Changes

<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.

'''Trigger tab:'''

'''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.

*Email Subject - enter the subject for your Guests - Your access code (your text)

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]]

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]]

====Send Email to all current guest (guests with check-in details 2 days before Check-in) , booking paid/no outstanding balance ====

Time:-

*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 Conditions: -

*Booking Status Invoice Balance = All but not cancelled Info Codes: *Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT Zero

*Subject - enter the subject for your Guests- Your access code (your text)

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]]

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]]

====Send Email to guests with Guest Invoice check- PDF attachmentin details 2 days before Check-in, Security Deposit Authorised at Stripe ====

You This auto action will be sent only when the a payment has been 'authorised' at Stripe. This can send Invoice or Booking Template attachments be used to your Guestsensure that the checkin details are only sent when the guest has completed the Security Deposit Authorisation.  Setup your Invoice or Booking Template, go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING or {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES

Time:-*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)*Booking Status = All but not cancelled

Booking Conditions:-

*Booking Status Invoice Balance = All but not cancelledZero

Info Codescodes :-*Any Booking Info Code = CHECKOUTSTRIPEAUTHORIZE

'''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)

*Attachment = Select an option from the drop down list.  *Subject - enter the subject for your Guests- Your access code (your text)

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]]

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]]

====Send Email after the cleaner has cleaned the roomto all current guest (Check-in) ====

*Trigger Event = CheckinCheck-in

*Trigger Window = 114(the max number of days your guests can stay)

*Booking Source = All

Booking Conditions:

Booking FieldsInfo Codes:*Template Variable Any Booking Info Code = [UNITSTATUS1] Contains CHECKIN*Exclude Booking Info Code = cleanCHECKOUT

'''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.

Message Text :- enter the text you wish to send to your guestsinclude URL. Template variables can be used [[Template_Variables| see here]]

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]]

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.

====Send Email to your guest with Guest Invoice - Upselling additional nights - nights available after checkout PDF attachment====

To You can send Invoice as an automated Email attachment to the guest confirming that it is possible to extend their stayyour Guests.

This example uses fixed values that you have entered into Setup your Invoice go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions. INVOICING

'''Trigger Tab tab:'''

*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 = All (or select the appropriate channel/Direct)

Booking FieldsInfo Codes:*Template Variables Any Booking Info Code = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yesCHECKOUT

'''Message tab:'''  For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  *Send Message Email = Booking Guest API/Smart Email(or one of the other options)

*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

[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

*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]]

[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.

====Send Email to your guest with Booking Registration Form - Upselling additional nights - nights available before checkin PDF attachment====

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.

'''Trigger Tab tab:-'''

*Trigger Event = Checkin (depending on when you want to notify the guest)Booking*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 = All (or select the appropriate channel/Direct)

Booking Fields'''Messaging tab:*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 *Send Message = Guest API/Smart Email (or one of current booking. the other options)

'''Messaging 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. *Send Message = Guest API/Smart 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.

If *Attachment = Select Booking Template from 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 possibledrop down list.

If no connection to a messaging system is available *Subject - enter the message will send to the Email address from the "Mail & Actions" tab of the Email.subject for your Guests

*Subject = Enter the appropriate details Plain text box - will send to channels using Message API

*Plain Message Text Box = Your :- enter the text, using the template variables you wish to send to modify the specific text in the bookingyour guests include URL. 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.

====Send Email to your guest - Offering Early Checkin after the cleaner has cleaned the room====

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

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. ''' Time:*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

Message '''Messaging tab :- '''

We are very happy If no connection to offer you 'Early Check-in' at [PROPERTYNAME] at a messaging system is available the exceptional rate message will send to the Email address from the "Mail & Actions" tab of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]the Email.

If you would like checkin early *Subject - enter the subject for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.Best regards,Guests

[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]*Plain text box - will send to channels using Message API[PROPERTYNAME] Message Text :- enter the text you wish to send to your guests. Template variables can be used [PROPERTYADDRESS],[PROPERTYCITYTemplate_Variables| see here],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY].*HTML box - Email will be sent Email Text :-It is possible to use the same details as in the Plain Text box above. Template variables can be used [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.

====Send Email to your guest - Offering Late Checkout Upselling additional nights - nights available after checkout ====

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.

