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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 as an attachment be used to your Guestsensure that the checkin details are only sent when the guest has completed the Security Deposit Authorisation. Setup your Invoice go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> INVOICING
*Attachment = Select the Invoice Template from the drop down list. *Subject - enter the subject for your Guests- Your access code (your text)
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.</div></div> <div class="mw-collapsible mw-collapsed">
You can send Booking Template attachments to your Guests.
Setup your Booking Template, go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES
'''Messaging tabInfo Codes:''' *Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT
*Send '''Messaging tab:''' For channels using the Message = Guest 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.
*Attachment = Select Booking Template from the drop down list. *Subject - enter the subject for your Guests
<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 <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 then they can check you/the cleaner have your Guests. Setup your Invoice go to add a unit status to the room when it is ready. {{#fas:cog}} (SETTINGS) In this example we used the unit status cleanGUEST MANAGEMENT -> INVOICING
Booking FieldsInfo Codes:*Template Variable Any Booking Info Code = [UNITSTATUS1] Contains = cleanCHECKOUT '''Messaging tab:'''
'''Messaging tab: '''
*Attachment :- if If you want to send a Booking/Invoice Emails with pdf attachment (invoice, booking template you can select from ) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the drop down listguest. 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.
Booking Fields'''Messaging tab:*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes'''
This template variable tests if there is 3 days between *Send Message = Guest API/Smart Email (or one of the guest booking and the next booking. other options)
'''Message 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.
For channels using If no connection to a messaging system is available the Message API, then enter message will send to the text in Email address from the Plain text box, for emails enter "Mail & Actions" tab of the text in the HTML boxEmail.
If *Subject - enter 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.subject for your Guests
If no connection to a messaging system is available the message *Plain text box - will send to the Email address from the "Mail & Actions" tab of the Email.channels using Message API
*Email Subject Message Text :- enter the subject for text you wish to send to your Guestsguests include URL. Template variables can be used [[Template_Variables| see here]]
[IF<=:[TURNOVERDAYS]:3Email Text :Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] - It is currently available for up possible to [TURNOVERDAYS] extra nightuse the same details (sURL)|]as in the Plain Text box above. We are very happy to offer you to extend your stay a Template variables can be used [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3Template_Variables| see here][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 If you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment Emails with pdf attachment ([ROOMNAME]invoice, booking template), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] Alias-Email addresses created by channels the channel might block the attachment so it is currently available for up not delivered 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 nightguest. 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 Ask your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Pricechannel about their policy regarding this. '''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
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 tab:-'''
This template variable tests if there is upto 3 days from previous checkout to check in of current booking. '''Messaging tab :- '''*Send Message Email = Guest API/Smart Email(or one of the other options)
[IF<=Message Text :[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which - enter the text you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] wish to [LEAVINGDAYSHORT] is currently available for up send to [VACANTDAYS] extra night(s)|]your guests. We are very happy to offer you to extend your stay a Template variables can be used [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAILTemplate_Variables| see here] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
[IF<=:[VACANTDAYS]:3Email Text :Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] - It is currently available for up possible to [VACANTDAYS] extra night(s)|]use the same details as in the Plain Text box above. We are very happy to offer you to extend your stay a Template variables can be used [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAILTemplate_Variables| see here] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
'''Booking Info Tab *Attachment :- Optional'''*Booking info code = EXTRANIGHTS, *if you want to send a Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night/Invoice template you can select from the drop down list.
*Group bookings = Trigger all on master
*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes
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.
We are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].*Send Message = Booking API/Smart Email
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. Email :-[PROPERTYEMAIL]Website :- [PROPERTYWEB]
Booking Info Tab :*Email Subject - Optional*Booking info code = EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkinenter the subject for your Guests
</div></div>*Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
This template variable tests if there is 1 day between Time:*Trigger Event = Checkin (depending on when you want to notify the guest booking and )*Trigger Time = -2 days (depending on when you want to notify the next booking. guest, in this example 2 days before arrival)*Trigger Window = 2 Booking Source:*Booking Source = All Booking Conditions:*Group bookings = Trigger all on master*Booking Status = All but not cancelled
Message tab Booking Fields:- *Send Email Template Variables = 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)[IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes
Dear, [GUESTNAME],This template variable tests if there is upto 3 days from previous checkout to check in of current booking.
