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'''Create Auto Action one'''
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 a payment has been 'authorised' at Stripe. 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 Security Deposit Authorisation. Setup your Invoice or Booking Template, go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING or {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES
*Trigger Event = Checkout
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Source = All (or select the appropriate channel/Direct)
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Any Booking Info Code = CHECKOUT
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 then they max number of days your guests can check you/the cleaner have to add a unit status to the room when it is ready. In this example we used the unit status cleanstay)
'''Trigger tabBooking Source:'''*Trigger Event Booking Source = CheckinAll*Trigger Time = Immediate*Trigger Window = 1Booking Conditions: *Booking Source Group bookings = All Trigger all on master
*Group bookings = Trigger all on master
*Template Variable = [UNITSTATUS1] Contains = clean
*Attachment :- if you want to send a Booking/Invoice template you can select from the drop down list.
Other files can not be attached. We recommend <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use a link to a file the Checkin/Checkout feature in the Dashboard, if not you upload can either manually add Checkin to your web sitebookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
To You can send Invoice as an automated Email attachment to the guest confirming that it is possible to extend their stayyour Guests.
This example uses fixed values that you have entered into Setup your Invoice go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. INVOICING
This template variable tests if there is 3 days between Time:*Trigger Event = Checkout*Trigger Time = Immediate*Trigger Window = 1 day Booking Source:*Booking Source = All (or select the guest booking and the next booking. appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled Info Codes:*Any Booking Info Code = CHECKOUT
[IF<=Message Text :[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which - enter the text you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] wish to [LEAVINGDAYSHORT] is currently available for up send to [TURNOVERDAYS] extra night(s)|]your guests include URL. We are very happy to offer you to extend your stay a Template variables can be used [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 [PROPERTYEMAILTemplate_Variables| see here] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
*HTML box Email Text :- Email will be sent, enter It is possible to use the same details (URL) as in the text you wish to send to your guestsPlain Text box above. Template variables can be used [[Template_Variables| see here]]
[IF<span class="" style="color:[TURNOVERDAYS]#f3e504; font-size:3150%;" >{{#fas:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] lightbulb}} </span> It is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer assumed you to extend your stay a [PROPERTYNAME] at use the Checkin/Checkout feature in the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If Dashboard, if not you would like can either manually add Checkout to extend your stay then please send bookings (Booking info tab) or create an email auto action to our Reservations team [PROPERTYEMAIL] confirming add the number of nights you would like Booking Info Codes to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Pricebookings.
'''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightIf 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.
To You can send an automated Email Booking Template attachments to the guest confirming that it is possible your Guests. Setup your Booking Template, go to extend their stay.{{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES '''Trigger tab:''' Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
This example uses fixed values that you have entered into {{#fasBooking Source:cog}} *Booking Source = All (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in or select the Propertyappropriate channel/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Direct)
Trigger Tab Booking Conditions:- *Trigger Event Group bookings = Checkin (depending on when you want to notify the guest)* Trigger Time = -2 days (depending all on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2*Booking Source = All master
*Group bookings = Trigger all on master
*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes
This template variable tests if there is upto 3 days from previous checkout to check in of current booking. '''Messaging tab:'''
Message tab :- *Send Email Message = 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.
[IF<If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Attachment =Select Booking Template from the drop down list. *Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API Message Text :[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which - enter the text you booked for wish to send to your guests include URL. Template variables can be used [NUMNIGHT] nights from [FIRSTNIGHTSHORTTemplate_Variables| see here] to [LEAVINGDAYSHORT] *HTML box - Email will be sent Email Text :- It is currently available for up possible to [VACANTDAYS] extra nightuse the same details (sURL)as in the Plain Text box above. Template variables can be used [[Template_Variables|see here]]. We are very happy to offer <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you to extend your stay a [PROPERTYNAME] at use the Checkin/Checkout feature in the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If Dashboard, if not you would like can either manually add Checkout to extend your stay then please send bookings (Booking info tab) or create an email auto action to our Reservations team [PROPERTYEMAIL] confirming add the number of nights you would like Booking Info Codes to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Pricebookings.
