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*PLAIN TEXT Box (Using Message API)
Booking Source = ALL (or select the booking source/Channel)
Email '''Message tab:'''*Enter the message in the appropriate language under your default language.
Booking tab: Whatever you wantSet the rules to when this Auto Action should trigger.
*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]HTML box.</div><*Send Message = Booking API/div>Smart Email
<div class=If the "mw-collapsible mw-collapsedMail & Actions"><div class=tab contains a "headline-collapsereal" >Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
====Send If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email to all current guest ====.</div><div class="mw*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. '''Trigger tab:'''
Setup your Invoice or Booking Template, go to {{#fasTime:cog}} -*Trigger Event = Check-in*Trigger Time = -2 (SETTINGS) GUEST MANAGEMENT the number of days before check-> INVOICING in you want to sent the code or {{#fas:cog}} (SETTINGSlink) GUEST MANAGEMENT -> BOOKING TEMPLATES*Trigger Window = 2
Trigger tabBooking Source:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1- *Booking Source = All (or select the appropriate channel/Direct)
Message tab: *Send Email Message = Guest Booking API/Smart Email (or one of 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 other options)channels API messaging systems if possible. *Attachment = Select an option If no connection to a messaging system is available the message will send to the Email address from the drop down list"Mail & Actions" tab of the Email. *EMail Subject = Enter - enter the appropriate details subject for your Guests - Your access code (your text) *Email Plain text box - will send to channels using Message API Message Text = Your :- enter the text which includes the details for you wish to send to your current guests. This can include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]]
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.*HTML box - Email will be sent
If Email Text :- Enter the text you wish to send Emails with pdf attachment (invoiceto your guests this can include URLs. Include any information that is important for the checkin of the guest, booking template) to Alias-Email addresses created by channels for example the channel might block Key code for the attachment so it is not delivered door, who to contact if there are any issues, template variables can be used, see the guest. Ask your channel about their policy regarding this.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 to This auto action will be sent only when the guest then they a payment has been 'authorised' at Stripe. This can check you/the cleaner have to add a unitstatus be used to ensure that the room checkin details are only sent when it is readythe guest has completed the Security Deposit Authorisation. '''Trigger tab:''' Time:-*Trigger Event = Check-in*Trigger Time = In this example we used -2 (the number of days before check-in you want to sent the unit status cleancode or link) *Trigger Window = 2
Trigger tabBooking Source:*Trigger Event = Checkin*Trigger Time = Immediate*Trigger Window = 1- *Booking Source = All
Message tabInfo codes : -*Send Email Any Booking Info Code = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text.STRIPEAUTHORIZE
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
To send an automated Email to 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:[TURNOVERDAYS]:0:3:yes|no|no] equal yes
This template variable tests if there is 3 days between the guest booking and the next booking. 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 =:[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)|].Booking API/Smart Email
We are very happy If the "Mail & Actions" tab contains a "real" Email address the message is sent to offer you 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 extend your stay a [PROPERTYNAME] at messaging system is available the message will send to the Email address from the exceptional rate "Mail & Actions" tab of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightthe Email. If you would like to extend *Subject - enter the subject for your stay then please Guests *Plain text box - will send an email to our Reservations team [PROPERTYEMAIL] confirming channels using Message API Message Text :- enter the number of nights text you would like wish to send to stay and provide your Booking Reservation Number guests include URL. Template variables can be used [[BOOKIDTemplate_Variables| see here]] and Offer ‘EXTRANIGHTS’ for *HTML box - Email will be sent Email Text :- It is possible to use the same details (URL) as in the special PricePlain Text box above. Template variables can be used [[Template_Variables| see here]]
Booking Info Tab :- Optional
*Booking info code = EXTRANIGHTS,
*Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
To You can send Invoice as an automated Email attachment to the guest confirming that it is possible your Guests. Setup your Invoice go to extend their stay.{{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING
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)Checkout*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)Immediate*Trigger Window = 21 day Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on 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 = CHECKOUT '''Messaging tab:'''
Message tab :-
*EMail Subject = Enter the appropriate details
*Email Text = Your text, using the template variables to modify the specific text in the booking.
[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] If the "Mail & Actions" tab contains a "real" Email address the message is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you 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.
</div></div>*Attachment = Select the Invoice Template from the drop down list.
