2,864
edits
Changes
Jump to navigation
Jump to search
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'''Trigger tab:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING or {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES'''
'''Trigger tabTime:'''-*Trigger Event = CheckoutCheck-in*Trigger Time = Immediate -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 1 day2 Booking Source:- *Booking Source = All (or select the appropriate channel/Direct)
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
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 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:[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: '''Message tab:''' *Any Booking Info Code = CHECKOUT
For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box. '''Messaging tab:'''
[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please *Plain text box - will 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. channels using Message API
[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 to extend their stayyour Guests.
This example uses fixed values that you have entered into Setup your Booking Template, go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> PROPERTIES > ROOMS > SETUP > ROOM BOOKING 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.
This template variable tests if there is upto 3 days from previous checkout to check in of current booking. Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day
Message tab Booking Source:- *Send Email Booking Source = Guest API/Smart Email All (or one of select the other optionsappropriate channel/Direct) Booking Conditions:*EMail Subject Group bookings = Enter the appropriate details Trigger all on master*Email Text Booking Status = Your text, using the template variables to modify the specific text in the booking. All but not cancelled
[IF<='''Messaging tab:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. '''
Booking Info Tab :- Optional*Booking info code Send Message = EXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra nightGuest API/Smart Email (or one of the other options)
</div></div>If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
<div class=If no connection to a messaging system is available the message will send to the Email address from the "mw-collapsible mw-collapsedMail & Actions"><div class="headline-collapse" >tab of the Email.
To send an automated Email to *Subject - enter the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival.subject for your Guests
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 *Plain text box - will send to utilise the template variables and different values rather than duplicating auto actions. channels using Message API
Trigger Tab Message Text :- *Trigger Event = Checkin (depending on when enter the text you want wish to notify the guest)*Trigger Time = -2 days (depending on when you want send 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*your guests include URL. Template Variables = variables can be used [IF>:[VACANTDAYSTemplate_Variables| see here]:1:yes|no] equal yes *HTML box - Email will be sent
This template variable tests if there Email Text :- It is 1 day between possible to use the guest booking and same details (URL) as in the next bookingPlain Text box above. Template variables can be used [[Template_Variables| see here]]
Message tab <span class="" style="color:#f3e504; font- *Send Email = Guest APIsize: 150%;" >{{#fas:lightbulb}} </Smart Email (or one of span> It is assumed you use the other options)*EMail Subject = Enter Checkin/Checkout feature in the appropriate details *Email Text = Your textDashboard, using if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the template variables Booking Info Codes to modify the specific text in the bookingbookings. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Dear, [GUESTNAME]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.
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.<div class="mw-collapsible mw-collapsed">Best regards,<div class="headline-collapse" >
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]====Send Email after the cleaner has cleaned the room====[PROPERTYNAME] </div>[PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :<div class="mw-[PROPERTYEMAIL]Website :collapsible- [PROPERTYWEB]content">
Booking Info Tab :- Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early CheckinTo send an automated Email to the guest then they can check you/the cleaner have to add a unit status to the room when it is ready. In this example we used the unit status clean
</div></div>'''Trigger tab:'''
<div classTime:*Trigger Event = Checkin*Trigger Time ="mw-collapsible mw-collapsed">Immediate<div class*Trigger Window ="headline-collapse" >1
====Send Email to your guest - Offering Late Checkout ====</div>Booking Source:<div class*Booking Source ="mw-collapsible-content">All
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.Booking Conditions*Group bookings = Trigger all on master*Booking Status = All but not cancelled
This example uses fixed values that you have entered into {{#fasBooking Fields:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard *Template Variables set in the PropertyVariable = [UNITSTATUS1] Contains = clean '''Messaging tab: '''*Send Email = Guest API/Rooms, useful way to utilise Smart Email (or one of the template variables and different values rather than duplicating auto actions. other options)
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 = 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 - enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)subject for your Guests
Dear, [GUESTNAME],*Plain text box - will send to channels using Message API
We are very happy Message Text :- enter the text you wish to send to offer you 'Late Check-out' at your guests. Template variables can be used [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3Template_Variables| see here][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.*HTML box - Email will be sent
Best regards,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]]
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website *Attachment :- [PROPERTYWEB] if you want to send a Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout/Invoice template you can select from the drop down list.