Booking Info Tab :If you send Emails with pdf attachment (invoice, booking template) to Alias- Optional*Booking info code = EXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightEmail 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.
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)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)Immediate*Trigger Window = 21 Booking Source:
*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. Booking Fields:*Template Variable = [UNITSTATUS1] Contains = clean
Message '''Messaging tab :- '''
*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],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.
We are very happy If no connection to offer you 'Early Check-in' at [PROPERTYNAME] at a messaging system is available the exceptional rate message will send to the Email address from the "Mail & Actions" tab of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]the Email.
If you would like checkin early *Subject - enter the subject 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,Guests
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :*Plain text box -[PROPERTYEMAIL]Website :- [PROPERTYWEB]will send to channels using Message API
Booking Info Tab Message Text :- Optionalenter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email 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 [CURRENTDATE] :[ROOMTEMPLATE3Template_Variables| see here][PROPERTYCURRENCYBACK] Early Checkin *Attachment :- if you want to send a Booking/Invoice template you can select from the drop down list.
*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. Booking Fields:*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes
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 This template variables to modify variable tests if there is 3 days between the specific text in guest booking and the next booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME],'''Message tab:'''
We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at For channels using the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
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 *Send Message = Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price.API/Smart Email
Best regards,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.
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]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 :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]
Booking Info Tab :*Email Subject - Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkoutenter the subject for your Guests
</div></div>*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]]
===Booking Info Codes===[IF<div class="mw-collapsible mw-collapsed">:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|].<div class="headline-collapse" > ====Add CHECKIN 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 info code to bookings ====Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. </div><div class="mw*HTML box -collapsible-content">Email will be sent, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
Trigger tab'''Booking Info Tab :*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 1 dayOptional '''*Booking Source info code = AllEXTRANIGHTS *Booking Status Info Description = All but not cancelled*Group bookings = Trigger all on masterUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
Booking Info tab:
*Booking Info Code = CHECKIN
*Booking Info Text = Auto Checkin
If you need To send an automated Email 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 dashboardconfirming that it is possible to extend their stay.
Trigger tabThis example uses fixed values that you have entered into {{#fas:*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 mastercog}} (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 Info tab'''Trigger Tab : *Booking Info Code = CHECKOUT*Booking Info Text = Auto Checkout</div></div>-'''
<div class="mw-collapsible mw-collapsed">Time:<div class*Trigger Event ="headline-collapse" > Checkin (depending on when you want to notify the guest)*Trigger Time ====Group check-2 days (depending on when you want to notify the guest, in ====</div>this example 2 days before arrival)<div class*Trigger Window ="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function. 2
Trigger tabBooking Source:*Booking Source = All
*Trigger Event = After BookingConditions:*Trigger Time Group bookings = immediately*Trigger Window = 365*Booking Source = Allall on master
*Group bookings" = Trigger all on master
*Info Code = CHECKIN
<div class="mw-collapsible mw-collapsed"><div class="headline'''Messaging tab :-collapse" > '''*Send Message ====Identify Repeat Guest ====<API/div><div class="mw-collapsible-content">This requires you to use the Guest database. Smart Email
Trigger If the "Mail & Actions" tab:contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookingsIf no connection to a messaging system is available the message will send to the Email address from the " = Trigger all on master*Template Variable = [GUESTSID1] greater than 0Mail & Actions" tab of the Email.
Booking info tab : *Info Code Subject = REPEAT</div></div>Enter the appropriate details
<div class*Plain Text Box ="mw-collapsible mw-collapsed">Your text, using the template variables to modify the specific text in the booking. [IF<div class="headline-collapse" > :[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)|].====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content"> 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 have a custom question with a 'Tick box' 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 example, they want a late checkinthe special Price.
Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick *HTML Box.
