2,864
edits
Changes
Jump to navigation
Jump to search
Booking tab:
*Execution = One time only
*Booking Status = No Change
Booking tab:
*Execution = One time only
*Booking Status = No Change
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*'''Send Messagetab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. *Send Message = Booking API/Smart Email
*Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name.
Booking tab:*Execution = One time only*Booking Status = No Change '''Message tab: ''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
Booking tab:*Execution = One time only*Booking Status = No Change '''Message tab: ''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*'''HTML Email Text :- It is possible to use the same details as in the Plain Text box''' - Email will above. Template variables can be sentused [[Template_Variables| see here]]
Email Text '''Booking tab:- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]'''*Execution = One time only*Booking Status = No Change
*'''HTML box''' - Email will be sent Email Text :- It is possible to use the same details as in the Plain Text text box above. Template variables can be used [[Template_Variables| see here]]
Booking Source = ALL (or select the booking source/Channel)
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
Booking Source = ALL (or select the booking source/Channel)
Email tabTime:*Enter the message in the appropriate language under your default language.Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1
Message tabBooking Source: For channels using the Message API, then enter the text in the Plain text box, *Booking Source = All (for emails enter the text in the HTML box. example)
*'''Email SubjectMessage tab:''' - enter Enter the subject for message in the appropriate language under your Guestsdefault language.
Trigger tabBooking Conditions: Whatever you want*Booking Status = All Not Cancelled
Booking tab: Whatever you want
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL
Message tabInfo Codes : -*Send Email Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use) '''Messaging tab:''' For channels using the Message API/Email Smart *EMail Subject = Your access code (your , then enter the text in the Plain text)*Email Text = Your box, for emails enter the text which includes in the template variable [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN]</div></div>HTML box.
<div class*Send Message ="mw-collapsible mw-collapsed"><div class="headline-collapse" >Booking API/Smart Email
====Send If the "Mail & Actions" tab contains a "real" Email address the message is sent to all current guest ====the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.</div><div class=If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions"mwtab of the Email. *Subject -collapsibleenter the subject for your Guests -content">Your access code (your text)Trigger 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. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can stay)be used [[Template_Variables| see here]]*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master*Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT HTML box - Email will be sent
Message tabEmail Text : *Send Email = Guest *EMail Subject = Enter - It is possible to use the appropriate same details *Email (URL) as in the Plain Text = Your text which includes box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the details for your current guests. list of ALL template variables that can be used [[Template_Variables| see here]]
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 This auto action will be sent only when the Invoice Balance of the booking is zero. This can send Invoice or Booking Template attachments be used to your Guestsensure that the checkin details are only sent when the guest has completed the payments.
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 = CheckoutCheck-in*Trigger Time = Immediate -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 12 Booking Source:- *Booking Source = All (or select the appropriate channel/Direct)
Message '''Messaging tab: *Send Email = Guest ''' For channels using the Message API/Smart Email (or one of , then enter the other options)*Attachment = Select an option from text in the drop down list. *EMail Subject = Enter Plain text box, for emails enter the appropriate details *Email Text = Your text which includes in the details for your current guestsHTML box.
It is assumed you use the Checkin*Send Message = Booking API/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.Smart Email
Other files can not be attached. We recommend you use a link If no connection to a file you upload messaging system is available the message will send to your web sitethe Email address from the "Mail & Actions" tab of the Email.</div></div>
<div class="mw*Subject -collapsible mwenter the subject for your Guests -collapsed"><div class="headline-collapse" >Your access code (your text)
====Send Email after the cleaner has cleaned the room====</div><div class="mw*Plain text box -collapsible-content">will send to channels using Message API
To Message Text :- enter the text you wish to send an automated Email to your guests. This can include any information that is important for the checkin of the guest then they can check you/, for example the Key code for the cleaner have to add a unitstatus door, who to contact if there are any issues, template variables can be used, see the room when it is ready. In this example we list of ALL template variables that can be used the unit status clean[[Template_Variables| see here]]
Trigger tab:*Trigger Event = Checkin*Trigger Time = Immediate*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variable = [UNITSTATUS1] Contains = cleanHTML box - Email will be sent
Message tabEmail Text : *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = - Enter the appropriate details *Email Text = Your textyou 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]]
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 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 confirming that it is possible to extend their stayhas completed the Security Deposit Authorisation.
