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<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
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)
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
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.
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:*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. *Send Message Email = Booking Guest API/Smart Email(or one of the other options)
[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<=Email Text :[TURNOVERDAYS]:3:Your apartment - It is possible to use the same details ([ROOMNAME]URL), which you booked for as in the Plain Text box above. Template variables can be used [NUMNIGHT] nights from [FIRSTNIGHTSHORTTemplate_Variables| see here] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. 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 : 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 Booking Source:*Booking Source = All (or select the appropriate channel/Direct) Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled '''Messaging tab :- ''' *Send Email Message = 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. *Attachment = Select Booking Template from the drop down list. *EMail Subject = Enter - enter the appropriate details subject for your Guests *Email Text = Your Plain text, box - will send to channels using Message API Message Text :- enter the template text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]] *HTML box - Email will be sent Email Text :- It is possible to modify use the specific text same details (URL) as in the bookingPlain Text box above. Template variables can be used [[Template_Variables| see here]]
[IF<span class="" style="color:[VACANTDAYS]#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 [VACANTDAYS] 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 :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 {{#fasTime: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 = Checkin*Trigger Time = Immediate*Trigger Window = 1
Trigger Tab Booking Source:- *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
*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 Guests *Plain text box - will send an email to our Reservations team [PROPERTYEMAIL] confirming channels using Message API Message Text :- enter the number of nights text you would like wish to send to stay and provide your Booking Reservation Number guests. Template variables can be used [[BOOKIDTemplate_Variables| see here]] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards,*HTML box - Email will be sent
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email Text :-It is possible to use the same details as in the Plain Text box above. Template variables can be used [PROPERTYEMAIL[Template_Variables| see here]Website :- [PROPERTYWEB]
Booking Info Tab *Attachment :- Optional*Booking info code = EARLYARRIVAL, *if you want to send a Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin/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 :Subject - [PROPERTYWEB]enter the subject for your Guests
Booking Info Tab :*Plain text box - Optional*Booking info code = LATCHECKOUTwill send to channels using Message API, *Booking Info Description = Upsell email sent enter the text you wish to send to your guests. Template variables can be used [CURRENTDATE] :[ROOMTEMPLATE3Template_Variables| see here][PROPERTYCURRENCYBACK] Late Checkout
===Booking Info Codes===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Add CHECKIN Booking info code to bookings ====
</div>
<div class="mw-collapsible-content">
If *HTML box - Email will be sent, enter the text you need wish to send to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you your guests. Template variables can set the Booking info code rather than use the Current guest module in the dashboard. 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)|].*Trigger Event = Check-in *Trigger Time = ImmediateWe 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 = 1 day*'''Booking Source = AllInfo Tab : Optional '''*Booking Status info code = All but not cancelledEXTRANIGHTS *Group bookings Booking Info Description = 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 To send an automated Email to the guest confirming that it is possible to extend their stay. This example uses fixed values that you need to use have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Booking info code CHECKINProperty/CHECKOUT for reporting/other auto actionsRooms, you can set useful way to utilise the Booking info code template variables and different values rather than use the Current guest module in the dashboardduplicating auto actions.
Booking Info tabTime: *Booking Info Code Trigger Event = CHECKOUTCheckin (depending on when you want to notify the guest)*Booking Info Text Trigger Time = Auto Checkout-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)</div></div>*Trigger Window = 2
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in ====Booking Source:</div><div class*Booking Source ="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function. All
Trigger tabBooking Conditions: *Trigger Event = After Booking*Trigger Time Group bookings = immediately*Trigger Window = 365*Booking Source = Allall on master
*Group bookings" = Trigger all on master
*Info Code = CHECKIN
This requires you to use the Guest database.
Trigger tab:To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival.
Booking info tab : *Info Code = REPEAT</div></div>This template variable tests if there is 1 day between the guest booking and the next booking.
<div class="mwMessage tab :-collapsible mw-collapsed"><div class*Send Email ="headline-collapse" > Guest API/Smart Email (or one of the other options)*EMail Subject ====Identify bookings with Custom Question ticked/unticked ====</div>Enter the appropriate details <div class*Email Text ="mw-collapsible-content">If you have a custom question with a 'Tick box' for exampleYour text, they want a late checkinusing 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)
Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1Dear, [GUESTNAME], set with TYPE = Tick Box.