Trigger tab[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
*Trigger Event = After '''Booking*Trigger Time = immediately*Trigger Window = 365Info Tab :- Optional'''*Booking Source info code = AllEXTRANIGHTS, *Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][GUESTCUSTOMQ1PROPERTYCURRENCYBACK] equals ticked (or) not ticked per extra night
Booking info tab :
*Info Code = LATECHECKIN
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee Send Email to all bookings from a channelyour guest - Offering Early Checkin ====
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Expedia (for example)
Invoice tab:*Type = Amount*Description = Cleaning fee (for example)*Amount = 50 (for example - To send an automated Email to the amount guest confirming that it is possible to have an Early Checkin as room is available the day of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable)before arrival.
The fee will be added This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the next time Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions run. </div></div>
<div classTrigger Tab :- *Trigger Event ="mw-collapsible mw-collapsed">Checkin (depending on when you want to notify the guest)<div class*Trigger Time ="headline-collapse" > 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 =Add a fee (Penalty) to Trigger all bookings with an Outstanding Balance===on master*Template Variables =[IF>:[VACANTDAYS]:1:yes|no] equal yes
</div><div class="mw-collapsible-content">You want to add a 2.2% fee to all bookings This template variable tests if there is an outstanding balance 2 days prior to checkin1 day between the guest booking and the next booking.
Trigger 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)
Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days Dear, [GUESTNAME],
Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not ZeroWe are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Invoice tab:*Type = Amount*Description = Payment Fee||If you would like checkin early for your stay then please send an email to our Reservations team [INVOICEBALANCE:2.2%PROPERTYEMAIL]*Amount = 0 (leave as 0 so confirming the value is set from number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the calculation in Description field)*Per = Room*Period = one timespecial Price.*VAT = 19% (for example - enter the VAT amount if applicable)Best regards,
The fee will be added the next time the auto actions run[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> ===Payments/Pending Payments===
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 To send an automated Email to the guest confirming that it is possible to have a booking info tab for information and reporting*Flag Text = PendingPayment (for example)*Flag Colour = select the colour Late Checkout as this will be visible in room is available the Calendar/Bookings listday of departure.
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.
Invoice tabTrigger Tab :- *Trigger Event = Checkout*Payment Type Trigger Time = select -1 days (depending on what when you want to notify the payment is calculated (Percent of Balance dueguest, in this example 2 days before arrival)*Description Trigger Window = the text you will see in the "Charges and Payments" tab1*Status Booking Source = if you use the status function add the status you want to apply to the pending payment (optional)All *Amount Booking Status = enter the amount or percentage you want to collectAll but not cancelled*Payment Rule Group bookings = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here Trigger all on master*Payment Due Template Variables = Set when the payment is due[IF>:[TURNOVERDAYS]:1:yes|no] equal yes
Create a Payment Rule 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 collect a payments when bookings are not cancelledmodify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Go to Settings > Payments > Payment RulesDear, [GUESTNAME],
Payment Rule :We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Name = Enter 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 title - Not Cancelled (Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for example)Action = Autothe special Price.
Payment Trigger :Best regards,
*Booking Status = All not cancelled[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]*Any Booking Info Code = optional[PROPERTYNAME] *All Booking Info Codes = optional[PROPERTYADDRESS],*Exclude Booking Info Code = optional (can exclude Virtual Credit cards[PROPERTYCITY], find the Booking info code in the booking)[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]
Payment Action Booking Info Tab : *Capture = Yes - immediately charged (Capture=Yes)Optional*Add Booking info code on success = add a Booking Info item to the booking on successLATCHECKOUT, *Add info code on failure = add a Booking Info item to the booking on failureDescription = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout
''''Create To send an automated Email to the guest confirming that it is possible to have a Payment Rule (Optional)''''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.
Standard payment rules The URL link in the system are Auto & Manualmessage tab, you can create additional rules for will send the collection of outstanding paymentsguest to your guest booking page with set conditions, you can control the collection leaving date of payments if the existing booking status is changed, for example the room id of the existing booking is cancelled before and the Offer you have created for the final payment is due to be collectedLateCheckout.
Go to This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULESPROPERTIES > 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.