===Booking Info Codes===
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-cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on masterthe 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 = CHECKIN*Booking Info Text = Auto Checkin</div></div>'''
<div classTime:*Trigger Event ="mw-collapsible mw-collapsed">Checkin (depending on when you want to notify the guest)<div class*Trigger Time ="headline-collapse" > ====Add CHECKOUT Booking info code 2 days (depending on when you want to bookings ====</div>notify the guest, in this example 2 days before arrival)<div class*Trigger Window ="mw-collapsible-content">2
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Source:*Booking info code rather than use the Current guest module in the dashboard. Source = All
Trigger tabBooking Conditions:*Trigger Event = Check-out*Trigger Time Group bookings = Immediate* Trigger Window = 1 day*Booking Source = Allall 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
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookingsIf the " = Trigger all on master*Info Code = CHECKINMail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
Booking info If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab : *Info Code = CHECKIN</div></div>of the Email.
<div class="mw*Email Subject -collapsible mwenter the subject for your Guests *Plain text box -collapsed">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<div =:[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)|]. class="headline-collapse" > ====Identify Repeat Guest ====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. </div><div class="mw*HTML box -collapsible-content">This requires Email will be sent, enter the text you wish to use the Guest databasesend to your guests. Template variables can be used [[Template_Variables| see here]]
Trigger tab[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
*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][GUESTSID1PROPERTYCURRENCYBACK] greater than 0per extra night
Booking info tab :
*Info Code = REPEAT
If you have a custom question with a 'Tick box' for example, they want a late checkin.
Setup To send an automated Email to the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Boxguest confirming that it is possible to extend their stay.
Trigger tabThis 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 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 Tab :-'''
Booking info tab Time: *Info Code Trigger Event = LATECHECKINCheckin (depending on when you want to notify the guest)</div>*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)</div>*Trigger Window = 2
<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 tabBooking Conditions:*Trigger Event Group bookings = After Booking* Trigger Time = Immediateall on master*Booking Source Status = Expedia (for example)All but not cancelled
Invoice tabBooking Fields:*Type Template Variables = 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)[IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes
The fee will be added the next time the auto actions runThis template variable tests if there is upto 3 days from previous checkout to check in of current booking. </div></div>
<div class="mw-collapsible mw-collapsed"><div class="headline'''Messaging tab :-collapse" > '''*Send Message ====Add a fee (Penalty) to all bookings with an Outstanding Balance====Guest API/Smart Email
</div><div class=If the "mw-collapsible-contentMail & Actions">You want tab contains a "real" Email address the message is sent to add the guests Email address. If only a 2.2% fee to all bookings masked Email address is available the message sends via the channels API messaging systems if there is an outstanding balance 2 days prior to checkinpossible.
Trigger If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab:of the Email.
Time :*Trigger Event Subject = Checkin Enter the appropriate details *Trigger Time Plain Text Box = -2 daysYour text, using the template variables to modify the specific text in the booking. [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *Trigger Window = 2 days HTML Box
Booking Conditions[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)|].*Status = All not Cancelled *Invoice Balance = Not ZeroWe 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.
Invoice tab'''Booking Info Tab :- Optional'''*Type Booking info code = 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
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.
Invoice tabTrigger Tab :- *Payment Type Trigger Event = select Checkin (depending on what when you want to notify the payment is calculated (Percent of Balance dueguest)*Description Trigger Time = -2 days (depending on when you want to notify the text you will see guest, in the "Charges and Payments" tabthis example 2 days before arrival)*Trigger Window = 2*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>:[VACANTDAYS]: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 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Name = Enter 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 title - Not Cancelled (Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for example)the special Price.Action = AutoBest regards,
Payment Trigger [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]
*Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optionalTab :- 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)EARLYARRIVAL, *Add info code on success = add a Booking Info item to the booking on success*Add info code on failure Description = add a Booking Info item to the booking on failureUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
''''Create To send an automated Email to the guest confirming that it is possible to have a Payment Rule Late Checkout (Optional)''''as room is available the day of departure.
Standard payment rules 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 system are Auto & ManualProperty/Rooms, you can create additional rules for useful way to utilise 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 collectedtemplate variables and different values rather than duplicating auto actions.