'''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 Fields:*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes This template variable tests if there is 1 day 3 days between the guest booking and the next booking.

'''Message tab :- *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)'''

DearFor channels using the Message API, [GUESTNAME]then enter the text in the Plain text box,for emails enter the text in the HTML box.

If you would like the "Mail & Actions" tab contains a late checkout, then please send an email "real" Email address the message is sent to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for guests Email address. If only a masked Email address is available the message sends via the special Pricechannels API messaging systems if possible.

*Email Subject - enter the subject for your Guests *Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [PROPERTYCONTACTFIRSTNAMELEAVINGDAYSHORT] is currently available for up to [PROPERTYCONTACTLASTNAMETURNOVERDAYS]extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.   *HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [PROPERTYADDRESS[Template_Variables| see here],] [PROPERTYCITYIF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]),which you booked for [NUMNIGHT] nights from [PROPERTYPOSTCODEFIRSTNIGHTSHORT],to [PROPERTYSTATELEAVINGDAYSHORT],is currently available for up to [PROPERTYCOUNTRYTURNOVERDAYS] extra night(s)|].  Email :-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]Website :- confirming the number of nights you would like to stay and provide your Booking Reservation Number [PROPERTYWEBBOOKID]and Offer ‘EXTRANIGHTS’ for the special Price.

'''Booking Info Tab :- Optional'''*Booking info code = LATCHECKOUT, EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkoutper extra night

<div class="headline-collapse" >  ====Add CHECKIN Booking info code Send Email to bookings your guest - Upselling additional nights - nights available before checkin ====

If you need To send an automated Email to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboardconfirming that it is possible to extend their stay.

Trigger tabThis example uses fixed values that you have entered into {{#fas:*Trigger Event = Check-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

Booking Info tabFields: *Booking Info Code Template Variables = CHECKOUT*Booking Info Text = Auto Checkout[IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes</div></div>This template variable tests if there is upto 3 days from previous checkout to check in of current booking.

<div class="mw-collapsible mw-collapsed"><div class="headline'''Messaging tab :-collapse" > '''*Send Message ====Group check-in ====<Guest API/div><div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function. Smart Email

Trigger If the "Mail & Actions" tab:contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.

If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Trigger Event Subject = After BookingEnter the appropriate details  *Trigger Time 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)|]. immediatelyWe are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.  *Trigger Window HTML Box  [IF<= 365:[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 Source = AllReservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.  *'''Booking Status = All but not cancelledInfo Tab :- Optional'''*Group bookings" Booking info code = Trigger all on masterEXTRANIGHTS, *Booking Info Code Description = CHECKINUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night

<div class="headline-collapse" >  ====Identify Repeat Guest Send Email to your guest - Offering Early Checkin ====

Trigger tabTo send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.

Trigger Tab :- *Trigger Event = 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

*Group bookings" = Trigger all on master*Template Variable Variables = [GUESTSID1IF>:[VACANTDAYS]:1:yes|no] greater than 0equal yes

<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 Dear, [GUESTNAME], We are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1exceptional 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, set with TYPE = Tick Box.

Trigger tab[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

<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee Send Email to all bookings from a channelyour guest - Offering Late Checkout ====

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)

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.

[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>

<div class="headline-collapse" >  ====Add Send Email to your guest - Offering Late Checkout Only on a pending paymentSunday when there is no new arrival ====

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.

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.

*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)

*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

</div></div*Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes

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)

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 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

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> AUTO ACTIONS and click '''Create New Action''' to create them.</div>'''Collect outstanding balance for direct bookings'''<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >

*TimeTrigger Event = After Booking**Trigger Event Time = CheckinImmediate**Trigger Time Window = -3 days (set the time you want to collect the payment)1 day*Booking Source = All*Time Window Booking Status = 3 days (set this to the same number (positive) as Trigger time.All but not cancelled

Messaging tab:*Booking SourceSend Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = New Booking Source *HTML Box = Direct. You Enter the text to be sent, you can have different auto actions/rules use template variables in this message, for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. example

Booking tab: Optional*Flag Text = Pending payment added (for example)</div>*Flag Colour = select the colour as this will be visible in the Calendar</Bookings listdiv>