Click '''Create New Payment Rule''' :*Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway
Payment Rule'''Step 2:*Name = Enter your title - Not Cancelled (for example) *Action = Auto''' Create a Rate or Daily Price, PRICES
Payment Trigger :Guests = Max Occupancy*Booking Status Max Stay = All not cancelled*Any Booking Info Code (optional)*All Booking Info Codes (optional)1*Exclude Booking Info Code Offer = optional (can exclude Virtual Credit cards, find select the Booking info code offer number as created in the booking)above step.
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 If you are using Rates, select 'Rate allowed' = add a Booking Info item to Sunday, untick all the booking on successother days. *Add info code on failure = add a Booking Info item to the Channel Tab, untick all channels, leave only 'beds24.com' for your booking on failurepage.
Prevent Auto Payment :If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. *Prevent payment if Enable list, untick all channels, leave only 'beds24.com' for your booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manualpage.
'''Create 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*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking)
Collect the outstanding balance for *Group bookings created via your booking page. = Trigger all on master
Go to *Template Variables = [IF=:[LEAVINGDAY:{{#fas%a}]:Sun:cog}} (SETTINGS) GUEST MANAGEMENT |[IF> AUTO ACTIONS and click '''Create New Action''' to create them.=^[TURNOVERDAYS]^1^yes~no]] equal yes
'''Collect outstanding balance for direct bookings'''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.
Trigger Message tab:- *TimeSend Email = Guest API/Smart Email (or one of the other options)**Trigger Event EMail Subject = CheckinEnter the appropriate details **Trigger Time Email Text = -3 days (set Your text, using the time you want template variables to collect modify the specific text in the booking. Enter the paymenttext in both Plain text Box (Messaging API)**Time Window = 3 days and HTML Box (set this to the same number (positiveEmails) as Trigger time.
*Booking SourceDear, [GUESTNAME],**Booking Source = Direct. You can have different auto actions/rules for direct bookings We are very happy to offer you 'Late Check-v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookingsout' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
*Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used If you would like a late checkout, please use this link to refine make the auto action being triggered)booking and payment.
Booking tabhttps: Optional*Flag Text //beds24.com/booking2.php?checkin= Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]
Booking Info tab<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas: Optionallightbulb}} </span> The details in the URL, for information will direct the guest to make a new booking in the existing room with the check-in date = leaving date and reporting*Booking Info Code = BALANCE (for example enter the value Offer 7 &br- use one word only7 (offer created in Step 1 above)*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
Invoice tab:Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page. Best regards,
<div class="warning">{{#fas[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only [PROPERTYEMAIL] Master.</div> Website :- [PROPERTYWEB]
*Add a Pending Payment to the bookingBooking Info Tab :- Optional**Payment Type Booking info code = Percent of Group Balance due (select on what the payment is calculated) LATCHECKOUT, **Booking Info Description = the text you will see in the "Charges and Payments" tab**Status = if you use the status function add the status you want to apply to the pending payment (optional)**Amount = 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 {{#fasUpsell email sent [CURRENTDATE]:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here) **Payment Due = Trigger date**Payment time = set the time to collect payment**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.Late Checkout
<span style="color:#fe746c;“ >{{#fas:exclamation[BOOKID] -triangle}} </span> Automatic collection is only available for customer who use booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking[StripeFIRSTNIGHT][LASTNIGHT].