Go to {{#fasTrigger Tab :cog}} - *Trigger Event = Checkout*Trigger Time = -1 days (SETTINGSdepending 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 = PAYMENTS Trigger all on master*Template Variables = [IF> PAYMENT RULES:[TURNOVERDAYS]:1:yes|no] equal yes
Create a Payment Rule to collect payments This template variable tests if bookings are not cancelledthere is 1 day between the guest booking and the next booking.
Click '''Create New 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 modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Payment Rule:*Name = Enter your title - Not Cancelled (for example) *Action = AutoDear, [GUESTNAME],
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 We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the Booking info code in the booking)exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
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 If you would like a Booking Info item late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the booking on success*Add info code on failure = add a Late Checkout, provide your Booking Info item to Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the booking on failurespecial Price.
Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set ManualBest regards,
'''Create Auto Actions '''Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, Collect the outstanding balance for bookings created via your booking page. *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT </div></div> AUTO ACTIONS and click '''Create New Action''' to create them.
'''Collect outstanding balance for direct bookings'''<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
Trigger tab:*Time**Trigger Event = Checkin**Trigger Time = ==Send Email to your guest -3 days (set the time you want to collect the payment)Offering Late Checkout Only on a Sunday when there is no new arrival ====</div>**Time Window <div class= 3 days (set this to the same number (positive) as Trigger time."mw-collapsible-content">
*Booking Source**Booking Source = Direct. You can To send an automated Email to the guest confirming that it is possible to have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookingsa Late checkout on Sundays as the room is available on the day of departure.
*Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the This auto action being triggered)will create a new booking for the date of departure, closing the calendar to any other bookings.
Booking The URL link in the message tab: Optional*Flag Text = Pending payment added (, 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 example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings listLateCheckout.
Booking Info tabThis example uses fixed values that you have entered into {{#fas: Optional, for information and reporting*Booking Info Code = BALANCE cog}} (for example enter the value - use one word onlySETTINGS)*Booking Info Text = Enter > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the descriptionProperty/text Rooms, useful way to show in for utilise the Booking Info Codetemplate variables and different values rather than duplicating auto actions.
Invoice tab'''Step 1:''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS
<div class*Name ="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type Latecheckout*Enable =‘ Percent of Group balance due’ Only if you selected Trigger tab > Available*Booking Conditions > Group Booking Trigger Type = Trigger Only Master.</div> Confirmed with Deposit 2 - via payment gateway
*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 {{#fas2: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.''' Create a Rate or Daily Price, PRICES
</div>Guests = Max Occupancy</div>Max Stay = 1Offer = select the offer number as created in the above step.
<div classIf you are using Rates, select 'Rate allowed' ="mw-collapsible mw-collapsed">Sunday, untick all the other days. <div class="headline-collapse" >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 'Capturebeds24.com' a Security Deposit when Credit card is collected at time of for your bookingpage. ====</div><div class="mw-collapsible-content">
Trigger tab'''Step 3:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels)''' Create the Auto Action
Invoice tabTrigger Tab :- *Payment Type Trigger Event = Fixed amountCheckout*Description Trigger Time = Security Deposit -1 days (depending on when you want to notify the text you will see guest, in the "Charges and Payments" tabthis example 2 days before arrival)*Trigger Window = 1*Booking Source = All *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 Between Booking and Check in = 100 2 and 999 (balance is full price so 100% of to stop the balanceauto action triggering on the new booking)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due Group bookings = check in Trigger all on master
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection This template variable tests if the departure day is only available for customer who use [[Stripe]]a Sunday and there is at least 1 day between the existing guest booking and the next booking.