Trigger tabWe are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365Info Tab :- Optional*Booking Source info code = AllEARLYARRIVAL, *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 Early Checkin
Booking info tab :
*Info Code = LATECHECKIN
===Add invoice items to a booking ===
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 a Late Checkout 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)departure.
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">Checkout<div class*Trigger Time ="headline-collapse" > 1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window =1*Booking Source =All *Booking Status =All but not cancelled*Group bookings =Add a fee (Penalty) to Trigger all bookings with an Outstanding Balance===on master*Template Variables =[IF>:[TURNOVERDAYS]: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 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Invoice tab:*Type = Amount*Description = Payment Fee||If you would like a late checkout, then please send an email to our Reservations team [INVOICEBALANCE:2.2%PROPERTYEMAIL]*Amount = 0 (leave as 0 so confirming you would like the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for example - enter the VAT amount if applicable)special Price.
The fee will be added the next time the auto actions run. </div></div>Best regards,
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: OptionalTo send an automated Email to the guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure. Add This auto action will create a new booking info tab for information and reporting*Flag Text = PendingPayment (for example)*Flag Colour = select the colour as this will be visible in date of departure, closing the Calendar/Bookings listcalendar 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.
Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = use auto or manual - if This example uses fixed values that you have set up payment rules in entered into {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the payment is duetemplate variables and different values rather than duplicating auto actions.
Create a Payment Rule to collect a payments when bookings are not cancelled. *Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway
Go to Settings > Payments > Payment Rules'''Step 2:''' Create a Rate or Daily Price, PRICES
Payment Rule :Guests = Max OccupancyMax Stay = 1Offer = select the offer number as created in the above step.
Name If you are using Rates, select 'Rate allowed' = Enter Sunday, untick all the other days. Channel Tab, untick all channels, leave only 'beds24.com' for your title - Not Cancelled (for example)Action = Autobooking page.
Payment Trigger :If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. Enable list, untick all channels, leave only 'beds24.com' for your booking page.
*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 '''Step 3: ''' Create the Booking info code in the booking)Auto Action
Payment Action Trigger Tab :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking)
</div></div*Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >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.
''''Create a Payment Rule (Optional)''''Dear, [GUESTNAME],
Standard payment rules in the system We are Auto & Manual, very happy to offer you can create additional rules for 'Late Check-out' at [PROPERTYNAME] at the collection exceptional rate 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[ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Go If you would like a late checkout, please use this link to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULESmake the booking and payment.
Create a Payment Rule to collect payments if bookings are not cancelledhttps://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]
Click '''Create New Payment Rule''' <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)
Payment Rule:*Name = Enter your title - Not Cancelled (for example) Booking Reservation Number [BOOKID] into the Booking id box on the booking page. *Action = AutoBest regards,
Payment Trigger :[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] *Booking Status = All not cancelled *Any Booking Info Code (optional)Email :-[PROPERTYEMAIL] *All Booking Info Codes (optional)*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)Website :- [PROPERTYWEB]
Payment Action Booking Info Tab :*Funding Source = Guest card only*Payment value adjustment = Limit to group booking balance*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]: Late Checkout
Prevent Auto Payment :</div>*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual</div>
'''Create Auto Actions '''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
Collect [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the outstanding balance for bookings created via your booking page. [FIRSTNIGHT][LASTNIGHT]
Go to {{#fasBooking tab:cog}} (SETTINGSoptional) GUEST MANAGEMENT *Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> AUTO ACTIONS and click '''Create New Action''' to create them.