Create a Booking tab: (optional)*Execution = One time only*Flag Text = Stripe Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if Failed*Flag Colour - choose the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this.flag colour</div></div>
Go ===Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to {{#fas:cog}} (SETTINGS) PAYMENTS bookings ====</div><div class="mw-collapsible-content"> PAYMENT RULES
Payment Rule : *Name = Enter your title - Security Deposit (If you need to use the Booking info code CHECKIN/CHECKOUT for example)*Action = Autoreporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
Payment Trigger tab:*Booking Status Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = select from the drop down list1 day*Any Booking Info Code Source = optionalAll*All Booking Info Codes Status = optionalAll but not cancelled*Exclude Booking Info Code Group bookings = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Trigger all on master
Payment Action Booking Info tab:*Capture Booking Info Code = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) CHECKIN*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure Text = add a Booking Info item to the booking on failureAuto Checkin
*Trigger Event = Check-out
*Trigger Time = Immediate
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank)
Invoice *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:*Assign Invoice Number Info Code = yesCHECKIN</div></div>
*Trigger Event = After Booking or Before Check-in
*Trigger Time = set the time you want to add the pending payment to the booking
*Booking Source =All (for example, you can also set different rules for different channels)
Invoice tab:*Payment Type <div class= select on what the payment is calculated (Percent of Balance due)"mw-collapsible mw-collapsed">*Description <div class= the text you will see in the "Charges and Paymentsheadline-collapse" tab> *Status = if you use the status function add the status you want to apply to the pending payment (optional)===Identify bookings with Custom Question ticked/unticked ====*Amount = enter the amount or percentage you want to collect</div>*Payment Rule <div class= Manual "mw-collapsible- if content">If you have set up payment rules a custom question with a 'Tick box' for example, they want a late checkin. Setup the custom question in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS ->PAYMENT COLLECTION they will be available here Custom question 1, set with TYPE = Tick Box. *Payment Due = Set when the payment is dueTrigger tab:
The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger 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. on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked
Booking tab:*Execution = One The fee will be added the next time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as requiredauto actions run.
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Booking.com (for example)
*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses)
Booking changes are applied before The fee will be added the mail is sent so that the flag template variable can be reflected in next time the Emailauto actions run.
*Trigger Event = Check-in*Trigger Time = -365 (for example Invoice tab: must be a negative value and the same as the value in Trigger window)*Trigger Window Add Invoice Item = 365Update Only*Booking Source Type = AllChange Description *Booking Status Description = All but not cancelledCleaning^Cleaning Service Fee*Invoice Balance Invoicee = Any Payment made Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: Ignore (optional) *Execution = One time only*Flag Text = The text otherwise you want can add a specific Invoicee to display*Flag Colour - choose limit the flag colour Booking info tab : (optionalsearch)
*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.
Booking Invoice tab:*Execution 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 only*Flag Text Invoicee = The text Ignore (otherwise you want can add a specific Invoicee to display*Flag Colour - choose limit the flag colour</div></div>search)
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag/colour for a booking coming from a certain channel====
Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) Booking tab:*Execution Payments/Pending Payments== One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div>
<span styleTrigger tab:*Trigger Event ="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to After Booking or Before Check-in AND/OR Apply *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 flag when booking is fully paid".group)
Trigger Booking Info tab:Optional*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = AllAdd a booking info tab for information and reporting*Booking Status Flag Text = All not cancelledPendingPayment (for example)*Invoice Balance Flag Colour = Any Payment madeselect the colour as this will be visible in the Calendar/Bookings list
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > Invoice tab:*Payment Type ====Apply a flag when a select on what the payment FAILS at Stripe====is calculated (Percent of Balance due)</div><div class*Description =the text you will see in the "mw-collapsible-contentCharges and Payments"> Trigger tab:*Trigger Event Status = After Bookingif you use the status function add the status you want to apply to the pending payment (optional)*Trigger Time Amount = Immediateenter the amount or percentage you want to collect*Trigger Window Payment Rule = 365use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Booking Source Payment Due = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAILSet when the payment is due
Booking tab:
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply Create a flag Payment Rule to Bookingcollect a payments when bookings are not cancelled.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content">
Booking tab:
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Flag Colour - choose the flag colour
===Status changes===
Booking tab:*Execution = One time only*Booking Status = Cancelled</divGo to Settings ></divPayments >Payment Rules
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >Payment Rule :
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:
<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">
Time:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365 day
Time
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
Time
*Trigger Event = After Check-out
*Trigger Time = 30 days
*Trigger Window = 365 days
Time
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 1 day
You will need to create multiple emails to capture the payment multiple times for the same booking.
'''Trigger tab:'''
'''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.
