '''Message tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due'''
The Pending Payment Report 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 in Bookings > Pending Paymentsthe message will send to the Email address from the "Mail & Actions" tab of the Email. This report can be used *Email Subject - enter the subject for your Guests *Plain text box - will send to see outstanding pending paymentschannels using Message API, this enter the text you wish to send to your guests. Template variables can be used to [[Template_Variables| see all outstanding paymentshere]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), when payment gateways other than Stripe which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are usedvery happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML box - Email will be sent, enter the Pending Payments report text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to see outstanding payments 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 a checklist Offer ‘EXTRANIGHTS’ for bank transfersthe special Price. '''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelledSend Email to your guest - Upselling additional nights - nights available before checkin ====
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 1 Hour
*Trigger Window = 365 days
*Booking Status = Cancelled
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 changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
Trigger tab:
Message tab: Dear, [GUESTNAME],
*Send Email : select appropriate option*Enter : Subject and Email contentWe are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colourBest regards,
Booking info tab [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email : (optional)-[PROPERTYEMAIL]Website :- [PROPERTYWEB]
*Booking Info Code Tab : DEPOSITPAID (for example)- Optional*Booking info code = LATCHECKOUT, *Booking Info Text Description = Upsell email sent [CURRENTDATE] : additional text if required. [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
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 send an automated Email to the guest confirming that it is possible to display*Flag Colour - choose have a Late checkout on Sundays as the room is available on the flag colourday of departure.</div></div>This auto action will create a new booking for the date of departure, closing the calendar to any other bookings.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >The URL link in the message tab, will send the guest to your guest booking page with set conditions, the leaving date of the existing booking, the room id of the existing booking and the Offer you have created for the LateCheckout.
====Apply a flag/colour for a booking coming from a certain channel====</divThis example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS ><div class="mw-collapsible-content"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'''Step 1:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com ''' Create a new offer in {{#fas:cog}} (for exampleSETTINGS)> PROPERTIES > OFFERS
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".
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.
Go If you need to Settings > Channel Manager > Preferences and use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set Auto report failed cards = Yesthe Booking info code rather than use the Current guest module in the dashboard.
===Status changes===
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Ical Import (1, 2, 3)
Booking tab:
*Execution = One time only
*Booking Status = Request
Booking changes are applied before the mail is sent.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
==== Change Room Unit Status when guest checks out ====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Status = All but not cancelled
*Any Booking Info Code = CHECKOUT
Booking tab:*Execution = One time only*Change Room Unit Status = Select the You can use this optionto send data to your Integromat account.
It is assumed you use Set the Checkin/Checkout feature rules in the DashboardTrigger tab, if not when you can either manually add Checkin need to your bookings (Booking info tab) or create an auto action to add send the Booking Info Codes data to the bookingsIntegromat.</div></div>
===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Go to Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content">tab:
You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the bookingURL = https://hook.integromat.com/ followed by your integromat account key. First you have to configure access to the API:
You need two keys to Body Data = you can use our API JSON functions - one for the API itself and one template variables allows in the list for the propertyIntegromat [[https://wiki.beds24. The keys have to consist of 16 characters of your choosingcom/index.<br> '''API key:'''*{{php/Make#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyData_Fields Data fields]]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX
Set the triggers you need, for For example:-
Booking Field Contains: Message bookingData= XXX{
Set the webhook like this"bookId":"[BOOKID]",
* URL = <nowiki>https"guestMobileNum"://api.beds24.com/json/setBooking</nowiki>* Custom Header = "[leave emptyGUESTMOBILENUM]",
Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookIdguestMobile": "[BOOKIDGUESTMOBILE]",::"message": "[MESSAGE] - Append this message":}</div></div>
<div class="mw-collapsible mw-collapsedguestSMS"><div class=:"headline-collapse[GUESTSMS:44]" >,
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-contentguestFirstName">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:"[REPLACE|&|and|[GUESTFIRSTNAME]]",
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas"propertyName":cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyPROPERTYNAME]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX",
Set the triggers you need"propertyId":"[PROPERTYID]", for example:
Booking Source = Booking.com"firstNight":"[FIRSTNIGHTSHORT]",
Set the webhook like this"lastNight":"[LEAVINGDAYSHORT]"
*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty]}
*Body Data =
:{
::"authentication":
::{
:::"apiKey": "my_very_secret_api_key",
:::"propKey": "secret_key_for_prop_XXXXXX"
::},
::"bookId": "[BOOKID]",
::"invoice":
::[
:::{
::::"description": "Booking.com Commission",
::::"status": "",
::::"qty": "1",
::::"price": "-[COMMISSIONNUM]",
::::"vatRate": "7.00",
::::"type": "0",
::::"invoiceeId": ""
:::}
::]
:}
__TOC__
== General Information and Setup ==
An Auto Action is an action which can be programmed to run at a specific time relative to the time of the '''booking''', to the '''check -in ''' date or to the '''check -out ''' date.