'''Collect outstanding balance ===Booking Info Codes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKIN Booking info code to bookings ====</div><div class="mw-collapsible-content"> If you need to use the Booking info code CHECKIN/CHECKOUT for direct bookings'''reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
*Booking Conditions<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > **Group ====Add CHECKOUT Booking Trigger info code to bookings ==== Trigger only Master**Status = All not cancelled</div>**Invoice Balance<div class= Not Zero (can be used to refine the auto action being triggered)"mw-collapsible-content">
Booking Info Trigger tab: Optional, for information and reporting*Booking Info Code Trigger Event = BALANCE (for example enter the value Check- use one word only)out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Info Text Source = Enter the description/text to show in for the All*Booking Info Code. Status = All but not cancelled*Group bookings = Trigger all on master
Invoice Booking Info tab:*Booking Info Code = CHECKOUT*Booking Info Text = Auto Checkout</div></div>
*Add a Pending Payment to the bookingTrigger tab: **Payment Type Trigger Event = Percent of Group Balance due (select on what the payment is calculated) After Booking**Description Trigger Time = the text you will see in the "Charges and Payments" tab immediately**Status Trigger Window = if you use the status function add the status you want to apply to the pending payment (optional)365**Amount Booking Source = 100 (this will be 100% of the outstanding group balance) All**Payment Rule Booking Status = 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) All but not cancelled**Payment Due Group bookings" = Trigger date**Payment time = set the time to collect paymentall on master**Invoicee Info Code = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.CHECKIN
*Trigger Event = After Booking
*Trigger Time = immediate
*Booking Source =All (for example, you can also set different rules for different channels)
Invoice tab:*Trigger Event = After Booking*Payment Type Trigger Time = Fixed amount immediately*Description Trigger Window = Security Deposit (the text you will see in the "Charges and Payments" tab)365*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 = 100 (balance is full price so 100% of the balance)All but not cancelled*Payment Rule Group bookings" = Security Deposit (Create a Payment Rule, see below) Trigger all on master*Payment Due Template Variable = check in[GUESTSID1] greater than 0
Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if Setup the booking is for a longer period, then you can create a second Capturecustom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, you will need to create another auto action for thisset with TYPE = Tick Box.
Go to {{#fasTrigger tab:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
Payment Rule : *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Name Booking Status = Enter your title - Security Deposit (for example)All but not cancelled*Group bookings" = Trigger all on master*Action Template Variable = Auto[GUESTCUSTOMQ1] equals ticked (or) not ticked
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 tab :*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 Code = add a Booking Info item to the booking on failureLATECHECKIN
*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment madeExpedia (for example)
Booking Info Invoice tab:*Execution Add Invoice Item = One Add new*Type = Amount*Description = Cleaning fee (for example) - Template variables can be used. *Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time only*Info Code VAT = Enter the preset code 19% (for example - enter the icon or info code which you have created in {{#fas:cog}} (SETTINGSVAT amount if applicable) ACCOUNT->PREFERENCES The fee will be added the next time the auto actions run.
*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)
Booking Info Invoice tab:*Optional, Add Invoice Item = Update Only*Type = Change Description *Description = Cleaning^Cleaning Service Fee*Invoicee = Ignore (otherwise you can add a booking info tab for information and reportingspecific Invoicee to limit the search)
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:</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > *Payment Type = select on what the payment is calculated (Percent ===Update all values of Balance due)a charge/invoice item==== </div>*Description <div class= "mw-collapsible-content"> You need to change the text you will see charges in bookings due to an update in your prices. Tourist Tax (for example), update the "Charges description field and Payments" value using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Time Window = 365*Status Check In From = if you use Select the first date of the status function add Summer Season*Check In To = Select the status you want to apply to last date of the pending payment Summer Season *Booking Source = Expedia (optionalfor example) Invoice tab:*Add Invoice Item = Update Only*Amount Type = enter the amount or percentage you want to collectChange All *Payment Rule Description = Manual Tourist Tax^Tourist Tax - if you have set up payment rules in {{#fas:cog}} Summer season 2022 (SETTINGSfor example) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due Amount = 0.75*Per = Per Person*Period = One time*Invoicee = Set when Ignore (otherwise you can add a specific Invoicee to limit the payment is duesearch)
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 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 Booking tab:Optional*Trigger Event = After Booking*Trigger Time Info Code = ImmediatePENDPAY*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enter: meal_planInfo Text =Breakfast (or Extra Breakfast - use the text the channel uses)Pending payment added
Booking Invoice tab:*Execution Payment Type = One time onlyselect on what the payment is calculated (Percent of Balance due)*Flag Text Description = The the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to displayapply to the pending payment (optional)*Flag Colour Amount = enter the amount or percentage you want to collect*Payment Rule = use auto or manual - choose 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 flag colourpayment is due
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 Create a flag Payment Rule to collect a payments when deposit was made prior to Check-in====</div><div class="mw-collapsible-content">Trigger tab:bookings are not cancelled.