</div>
<div class="mw-collapsible-content">
This uses a smart template variable. In this example the auto action will trigger on Booking and for 1 day, we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.
'''Trigger tab:'''
Set the rules to when this Auto Action should trigger.
Time:
*Trigger Event = Booking
*Trigger Time = Immediate
*Trigger Window = 1
Booking Source:
*Booking Source = All (for example)
Booking Conditions:
*Booking Status = All Not Cancelled
'''SMS tab:'''
<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
Info Codes :-
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use)
'''Message 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 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 - Your access code (your text)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
</div>
<div class="headline-collapse" >
====Send Email to all current guest guests with check-in details 2 days before Check-in, booking paid/no outstanding balance ====
</div>
<div class="mw-collapsible-content">
This auto action will be sent only when the Invoice Balance of the booking is zero. This can be used to ensure that the checkin details are only sent when the guest has completed the payments.
'''Trigger tab:'''
Time:-
*Trigger Event = Check-in
*Trigger Time = Immediate*Trigger Window = 14 -2 (the max number of days your guests can staybefore check-in you want to sent the code or link)*Trigger Window = 2 Booking Source:-
*Booking Source = All
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
*Any Booking Info Code Invoice Balance = CHECKIN*Exclude Booking Info Code = CHECKOUT Zero
'''Message 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.
*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 URL. Template 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 :- It Enter the text you wish to send to your guests this can include URLs. Include any information that is possible important for the checkin of the guest, for example the Key code for the door, who to use the same details (URL) as in contact if there are any issues, template variables can be used, see the Plain Text box above. Template list of ALL template variables that can be used [[Template_Variables| see here]]
</div>
</div>
<div class="headline-collapse" >
====Send Email to guests with a PDF attachmentcheck-in details 2 days before Check-in, Security Deposit Authorised at Stripe ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 2 Booking Source:- *Booking Source = All*Booking Status = All but not cancelled Booking Conditions:- *Group bookings = Trigger all on master*Invoice Balance = Zero Info codes :-*Any Booking Info Code = STRIPEAUTHORIZE '''Message 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 Email Message = Guest Booking 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.
*Attachment = Select an option from the drop down list. *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 URL. Template 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 :- It Enter the text you wish to send to your guests this can include URLs. Include any information that is possible important for the checkin of the guest, for example the Key code for the door, who to use contact if there are any issues, template variables can be used, see the same details (URL) as in the Plain Text box above. Template 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. 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.
</div>
</div>
<div class="headline-collapse" >
====Send Email after the cleaner has cleaned the roomto all current guest (Check-in) ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
*Booking Status = All but not cancelled
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 text in the Plain text box, for emails enter the text in the other options)HTML box.
*Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Email Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guestsinclude URL. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
</div>
</div>
<div class="headline-collapse" >
====Send Email to your guest with Guest Invoice - Upselling additional nights - nights available after checkout PDF attachment====
</div>
<div class="mw-collapsible-content">
'''Trigger Tab tab:''' *Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 2*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes
'''Message Messaging tab :''''''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message Email = Booking Guest API/Smart Email(or one of the other options)
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If 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 Attachment = Select the Invoice Template from the drop down list. *Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API, 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
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="headline-collapse" >
====Send Email to your guest with Booking Registration Form - Upselling additional nights - nights available before checkin PDF attachment====
</div>
<div class="mw-collapsible-content">
*Booking Status = 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="headline-collapse" >
====Send Email to your guest - Offering Early Checkin after the cleaner has cleaned the room====
</div>
<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that it is possible then they can check you/the cleaner have to add a unit status to have an Early Checkin as the room when it is available ready. In this example we used the day of before arrival.unit status clean
*Booking Source = All
Booking Conditions
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
*Send Email = Guest API/Smart Email (or one of the other options)
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="headline-collapse" >
====Send Email to your guest - Offering Late Checkout Upselling additional nights - nights available after checkout ====
</div>
<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrivalextend their stay.