<div class="mw*Subject -collapsible mw-collapsed"><div class="headline-collapse" >enter the subject for your Guests
====Send Email *Plain text box - will send to your guest - Offering Early Checkin ====</div><div class="mw-collapsible-content">channels using Message API
To Message Text :- enter the text you wish 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 arrivalyour guests include URL.Template variables can be used [[Template_Variables| see here]]
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. *HTML box - Email will be sent
Trigger Tab Email Text :- *Trigger Event = Checkin (depending on when you want It is possible to notify use the guestsame details (URL)*Trigger Time = -2 days (depending on when you want to notify as in 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*Plain Text box above. Template Variables = variables can be used [IF>:[VACANTDAYSTemplate_Variables| see here]:1:yes|no] equal yes
This template variable tests <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if there is 1 day between not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the guest booking and Booking Info Codes to the next bookingbookings.
Message tab :If you send Emails with pdf attachment (invoice, booking template) to Alias- *Send Email = Guest API/Smart Email (or one of addresses created by channels the other options)*EMail Subject = Enter channel might block the appropriate details *Email Text = Your text, using the template variables attachment so it is not delivered to modify the specific text in the bookingguest. Ask your channel about their policy regarding this. Enter the text in both Plain Text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME],Other files can not be attached. We recommend you use a link to a file you upload to your web site.</div></div>
We are very happy to offer you 'Early Check<div class="mw-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].collapsible mw-collapsed"><div class="headline-collapse" >
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 ====Send Email with Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Registration Form - PDF attachment====Best regards,</div><div class="mw-collapsible-content">
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],You can send Booking Template attachments to your Guests. [PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE]Setup your Booking Template,[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT - [PROPERTYWEB]> BOOKING TEMPLATES
Booking Info Tab '''Trigger tab:- Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin'''
</div>Time:</div>*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
<div class="mw-collapsible mw-collapsed">Booking Source:<div class*Booking Source ="headline-collapse" >All (or select the appropriate channel/Direct)
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.'''Messaging tab:'''
This example uses fixed values that you have entered into {{#fas:cog}} *Send Message = Guest API/Smart Email (SETTINGSor one of the other options) > 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 If the "Mail & Actions" tab contains a "real" Email address the message is sent 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 yesguests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
This template variable tests if there If no connection to a messaging system is 1 day between available the guest booking and message will send to the next bookingEmail address from the "Mail & Actions" tab of the Email.
Message tab :- *Send Email Attachment = Guest API/Smart Email (or one of Select Booking Template from the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the bookingdrop down list. Enter the text in both Plain Text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME],*Subject - enter the subject for your Guests
We are very happy *Plain text box - will send to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].channels using Message API
If Message Text :- enter the text you would like a late checkout, then please wish to send an email to our Reservations team your guests include URL. Template variables can be used [PROPERTYEMAIL[Template_Variables| see here] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price.
Best regards,*HTML box - Email will be sent
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email Text :-It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [PROPERTYEMAIL[Template_Variables| see here]Website :- [PROPERTYWEB]
Booking Info Tab <span class="" style="color:#f3e504; font- Optional*size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info code = LATCHECKOUT, *tab) or create an auto action to add the Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late CheckoutCodes to the bookings. If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.
===Booking Info Codes===
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 '''Trigger tab:'''
Trigger tabTime:*Trigger Event = Check-inCheckin
*Group bookings = Trigger all on master
If To send an automated Email to the guest confirming that it is possible to extend their stay. This example uses fixed values that you need to use have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Booking info code CHECKINProperty/CHECKOUT for reporting/other auto actionsRooms, you can set useful way to utilise the Booking info code template variables and different values rather than use the Current guest module in the dashboardduplicating auto actions. '''Trigger Tab :'''
Trigger tabTime:*Trigger Event = Check-outCheckin (depending on when you want to notify the guest)*Trigger Time = Immediate-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1 day2 Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master
*Group bookings = Trigger all on master
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-For channels using the Message API, then enter the text in ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-Plain text box, for emails enter the text in via the check-in functionHTML box.
Trigger tab:*Send Message = Booking API/Smart Email
Booking info tab :
*Info Code = CHECKIN
This requires you to use the Guest database.
Trigger tab:To send an automated Email to the guest confirming that it is possible to extend their stay.