We are very happy to offer you 'Late Check''Messaging tab :-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].''*Send Message = Guest API/Smart Email
Best regards,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.
===Booking Info Codes===
If 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. 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 tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</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 =Enter the appropriate details *Email Text ===Add CHECKOUT Booking info code Your text, using the template variables to bookings ====</div><div class="mw-collapsible-content">modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actionsDear, [GUESTNAME], you can set the Booking info code rather than use the Current guest module in the dashboard.
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]*Trigger Event = CheckWebsite :-out[PROPERTYWEB]*Trigger Time = Immediate*Trigger Window = 1 dayBooking Info Tab :- Optional*Booking Source info code = AllEARLYARRIVAL, *Booking Status Info Description = All but not cancelled*Group bookings = Trigger all on masterUpsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
Booking Info tab:
*Booking Info Code = CHECKOUT
*Booking Info Text = Auto Checkout
This requires the master booking to be checked-in via the check-in function.
Trigger tabTo send an automated Email to the guest confirming that it is possible to have a Late Checkout as room is available the day of departure. This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
Booking info tab : *Info Code = CHECKIN</div></div>This template variable tests if there is 1 day between the guest booking and the next booking.
<div class="mw-collapsible mw-collapsed"><div class="headlineMessage tab :-collapse" > *Send Email ====Identify Repeat Guest ====<API/div>Smart Email (or one of the other options)<div class*EMail Subject ="mw-collapsible-content">Enter the appropriate details This requires you *Email Text = Your text, using the template variables to use modify the Guest databasespecific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
Trigger tab:Dear, [GUESTNAME],
*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 = We are very happy to offer you 'Late Check-out' at [GUESTSID1PROPERTYNAME] greater than 0at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
<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 exampleBest regards, they want a late checkin.
Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE], set with TYPE = Tick Box[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]Trigger tabWebsite :- [PROPERTYWEB]
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365Info Tab :- Optional*Booking Source info code = AllLATCHECKOUT, *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 Late Checkout
Booking info tab :
*Info Code = LATECHECKIN
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add a fee Send Email to all bookings from your guest - Offering Late Checkout Only on a channelSunday when there is no new arrival ====
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Expedia (for example)
Invoice tab:*Type = AmountTo 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.*Description = Cleaning fee (for example)*Amount = 50 (This auto action will create a new booking for example - the amount date of your cleaning fee)*per = Room*Period = one time*VAT = 19% (for example - enter departure, closing the VAT amount if applicable)calendar to any other bookings.
<div class="mw-collapsible mw-collapsed"This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS ><div class="headline-collapse" SETUP > ====Add a fee (Penalty) ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to all bookings with an Outstanding Balance====utilise the template variables and different values rather than duplicating auto actions.
</div'''Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) ><div class="mw-collapsible-content"PROPERTIES >You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin. OFFERS
Trigger tab:*Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway
Time '''Step 2:*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days ''' Create a Rate or Daily Price, PRICES
Booking Conditions:Guests = Max Occupancy*Status Max Stay = All not Cancelled 1*Invoice Balance Offer = Not Zeroselect the offer number as created in the above step.
Invoice tab:*Type If you are using Rates, select 'Rate allowed' = Amount*Description = Payment Fee||[INVOICEBALANCE:2Sunday, untick all the other days.2%]*Amount = 0 (Channel Tab, untick all channels, leave as 0 so the value is set from the calculation in Description field)*Per = Room*Period = one time*VAT = 19% (only 'beds24.com' for example - enter the VAT amount if applicable)your booking page.