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 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if modify the specific text in the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this.Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULESDear, [GUESTNAME],
Payment Rule : *Name = Enter your title We are very happy to offer you 'Late Check- Security Deposit (for example)*Action = Autoout' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Payment Trigger 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 Status = select from id box on the drop down listbooking page. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] Email :-[PROPERTYEMAIL] Website :- [PROPERTYWEB] *Any Booking Info Code = optionalTab :- Optional*All Booking Info Codes info code = optionalLATCHECKOUT, *Exclude Booking Info Code Description = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)Upsell email sent [CURRENTDATE]: Late Checkout
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
Invoice Booking Info tab:*Assign Invoice Number Booking Info Code = yesCHECKIN*Booking Info Text = Auto Checkin
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 Trigger tab: Optional*Flag Text Trigger Event = PaymentDue1 (for example), set multiple if multiple payments are required. Check-out*Flag Colour Trigger Time = select the colour as this will be visible in the Calendar/Bookings list Invoice tab:Immediate*Payment Type Trigger Window = select on what the payment is calculated (Percent of Balance due)1 day*Description Booking Source = the text you will see in the "Charges and Payments" tabAll*Booking 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 collectAll but not cancelled*Payment Rule Group bookings = 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 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
===Booking Flags/Colours===
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 =Add invoice items 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>a booking ===
*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZEROExpedia (for example)
Booking Invoice tab:*Execution Add Invoice Item = One time onlyAdd 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*Flag Text Period = The text you want to displayone time*Flag Colour VAT = 19% (for example - choose enter the VAT amount if applicable) The fee will be added the next time the flag colourauto actions run.
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Booking.com (for example)
Booking tabTime :*Execution Trigger Event = One time onlyCheckin *Flag Text Trigger Time = The text you want to display-2 days*Flag Colour - choose the flag colourTrigger Window = 2 days
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to CheckIn some cases Channel bookings have different descriptions for the same charge item -i.e. Cleaning, update the description field in AND/OR Apply a flag when booking is fully paid".the invoice item so they all match, using the format (findthisinvoicedescription^replacewiththisdescription)
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
Booking tab:
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colour
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes 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 but not cancelledPendingPayment (for example)*Booking Info Code Flag Colour = BOOKINGCOMCARDselect the colour as this will be visible in the Calendar/Bookings list
Booking tab:
*Execution = One time only
*Booking Status = Cancelled
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": ""
:::}
::]
:}
=== 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="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">
*Booking Status = All but not cancelled
Booking Conditions:-
*Group bookings = Trigger all on master
*Invoice Balance = Zero Info codes :-*Any Booking Info Code = CHECKOUTSTRIPEAUTHORIZE
'''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">
*Booking Status = All but not cancelled
*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 Subject - enter Attachment = Select the subject for your GuestsInvoice Template from the drop down list.
*Plain text box Subject - will send to channels using Message API, enter the text you wish to send to subject for your guests. Template variables can be used [[Template_Variables| see here]]Guests
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, enter Email Text :- 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]]
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">
'''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:[VACANTDAYS]:0:3:yes|no|no] equal yes'''
*Attachment ====Send Email to your guest - Offering Early Checkin ====</div><div class="mw-collapsible-content">Select Booking Template from the drop down list.
Other files can not be attached. We are very happy recommend you use a link to offer a file you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]upload to your web site.</div></div>
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 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:'''
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked Send Email to your guest - Upselling additional nights - nights available before checkin ====
</div>
<div class="mw-collapsible-content">
Booking Source:*Booking Source ===Add invoice items to a booking ===All
</div>
</div>
<div class="mw-collapsible mw-collapsed"><div class==Payments/Pending Payments==="headline-collapse" >
</div>
<div class="mw-collapsible-content">
This template variable tests if there is 1 day between the guest booking and the next booking.
</div>
<div class="headline-collapse" >
====Collect outstanding booking balance 3 days prior Send Email to arrival( Credit card details were collected at time of booking)your guest - Offering Late Checkout ====
</div>
<div class="mw-collapsible-content">
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]
[PROPERTYNAME]
[PROPERTYADDRESS],
[PROPERTYCITY],
[PROPERTYPOSTCODE],
[PROPERTYSTATE],
[PROPERTYCOUNTRY].