This example uses fixed values that you have entered into {{#fas'''Trigger tab: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)Check-in*Trigger Time = -2 (the number of days (depending on when before check-in you want to notify sent the guest, in this example 2 days before arrivalcode or link)
This template variable tests if there is 3 days between the guest booking and the next booking. *Plain text box - will send to channels using Message API
[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML box - Email will be sent
Booking Info Tab Email Text :- Optional*Booking info 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 = EXTRANIGHTSfor the door, who to contact if there are any issues, template variables can be used, *Booking Info Description = Upsell email sent see the list of ALL template variables that can be used [CURRENTDATE] :[ROOMTEMPLATE3Template_Variables| see here][PROPERTYCURRENCYBACK] per extra night
To send an automated Email to Time:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 14(the guest confirming that it is possible to extend their max number of days your guests can stay.)
This example uses fixed values that you have entered into {{#fasBooking Source: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. *Booking Source = All
Trigger Tab Booking Conditions:- *Trigger Event Group bookings = Checkin (depending on when you want to notify the guest)* Trigger Time = -2 days (depending all on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2*Booking Source = All master
*Group bookings = Trigger all on master
*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. Info Codes: *Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT
Message '''Messaging tab :- *Send Email = Guest ''' For channels using the Message API/Smart Email (or one of , then enter the other options)*EMail Subject = Enter text in the appropriate details *Email Text = Your Plain textbox, using the template variables to modify for emails enter the specific text in the bookingHTML box.
[IF<*Send Message =:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|].Booking API/Smart Email
We are very happy to offer you If the "Mail & Actions" tab contains a "real" Email address the message is sent to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightguests Email address. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming only a masked Email address is available the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for message sends via the special Pricechannels API messaging systems if possible.
Booking Info Tab :- Optional*Booking info code = EXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightIf no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
To You can send Invoice as an automated Email to the guest confirming that it is possible attachment to have an Early Checkin as room is available the day of before arrivalyour Guests.
This example uses fixed values that you have entered into Setup your Invoice go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> 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. INVOICING
This template variable tests if there is Time:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1 day between the guest booking and the next booking.
Message tab Booking Source:- *Send Email Booking Source = Guest API/Smart Email All (or one of the other options)*EMail Subject = Enter select 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 (Emailschannel/Direct)
Dear, [GUESTNAME],Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled
We are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].Info Codes:*Any Booking Info Code = CHECKOUT
If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards,'''Messaging tab:'''
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. *Send Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]= Guest API/Smart Email (or one of the other options)
Booking Info Tab :- Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email If the "Mail & Actions" tab contains a "real" Email address the message is sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkinto the guests Email address. If only a masked 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*Attachment ="mw-collapsible mw-collapsed"><div class="headline-collapse" >Select the Invoice Template from the drop down list.
====Send Email to *Subject - enter the subject for your guest - Offering Late Checkout ====</div><div class="mw-collapsible-content">Guests
To *Plain text box - will send an automated Email to channels using Message API Message Text :- enter the guest confirming that it is possible text you wish to have an Early Checkin as room is available the day of before arrivalsend to your guests include URL.Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent
This example uses fixed values that you have entered into {{#fasEmail Text :cog}} - It is possible to use the same details (SETTINGSURL) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set as in the Property/Rooms, useful way to utilise the template Plain Text box above. Template variables and different values rather than duplicating auto actions. can be used [[Template_Variables| see here]]
Trigger Tab :- *Trigger Event <span class= Checkout*Trigger Time "" style= "color: #f3e504; font-1 days (depending on when size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you want to notify use the Checkin/Checkout feature in the guestDashboard, in this example 2 days before arrivalif not you can either manually add Checkout to your bookings (Booking info tab)*Trigger Window = 1*or create an auto action to add the Booking Source = All *Booking Status = All but not cancelled*Group Info Codes to the bookings = Trigger all on master*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes.
This If you send Emails with pdf attachment (invoice, booking template variable tests if there ) to Alias-Email addresses created by channels the channel might block the attachment so it is 1 day between not delivered to the guest booking and the next booking. Ask your channel about their policy regarding this.
Message tab :- Other files can not be attached. We recommend you use a link to a file you upload to your web site.*Send Email = Guest API</Smart Email (or one of the other options)div>*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)</div>
Dear, [GUESTNAME],<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
We are very happy to offer you 'Late Check====Send Email with Booking Registration Form -out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].PDF attachment====</div><div class="mw-collapsible-content">
If you would like a late checkout, then please You can send an email Booking Template attachments to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special PriceGuests.
Best regardsSetup your Booking Template,go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]'''Trigger tab:'''[PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY].Time: *Trigger Event = BookingEmail :-[PROPERTYEMAIL]*Trigger Time = ImmediateWebsite :- [PROPERTYWEB]*Trigger Window = 1 day
</div>Booking Conditions:</div>*Group bookings = Trigger all on master*Booking Status = All but not cancelled
===Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings ====</div><div class="mw-collapsible-content">'''Messaging tab:'''
If you need to use *Send Message = Guest API/Smart Email (or one of 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. options)
Trigger If the "Mail & Actions" tab:contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Trigger Event Attachment = CheckSelect Booking Template from the drop down list. *Subject -inenter the subject for your Guests *Trigger Time = ImmediatePlain 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]] *Trigger Window = 1 dayHTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] *Booking Source <span class= All*Booking Status "" style= All but "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not cancelledyou 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.*Group bookings = Trigger all on masterIf you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.