This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
'''Trigger Tab :- ''' Time:*Trigger Event = CheckoutCheckin (depending on when you want to notify the guest)*Trigger Time = -1 2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 12 Booking Source:
*Booking Source = All
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you need would like to use 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 info code CHECKIN/CHECKOUT Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboardspecial Price.
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<div class="headline-collapse" > ====Add CHECKOUT Booking info code Send Email to bookings your guest - Upselling additional nights - nights available before checkin ====
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*Booking Status = All but not cancelled
Booking info tab Fields: *Info Code Template Variables = CHECKIN[IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes</div></div>This template variable tests if there is upto 3 days from previous checkout to check in of current booking.
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<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >
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<div class="headline-collapse" > ====Add a pending paymentSend Email to your guest - Offering Late Checkout ====
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This template variable tests if there is 1 day between the guest booking and the next booking.
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====Collect outstanding booking balance 3 days prior Send Email to your guest - Offering Late Checkout Only on a Sunday when there is no new arrival( Credit card details were collected at time of booking)====
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'''Step 1: ''' Create a Payment Rule to collect payments if bookings are not cancelled.new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS
'''Step 3: ''' Create the Auto Action
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===Send an email to the Owner/Internal email address ===
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<div class="headline-collapse" > ===='Capture' Send an email to the Owner/Internal email address when a Security Deposit when Credit card is collected payment FAILS at time of booking. Stripe====</div>
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Trigger tab:
*Trigger Event = After Booking *Trigger Time = immediateImmediate*Trigger Window = 365*Booking Source =All (for example, you can also set different rules for different channels) Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "Charges and Payments" tab)*Booking Status = if you use the status function add the status you want to apply to the pending payment (optional)All but not cancelled*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule Booking Info Code = Security Deposit (Create a Payment RuleSTRIPEFAIL, see below) *Payment Due = check inCARDFAILSTRIPE
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
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<div class="headline-collapse" > ====Apply an Add CHECKOUT Booking info code and and/or icon when a payment was madeto bookings ====
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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 = After BookingCheck-out
*Trigger Time = Immediate
*Trigger Window = 3651 day
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance Group bookings = Any Payment made Trigger all on master
Booking Info tab:*Execution Booking Info Code = One time onlyCHECKOUT*Booking Info Code Text = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.Auto Checkout
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<div class="headline-collapse" > ====Assign invoice numbersGroup check-in ====
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This requires the master booking to be checked-in via the check-in function.
Trigger tab:
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====Using Pending Payments as a Payment ReminderIdentify Repeat Guest ====
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This requires you to use the Guest database.
Trigger tab:
*Trigger Event = After Booking Info tab:*Optional, add a booking info tab for information and reportingTrigger 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: Optional*Flag Text Info Code = PaymentDue1 (for example), set multiple if multiple payments are required. REPEAT*Flag Colour = select the colour as this will be visible in the Calendar</div></Bookings listdiv>
Booking info tab :
*Info Code = LATECHECKIN
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===Booking Flags/ColoursAdd invoice items to a booking ===
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====Apply Add a flag when fee to all bookings from a booking is cancelledchannel====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = 1 HourImmediate*Trigger Window 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 = 365 days50 (for example - the amount of your cleaning fee)*Booking Status per = Room*Period = one time*VAT = Cancelled19% (for example - enter the VAT amount if applicable)
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<div class="headline-collapse" > ====Apply a flag for Add a fee (Penalty) to all bookings from a channel which have breakfast includedwith an Outstanding Balance====
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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:*Execution Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = One time only0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Flag Text Period = The text you want to displayone time*Flag Colour VAT = 19% (for example - choose enter the flag colourVAT amount if applicable)
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===Modify description/values of an existing invoice item in a booking ===
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====Apply Update the Description field of a flag when deposit was made prior to Check-incharge/invoice item====
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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)
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<div class="headline-collapse" > ====Apply Update all values of a flag when booking is fully paidcharge/invoice item====
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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
*Trigger Time Window = 365*Booking Source Check In From = AllSelect the first date of the Summer Season*Booking Status Check In To = All not cancelledSelect the last date of the Summer Season *Invoice Balance Booking Source = ZEROExpedia (for example)