The fee will be added If using Daily Prices, then go to Calendar, and set the next time price and date range, then only Sunday, untick all the auto actions runother days. Enable list, untick all channels, leave only 'beds24.com' for your booking page. </div></div>'''Step 3: ''' Create the Auto Action
<div class*Group bookings ="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)all on master
Booking Info tab*Template Variables = [IF=: OptionalAdd [LEAVINGDAY:{%a booking info tab for information and reporting*Flag Text = PendingPayment (for example)*Flag Colour }]:Sun:|[IF>= select the colour as this will be visible in the Calendar/Bookings list^[TURNOVERDAYS]^1^yes~no]] equal yes
Booking tab: Optional*Flag Text = Pending payment added (for example)*Flag Colour = select This template variable tests if the colour as this will be visible in departure day is a Sunday and there is at least 1 day between the Calendar/Bookings listexisting guest booking and the next booking.
Invoice Message tab:- *Payment Type Send Email = select on what the payment is calculated Guest API/Smart Email (Percent or one of Balance duethe other options)*Description EMail Subject = Enter the text you will see in the "Charges and Payments" tabappropriate details *Status Email Text = if you use Your text, using the status function add template variables to modify the status you want to apply to specific text in the booking. Enter the pending payment text in both Plain text Box (optionalMessaging API)*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}} and HTML Box (SETTINGSEmails) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due
Create a Payment Rule We are very happy to collect a payments when bookings are not cancelledoffer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
Go If you would like a late checkout, please use this link to Settings > Payments > Payment Rulesmake the booking and payment.
Payment Rule https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]
Name <span class= Enter your title "" 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- Not Cancelled in date = leaving date and for Offer 7 &br-7 (for exampleoffer created in Step 1 above)Action = Auto
Payment Trigger :Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page. Best regards,
*Booking Status = All not cancelled[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] *Any Booking Info Code = optional *All Booking Info Codes = optionalEmail :-[PROPERTYEMAIL] *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 : *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
''''Create a Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Failed Stripe Payment Rule (Optional)''''*HTML Box = Enter the text to be sent, you can use template variables in this message, for example
Standard payment rules [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control booking on the collection "summary" tab of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected. [FIRSTNIGHT][LASTNIGHT]
Go to {{#fasBooking tab:cog}} (SETTINGSoptional) PAYMENTS *Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> PAYMENT RULES
Create a Payment Rule to collect payments if bookings are not cancelled.<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
Click '''Create New Payment Rule''' ====Send an email to the Owner/Internal email address for a new booking====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled
Payment RuleMessaging tab:*Name Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = New Booking*HTML Box = Enter your title - Not Cancelled (the text to be sent, you can use template variables in this message, for example) *Action = Auto
Payment Trigger :[BOOKID] - booking reference number*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 [GUESTNAMES] - name of all guests in the booking on the Booking info code in "summary" tab of the booking)[FIRSTNIGHT][LASTNIGHT]
Payment Action :</div>*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</div>
Prevent Auto Payment :===Booking Info Codes===*Prevent payment if booking status <div class= Cancelled"mw-collapsible mw-collapsed">*Prevent payment after check<div class="headline-out (days) collapse" > ====Add CHECKIN Booking info code to bookings ==== 7 (default)*Prevent payment action </div><div class= Set Manual"mw-collapsible-content">
'''Create Trigger tab:*Trigger Event = Check-in*Trigger Time = Immediate*Trigger Window = 1 day*Booking Source = All*Booking Status = All but not cancelled*Group bookings = Trigger all on master Booking Info tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto Actions '''Checkin</div>Collect the outstanding balance for bookings created via your booking page. </div>
Go <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT bookings ====</div><div class="mw-collapsible-content"> AUTO ACTIONS and click '''Create New Action''' to create them.
'''Collect outstanding balance 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 Booking Trigger check-in = Trigger only Master===</div>**Status <div class= All not cancelled"mw-collapsible-content">**Invoice Balance= Not Zero (can This requires the master booking to be used to refine checked-in via the auto action being triggered)check-in function.