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Actions can be to send pre-drafted emails /messages or SMS, change booking or invoice information or run webhooks.
Template variables provide great flexibility when creating/managing the Auto Actions. Setup one Auto Action to trigger on 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 each auto action rather than update one auto action.
Using 'Group Keywords' you can refine the triggers in the Auto Action to include/exclude properties if the purpose/message in the Auto action needs to be different.
== Setup ==
*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) ACCOUNT GUEST MANAGEMENT -> 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 {{#fas:cog}} (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.
*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.
"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 ===
=== 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 With Multiple Properties, the requirement to have Property specific information in the Messages/emails sent to 1000 bookings per cycle, if your trigger condition involves more than 1000 bookings, the next 1000 will guest/housekeeping/owner can be tested on the next cycle etcachieved using Template Variables.If When you require create a Property/Room in Beds24, the fastest speed make sure your trigger setup of the Property/Room is designed to test less than 1000 bookingsheld in the database and can be accessed via Template Variables. For example in {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION, you setup the property specific details. *Property name - can be accessed in template variable [PROPERTYNAME] *Property Address - can be accessed in template variable [PROPERTYADDRESS]
=== Send Emails/Message/SMS to guests Example 1 - Each property has a different access code for the main building door ===
In the Auto action, *'''Plain Text Box''' - will send to channels using "Send Message API" = Internal Only.*"Internal Email Address" = [PROPERTYTEMPLATE5]
You can setup a "Group" for your Properties, this has a number of benefits, including sending/excluding messages/emails to a Group of Properties, view a "Group" of properties in your Calendar and in Reports.
</divspan style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </divspan> Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.
<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 phone number 015625346 in the UK (Country code 44) Email address from the "Mail & Actions" tab of the Email. *Email Subject - enter the following numbersubject for your Guests
*SMS MessageHTML box - Email will be sent
</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
'''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]]
'''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">
'''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 guestsinclude URL. Template variables can be used [[Template_Variables| see here]]
'''SMS tab :'''
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 thisphone number must contain the international country code and phone number as it would be dialed internationally.
Time: *'''HTML box''' Trigger Event = Check- Email will be sentin*Trigger Time = -1 day*Trigger Window = 1 day
*'''HTML box - Email Subject''' - enter the subject for your Guestswill be sent
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.
</div>
</div>
<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====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:*Trigger Event = After Check-outBooking*Trigger Time = 30 days Immediate*Trigger Window = 365 days day Booking Conditions: *Booking Status = All not cancelled*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
'''Message tab: ''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*'''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. 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.
*Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] '''Booking tab: (optional)'''
*Execution = One time only
*Flag Text Booking Status = The text you want to display*Flag Colour - choose the flag colourNo Change
</div>
<div class="headline-collapse" >
====Send a Request for payment message (Email or sms) to your guests for all bookingsthat have Checked-out 30 days or more====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time*Trigger Event = After BookingCheck-out*Trigger Time = Immediate30 days*Trigger Window = 1 day Booking Source = ALL (or select the booking source/Channel)365 days
'''Message tab: Update details as appropriate*Send ''' For channels using the Message = Booking API and Email Smart: If , then 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 text in the Email. Messages to Plain text box, for emails enter the Email address entered text in the field "Internal" are sent via EmailHTML box.
*Email Subject - enter the subject for your Guests
*Send Email SMS Message : Enable**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.**Booking API and EmailPhone Number : Messages are sent via channels API messaging systems if possible. If no connection to a messaging system This is available the message phone number that will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in receive the field "Internal" are sent via EmailSMS notification.
*SMS Message
'''Booking tab:''' (optional)
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
</div>
</div>
<div class="headline-collapse" >
====Send a Request for payment to your guests XX days after bookingfor all bookings====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
*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
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.