Booking Info tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto CheckinOther files can not be attached. We recommend you use a link to a file you upload to your web site.
If you need To send an automated Email to use the Booking info code CHECKINguest then they can check you/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use cleaner have to add a unit status to the Current guest module in room when it is ready. In this example we used the dashboard. unit status clean
*Group bookings = Trigger all on master
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > '''Messaging tab: '''*Send Email ====Group check-in ====<Guest API/div><div class="mw-collapsible-content">This requires the master booking to be checked-in via Smart Email (or one of the check-in function. other options)
Trigger If the "Mail & Actions" tab:contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
Booking info tab : *Info Code = CHECKINOther files can not be attached. We recommend you use a link to a file you upload to your web site.
This requires you to use the Guest database.
Trigger tabTo send an automated Email to the guest confirming that it is possible to extend their stay. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
*Group bookings" = Trigger all on master
*Template Variable = [GUESTSID1] greater than 0
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example, they want a late checkin. 'Message tab:'''
Setup For channels using the custom question Message API, then enter the text in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1the Plain text box, set with TYPE = Tick Boxfor emails enter the text in the HTML box.
Trigger tab:*Send Message = Booking API/Smart Email
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 channelyour guest - Upselling additional nights - nights available before checkin ====
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Expedia (for example)
Invoice tab:*Type = Amount*Description = Cleaning fee (for example)*Amount = 50 (for example - To send an automated Email to the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable)guest confirming that it is possible to extend their stay.
The fee will be added 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 next time Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions run. </div></div>
<div class="mw'''Trigger Tab :-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) to all bookings with an Outstanding Balance===='''
</div>Time:<div class*Trigger Event ="mw-collapsible-content">You Checkin (depending on when you want to add a notify the guest)*Trigger Time = -2.2% fee days (depending on when you want to all bookings if there is an outstanding balance notify the guest, in this example 2 days prior to checkin. before arrival)*Trigger Window = 2
Trigger tabBooking Source:*Booking Source = All
Time Booking Conditions:*Group bookings = Trigger Event all on master*Booking Status = Checkin All but not cancelled Booking Fields:*Trigger Time 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 :-2 days'''*Trigger Window Send Message = 2 days Guest API/Smart Email
Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not ZeroIf 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.
Invoice tab:*Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = 0 (leave as 0 so If no connection to a messaging system is available the message will send to the value is set Email address from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter "Mail & Actions" tab of the VAT amount if applicable)Email.
The fee will be added *Subject = Enter the next time the auto actions run. </div></div>appropriate details
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 listHTML Box
Booking tab[IF<=:[VACANTDAYS]:3: Optional*Flag Text = Pending payment added Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for exampleup to [VACANTDAYS] extra night(s)|]. *Flag Colour = select 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 colour as this will be visible in number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the Calendar/Bookings listspecial Price.
Invoice tab'''Booking Info Tab :- Optional'''*Payment Type Booking info code = select on what the payment is calculated (Percent of Balance due)EXTRANIGHTS, *Booking Info 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 {{#fasUpsell email sent [CURRENTDATE] :cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
Go to Settings > Payments > Payment Rules
Payment Rule :'''Create Auto Actions '''
Name = Enter Collect the outstanding balance for bookings created via your title - Not Cancelled (for example)Action = Autobooking page.
Payment Trigger Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
*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)'''Collect outstanding balance for direct bookings'''
Payment Action 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.
''''Create a Payment Rule (Optional)''''Trigger tab:*Trigger Event = After Booking *Trigger Time = immediateStandard payment rules in the system are Auto & Manual*Booking Source =All (for example, you can create additional also set different rules for different channels) Info Codes:Any Booking Info Code = CARDTOSTRIPE Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the collection of outstanding payments, text you can control will see in the collection of payments "Charges and Payments" tab)*Status = if you use the booking status is changed, for example function add the booking is cancelled before status you want to apply to the final pending payment (optional)*Amount = 100 (balance is due to be collected. full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in
Go to <span style="color:#fe746c;“ >{{#fas:cogexclamation-triangle}} (SETTINGS) PAYMENTS </span> PAYMENT RULESAutomatic collection is only available for customer who use [[Stripe]].