Booking Trigger 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*Trigger Event = After 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 Time = Trigger Only Master.</div> immediately*Add a Pending Payment to the booking**Payment Type Trigger Window = Percent of Group Balance due (select on what the payment is calculated) 365**Description Booking Source = the text you will see in the "Charges and Payments" tabAll**Booking Status = if you use the status function add the status you want to apply to the pending payment (optional)All but not cancelled**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 Group bookings" = Trigger dateall on master**Payment time Info Code = 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.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 : *Name Trigger Event = Enter your title - Security Deposit (for example)After Booking*Action Trigger Time = Auto immediately Payment *Trigger :Window = 365*Booking Status Source = select from the drop down listAll*Any Booking Info Code Status = optionalAll but not cancelled*All Booking Info Codes Group bookings" = optional Trigger all on master*Exclude Booking Info Code Template Variable = optional [GUESTCUSTOMQ1] equals ticked (can exclude Virtual Credit cards, find the Booking info code in the bookingor)not ticked
Payment Action Booking info 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)
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 tabTime :*Trigger Event = After Booking or Before Check-inCheckin *Trigger Time = set the time you want to add the pending payment to the booking-2 days*Booking Source Trigger Window =All (for example, you can also set different rules for different channels)2 days Booking Info tabConditions:*Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text Status = PaymentDue1 (for example), set multiple if multiple payments are required. All not Cancelled *Flag Colour Invoice Balance = select the colour as this will be visible in the Calendar/Bookings listNot Zero
===Booking Flags/Colours===
Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div>Add a negative value to Direct bookings for Stripe Charges====
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag for a bookings from a channel which have breakfast included====
Booking changes are applied before The fee/charge will be added the mail is sent so that the flag template variable can be reflected in next time the Emailauto actions run.
Trigger tab:
*Trigger Event = Check-in*Trigger Time = -365 (In some cases Channel bookings have different descriptions for example : must be a negative value and the same as charge item - i.e. Cleaning, update the value description field in Trigger windowthe invoice item so they all match, using the format (findthisinvoicedescription^replacewiththisdescription)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made
Message Trigger tab: *Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Expedia (for example)
Booking tab: (optional)
*Execution = One time only</div>*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div>
Booking info tab : (optional)<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
*Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required. ====Update all values of a charge/invoice item====
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
</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">
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
<div classInvoice tab:*Payment Type ="mw-collapsible mw-collapsed">select on what the payment is calculated (Percent of Balance due)<div class*Description =the text you will see in the "headline-collapseCharges and Payments" > tab*Status ====Apply a flag when a if you use the status function add the status you want to apply to the pending payment was made====</div>(optional)<div class*Amount ="mw-collapsible-content">enter the amount or percentage you want to collect<span style*Payment Rule ="color: #f3e504; fontuse auto or manual -size: 250%;" >if you have set up payment rules in {{#fas:lightbulbcog}} </span(SETTINGS) GUEST MANAGEMENT-> Also see Example : " Apply PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due Create a flag when deposit was made prior Payment Rule to Check-in AND/OR Apply collect a flag payments when booking is fully paid"bookings are not cancelled.
Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Go to Settings > Payments > Payment madeRules
Booking tabPayment Rule :*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div>
<div className ="mwEnter your title -collapsible mw-collapsed">Not Cancelled (for example)<div classAction ="headline-collapse" > Auto====Apply a flag when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Payment Trigger tab: *Trigger Event Booking Status = After BookingAll not cancelled*Trigger Time Any Booking Info Code = Immediateoptional*Trigger Window All Booking Info Codes = 365optional*Exclude Booking Source Info Code = Alloptional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Booking Status Capture = Yes - immediately charged (Capture= All but not cancelledYes)*Add info code on success = add a Booking Info Code item to the booking on success*Add info code on failure = STRIPEFAILadd a Booking Info item to the booking on failure
Booking tab:
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colour
Go 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 Settings > Channel Manager > Preferences and be set Auto report failed cards = Yes.)
Trigger tab:*Trigger Event 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 = After Booking*Trigger Time 1 quarter of the first invoice item value, otherwise set = Immediate200.*Trigger Window = 365*Booking Source <span class= All*Booking Status "" style= All but not cancelled*Booking Info Code "color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style= BOOKINGCOMCARD"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.