Email :-[PROPERTYEMAIL]
Website :- [PROPERTYWEB]
*Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes
</div>
</div>
===Send an email to the Owner/Internal email address ===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply Send an info code and andemail to the Owner/or icon Internal email address when a payment was madeFAILS at Stripe====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance Booking Info Code = Any STRIPEFAIL, CARDFAILSTRIPE Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment made*HTML Box = Enter the text to be sent, you can use template variables in this message, for example [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking[FIRSTNIGHT][LASTNIGHT]
Booking Info tab:(optional)
*Execution = One time only
*Info Code Flag Text = Enter Stripe Payment Failed*Flag Colour - choose the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.flag colour
</div>
</div>
===Booking Info Codes===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Assign invoice numbersAdd 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-outin
*Trigger Time = Immediate
*Any Trigger Window = 1 day*Booking Source = All*Booking Info Code Status = CHECKOUT (optional only if you use the check-out function, if All but not leave blank)cancelled*Group bookings = Trigger all on master
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Using Pending Payments as a Payment ReminderAdd CHECKOUT Booking info code to bookings ====
</div>
<div class="mw-collapsible-content">
If you need to use the Booking Info tab:*Optional, add a booking info tab code CHECKIN/CHECKOUT for information and reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
Booking Info tab:
*Booking Info Code = CHECKOUT
*Booking Info Text = Auto Checkout
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a booking is cancelledGroup 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 = 1 Hour immediately*Trigger Window = 365 days*Booking Source = All*Booking Status = CancelledAll but not cancelled*Group bookings" = Trigger all on master*Info Code = CHECKIN
Booking info tab:*Execution Info Code = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as requiredCHECKIN
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag for a bookings from a channel which have breakfast includedIdentify Repeat Guest ====
</div>
<div class="mw-collapsible-content">
This requires you to use the Guest database.
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate immediately*Trigger Window = 365*Booking Source = All*Booking.com (for example)Status = All but not cancelled*Booking Field Contains - select "API MessageGroup bookings" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses)Trigger all on master*Template Variable = [GUESTSID1] greater than 0
Booking info tab:*Execution Info Code = 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.REPEAT
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when deposit was made prior to Check-inIdentify 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 = Check-inAfter Booking*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window) immediately
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance Group bookings" = Any Payment made Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked Booking info tab : *Info Code = LATECHECKIN</div></div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply Add a flag when booking is fully paidfee to all bookings from a channel====
</div>
<div class="mw-collapsible-content">
*Trigger Event = After Booking
*Trigger Time = Immediate
</div>
</div>
<div class="headline-collapse" >
====Apply Add a flag/colour for a booking coming from a certain channelfee (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:
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.Conditions:</div>*Status = All not Cancelled </div>*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" >
====Apply Update the Description field of a flag when a payment was madecharge/invoice item====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = 365Update Only*Booking Source Type = AllChange Description *Booking Status Description = All not cancelledCleaning^Cleaning Service Fee*Invoice Balance Invoicee = Any Payment madeIgnore (otherwise you can add a specific Invoicee to limit the search)
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply Update all values of a flag when a payment FAILS at Stripecharge/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
*Trigger 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*Booking Status Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example) *Amount = 0.75*Per = Per Person*Period = All but not cancelledOne time*Booking Info Code Invoicee = STRIPEFAILIgnore (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" >
====Apply a flag to Booking.com bookings and auto report the Credit Card when Add a pending payment FAILS at Stripe====
</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 tab:Optional*Execution Booking Info Code = One time onlyPENDPAY*Flag Booking Info Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div>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 changes==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<div class*Payment Rule ="mwuse auto or manual -collapsible mwif you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT-collapsed">PAYMENT COLLECTION they will be available here <div class*Payment Due ="headline-collapse" 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 = Change the status of all "Request" bookings to "Cancelled" after three days ==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 :</div><div class*Capture ="mwYes -collapsible-content">Trigger tabimmediately charged (Capture=Yes)*Trigger Event Add info code on success = After add a BookingInfo item to the booking on success*Trigger Time Add info code on failure = 3 days*add a Booking Status = RequestInfo item to the booking on failure
</div>
</div>
<div class="headline-collapse" >
==== Change Add a pending payment - Set the status Security Deposit value based on the price of all bookings which have been imported from Ical to "Request" the booking, using a calculation ====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Bookingor Before Check-in*Trigger Time = Immediateset the time you want to collect the payment*Booking Source = Ical Import 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 = 1quarter 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, 2this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, 3the 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 '''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": "":::}::]:}</div></div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
</div>
<div class="mw-collapsible-content">
</div>
</div>