'''Booking tab:'''
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send a Request for payment to 'Capture' a Security deposit from your guests XX days before check-in - with Stripearrival====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Send Email = Booking API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address.
If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email.
*HTML Message (Send Email ) Edit Email Subject - enter the subject for your GuestsEdit Email Text : select - 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 appropriate optiontemplate variables for other options.
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
*Trigger Event = Booking info tab: (Optionalbut not after check-in)*Trigger Time = +7 days*Trigger Window = 1 day
*Booking Info Code Source = SECDEPOSIT ALL (for exampleor select the booking source/Channel)*Invoice Balance = Not Zero*Any Booking Info Text Code = Security deposit request sentMULTIPLE (for example) this can be used if you only allow some guests to make multiple payments.
'''Message tab:'''
*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. Messages to the Email address entered in the field "Internal" are sent via Email.
*'''Send Message''' Execution = Internal OnlyOne time only*Flag Text = The text you want to display*Flag Colour - choose the flag colourBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
'''Create Auto Action 2 (and 3, 4, 5 - how many you need) '''
*Trigger Time = +14 days (days you want to collect the payments)
*Trigger Window = 1 day
The use the settings in the previous auto action to trigger the next auto action for your booking.
</div>
<div class="headline-collapse" >
====Send SMS in a certain language (if it is the language of the booking) or Request to 'Capture' a default languageSecurity deposit from your guests XX days before check-in - with Stripe====
</div>
<div class="mw-collapsible-content">
*Trigger Event = Check-in
*Trigger Time = -2 (the number of 1 days before check-in you want to sent the code or link) *Trigger Window = 21 day *Booking Source = AllALL (or select the booking source/Channel)*Booking Status = All but not cancelled*Group bookings = Trigger all on master'''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. *Info Code Send Message = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URLBooking API/Smart Email
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Send an Email with a PDF attachmentin the guests language to an internal Email address ====
</div>
<div class="mw-collapsible-content">
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.
*Trigger Time = Immediate
*Trigger Window = 1
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send Email after SMS in a certain language (if it is the cleaner has cleaned language of the roombooking) or a default language====
</div>
<div class="mw-collapsible-content">
This uses a smart template variable. In this example the auto action will trigger on Booking and for 1 day, we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.
*Trigger Time = Immediate
*Trigger Window = 1
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Booking Source = All
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Group Send Email to guests with check-in details 2 days before Check-in, booking paid/no outstanding balance ====
</div>
<div class="mw-collapsible-content">
This auto action will be sent only when the Invoice Balance of the booking is zero. This can be used to ensure that the checkin details are only sent when the guest has completed the payments. '''Trigger tab:'''
Time:-*Trigger Event = After BookingCheck-in*Trigger Time = immediately-2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 3652 Booking Source:-
*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 = CHECKINBooking 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="headline-collapse" > ====Identify Repeat Guest Send Email to guests with check-in details 2 days before Check-in, Security Deposit Authorised at Stripe ====
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<div class="mw-collapsible-content">
'''Trigger tab:''' Time:-*Trigger Event = After BookingCheck-in*Trigger Time = immediately-2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 3652 Booking Source:-
*Booking Source = All
*Booking Status = All but not cancelled
Booking info tab Conditions:- *Group bookings = Trigger all on master*Invoice Balance = Zero Info codes : -*Any Booking Info Code = REPEATSTRIPEAUTHORIZE '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.</div><*Send Message = Booking API/div>Smart Email
*Trigger Event = After BookingPlain text box - will send to channels using Message API*Trigger Time = immediately*Trigger Window = 365Message 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]]*Booking Source = All*Booking Status = All but not cancelledHTML box - Email will be sent*Group bookings" = Trigger all on master*Template Variable = 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 [[GUESTCUSTOMQ1Template_Variables| see here]] equals ticked (or) not ticked
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<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >
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'''Trigger tab:''' Time:*Trigger Event = After BookingCheck-in
*Trigger Time = Immediate
*Trigger Window = 14(the max number of days your guests can stay) Booking Source :*Booking Source = All Booking Conditions: *Group bookings = Trigger all on master*Booking Status = All but not cancelled Info Codes: *Any Booking Info Code = Expedia CHECKIN*Exclude Booking Info Code = CHECKOUT '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details (for exampleURL)as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
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<div class="mw-collapsible mw-collapsed"><div class==Payments/Pending Payments==="headline-collapse" >
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Booking Source:
*Booking Source = All (or select the appropriate channel/Direct)
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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<div class="headline-collapse" >
====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)Send Email with Booking Registration Form - PDF attachment====
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If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
====Send Email after the cleaner has cleaned the room====</div><div class="warningmw-collapsible-content">{{#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>
Booking Conditions*Group bookings = Trigger tab:all on master*Trigger Event Booking Status = After All but not cancelled Booking Fields:*Trigger Time Template Variable = immediate*Booking Source [UNITSTATUS1] Contains =All (for example, you can also set different rules for different channels)clean
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" >
====Apply an info code and and/or icon when a payment was madeSend Email to your guest - Upselling additional nights - nights available after checkout ====
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Booking Info tabFields:*Optional, add a booking info tab for information and reportingTemplate Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes
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<div class="mw-collapsible mw-collapsed"><div class==Booking Flags/Colours==="headline-collapse" >
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To send an automated Email to the guest confirming that it is possible to extend their stay. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. '''Trigger Tab :-''' Time:*Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2 Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled Booking Fields:*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is upto 3 days from previous checkout to check in of current booking. '''Messaging tab:- '''*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. *Booking Status Subject = No ChangeEnter the appropriate details *Flag Plain Text Box = Your text , using the template variables to modify the specific text in the booking. [IF<= :[VACANTDAYS]:3:Your apartment (enter [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 text special Price. *HTML Box [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you requirebooked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. '''Booking Info Tab :- Optional'''*Booking info code = EXTRANIGHTS, *Flag Colour Booking Info Description = Set as requiredUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
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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 to your guest - Offering Early Checkin ====
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To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking. Message tab:- *Execution Send Email = One time onlyGuest API/Smart Email (or one of the other options)*Flag EMail Subject = Enter the appropriate details *Email Text = The 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 want would like to displaystay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = EARLYARRIVAL, *Flag Colour - choose the flag colourBooking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag when deposit was made prior Send Email to Checkyour guest -inOffering Late Checkout ====
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To send an automated Email to the guest confirming that it is possible to have a Late Checkout as room is available the day of departure. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Check-inCheckout*Trigger Time = -365 1 days (for example : must be a negative value and depending on when you want to notify the same as the value guest, in Trigger windowthis example 2 days before arrival)*Trigger Window = 3651*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance Group bookings = Any Payment made 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)
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 tab: (optional)Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price.
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply Send Email to your guest - Offering Late Checkout Only on a flag Sunday when booking there is fully paidno new arrival ====
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*Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway '''Step 2:''' Create a Rate or Daily Price, PRICES Guests = Max OccupancyMax Stay = 1Offer = select the offer number as created in the above step. If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days. Channel Tab, untick all channels, leave only 'beds24.com' for your booking page. If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. Enable list, untick all channels, leave only 'beds24.com' for your booking page. '''Step 3: ''' Create the Auto Action Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking) *Group bookings = Trigger all on master *Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes This template variable tests if the departure day is a Sunday and there is at least 1 day between the existing guest booking and the next booking. Message tab:- *Send Email = Guest API/Smart Email (or one of the other options)*Execution EMail Subject = One time onlyEnter the appropriate details *Flag Email Text = The 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 want would like a late checkout, please use this link to displaymake the booking and payment. *Flag Colour https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID] <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, will direct the guest to make a new booking in the existing room with the check-in date = leaving date and for Offer 7 &br- choose 7 (offer created in Step 1 above) Enter your Booking Reservation Number [BOOKID] into the flag colourBooking id box on the booking page. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE]: Late Checkout
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===Send an email to the Owner/Internal email address ===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag Send an email to the Owner/Internal email address when a payment was madeFAILS at Stripe====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled*Invoice Balance Booking Info Code = Any STRIPEFAIL, CARDFAILSTRIPE Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment made*HTML Box = Enter the text to be sent, you can use template variables in this message, for example [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking[FIRSTNIGHT][LASTNIGHT]
Booking tab:(optional)
*Execution = One time only
*Flag Text = The text you want to displayStripe Payment Failed
*Flag Colour - choose the flag colour
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===Booking Info Codes===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a payment FAILS at StripeAdd CHECKIN Booking info code to bookings ====
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<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After BookingCheck-in
*Trigger Time = Immediate
*Trigger Window = 3651 day
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code Group bookings = STRIPEFAIL Trigger all on master
Booking Info tab:*Execution Booking Info Code = One time onlyCHECKIN*Flag Booking Info Text = Stripe Payment Failed*Flag Colour - choose the flag colourAuto Checkin
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag Add CHECKOUT Booking info code to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====
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<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After BookingCheck-out
*Trigger Time = Immediate
*Trigger Window = 3651 day
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code Group bookings = BOOKINGCOMCARD Trigger all on master
Booking Info tab:*Execution Booking Info Code = One time onlyCHECKOUT*Flag Booking Info Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colourAuto Checkout