Booking tab:*Execution Status = One time onlyif you use the status function add the status you want to apply to the pending payment (optional)*Flag Text Amount = Failed CC reported to Booking.com 0*Flag Colour Payment Rule = use auto or manual - choose the flag colour</divif you have set up payment rules in {{#fas:cog}} (SETTINGS) Payments >Payment Rules they will be available here </div>*Payment Due = Set when the payment is due
===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:Create a Payment Rule to collect a payments when bookings are not cancelled. *Execution = One time only*Booking Status = CancelledGo to Settings > Payments > Payment Rules</div></div>Payment Rule :
<div className ="mwEnter your title -collapsible mw-collapsed">Not Cancelled (for example)<div classAction ="headline-collapse" >Auto
==== Change the status of all bookings which have been imported from Ical to "Request" ====</div><div class="mw-collapsible-content">Payment Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Ical Import (1, 2, 3)
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
*Booking Status Invoice Balance = All but not cancelled Info Codes: *Any Booking Info Code = CHECKIN*Exclude Booking Info Code = CHECKOUT Zero
'''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
*Send Message = Booking API/Smart Email
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
*Subject - enter the subject for your Guests- Your access code (your text)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests . This can include 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 Guest Invoice check- PDF attachmentin details 2 days before Check-in, Security Deposit Authorised at Stripe ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
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:-
*Group bookings = Trigger all on master
*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)
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.
*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]]
<span class="" style="color: #f3e504; font-size: 150%;" /div>{{#fas:lightbulb}} </spandiv> 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.
<div class="headline-collapse" >
====Send Email with Booking Registration Form to all current guest (Check- PDF attachmentin) ====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:
*Trigger Event = BookingCheck-in
*Trigger Time = Immediate
*Trigger Window = 1 day14(the max number of days your guests can stay)
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
*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.
*Plain text box - will send to channels using Message API
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 after the cleaner has cleaned the roomwith Guest Invoice - PDF attachment====
</div>
<div class="mw-collapsible-content">
'''Trigger tab:'''
Time:
*Trigger Event = CheckinCheckout
*Trigger Time = Immediate
*Trigger Window = 1day
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
*Send Email = Guest API/Smart Email (or one of the other options)
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 the Invoice Template from the drop down list.
*Subject - enter the subject for your Guests
*Plain text box - will send to channels using Message API
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]] <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.
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
<div class="headline-collapse" >
====Send Email to your guest with Booking Registration Form - Upselling additional nights - nights available after checkout PDF attachment====
</div>
<div class="mw-collapsible-content">
'''Trigger Tab tab:'''
Time:
*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:
*Booking Source = All (or select the appropriate channel/Direct)
Booking Conditions:
*Booking Status = All but not cancelled
*Send Message Attachment = Select Booking API/Smart EmailTemplate from the drop down list.
*Plain text HTML box - Email 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]]sent
<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.
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 - Upselling additional nights - nights available before checkin after the cleaner has cleaned the room====
</div>
<div class="mw-collapsible-content">
To send an automated Email to the guest confirming that then they can check you/the cleaner have to add a unit status to the room when it is possible to extend their stayready. In this example we used the unit status clean
Time:
*Trigger Event = Checkin (depending on when you want to notify the guest)*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)Immediate*Trigger Window = 21
Booking Source:
*Booking Source = All
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
Booking Fields:
*Template Variables Variable = [IFBETWEEN:[VACANTDAYSUNITSTATUS1]:0:3:yes|no|no] equal yesContains = clean
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 - enter the appropriate details subject for your Guests
*Plain Text Box = Your text, box - will send to channels using the template variables to modify the specific text in the booking. Message API
*HTML Box box - Email will be sent
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
</div>
</div>
<div class="headline-collapse" >
====Send Email to your guest - Offering Early Checkin 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 = 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:
*Booking Source = All
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelled
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)'''
If you would like checkin early for your stay then please send an email the "Mail & Actions" tab contains a "real" Email address the message is sent 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 guests Email address. If only a masked Email address is available the message sends via the special Pricechannels API messaging systems if possible.Best regards,
[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]] [IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. '''Booking Info Tab : Optional '''*Booking info code = EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night </div></div> <div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send Email to your guest - Offering Late Checkout Upselling additional nights - nights available before checkin ====
</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 :- *Trigger Event = Checkout*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1*Booking Source = All *Booking Status = All but not cancelled*Group bookings = Trigger all on master*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes'''
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.