===Booking Info tab: Optional, for information and reportingCodes===*Booking Info Code <div class="mw-collapsible mw-collapsed"><div class= BALANCE (for example enter the value "headline- use one word only)collapse" > *====Add CHECKIN Booking Info Text info code to bookings ==== Enter the description</text to show in for the Booking Info Code. div><div class="mw-collapsible-content">

<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 Trigger Event = Percent of Group Balance due (select on what the payment is calculated) Check-in**Description Trigger Time = the text you will see in the "Charges and Payments" tabImmediate**Status Trigger Window = if you use the status function add the status you want to apply to the pending payment (optional)1 day**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 payment**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.all on master

<div class="headline-collapse" > ===='Capture' a Security Deposit when Credit card is collected at time of booking. Add CHECKOUT Booking info code to bookings ====

*Trigger Event = After Booking Check-out*Trigger Time = immediateImmediate*Trigger Window = 1 day*Booking Source =All (for example, you can also set different rules for different channels)*Booking Status = All but not cancelled*Group bookings = Trigger all on master

Invoice Booking Info tab:*Payment Type Booking Info Code = Fixed amountCHECKOUT*Description Booking Info Text = 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)Auto Checkout*Amount = 100 (balance is full price so 100% of the balance)</div>*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in</div>

<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Group check-in ====</div><div class="mw-collapsible-content">This requires the master booking to be checked-in via the check-in function.  Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Info Code = CHECKIN Booking info tab : *Info Code = CHECKIN</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to use the Guest database.  Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTSID1] greater than 0 Booking info tab : *Info Code = REPEAT</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">If you have a custom question with a 'Tick box' for example, they want a late checkin.  Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box.  Trigger tab: *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked  Booking info tab : *Info Code = LATECHECKIN</div></div>   ===Add invoice items to a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee to all bookings from a channel====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Add new*Type = Amount*Description = Cleaning fee (for example) - Template variables can be used. *Amount = 50 (for example - the amount of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee (Penalty) to all bookings with an Outstanding Balance==== </div><div class="mw-collapsible-content">You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin.  Trigger tab: Time :*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days  Booking Conditions:*Status = All not Cancelled *Invoice Balance = Not Zero Invoice tab:*Type = Amount*Description = Payment Fee||[INVOICEBALANCE:2.2%]*Amount = 0 (leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee will be added the next time the auto actions run. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a negative value to Direct bookings for Stripe Charges==== </div><div class="mw-collapsible-content">You want to add the Stripe fee to all Direct bookings to show total value of booking, i.e. if you want to show the booking value. In this example the Stripe charge will be added as a negative figure.  Trigger tab: Time :*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day  Booking Conditions:*Status = All not Cancelled  Booking Source:*Booking Source = Direct Invoice tab:*Type = Amount*Description = Stripe Fee||[INVOICECHARGESNUM:-3%]*Amount = 0 (leave as 0 so the value is set from the calculation in the Description field)*Per = Room*Period = one time*VAT = 19% (for example - enter the VAT amount if applicable) The fee/charge will be added the next time the auto actions run. </div></div> ===Modify description/values of an existing invoice item in a booking === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Update the Description field of a charge/invoice item==== </div><div class="mw-collapsible-content"> In some cases Channel bookings have different descriptions for the same charge item - i.e. Cleaning, update the description field in the invoice item so they all match, using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change Description *Description = Cleaning^Cleaning Service Fee*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)  </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Update all values of a charge/invoice item==== </div><div class="mw-collapsible-content"> You need to change the charges in bookings due to an update in your prices. Tourist Tax (for example), update the description field and value using the format (findthisinvoicedescription^replacewiththisdescription) Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Time Window = 365*Check In From = Select the first date of the Summer Season*Check In To = Select the last date of the Summer Season *Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change All *Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example) *Amount = 0.75*Per = Per Person*Period = One time*Invoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)  </div></div> ===Payments/Pending Payments=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to collect the payment*Booking Source =All (for example, you can also set different rules for different channels)*Group Booking Trigger = Trigger only Master (this will trigger on individual bookings and Master booking if a group) Booking Info tab: OptionalAdd a booking info tab for information and reporting*Flag Text = PendingPayment (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking tab: Optional*Booking Info Code = PENDPAY*Booking Info Text = Pending payment added Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due  Create a Payment Rule to collect a payments when bookings are not cancelled.  Go to Settings > Payments > Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)Action = Auto Payment Trigger : *Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a pending payment - Set the Security Deposit value based on the price of the booking, using a calculation ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to collect the payment*Booking Source =All (for example, you can also set different rules for different channels) Booking tab: Optional*Flag Text = PendingPayment (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: OptionalAdd a booking info tab for information and reporting*Booking Info Code = PENDPAY*Booking Info Text = Pending payment added Invoice tab:*Payment Type = fixed value*Description = Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to be set.) This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1 quarter of the first invoice item value, otherwise set = 200. <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> A price value for the invoice item can be specified after a second pipe (|) symbol, this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, the numeric value from the amount field will be used. *Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 0*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) Payments > Payment Rules they will be available here *Payment Due = Set when the payment is due  Create a Payment Rule to collect a payments when bookings are not cancelled.  Go to Settings > Payments > Payment Rules Payment Rule : Name = Enter your title - Not Cancelled (for example)Action = Auto Payment Trigger : *Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====</div><div class="mw-collapsible-content"> ''''Create a Payment Rule (Optional)'''' Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected.  Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Create a Payment Rule to collect payments if bookings are not cancelled. Click '''Create New Payment Rule''' : Payment Rule:*Name = Enter your title - Not Cancelled (for example) *Action = Auto Payment Trigger :*Booking Status = All not cancelled*Any Booking Info Code (optional)*All Booking Info Codes (optional)*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Funding Source = Guest card only*Payment value adjustment = Limit to group booking balance*Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual  '''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 class="headline-collapse" > ====Apply an info code and and/or icon when Using Pending Payments as a payment was madePayment Reminder====