Click '''Create New Payment Rule''' Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
*Funding Source = Guest card only*Payment value adjustment = Limit to group booking balance*Capture = Yes /No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No)
Prevent Auto Payment :*Prevent payment if booking status <div class= Cancelled*Prevent payment after check"mw-collapsible mw-out (days) = 7 (default)collapsed">*Prevent payment action <div class= Set Manual"headline-collapse" >
'''Create Auto Actions '''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>
Collect the outstanding balance for bookings created via your booking page. <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
Go to {{#fas====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab:cog}} *Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (SETTINGSoptional only if you use the check-out function, if not leave blank) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
'''Collect outstanding balance for direct bookings'''Invoice tab:*Assign Invoice Number = yes</div></div>
*Time**Trigger Event = CheckinAfter Booking or Before Check-in**Trigger Time = -3 days (set the time you want to collect add the pending payment)to the booking**Time Window Booking Source = 3 days All (for example, you can also set this to the same number (positivedifferent rules for different channels) as Trigger time.
*Booking SourceInfo tab:**Booking Source = Direct. You can have different auto actions/rules Optional, add a booking info tab for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings information and booking page bookings. reporting
*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 PaymentDue1 (for example), set multiple if multiple payments are required.
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.
<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 The Pending Payment to the booking**Payment Type = Percent of Group Balance due (select on what the payment Report is calculated) **Description = the text you will see available in the "Charges and Bookings > Pending Payments" tab**Status = if you use the status function add the status you want . This report can be used to apply to the see outstanding pending payment (optional)**Amount = 100 (payments, this will can be 100% of the used to see all 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 payments, when payment**Invoicee = If you use gateways other than Stripe are used, the "invoicee" function you Pending Payments report can select which invoicee the pending payment will be assigned used tosee outstanding payments and a checklist for bank transfers.
Invoice Booking tab:*Payment Type Execution = Fixed amountOne time only*Description Flag Text = Security Deposit (the The text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want to apply to the pending payment (optional)display*Amount = 100 (balance is full price so 100% of Flag Colour - choose the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check inflag colour
Create *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 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.made
Go to {{#fasMessage tab:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
Payment Rule *Send Email : select appropriate option*Name = Enter your title - Security Deposit : Subject and Email content Booking tab: (for exampleoptional) *Action Execution = AutoOne time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking info tab : (optional)
Payment Trigger :*Booking Status = select from the drop down list*Any Booking Info Code = optional: DEPOSITPAID (for example)*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)Text : additional text if required.
Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that Setting details with 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 tab and Booking info code on failure = add a Booking Info item tab allows you to the booking trigger additional (follow on failure) Auto Actions and Reports.
Invoice tab:*Assign Invoice Number = yesBooking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
===Booking Flags/Colours===
*Booking Status = No Change*Flag text Text = (enter the text you require)Stripe Payment Failed*Flag Colour = Set as required- 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 = Check-in*Trigger Time = -365 (for example Booking tab: must be a negative value and the same as the value in Trigger window)*Trigger Window Execution = 365One time only*Booking Source Status = AllCancelled*Booking Status = All but not cancelled</div>*Invoice Balance = Any Payment made</div>
Message tab: <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
*Send Email ==== Change the status of all bookings which have been imported from Ical to "Request" ====</div><div class="mw-collapsible-content">Trigger tab: select appropriate option*Enter : Subject and Email contentTrigger Event = After Booking*Trigger Time = Immediate*Booking tab: Source = Ical Import (optional1, 2, 3)
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flagIt is assumed you use the Checkin/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 Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (for example) Booking info tab:*Execution = One time only*Flag Text = The text you want ) or create an auto action to display*Flag Colour - choose add the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in Info Codes to the emailbookings.