*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 [PROPERTYCONTACTFIRSTNAMENUMNIGHT] nights from [PROPERTYCONTACTLASTNAMEFIRSTNIGHTSHORT]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 [PROPERTYADDRESSIF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]),which you booked for [PROPERTYCITYNUMNIGHT],nights from [PROPERTYPOSTCODEFIRSTNIGHTSHORT],to [PROPERTYSTATELEAVINGDAYSHORT],is currently available for up to [PROPERTYCOUNTRYVACANTDAYS] 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 = LATCHECKOUTEXTRANIGHTS, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkoutper extra night
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<div class="headline-collapse" > ====Add CHECKIN Booking info code Send Email to bookings your guest - Offering Early Checkin ====
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Trigger tabTab :- *Trigger Event = Check-inCheckin (depending on when you want to notify the guest)*Trigger Time = Immediate-2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 1 day2*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings = Trigger all on master
*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes
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<div class="headline-collapse" > ====Group checkSend Email to your guest -in Offering Late Checkout ====
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Trigger Tab :- *Trigger Event = After BookingCheckout*Trigger Time = immediately-1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 3651*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on master*Info Code Template Variables = CHECKIN[IF>:[TURNOVERDAYS]:1:yes|no] equal yes
If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking info tab : *Info Code = REPEAT</div></div>Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price.
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<div class="mw-collapsible mw-collapsed"><div class==Add invoice items to a booking ==="headline-collapse" >
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The fee URL link in the message tab, will be added 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 next time Offer you have created for the auto actions runLateCheckout. </div></div>
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 =Payments/Pending Payments1*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)
Dear, [GUESTNAME],
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===Send an email to the Owner/Internal email address ===
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<div class="headline-collapse" > ====Collect outstanding booking balance 3 days prior Send an email to arrival( Credit card details were collected the Owner/Internal email address when a payment FAILS at time of booking)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
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
Trigger tab:
*Trigger Event = Check-out*Trigger Time= Immediate**Trigger 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 = CHECKOUT**Booking Source Info Text = Direct. You can have different auto actionsAuto Checkout</div></rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. div>
Booking info tab :
*Info Code = CHECKIN
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<div class="mw-collapsible mw-collapsed">
<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 ===
<div class="mw-collapsible mw-collapsed">
<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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<div class="headline-collapse" >
====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:
Invoice tab:
*Payment Type = select on what the payment is calculated (Percent of Balance due)Amount*Description = the text you will see in the "Charges and Payments" tabPayment Fee||[INVOICEBALANCE:2.2%]*Status Amount = if you use 0 (leave as 0 so the status function add value is set from the status you want to apply to the pending payment (optionalcalculation in Description field)*Amount Per = enter the amount or percentage you want to collectRoom*Payment Rule Period = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here one time*Payment Due VAT = Set when 19% (for example - enter 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. VAT amount if applicable)
The fee will be added the next time the auto actions run.
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<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
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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 = After Booking
*Trigger Time = Immediate
*Booking Source Trigger Window = 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)1 day
Booking Conditions:*Status = All not Cancelled Booking Source:*Booking Source = Direct Invoice tab:*Execution Type = One time onlyAmount*Description = Stripe Fee||[INVOICECHARGESNUM:-3%]*Amount = 0 (leave as 0 so the value is set from the calculation in the Description field)*Per = Room*Flag Text Period = The text you want to displayone time*Flag Colour VAT = 19% (for example - choose enter the flag colourVAT amount if applicable)
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===Modify description/values of an existing invoice item in a booking ===
<div class="mw-collapsible mw-collapsed">
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====Apply Update the Description field of a flag when deposit was made prior to Check-incharge/invoice item====
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Invoice tab:*Add Invoice Item = Update Only*Type = Change Description *Send Email : select appropriate optionDescription = Cleaning^Cleaning Service Fee*Enter : Subject and Email contentInvoicee = Ignore (otherwise you can add a specific Invoicee to limit the search)
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You need to change the charges in bookings due to an update in your prices. Tourist Tax (for example), update the description field and value using the format (findthisinvoicedescription^replacewiththisdescription)