*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*This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variable = [GUESTSID1] greater Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than 0duplicating auto actions.
Booking info tab '''Trigger Tab : *Info Code = REPEAT</div></div>-'''
<div class="mw-collapsible mw-collapsed">Time:<div class*Trigger Event ="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div>Checkin (depending on when you want to notify the guest)<div class*Trigger Time ="mw-collapsible-content">If 2 days (depending on when you have a custom question with a 'Tick box' for want to notify the guest, in this example, they want a late checkin. 2 days before arrival)*Trigger Window = 2
Setup the custom question in {{#fasBooking Source:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE *Booking Source = Tick Box. All
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on masterFields:*Template Variable Variables = [GUESTCUSTOMQ1IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equals ticked (or) not ticked equal yes
Booking info tab : *Info Code = LATECHECKIN</div></div>This template variable tests if there is upto 3 days from previous checkout to check in of current booking.
<div class=If the "mw-collapsible mw-collapsedMail & Actions"><div class=tab contains a "headline-collapsereal" > ====Add a fee Email address the message is sent to all bookings from the guests Email address. If only a channel====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example)masked Email address is available the message sends via the channels API messaging systems if possible.
Invoice If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab:*Type = Amount*Description = Cleaning fee (for example)*Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable)Email.
The fee will be added *Subject = Enter the next time the auto actions run. </div></div>appropriate details
<div class*Plain Text Box ="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) Your text, using the template variables to all bookings with an Outstanding Balance====modify the specific text in the booking.
Trigger tab:*HTML Box
Time [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|].*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days 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.
The fee will be added the next time the auto actions run.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending paymentSend Email to your guest - Offering Early Checkin ====
Trigger tab:
*Trigger Event = After Booking or Before Check-in
*Trigger Time = set the time you want to collect the payment
*Booking Source =All (for example, you can also set different rules for different channels)
Booking Info tab: OptionalAdd a booking info tab for information and reporting*Flag Text = PendingPayment (for example)*Flag Colour = select To send an automated Email to the colour guest confirming that it is possible to have an Early Checkin as this will be visible in room is available the Calendar/Bookings listday of before arrival.
Booking tabThis example uses fixed values that you have entered into {{#fas: Optional*Flag Text = Pending payment added cog}} (for exampleSETTINGS)*Flag Colour = select the colour as this will be visible > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the CalendarProperty/Bookings listRooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
Create a Payment Rule to collect a payments when bookings are not cancelled.
Go to Settings > Payments > Payment Rules'''Create Auto Actions '''
Payment Rule :Collect the outstanding balance for bookings created via your booking page.
Name = Enter your title - Not Cancelled Go to {{#fas:cog}} (for exampleSETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action = Auto''' to create them.
Payment Trigger :'''Collect outstanding balance for direct bookings'''
Payment Action :*Booking Source**Booking Source = Direct. You can have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
''''Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels) Info Codes:Any Booking Info Code = CARDTOSTRIPE Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule (Optional, see below)''''*Payment Due = check in
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 <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">Go to {{#fas:cog}} (SETTINGS) <div GUEST MANAGEMENT class="headline-collapse" > AUTO ACTIONS and click '''Create New Action''' to create them. '''Collect outstanding balance for direct bookings'''
*Time**Trigger Event = CheckinCheck-out**Trigger Time = -3 days Immediate*Any Booking Info Code = CHECKOUT (set the time optional only if you want to collect use the paymentcheck-out function, if not leave blank) Invoice tab:**Time Window Assign Invoice Number = 3 days (set this to the same number (positive) as Trigger time.yes</div></div>
*Booking ConditionsInfo tab:**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)Optional, add a booking info tab for information and reporting
Booking Info Invoice tab: Optional, for information and reporting*Booking Info Code Payment Type = BALANCE select on what the payment is calculated (for example enter Percent of Balance due)*Description = the text you will see in the value - "Charges and Payments" tab*Status = if you use one word onlythe status function add the status you want to apply to the pending payment (optional)*Booking Info Text Amount = Enter enter the description/text amount or percentage you want to show collect*Payment Rule = Manual - if you have set up payment rules in for {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the Booking Info Code. payment is due
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 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.