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<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" = Trigger all on master*Info Code = CHECKIN Booking info tab : *Info Code = CHECKIN</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to use the Guest database. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTSID1] greater than 0 Booking info tab : *Info Code = REPEAT</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example, they want a late checkin. Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked Booking info tab : *Info Code = LATECHECKIN</div></div> ===Add invoice items to a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee to all bookings from a channel====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Add new*Type = Amount*Description = Cleaning fee (for example) - Template variables can be used. *Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) to all bookings with an Outstanding Balance==== </div><div class="mw-collapsible-content">You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin. Trigger tab: Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not Zero Invoice tab:*Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = 0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> ===Modify description/values of an existing invoice item in a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Update the Description field of a charge/invoice item==== </div><div class="mw-collapsible-content"> In some cases Channel bookings have different descriptions for the same charge item - i.e. Cleaning, update the description field in the invoice item so they all match, using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change Description *Description = Cleaning^Cleaning Service Fee*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search) </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Update all values of a charge/invoice item==== </div><div class="mw-collapsible-content"> You need to change the charges in bookings due to an update in your prices. Tourist Tax (for example), update the description field and value using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Time Window = 365*Check In From = Select the first date of the Summer Season*Check In To = Select the last date of the Summer Season *Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change All *Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example) *Amount = 0.75*Per = Per Person*Period = One time*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search) </div></div> ===Payments/Pending Payments=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="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 "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due Create a Payment Rule to collect a payments when bookings are not cancelled. Go to Settings > Payments > Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)Action = Auto Payment Trigger : *Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment - Set the Security Deposit value based on the price of the booking, using a calculation ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to collect the payment*Booking Source =All (for example, you can also set different rules for different channels) Booking tab: Optional*Flag Text = PendingPayment (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: OptionalAdd a booking info tab for information and reporting*Booking Info Code = PENDPAY*Booking Info Text = Pending payment added Invoice tab:*Payment Type = fixed value*Description = Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to be set.) This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 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 all booking)====</div><div class="Requestmw-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 " after three invoicee" function you can select which invoicee the pending payment will be assigned to. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ===='Capture' a Security Deposit when Credit card is collected at time of booking. ====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels) Info Codes:Any Booking Info Code = CARDTOSTRIPE Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 100 (balance is full 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*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Booking Info tab:*Execution = One time only*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank) Invoice tab:*Assign Invoice Number = yes</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to add the pending payment to the booking*Booking Source =All (for example, you can also set different rules for different channels) Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required. *Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. </div></div> ===Booking Flags/Colours=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelled====
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Trigger tab
*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when deposit was made prior to Check-in====</div><div class="mw-collapsible-content">Trigger tab: *Trigger Event = Check-in*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional) *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required. Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when booking is fully paid====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid". Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment made Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Booking tab:*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD Booking tab:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div> ===Status changes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three days ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status = Request Booking tab:*Execution = One time only*Booking Status = Cancelled</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all bookings which have been imported from Ical to "Request" ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Ical Import (1, 2, 3) Booking tab:*Execution = One time only*Booking Status = Request Booking changes are applied before the mail is sent.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change Room Unit Status when guest checks out ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Status = All but not cancelled*Any Booking Info Code = CHECKOUT Booking tab:*Execution = One time only*Change Room Unit Status = Select the option It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> ===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content"> You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Field Contains: Message = XXX Set the webhook like this: * URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty] Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"message": "[MESSAGE] - Append this message":}</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-content">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Source = Booking.com Set the webhook like this: *URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty] *Body Data =:{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"invoice":::[:::{::::"description": "Booking.com Commission",::::"status": "",::::"qty": "1",::::"price": "-[COMMISSIONNUM]",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]:}
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==== Change the status of all bookings which have been imported from Ical Use Auto Action/Webhook to "Request" write to send data to Integromat====
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