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Time Window = 365*Check In From = Select the first date of the Summer Season*Check In To = Select the last date of the Summer Season *Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = Update Only*Type = Change All*Booking Status Description = Tourist Tax^Tourist Tax - Summer season 2022 (for example) *Amount = 0.75*Per = Per Person*Period = All not cancelledOne time*Invoice Balance Invoicee = ZEROIgnore (otherwise you can add a specific Invoicee to limit the search)
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===Payments/Pending Payments===
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<div class="headline-collapse" > ====Apply Add a flag/colour for a booking coming from a certain channelpending payment====
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Trigger tab:
*Trigger Event = After Bookingor Before Check-in*Trigger Time = Immediateset the time you want to collect the payment*Booking Source = Booking.com 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:Optional*Execution = One time onlyAdd a booking info tab for information and reporting*Flag Text = The text you want to displayPendingPayment (for example)*Flag Colour - choose = select the flag colouras this will be visible in the Calendar/Bookings list
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.tab: Optional</div>*Booking Info Code = PENDPAY</div>*Booking Info Text = Pending payment added
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<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" > ====Apply Add a flag to Booking.com bookings and auto report pending payment - Set the Security Deposit value based on the price of the Credit Card when booking, using a payment FAILS at Stripecalculation ====
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<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: Optional
Add a booking info tab for information and reporting
*Booking Info Code = PENDPAY
*Booking Info Text = Pending payment added
*Booking Status = All not cancelled*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action : *Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====</div><div class="mw-collapsible-content"> ''''Create a Payment Rule (Optional)'''' Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Create a Payment Rule to collect payments if bookings are not cancelled. Click '''Create New Payment Rule''' : Payment Rule:*Name = Enter your title - Not Cancelled (for example) *Action = Auto Payment Trigger :*Booking Status = All not cancelled*Any Booking Info Code (optional)*All Booking Info Codes (optional)*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Funding Source = Guest card only*Payment value adjustment = Limit to group booking balance*Capture = Yes - immediately charged (Capture=Yes)*Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure Prevent Auto Payment :*Prevent payment if booking status = Cancelled*Prevent payment after check-out (days) = 7 (default)*Prevent payment action = Set Manual '''Create Auto Actions ''' Collect the outstanding balance for bookings created via your booking page. Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them. '''Collect outstanding balance for direct bookings''' Trigger tab:*Time**Trigger Event = Checkin**Trigger Time = -3 days (set the time you want to collect the payment)**Time Window = 3 days (set this to the same number (positive) as Trigger time. *Booking Source**Booking Source = Direct. You can have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings. *Booking Conditions**Group Booking Trigger = Trigger only Master**Status = All not cancelled**Invoice Balance= Not Zero (can be used to refine the auto action being triggered) Booking tab: Optional*Flag Text = Pending payment added (for example)*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Booking Info tab: Optional, for information and reporting*Booking Info Code = BALANCE (for example enter the value - use one word only)*Booking Info Text = Enter the description/text to show in for the Booking Info Code. Invoice tab: <div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.</div> *Add a Pending Payment to the booking**Payment Type = Percent of Group Balance due (select on what the payment is calculated) **Description = the text you will see in the "Charges and Payments" tab**Status = if you use the status function add the status you want to apply to the pending payment (optional)**Amount = 100 (this will be 100% of the outstanding group balance) **Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here) **Payment Due = Trigger date**Payment time = set the time to collect payment**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to. </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ===='Capture' a Security Deposit when Credit card is collected at time of booking. ====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking *Trigger Time = immediate*Booking Source =All (for example, you can also set different rules for different channels) Info Codes:Any Booking Info Code = CARDTOSTRIPE Invoice tab:*Payment Type = Fixed amount*Description = Security Deposit (the text you will see in the "Charges and Payments" tab)*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = 100 (balance is full price so 100% of the balance)*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due = check in <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]]. Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this. Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES Payment Rule : *Name = Enter your title - Security Deposit (for example)*Action = Auto Payment Trigger :*Booking Status = select from the drop down list*Any Booking Info Code = optional*All Booking Info Codes = optional*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking) Payment Action :*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No) *Add info code on success = add a Booking Info item to the booking on success*Add info code on failure = add a Booking Info item to the booking on failure</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply an info code and and/or icon when a payment was made====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Booking Info tab:
*Execution = One time only