Trigger Booking tab:*Trigger Event = After Booking *Trigger Time Execution = immediateOne time only*Booking Source =All (for example, you can also set different rules for different channels) Invoice tab:*Payment Type Status = Fixed amountNo Change*Description Flag text = Security Deposit (enter the text you will see in the "Charges and Payments" tabrequire)*Status Flag Colour = if you use the status function add the status you want to apply to the pending payment (optional)Set as required*Amount = 100 (balance is full price so 100% of the balance)</div>*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in</div>
<span styleBooking tab:*Execution = One time only*Flag Text ="color:#fe746c;“ >{{#fas:exclamationThe text you want to display*Flag Colour -triangle}} </span> Automatic collection is only available for customer who use [[Stripe]].choose the flag colour
Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if Booking changes are applied before the booking mail is for a longer period, then you can create a second Capture, you will need to create another auto action for this. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Payment Rule : *Name = Enter your title - Security Deposit (for example)*Action = Auto Payment Trigger :*Booking Status = select from sent so that the drop down list*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (flag template variable can exclude Virtual Credit cards, find the Booking info code be reflected in the booking) Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) *Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failureEmail.
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >Booking info tab : (optional)
====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab*Booking Info Code :DEPOSITPAID (for example)*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, Text : additional text if not leave blank)required.
Invoice Setting details with the Booking tab:*Assign Invoice Number = yesand Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
===Booking Flags/Colours===
*Booking Status = No Change*Flag text Text = (enter the The text you require)want to display*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.
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
Booking info tab : (optional)
*Booking Info Code : DEPOSITPAID (for example)
*Booking Info Text : additional text if required.
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
<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 Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment madeIcal Import (1, 2, 3)
Trigger tab:*Trigger Event = After BookingCheck-out
Go You can use a webhook in conjunction with the API JSON function '''setBooking''' to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tabwrite to any field in the booking. First you have to configure access to the API:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD
Booking tab You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*Execution API Key = One time onlymy_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Flag Text Property Access = Failed CC reported to Booking.com Owned by this account only*Flag Colour - choose the flag colour'''Property key:'''</div*{{#fas:cog}} (SETTINGS) PROPERTIES ></divACCESS >propKey = secret_key_for_prop_XXXXXX
===Status changes===Set the triggers you need, for example: <div classBooking Field Contains: Message ="mw-collapsible mw-collapsed">XXX<div class="headline-collapse" > ==== Change Set the status of all "Request" bookings to "Cancelled" after three days ===webhook like this: * URL =<nowiki>https:/div>/api.beds24.com/json/setBooking<div class="mw-collapsible-content"/nowiki>Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status Custom Header = Request[leave empty]
Booking tabBody Data:*Execution = One time only:{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},*Booking Status = Cancelled::"bookId": "[BOOKID]",::"message": "[MESSAGE] - Append this message":}
Trigger tabYou can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*Trigger Event API Key = After Bookingmy_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Trigger Time Allow Writes = ImmediateYes*Booking Source Property Access = Ical Import Owned by this account only*'''Property key:'''*{{#fas:cog}} (1SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX Set the triggers you need, 2, 3)for example: Booking tabSource = Booking.com Set the webhook like this: *URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Execution Custom Header = One time only[leave empty] *Booking Status Body Data = Request:{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"invoice":::[:::{::::"description": "Booking changes are applied before the mail is sent.com Commission",::::"status": "",::::"qty": "1",::::"price": "-[COMMISSIONNUM]",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]:}
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
*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]]
*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]]
<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">
*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 text box above. Template variables can be used [[Template_Variables| see here]]
*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. Template variables can be used [[Template_Variables| see here]]
Time:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365 day
*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. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details as in the Plain Text 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.
Time
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
*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. Template variables can be used [[Template_Variables| see here]]
Time
*Trigger Event = After Check-out
*Trigger Time = 30 days
*Trigger Window = 365 days
*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. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details as in the Plain Text text box above. Template variables can be used [[Template_Variables| see here]]
'''SMS 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)
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
</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:''' Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example) Booking Conditions:*Booking Status = All Not Cancelled Booking Fields:
*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for.
*Send 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. = Internal Only
*'''Send Message''' Internal Email Address = Internal Onlyenter the email address this message should be sent to.