*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 Go to Settings > Payments > Payment madeRules
Message tabPayment Rule :
*Send Email : select appropriate optionName = Enter your title - Not Cancelled (for example)*Enter : Subject and Email contentAction = Auto
Booking tabPayment Trigger : (optional)
Booking info tab Payment Action : (optional)
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
<div classBooking Info tab: OptionalAdd a booking info tab for information and reporting*Booking Info Code ="mw-collapsible mw-collapsed">PENDPAY<div class*Booking Info Text ="headline-collapse" >Pending payment added
Trigger tab:*Trigger Event <span class= After Booking*Trigger Time "" style= Immediate*Booking Source "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style= Booking.com "font-weight: bold;" >Tip</span> A price value for the invoice item can be specified after a second pipe (for example|)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.
Booking tab:*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Execution Amount = One time only0*Flag Text Payment Rule = The text use auto or manual - if you want to displayhave set up payment rules in {{#fas:cog}} (SETTINGS) Payments > Payment Rules they will be available here *Flag Colour - choose Payment Due = Set when the flag colourpayment is due
<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''''Create a Payment Rule (Optional)''''*Booking Source = All*Booking Status = All not 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*Invoice Balance = Any Payment madebefore the final payment is due to be collected.
Booking tabGo to {{#fas:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></divcog}} (SETTINGS) PAYMENTS >PAYMENT RULES
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply Create 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 Payment Rule to collect payments if bookings are not cancelled*Booking Info Code = STRIPEFAIL.
Booking tabClick '''Create New Payment Rule''' :*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div>
<div class="mw-collapsible mw-collapsed">Payment Rule:<div class*Name ="headlineEnter your title -collapse" > Not Cancelled (for example) *Action ====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">Auto
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Payment Trigger tab:*Trigger Event = After Booking*Trigger Time Status = ImmediateAll not cancelled*Trigger Window = 365Any Booking Info Code (optional)*Booking Source = All*Booking Status = All but not cancelledInfo Codes (optional)*Exclude Booking Info Code = BOOKINGCOMCARDoptional (can exclude Virtual Credit cards, find the Booking info code in the booking)
Booking tabPayment Action :*Execution Funding Source = One time Guest card only*Flag Text Payment value adjustment = Failed CC reported Limit to Booking.com group booking balance*Flag Colour Capture = Yes - choose immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the flag colourbooking on success</div></div>*Add info code on failure = add a Booking Info item to the booking on failure
===Status changes===Prevent Auto Payment :<div class*Prevent payment if booking status ="mw-collapsible mw-collapsed">Cancelled<div class="headline*Prevent payment after check-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three out (days ) ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days7 (default)*Booking Status Prevent payment action = RequestSet Manual
Booking tab:
*Execution = One time only
*Booking Status = Cancelled
</div>
</div>
<div class="mw-collapsible mw-collapsed">'''Create Auto Actions ''' Collect the outstanding balance for bookings created via your booking page. <div Go to {{#fas:cog}} (SETTINGS) class="headline-collapse" GUEST MANAGEMENT >AUTO ACTIONS and click '''Create New Action''' to create them. '''Collect outstanding balance for direct bookings'''
==== Change the status of all bookings which have been imported from Ical to "Request" ====
</div>
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Status = All but not cancelled
*Any Booking Info Code = CHECKOUT
Booking tab:*Execution = One time only*Change Room Unit Status = Select the You can use this optionto send data to your Integromat account.