*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Assign invoice numbers====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = Check-out*Trigger Time = Immediate*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank) Invoice tab:*Assign Invoice Number = yes</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Using Pending Payments as a Payment Reminder====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking or Before Check-in*Trigger Time = set the time you want to add the pending payment to the booking*Booking Source =All (for example, you can also set different rules for different channels) Booking Info tab:*Optional, add a booking info tab for information and reporting Booking tab: Optional*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required. *Flag Colour = select the colour as this will be visible in the Calendar/Bookings list Invoice tab:*Payment Type = select on what the payment is calculated (Percent of Balance due)*Description = the text you will see in the "Charges and Payments" tab*Status = if you use the status function add the status you want to apply to the pending payment (optional)*Amount = enter the amount or percentage you want to collect*Payment Rule = Manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here *Payment Due = Set when the payment is due The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers. </div></div> ===Booking Flags/Colours=== <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a booking is cancelled====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 1 Hour*Trigger Window = 365 days*Booking Status = Cancelled Booking tab:*Execution = One time only*Booking Status = No Change*Flag text = (enter the text you require)*Flag Colour = Set as required</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag for a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when deposit was made prior to Check-in====</div><div class="mw-collapsible-content">Trigger tab: *Trigger Event = Check-in*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Invoice Balance = Any Payment made Message tab: *Send Email : select appropriate option*Enter : Subject and Email content Booking tab: (optional) *Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking info tab : (optional) *Booking Info Code : DEPOSITPAID (for example)*Booking Info Text : additional text if required. Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when booking is fully paid====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZERO Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag/colour for a booking coming from a certain channel====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example) Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment was made====</div><div class="mw-collapsible-content"><span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid". Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment made Booking tab:*Execution = One time only*Flag Text = The text you want to display*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE Booking tab:*Execution = One time only*Flag Text = Stripe Payment Failed*Flag Colour - choose the flag colour</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD Booking tab:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div> ===Status changes===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all "Request" bookings to "Cancelled" after three days ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = After Booking*Trigger Time = 3 days*Booking Status = Request Booking tab:*Execution = One time only*Booking Status = Cancelled</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change the status of all bookings which have been imported from Ical to "Request" ====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Ical Import (1, 2, 3) Booking tab:*Execution = One time only*Booking Status = Request Booking changes are applied before the mail is sent.</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ==== Change Room Unit Status when guest checks out ====</div><div class="mw-collapsible-content">Trigger tab*Trigger Event = Check-out*Trigger Time = Immediate*Trigger Window = 1 day*Booking Status = All but not cancelled*Any Booking Info Code = CHECKOUT Booking tab:*Execution = One time only*Change Room Unit Status = Select the option It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.</div></div> ===API/Webhook===<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write to the field 'Message'====</div><div class="mw-collapsible-content"> You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br> '''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Field Contains: Message = XXX Set the webhook like this: * URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>* Custom Header = [leave empty] Body Data::{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"message": "[MESSAGE] - Append this message":}</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Use API/Webhook to write the value of the 'commission' field to a new invoice item====</div><div class="mw-collapsible-content">You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API: You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>'''API key:'''*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"*API Key = my_very_secret_api_key*API Key Access = allow any IP*IP Whitelist = [leave empty]*Allow Writes = Yes*Property Access = Owned by this account only*'''Property key:'''*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX Set the triggers you need, for example: Booking Source = Booking.com Set the webhook like this: *URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>*Custom Header = [leave empty] *Body Data =:{::"authentication":::{:::"apiKey": "my_very_secret_api_key",:::"propKey": "secret_key_for_prop_XXXXXX"::},::"bookId": "[BOOKID]",::"invoice":::[:::{::::"description": "Booking.com Commission",::::"status": "",::::"qty": "1",::::"price": "-[COMMISSIONNUM]",::::"vatRate": "7.00",::::"type": "0",::::"invoiceeId": "":::}::]:}
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==== Change Room Unit Status when guest checks out Use Auto Action/Webhook to write to send data to Integromat====
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