*Trigger Event = After Bookingor Before Check-in*Trigger Time = Immediate*Trigger Window = 365set the time you want to add the pending payment to the booking*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made(for example, you can also set different rules for different channels)

*Execution Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = One time onlyPaymentDue1 (for example), set multiple if multiple payments are required. *Info Code Flag Colour = Enter select the colour as this will be visible in the preset code for 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 icon amount or info code which percentage you want to collect*Payment Rule = Manual - if you have created set up payment rules in {{#fas:cog}} (SETTINGS) ACCOUNTGUEST MANAGEMENT->PREFERENCESPAYMENT 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 class="headline-collapse" > ====Assign invoice numbersApply a flag when a booking is cancelled====

Trigger tab:*Trigger Event = Check-outAfter Booking*Trigger Time = Immediate1 Hour*Trigger Window = 365 days*Any Booking Info Code Status = CHECKOUT (optional only if you use the check-out function, if not leave blank)Cancelled

Invoice Booking tab:*Assign Invoice Number Execution = yesOne time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required

====Using Pending Payments as Apply a Payment Reminderflag for a bookings from a channel which have breakfast included====

*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 Booking.com (for example, you can also set different rules for different channels)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses)

Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: OptionalExecution = One time only*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 The text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)display*Amount = enter the amount or percentage you want to collect*Payment Rule = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENTFlag Colour ->PAYMENT COLLECTION they will be available here *Payment Due = Set when choose 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. flag colour

====Apply a flag when a booking is cancelleddeposit was made prior to Check-in====

Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = 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 Payment made Message tab:  *Send Email : select appropriate option*Enter : Subject and Email content Booking tab:(optional) *Execution = One time only*Booking Status Flag Text = No ChangeThe text you want to display*Flag text = Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (enter the text you requirefor example)*Flag Colour = Set as 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.

====Apply a flag for a bookings from a channel which have breakfast includedwhen booking is fully paid====

*Trigger Window = 365*Booking Source = All*Booking.com (for example)Status = All not cancelled*Booking Field Contains - select "API Message" in the next field enter: meal_planInvoice Balance =Breakfast (or Extra Breakfast - use the text the channel uses)ZERO

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 Emailemail.