It is assumed you use Set the Checkin/Checkout feature rules in the DashboardTrigger tab, if not when you can either manually add Checkin need to your bookings (Booking info tab) or create an auto action to add send the Booking Info Codes data to the bookingsIntegromat.</div></div>
===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Go to Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content">tab:
You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the bookingURL = https://hook.integromat.com/ followed by your integromat account key. First you have to configure access to the API:
You need two keys to Body Data = you can use our API JSON functions - one for the API itself and one template variables allows in the list for the propertyIntegromat [[https://wiki.beds24. The keys have to consist of 16 characters of your choosingcom/index.<br> '''API key:'''*{{php/Make#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyData_Fields Data fields]]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX
Set the triggers you need, for For example:-
Booking Field Contains: Message bookingData= XXX{
Set the webhook like this"bookId":"[BOOKID]",
* URL = <nowiki>https"guestMobileNum"://api.beds24.com/json/setBooking</nowiki>* Custom Header = "[leave emptyGUESTMOBILENUM]",
Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookIdguestMobile": "[BOOKIDGUESTMOBILE]",::"message": "[MESSAGE] - Append this message":}</div></div>
<div class="mw-collapsible mw-collapsedguestSMS"><div class=:"headline-collapse[GUESTSMS:44]" >,
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-contentguestFirstName">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:"[REPLACE|&|and|[GUESTFIRSTNAME]]",
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas"propertyName":cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave emptyPROPERTYNAME]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX",
Set the triggers you need"propertyId":"[PROPERTYID]", for example:
Booking Source = Booking.com"firstNight":"[FIRSTNIGHTSHORT]",
Set the webhook like this"lastNight":"[LEAVINGDAYSHORT]"
*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty]}
*Body Data =
:{
::"authentication":
::{
:::"apiKey": "my_very_secret_api_key",
:::"propKey": "secret_key_for_prop_XXXXXX"
::},
::"bookId": "[BOOKID]",
::"invoice":
::[
:::{
::::"description": "Booking.com Commission",
::::"status": "",
::::"qty": "1",
::::"price": "-[COMMISSIONNUM]",
::::"vatRate": "7.00",
::::"type": "0",
::::"invoiceeId": ""
:::}
::]
:}
=== 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 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]]
</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]]
</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
'''Message Messaging tab:'''
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*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 the text you wish to send to your guests. 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'''
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 '''Trigger tab:'''
*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</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)|].</div> 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>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Add CHECKOUT Booking info code Send Email to bookings your guest - Upselling additional nights - nights available before checkin ====
</div>
<div class="mw-collapsible-content">
'''Trigger tabTab :*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master'''
*Booking Status = All but not cancelled
Booking info Fields:*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is upto 3 days from previous checkout to check in of current booking. '''Messaging tab : - '''*Send Message = Guest API/Smart Email If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible. If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Subject = Enter the appropriate details *Plain Text Box = Your text, using the template variables to modify the specific text in the booking. [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] 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. *HTML Box [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. '''Booking Info Tab :- Optional'''*Booking info code = EXTRANIGHTS, *Booking Info Code Description = CHECKINUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
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<div class="headline-collapse" > ====Identify Repeat Guest Send Email to your guest - Offering Early Checkin ====
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This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. Trigger Tab :- *Trigger Event = After BookingCheckin (depending on when you want to notify the guest)*Trigger Time = immediately-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 3652*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on master*Template Variable Variables = [GUESTSID1IF>:[VACANTDAYS]:1:yes|no] greater than 0equal yes
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<div class="headline-collapse" > ====Add a fee Send Email to all bookings from a channelyour guest - Offering Late Checkout ====
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[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code =LATCHECKOUT, *Booking Info Description ==PaymentsUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout </div></Pending Payments===div>
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<div class="headline-collapse" > ====Add Send Email to your guest - Offering Late Checkout Only on a pending paymentSunday when there is no new arrival ====
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'''Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS
*Capture Group bookings = 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 Trigger all on failuremaster
Message tab :- *Send Email ====Collect outstanding booking balance 3 days prior to arrivalGuest API/Smart Email ( Credit card details were collected at time or one of bookingthe other options)*EMail Subject ====</div>Enter the appropriate details <div class*Email Text ="mw-collapsible-content">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)
===Send an email to the Owner/Internal email address ===
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====Send an email to the Owner/Internal email address when a payment FAILS at Stripe====
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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
Trigger tab:
*Trigger Event = Check-in*Trigger Time= Immediate**Trigger Event Window = Checkin1 day*Booking Source = All*Trigger Time Booking Status = -3 days (set the time you want to collect the payment)All but not cancelled**Time Window Group bookings = 3 days (set this to the same number (positive) as Trigger time.all on master
Booking Info tab: *Booking SourceInfo Code = CHECKIN**Booking Source Info Text = Direct. You can have different auto actionsAuto Checkin</div></rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. div>
If you need to use the Booking tab: Optional*Flag Text = Pending payment added (info code CHECKIN/CHECKOUT for example)*Flag Colour = select reporting/other auto actions, you can set the Booking info code rather than use the colour as this will be visible Current guest module in the Calendar/Bookings listdashboard.