<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 tabYou 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:'''*Trigger Event {{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = After Bookingmy_very_secret_api_key*Trigger Time API Key Access = Immediateallow any IP*Trigger Window IP Whitelist = 365[leave empty]*Booking Source Allow Writes = AllYes*Booking Status Property Access = All not cancelledOwned by this account only*'''Property key:'''*Invoice Balance {{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Field Contains: Message = Any Payment madeXXX
Booking tabSet the webhook like this:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div>
<div class* URL ="mw-collapsible mw-collapsed"><div class="headline-collapse" nowiki> ====Apply a flag when a payment FAILS at Stripe====https://api.beds24.com/json/setBooking</div><div class="mw-collapsible-content"nowiki> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code Custom Header = STRIPEFAIL[leave empty]
Booking tabBody Data:*Execution = One time only:{::"authentication":*Flag Text = Stripe Payment Failed::{*Flag Colour :::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"message": "[MESSAGE] - choose the flag colourAppend this message":}
Go You need two keys to Settings > Channel Manager 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> Preferences and set Auto report failed cards = Yes '''API key:'''Trigger tab*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*Trigger Event API Key = After Bookingmy_very_secret_api_key*Trigger Time API Key Access = Immediateallow any IP*Trigger Window IP Whitelist = 365[leave empty]*Booking Source Allow Writes = AllYes*Booking Status Property Access = All but not cancelledOwned 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 Info Code Source = BOOKINGCOMCARDBooking.com
Booking tabSet the webhook like this:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div>
Booking tab:*Execution Body Data = One time only*Booking Status = Cancelled:{</div>::"authentication":</div>::{:::"apiKey": "my_very_secret_api_key",<div class=:::"mw-collapsible mw-collapsedpropKey"><div class=: "headline-collapsesecret_key_for_prop_XXXXXX" >::},==== Change the status of all bookings which have been imported from Ical to ::"bookId": "Request[BOOKID]" ====,</div><div class=::"mw-collapsible-contentinvoice">:Trigger tab::[*Trigger Event = After :::{::::"description": "Booking.com Commission",*Trigger Time = Immediate::::"status": "",*Booking Source = Ical Import (::::"qty": "1", 2::::"price": "-[COMMISSIONNUM]", 3)::::"vatRate": "7.00",Booking tab::::"type": "0",*Execution = One time only::::"invoiceeId": ""*Booking Status = Request:::}::]Booking changes are applied before the mail is sent.:}
Trigger tab
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Status = All but not cancelled
*Any Booking Info Code = CHECKOUT
Booking tab:*Execution = One time only*Change Room Unit Status = Select 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": ""
:::}
::]
:}
== General Information ==
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.
*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.
=== Send Emails/Message/SMS to guests ===
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:
*Booking Status = Cancelled
'''Message tab''': For channels using the Message API, then enter the text in the PLAIN TEXT 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''' 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]]
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:
*Trigger Event = Check-in
*Booking Status = 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
*'''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]]
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:
*Trigger Event = Check-in
*Trigger Time = -365 days
*Trigger Window = 355 days
Booking Conditions:
*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.
Alternatively you an use Between Booking and Check in
'''Trigger tab:''' Time:
*Trigger Event = Booking (but not after check-in)
*Trigger Time = Immediate
*Trigger Window = 1 day
*Between Booking and Check in = 7 to 999 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>
<div class="headline-collapse" >
====Send an message or SMS to Guest when booking made more for last minute booking - 6 days or less====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:
*Trigger Event = Booking (but not after check-in)
*Trigger Time = Immediate
*Trigger Window = 1 day
*Between Booking and Check in = 0 to 6 Booking Conditions:
*Booking Status = All not cancelled
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*'''Email Subject''' - enter the subject for your Guests
*'''Plain Text Box''' text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
*'''HTML box''' - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text 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>
<div class="mw-collapsible-content">
'''Trigger tab:''' Property, Room, Unit:*Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name. Time:
*Trigger Event = Check-in
*Trigger Time = -1 day
*Trigger Window = 1 day
Booking Conditions
*Booking Status = All not cancelled
*'''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]]
*'''HTML box''' - Email will be sent
If you are using the "Additional Information" function SETTINGS-{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables [[Template_Variables| see here]]
The template variables will only work if you have entered text in S{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
'''Booking tab:'''
*Execution = One time only
*Booking Status = No Change
</div>
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365 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]]
[INVOICETABLE] - invoice table
It is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros.
*'''HTML box''' - Email will be sent
Email Text :- It is possible to use the same details as in the Plain Text text box above. Template variables can be used [[Template_Variables| see here]]
You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments.
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
Booking Source
*Booking Source = Channel Manager
*'''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]]
*HTML box - Email will be sent
</div>
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time*Trigger Event = After Check-out
*Trigger Time = 30 days
*Trigger Window = 365 days
'''Message tab: ''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*'''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]]
*HTML box - Email will be sent
'''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: ''' (optional)
*Execution = One time only
*Flag Text = The text you want to display
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
Booking Source:*Booking Source = ALL (or select the booking source/Channel) '''Message tab: ''' Update details as appropriate*Send Message = Booking API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email. *Plain text box (Using Message API)
https://beds24.com/bookpay.php?bookid=[BOOKID]
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
*HTML Message (Send Email) *Email Subject - enter the subject for your Guests*Email Text :- enter the Email text you wish to send to your guests include template variable
[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>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:
*Trigger Event = Check-in
*Trigger Time = -42
*Trigger Window = 1 day
Booking Souce: *Booking Source = ALL (or select the booking source/Channel) '''Message tab: '''
*Send Email : **= Booking API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Messages to the Email address entered in the field "Internal" are sent via Email.**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 text box (Using Message API)*Subject - enter the subject for your Guests*Plain Text Message :- enter the Message text you wish to send to your guests include the payment link
https://beds24.com/bookpay.php?bookid=[BOOKID]
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 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>
'''Create Auto Action one'''
'''Trigger tab:'''
*Trigger Event = Booking (but not after check-in)
*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 text box (Using Message API)*Subject - enter the subject for your Guests*Plain Text Message :- enter the Message text you wish to send to your guests include the payment link
https://beds24.com/bookpay.php?bookid=[BOOKID]
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
'''Create Auto Action oneTrigger tab:''' Trigger tab:
*Trigger Event = Check-in
*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]], change the pay=100 to the value you require.