*'''Internal Email Address''' = Subject - enter the email address this message should be sent to.subject for your Guests
*'''Email Subject''' - enter the subject for your Guests *'''HTML box''' - Email will be sent
*'''Email Text''' :- Template variables can be used in the message. [[Template_Variables| See here]]
</div>
</div>
<div class="mw-collapsible-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: Whatever you want'''
Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example) Booking Conditions:*Booking Status = All Not Cancelled '''SMS tab:'''*Phone Number = [GUESTMOBILE]
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
</div>
<div 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 '''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
</div>
</div>
<div class="headline-collapse" >
====Send Email after the cleaner has cleaned the roomto guests with check-in details 2 days before Check-in, Security Deposit Authorised at Stripe ====
</div>
<div class="mw-collapsible-content">
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
*Template Variable Invoice Balance = [UNITSTATUS1] Contains = cleanZero
'''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Subject - enter the subject for your Guests - Your access code (your text)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests. This can include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- Enter the text you wish to send to your guests this can include URLs. Include any information that is important for the checkin of the guest, for example the Key code for the door, who to contact if there are any issues, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]]
</div>
</div>
<div class="headline-collapse" >
====Send Email to your all current guest (Check- Upselling additional nights - nights available after checkout in) ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Booking Status = All but not cancelled
<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 - Upselling additional nights - nights available before checkin PDF attachment====
</div>
<div class="mw-collapsible-content">
*Booking Status = All but not cancelled
*Send Email = Guest API/Smart Email (or one of the other options)
Booking Conditions:*Group bookings ====Send Email to your guest - Offering Late Checkout ====</div> Trigger all on master<div class*Booking Status ="mw-collapsible-content">All but not cancelled
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings Send Email after the cleaner has cleaned the room====
</div>
<div class="mw-collapsible-content">
*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 Fields:*Template Variable = [UNITSTATUS1] Contains = clean '''Messaging tab: '''*Booking Info Code Send Email = CHECKINGuest API/Smart Email (or one of the other options) If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]] *Attachment :- if you want to send a Booking Info Text = Auto Checkin/Invoice template you can select from the drop down list. Other files can not be attached. We recommend you use a link to a file you upload to your web site.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKOUT Booking info code Send Email to bookings your guest - Upselling additional nights - nights available after checkout ====
</div>
<div class="mw-collapsible-content">
*Booking Status = All but not cancelled
Booking Info tabFields: *Booking Info Code Template Variables = CHECKOUT[IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes *Booking Info Text = Auto CheckoutThis template variable tests if there is 3 days between the guest booking and the next booking. </div></div>'''Message tab:'''
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 *Booking Info Code Description = CHECKINUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
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</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Identify Repeat Guest Send Email to your guest - Upselling additional nights - nights available before checkin ====
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<div class="mw-collapsible-content">
Booking Conditions:*Group bookings = Trigger tab:all on master*Booking Status = All but not cancelled
'''Messaging tab :- '''*Send Message ===Add invoice items to a booking ===Guest API/Smart Email
[IF</div>=:[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="mw-collapsible-content"> You want We are very happy to add offer you to extend your stay a 2[PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night.2% fee If you would like to all bookings if there is extend your stay then please send an outstanding balance 2 days prior email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to checkinstay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
'''Booking ConditionsInfo Tab :- Optional'''*Status Booking info code = All not Cancelled *Invoice Balance = Not Zero Invoice tab:*Type = AmountEXTRANIGHTS, *Booking Info Description = Payment Fee||Upsell email sent [INVOICEBALANCECURRENTDATE] :2.2%[ROOMTEMPLATE3][PROPERTYCURRENCYBACK]*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)per extra night
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<div class="mw-collapsible mw-collapsed"><div class==Payments/Pending Payments==="headline-collapse" >
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<div class="mw-collapsible-content">
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
Trigger tab:*Booking Status = All not cancelledTime*Any Booking Info Code *Trigger Event = optionalCheckin*All Booking Info Codes *Trigger Time = optional-3 days (set the time you want to collect the payment)*Exclude Booking Info Code *Time Window = optional 3 days (can exclude Virtual Credit cards, find set this to the Booking info code in the bookingsame number (positive)as Trigger time.