<div class="warningmw-collapsible mw-collapsed">{{#fas:exclamation<div class="headline-triangle}} ONLY use Payment Type collapse" > ====‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger check-in ==== Trigger Only Master.</div> <div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function.
Booking info tab :
*Info Code = CHECKIN
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<div class="headline-collapse" > ===='Capture' a Security Deposit when Credit card is collected at time of booking. Identify Repeat Guest ====
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This requires you to use the Guest database.
Trigger tab:
Booking info tab :
*Info Code = REPEAT
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<span stylediv class="color:#fe746c;“ mw-collapsible mw-collapsed">{{#fas:exclamation<div class="headline-triangle}} collapse" > ====Identify bookings with Custom Question ticked/unticked ====</spandiv><div class="mw-collapsible-content"> Automatic collection is only available If you have a custom question with a 'Tick box' for customer who use [[Stripe]]example, they want a late checkin.
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===Add invoice items to a booking ===
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<div class="headline-collapse" > ====Apply an info code and and/or icon when Add a payment was madefee to all bookings from a channel====
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*Trigger Event = After Booking
*Trigger Time = Immediate
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====Assign invoice numbersAdd a fee (Penalty) to all bookings with 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:*Assign Invoice Number 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 = yes19% (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 ===
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====Using Pending Payments as Update the Description field of a Payment Remindercharge/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 or Before Check-in*Trigger Time = set the time you want to add the pending payment to the bookingImmediate*Booking Source =All Expedia (for example, you can also set different rules for different channels)
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===Booking FlagsPayments/ColoursPending Payments===
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====Apply Add a flag when a booking is cancelledpending payment====
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Trigger tab:*Trigger Event = After Bookingor Before Check-in*Trigger Time = 1 Hourset the time you want to collect the payment*Trigger Window Booking Source = 365 daysAll (for example, you can also set different rules for different channels)*Group Booking Status Trigger = CancelledTrigger only Master (this will trigger on individual bookings and Master booking if a group)
Booking Info tab:Optional*Execution = One time only*Booking Status = No ChangeAdd a booking info tab for information and reporting*Flag text Text = PendingPayment (enter the text you requirefor example)*Flag Colour = Set select the colour as required</div><this will be visible in the Calendar/div>Bookings list
*Execution Booking Status = One time onlyAll not cancelled*Flag Text Any Booking Info Code = The text you want to displayoptional*Flag Colour - choose All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the flag colourbooking)
*Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info Code : DEPOSITPAID (for example)item to the booking on success*Add info code on failure = add a Booking Info Text : additional text if required. item to the booking on failure
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<div class="headline-collapse" > ====Apply Add a flag when pending payment - Set the Security Deposit value based on the price of the booking is fully paid, using a calculation ====
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Trigger tab:
*Trigger Event = After Bookingor Before Check-in*Trigger Time = Immediate*Trigger Window = 365set the time you want to collect the payment*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO(for example, you can also set different rules for different channels)
Booking tab:*Execution = One time onlyOptional*Flag Text = The text you want to displayPendingPayment (for example)*Flag Colour - choose = select the flag colour</div><as this will be visible in the Calendar/div>Bookings list
Invoice tab:*Payment Type =fixed value*Description =Security Deposit||[IF<==Apply a flag:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/colour .0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for a booking coming from a certain channel==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 =</div><div class1 quarter of the first invoice item value, otherwise set ="mw-collapsible-content">200.
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 changes are applied before info code in the mail is sent so that booking) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the flag template variable can be reflected in booking on success*Add info code on failure = add a Booking Info item to the email.booking on failure </div></div>
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<div class="headline-collapse" > ====Apply a flag when a payment was madeCollect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====
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Trigger tab:
*Time**Trigger Event = After BookingCheckin**Trigger Time = Immediate-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 = Ical Import 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 (1, 2, 3can 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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