https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100.
*'''HTML box''' - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text text box above. Template variables can be used [[Template_Variables| see here]]
'''Booking info tab: (Optional)'''
*Booking Info Code = SECDEPOSIT (for example)
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:*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for.'''
Booking Conditions:*'''Send Message''' Booking Status = Internal OnlyAll Not Cancelled
Booking Fields:*'''Internal Email Address''' = Booking Field Contains - select "Language" in the next field enter : the short code for the email address language this message should be sent toAuto Action is for.
*'''HTML box''' - Email will be sentSend Message = Internal Only
*'''Internal Email Text''' :- Template variables can be used in Address = enter the email address this messageshould be sent to. [[Template_Variables| See here]]
*Email Subject - enter the subject for your Guests *HTML box - Email will be sent *Email Text :- Template variables can be used in the message. [[Template_Variables| See here]] </div>
</div>
</div>
<div class="mw-collapsible-content">
This uses a smart template variable. In this example the auto action will trigger on Booking and for 1 day, we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text. '''Trigger tab:''' Set the rules to when this Auto Action should trigger. Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example)
'''SMS tab:'''
*Phone Number = [GUESTMOBILE]
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:-
*Trigger Event = Check-in
*Trigger Time = -2 (the number of days before check-in you want to sent the code or link)
*Trigger Window = 2
Booking Souce :-
*Booking Source = All
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Send Email to guests with a PDF attachmentcheck-in details 2 days before Check-in, booking paid/no outstanding balance ====
</div>
<div class="mw-collapsible-content">
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
*Any Booking Info Code Invoice Balance = CHECKOUTZero
If you send Emails with pdf attachment (invoice, booking template) to Alias-the "Mail & Actions" tab contains a "real" Email addresses created by channels address the channel might block the attachment so it message is not delivered sent to the guestguests Email address. Ask your channel about their policy regarding thisIf only a masked Email address is available the message sends via the channels API messaging systems if possible.
</div>
</div>
<div class="headline-collapse" >
====Send Email to your guest guests with check- Upselling additional nights in details 2 days before Check- nights available after checkout in, Security Deposit Authorised at Stripe ====
</div>
<div class="mw-collapsible-content">
*Trigger Window = 2
Booking Source:- *Booking Source = All
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
*Template Variables Invoice Balance = [IFBETWEENZero Info codes :[TURNOVERDAYS]-*Any Booking Info Code = STRIPEAUTHORIZE '''Messaging tab:0:3:yes|no|''' 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] equal yesconnection 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)
Message tab Text :- *Send Email = Guest API/Smart Email (or one enter the text you wish to send to your guests. This can include any information that is important for the checkin of the other options)*EMail Subject = Enter guest, for example the appropriate details *Email Text = Your textKey code for the door, who to contact if there are any issues, template variables can be used, using see the list of ALL template variables to modify the specific text in the booking. that can be used [[Template_Variables| see here]]
</div>
<div class="headline-collapse" >
====Send Email to your all current guest (Check- Upselling additional nights - nights available before checkin in) ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Booking Status = All but not cancelled
*Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div>
</div>
<div class="headline-collapse" >
====Send Email to your guest with Guest Invoice - Offering Early Checkin PDF attachment====
</div>
<div class="mw-collapsible-content">
'''Trigger Tab 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'''
Booking Info Tab Source:- Optional*Booking info code Source = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late CheckoutAll (or select the appropriate channel/Direct)
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKOUT Booking info code to bookings Send Email after the cleaner has cleaned the room====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:''' Time:*Trigger Event = Check-outCheckin
*Trigger Time = Immediate
*Trigger Window = 1 day Booking Source:*Booking Source = All Booking Conditions*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
Booking Info tabFields: *Booking Info Code Template Variable = CHECKOUT*Booking Info Text [UNITSTATUS1] Contains = Auto Checkout</div></div>clean
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Trigger Event = After BookingSubject - enter the subject for your Guests *Trigger Time = immediatelyPlain 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]] *Trigger Window = 365HTML box - Email will be sent*Booking Source = All*Booking Status = All but not cancelledEmail 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]]*Group bookings" = Trigger all on master*Info Code = CHECKINAttachment :- if you want to send a Booking/Invoice template you can select from the drop down list.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Identify Repeat Guest Send Email to your guest - Upselling additional nights - nights available after checkout ====
</div>
<div class="mw-collapsible-content">
'''Trigger Tab :''' Time:*Trigger Event = After BookingCheckin (depending on when you want to notify the guest)*Trigger Time = immediately-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 3652 Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
Booking info tab Fields: *Info Code Template Variables = REPEAT[IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes</div></div>This template variable tests if there is 3 days between the guest booking and the next booking.