====Apply a flag when deposit a payment was made prior to Check-in====

 *Trigger Event = Check-inAfter Booking*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)Immediate

*Booking Status = All but not cancelled

Message tab:  *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional) 

====Apply a flag when booking is fully paida payment FAILS at Stripe====

*Booking Status = All but not cancelled*Invoice Balance Booking Info Code = ZEROSTRIPEFAIL, CARDFAILSTRIPE

*Flag Text = The text you want to displayStripe Payment Failed

====Apply a flag/colour for to Booking.com bookings and auto report the Credit Card when a booking coming from a certain channelpayment FAILS at Stripe====

*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking.com (for example)Info Code = BOOKINGCOMCARD 

*Flag Text = The text you want Failed CC reported to displayBooking.com

====Apply a flag when a payment was madeChange the status of all "Request" bookings to "Cancelled" after three days ====

<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 Time = Immediate*Trigger Window = 365*Booking Source = All3 days*Booking Status = All not cancelled*Invoice Balance = Any Payment madeRequest

*Flag Text Booking Status = The text you want to display*Flag Colour - choose the flag colourCancelled

<div class="headline-collapse" >  ====Apply a flag when a payment FAILS at StripeChange the status of all bookings which have been imported from Ical to "Request" ====

*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAILIcal Import (1, 2, 3)

*Flag Text Booking Status = Stripe Payment FailedRequest*Flag Colour - choose Booking changes are applied before the flag colourmail is sent.

<div class="headline-collapse" >  ====Apply a flag to Booking.com bookings and auto report the Credit Card Change Room Unit Status when a payment FAILS at Stripeguest checks out ====

 Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:*Trigger Event = After BookingCheck-out

*Trigger Window = 365*Booking Source = All1 day

*Any Booking Info Code = BOOKINGCOMCARDCHECKOUT

*Flag Text Change Room Unit Status = Failed CC reported 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 BookingInfo Codes to the bookings.com *Flag Colour - choose the flag colour

===Status changesAPI/Webhook===

==== Change Use API/Webhook to write to the status of all "Request" bookings to "Cancelled" after three days field 'Message'====

Booking tabYou can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API:  You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*Execution API Key Access = One time allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*Booking Status = Cancelled'''Property key:'''</div*{{#fas:cog}} (SETTINGS) PROPERTIES ></divACCESS >propKey = secret_key_for_prop_XXXXXX

Booking Field Contains: Message ==== Change the status of all bookings which have been imported from Ical to "Request" ====XXX</div><div class="mw-collapsible-content">Trigger tabSet the webhook like this:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Ical Import (1, 2, 3)

Booking tab:*Execution URL = One time only<nowiki>https://api.beds24.com/json/setBooking</nowiki>*Booking Status Custom Header = Request[leave empty]

==== Change Room Unit Status when guest checks out Use API/Webhook to write the value of the 'commission' field to a new invoice item====

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 You can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add a new invoice item that contains the price of the Booking Info Codes channel's commission as a negative value to subtract it from the bookingsroom price.</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 bookingfor this. First you have 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) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX

Booking Field Contains: Message Source = XXXBooking.com

* URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty]

*Body Data:=

::"messageinvoice":::[:::{::::"description": "Booking.com Commission",::::"status": "",:::: "qty": "1",::::"price": "-[MESSAGECOMMISSIONNUM] - Append this message",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]

====Use APIAuto Action/Webhook to write the value of the 'commission' field to a new invoice itemsend data to Integromat====

You need two keys can use this option to use our API JSON functions - one for the API itself and one for the property. The keys have send data to consist of 16 characters of your choosingIntegromat account.<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 rules in the Trigger tab, when you need, for example:to send the data to Integromat.

Set URL = https://hook.integromat.com/ followed by your integromat account key. Body Data = you can use the template variables allows in the webhook like thislist for Integromat [[https://wiki.beds24.com/index.php/Make#Data_Fields Data fields]] For example :-  bookingData={ "bookId":"[BOOKID]", "guestMobileNum":"[GUESTMOBILENUM]", "guestMobile":"[GUESTMOBILE]", "guestSMS":"[GUESTSMS:44]", "guestFirstName":"[REPLACE|&|and|[GUESTFIRSTNAME]]", "propertyName":"[PROPERTYNAME]", "propertyId":"[PROPERTYID]", "firstNight":"[FIRSTNIGHTSHORT]", "lastNight":"[LEAVINGDAYSHORT]"