*Capture Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Yes - immediately charged Not Zero (Capturecan be used to refine the auto action being triggered) Booking tab: Optional*Flag Text =YesPending payment added (for example)*Add info code on success 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 = add a BALANCE (for example enter the value - use one word only)*Booking Info item 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 successwhat the payment is calculated) **Description = the text you will see in the "Charges and Payments" tab*Add info code on failure *Status = if you use the status function add a Booking Info item 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 booking on failure"invoicee" function you can select which invoicee the pending payment will be assigned to.
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<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). ====
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<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
====Assign invoice numbers====
</div>
<div class="mw-collapsible-content">
Trigger tab:
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking Sourceor Before Check-in*Trigger Time = set the time you want to add the pending payment to the booking*Booking Source = Direct. You All (for example, you can have also set different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. different channels)
Booking tab: Optional
*Flag Text = Pending payment added PaymentDue1 (for example), set multiple if multiple payments are required.
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
</div>
</div>
===Booking Flags/Colours===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ===='Capture' Apply a Security Deposit flag when Credit card a booking is collected at time of booking. cancelled====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 1 Hour
*Trigger Window = 365 days
*Booking Status = Cancelled
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag for a bookings from a channel which have breakfast included====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Booking.com (for example)
*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses)
</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 deposit was madeprior to Check-in====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After BookingCheck-in*Trigger Time = Immediate-365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Booking Source = All
*Invoice Balance = Any Payment made
Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking Info tab:(optional)
*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.</div></div>choose the flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed">
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====Using Pending Payments as Apply a Payment Reminderflag when booking is fully paid====
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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 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. ZERO
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
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<div class="headline-collapse" > ====Apply a flag when /colour for a booking is cancelledcoming from a certain channel====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = 1 HourImmediate*Trigger Window Booking Source = 365 days*Booking Status = Cancelled.com (for example)
Booking tab:
*Execution = One time only
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====Apply a flag for when a bookings from a channel which have breakfast includedpayment was made====
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<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All*Booking.com (for example)Status = All not cancelled*Booking Field Contains - select "API Message" in the next field enter: meal_planInvoice Balance =Breakfast (or Extra Breakfast - use the text the channel uses)Any Payment made
Booking tab:
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
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====Apply a flag when deposit was made prior to Check-ina payment FAILS at Stripe====
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Trigger tab:
*Trigger Event = Check-inAfter Booking*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance Booking Info Code = Any Payment made Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional)STRIPEFAIL, CARDFAILSTRIPE
Booking tab:
*Execution = One time only
*Flag Text = The text you want to displayStripe Payment Failed
*Flag Colour - choose the flag colour
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<div class="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when booking is fully paida payment FAILS at Stripe====
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Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
Trigger tab:
*Trigger Event = After Booking
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled*Invoice Balance Booking Info Code = ZEROBOOKINGCOMCARD
Booking tab:
*Execution = One time only
*Flag Text = The text you want Failed CC reported to displayBooking.com
*Flag Colour - choose the flag colour
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===Status changes===
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<div class="headline-collapse" > ====Apply a flag/colour for a booking coming from a certain channelChange the status of all "Request" bookings to "Cancelled" after three days ====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate3 days*Booking Source Status = Booking.com (for example)Request
Booking tab:
*Execution = One time only
*Flag Text Booking Status = 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.Cancelled
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<div class="headline-collapse" > ====Apply a flag when a payment was madeChange the status of all bookings which have been imported from Ical to "Request" ====
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*Trigger Event = After Booking
*Trigger Time = Immediate
Booking tab:
*Execution = One time only
*Flag Text Booking Status = The text you want to displayRequest*Flag Colour - choose Booking changes are applied before the flag colourmail is sent.
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<div class="headline-collapse" > ====Apply a flag Change Room Unit Status when a payment FAILS at Stripeguest checks out ====
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*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All1 day
*Booking Status = All but not cancelled
*Any Booking Info Code = STRIPEFAILCHECKOUT
Booking tab:
*Execution = One time only
*Flag Text Change Room Unit Status = Stripe Payment FailedSelect the option*Flag Colour - choose 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 flag colourbookings.
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===API/Webhook===
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====Apply a flag Use API/Webhook to write to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripefield 'Message'====
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==== Change Use API/Webhook to write the status value of all bookings which have been imported from Ical the 'commission' field to "Request" a new invoice item====
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==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
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