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Trigger Event = After BookingEmail Subject - enter the subject for your Guests *Trigger Time Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<= :[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. immediatelyWe are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *Trigger Window HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<= 365:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|].* We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Source = AllReservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *'''Booking Status = All but not cancelledInfo Tab : Optional '''*Group bookings" Booking info code = Trigger all on masterEXTRANIGHTS *Template Variable Booking Info Description = Upsell email sent [GUESTCUSTOMQ1CURRENTDATE] equals ticked (or) not ticked :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >
</div>
<div class="mw-collapsible-content">
*Plain Text Box ===Payments/Pending Payments===Your text, using the template variables to modify the specific text in the booking.
[IF<div class="mw-collapsible mw-collapsed">:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|].<div class="headline-collapse" > ====Add We are very happy to offer you to extend your stay a pending payment====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set [PROPERTYNAME] at the time exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you want would like to collect extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the payment*number of nights you would like to stay and provide your Booking Source =All (Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for example, you can also set different rules for different channels)the special Price.
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Offering Early Checkin ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking. Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Offering Late Checkout ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have a Late Checkout as room is available the day of departure. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes This template variable tests if there is 1 day between the guest booking and the next booking. Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Email to your guest - Offering Late Checkout Only on a Sunday when there is no new arrival ====</div><div class="mw-collapsible-content"> To send an automated Email to the guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure. This auto action will create a new booking for the date of departure, closing the calendar to any other bookings. The URL link in the message tab, will send the guest to your guest booking page with set conditions, the leaving date of the existing booking, the room id of the existing booking and the Offer you have created for the LateCheckout. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. '''Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS *Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway '''Step 2:''' Create a Rate or Daily Price, PRICES Guests = Max OccupancyMax Stay = 1Offer = select the offer number as created in the above step. If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days. Channel Tab, untick all channels, leave only 'beds24.com' for your booking page. If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. Enable list, untick all channels, leave only 'beds24.com' for your booking page. '''Step 3: ''' Create the Auto Action Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking) *Group bookings = Trigger all on master *Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes This template variable tests if the departure day is a Sunday and there is at least 1 day between the existing guest booking and the next booking. Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [GUESTNAME], We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like a late checkout, please use this link to make the booking and payment. https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID] <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, will direct the guest to make a new booking in the existing room with the check-in date = leaving date and for Offer 7 &br-7 (offer created in Step 1 above) Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE]: Late Checkout </div></div> ===Send an email to the Owner/Internal email address ===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an email to the Owner/Internal email address when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment*HTML Box = Enter the text to be sent, you can use template variables in this message, for example [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking[FIRSTNIGHT][LASTNIGHT] Booking tab: (optional)*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> ===Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings ====</div><div class="mw-collapsible-content"> If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard. Trigger tab:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to bookings ====</div><div class="mw-collapsible-content"> If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard. Trigger tab:*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab: *Booking Info Code = CHECKOUT*Booking Info Text = Auto Checkout</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function. Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = 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 booking)====</div><div class="mw-collapsible-content"> ''''Create a Payment Rule (Optional)'''' Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Create a Payment Rule to collect payments if bookings are not cancelled. Click '''Create New Payment Rule''' : Payment Rule:*Name = Enter your title - Not Cancelled (for example) *Action = Auto Payment Trigger :*Booking Status = All not cancelled*Any Booking Info Code (optional)*All Booking Info Codes (optional)*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Funding Source = Guest card only*Payment value adjustment = Limit to group booking balance*Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual
*Capture = Yes - immediately charged (Capture=Yes)Booking Source*Add info code on success = add a *Booking Info item to the booking on success*Add info code on failure Source = add a Booking Info item to the 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 on failurepage bookings.
*Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the auto action being triggered) Booking tab: Optional*Flag Text = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value - use one word only)*Booking Info Text = Enter the description/text to show in for the Booking Info Code. Invoice tab: <div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div> *Add a Pending Payment to the booking**Payment Type = Percent of Group Balance due (select on what the payment is calculated) **Description = the text you will see in the "Charges and Payments" tab**Status = if you use the status function add the status you want to apply to the pending payment (optional)**Amount = 100 (this will be 100% of the outstanding group balance) **Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here) **Payment Due = Trigger date**Payment time = set the time to collect payment**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to. </div></div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Collect outstanding booking balance 3 days prior to arrival( 'Capture' a Security Deposit when Credit card details were is collected at time of booking). ====
</div>
<div class="mw-collapsible-content">
Create a Payment Rule to collect 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if bookings are not cancelledthe booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this.
Payment Rule:*Name = Enter your title - Not Cancelled Security Deposit (for example)
*Action = Auto
Payment Trigger :
*Booking Status = All not cancelledselect 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 :
*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>
====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
<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:
*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
</div>
</div>
===Booking Flags/Colours===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > =='Capture' ==Apply a flag for a bookings from a Security Deposit when Credit card is collected at time of booking. channel which have breakfast included====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking *Trigger Time = immediateImmediate*Booking Source =All Booking.com (for example, you can also set different rules for different channels)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses)
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
</div>
</div>
<span stylediv class="color:#fe746c;“ mw-collapsible mw-collapsed"><div class="headline-collapse" >{{#fas:exclamation====Apply a flag when deposit was made prior to Check-triangle}} in====</spandiv><div class="mw-collapsible-content"> Automatic collection is only available for customer who use [[Stripe]].Trigger tab:
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply an info code and and/or icon a flag when a payment was madebooking is fully paid====
</div>
<div class="mw-collapsible-content">
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled*Invoice Balance = Any Payment madeZERO
Booking Info tab:
*Execution = One time only
*Info Code Flag Text = Enter the preset code for the icon or info code which The text you have created in {{#fas:cog}} (SETTINGS) ACCOUNTwant to display*Flag Colour ->PREFERENCES.choose the flag colour
</div>
</div>
<div class="headline-collapse" >
====Assign invoice numbersApply a flag/colour for a booking coming from a certain channel====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = Check-outAfter Booking
*Trigger Time = Immediate
*Any Booking Info Code Source = CHECKOUT Booking.com (optional for example) Booking tab:*Execution = One time only if *Flag Text = The text you use want to display*Flag Colour - choose the check-out function, if not leave blank)flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Using Pending Payments as Apply a Payment Reminderflag 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 or Before Check-in*Trigger Time = set the time you want to add the pending payment to the bookingImmediate*Trigger Window = 365*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 Status = PaymentDue1 (for example), set multiple if multiple payments are required. All not cancelled*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 Any 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. 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 booking is cancelledpayment FAILS at Stripe====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = 1 HourImmediate*Trigger Window = 365 days*Booking Source = All*Booking Status = CancelledAll but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE
Booking tab:
*Execution = One time only
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag for a to Booking.com bookings from and auto report the Credit Card when a channel which have breakfast includedpayment 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.com (for example)Status = All but not cancelled*Booking Field Contains - select "API Message" in the next field enter: meal_planInfo Code =Breakfast (or Extra Breakfast - use the text the channel uses)BOOKINGCOMCARD
Booking tab:
*Execution = One time only
*Flag Text = The text you want Failed CC reported to displayBooking.com
*Flag Colour - choose the flag colour
</div>
</div>
===Status changes===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when deposit was made prior Change the status of all "Request" bookings to Check-in"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
*Flag Text Booking Status = The text you want to display*Flag Colour - choose the flag colourRequest
Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required. Setting details with changes are applied before the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reportsmail is sent.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag Change Room Unit Status when booking is fully paidguest checks out ====
</div>
<div class="mw-collapsible-content">
Trigger tab:*Trigger Event = After BookingCheck-out
*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All1 day*Booking Status = All but not cancelled*Invoice Balance Any Booking Info Code = ZEROCHECKOUT
Booking tab:
*Execution = One time only
*Flag Text Change Room Unit Status = The text you want to display*Flag Colour - choose Select the flag colour</div></div>option
</div>
</div>
===API/Webhook===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a payment was madeUse API/Webhook to write to the field 'Message'====
</div>
<div class="mw-collapsible-content">
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply a flag Use API/Webhook to Booking.com bookings and auto report write the Credit Card when value of the 'commission' field to a payment FAILS at Stripenew 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:
*URL ===Status changes===<div class="mw-collapsible mw-collapsed"nowiki><div class="headline-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three days ====https://api.beds24.com/json/setBooking</div><div class="mw-collapsible-content"nowiki>Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status Custom Header = Request[leave empty]
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
</div>
<div class="mw-collapsible-content">
</div>
</div>