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====Apply a flag when Add a pending payment was made====
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Booking tab:Optional*Execution Booking Info Code = One time onlyPENDPAY*Flag Booking Info Text = The text you want to display*Flag Colour - choose the flag colour</div></div>Pending payment added
Go to Settings > Channel Manager Payments > Preferences and set Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)Action = Auto report failed cards = Yes Payment Trigger tab: *Trigger Event Booking Status = After BookingAll not cancelled*Trigger Time Any Booking Info Code = Immediateoptional*Trigger Window All Booking Info Codes = 365optional*Exclude Booking Source Info Code = Alloptional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Booking Status Capture = Yes - immediately charged (Capture= All but not cancelledYes)*Add info code on success = add a Booking Info Code item to the booking on success*Add info code on failure = BOOKINGCOMCARDadd a Booking Info item to the booking on failure
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<div class="headline-collapse" > ==== Change Add a pending payment - Set the status Security Deposit value based on the price of all "Request" bookings to "Cancelled" after three days the booking, using a calculation ====
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Trigger tab:*Trigger Event = After Bookingor Before Check-in*Trigger Time = 3 daysset 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 = Requestif 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.
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 '''Create Auto Actions ''' Collect the outstanding balance for bookings created via your booking page. Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them. '''Collect outstanding balance for direct bookings''' Trigger tab:*Time**Trigger Event = Checkin**Trigger Time = -3 days (set the time you want to collect the payment)**Time Window = 3 days (set this to the same number (positive) as Trigger time. *Booking Source**Booking Source = Direct. You can have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. *Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the auto action being triggered) Booking tab: Optional*Flag Text = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value - use one word only)*Booking Info Text = Enter the description/text to show in for the Booking Info Code. Invoice tab: <div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div> *Add a Pending Payment to the booking**Payment Type = Percent of Group Balance due (select on what the payment is calculated) **Description = the text you will see in the "Charges and Payments" tab**Status = if you use the status function add the status you want to apply to the pending payment (optional)**Amount = 100 (this will be 100% of the outstanding group balance) **Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here) **Payment Due = Trigger date**Payment time = set the time to collect payment**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ===='Capture' a Security Deposit when Credit card is collected at time of booking. ====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels) Info Codes:Any Booking Info Code = CARDTOSTRIPE Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]]. Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Payment Rule : *Name = Enter your title - Security Deposit (for example)*Action = Auto Payment Trigger :*Booking Status = select from the drop down list*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) *Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply an info code and and/or icon when a payment was made====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Booking Info tab:*Execution = One time only*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank) Invoice tab:*Assign Invoice Number = yes</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to add the pending payment to the booking*Booking Source =All (for example, you can also set different rules for different channels) Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required. *Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. </div></div> ===Booking Flags/Colours=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when deposit was made prior to Check-in====</div><div class="mw-collapsible-content">Trigger tab: *Trigger Event = Check-in*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional) *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required. Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when booking is fully paid====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid". Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment made Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Booking tab:*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD Booking tab:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div> ===Status changes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three days ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status = Request Booking tab:*Execution = One time only*Booking Status = Cancelled</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all bookings which have been imported from Ical to "Request" ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate
*Booking Source = Ical Import (1, 2, 3)
Booking tab:*Execution = One time only*Booking Status = Request Booking changes are applied before the mail is sent.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change Room Unit Status when guest checks out ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Status = All but not cancelled*Any Booking Info Code = CHECKOUT Booking tab:*Execution = One time only*Change Room Unit Status = Select the option It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> ===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content"> You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Field Contains: Message = XXX Set the webhook like this: * URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty] Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"message": "[MESSAGE] - Append this message":}</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-content">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Source = Booking.com Set the webhook like this: *URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty] *Body Data =:{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"invoice":::[:::{::::"description": "Booking.com Commission",::::"status": "",::::"qty": "1",::::"price": "-[COMMISSIONNUM]",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]:}
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==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
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