Changes

Auto Actions

15,315 bytes added, 16:24, 21 May 2023

→‎Apply a flag when a booking is cancelled

== Setup ==

~~Automatic actions will trigger every 15/20 minutes~~The auto action batch process runs multiple times per hour.

Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> AUTO ACTION

Other files can not be attached. We recommend you use a link to a file you upload to your web site.

===HTML and Templates===

If you use HTML you will need to make sure your code is correct and clean otherwise it might trigger our firewall.

HTML messages created by third party services is often convoluted and might contain critical content. Some tools like https://stripo.email/ or https://www.designedwithbee.com/ that allow you to create your own templates and also provide many templates have tested to work well in Beds24.

=== SMS ===

<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> This filter will not apply if you are triggering on a single property.

== Using Smart Logic Template Variables ==

You can use smart logic template variables to trigger auto actions for specific conditions.

If you want to send a message on a specific day of the week :-

1) You need to send a message to remind the guests to put the rubbish bin out for collection on a Wednesday night.

* [IF=:[CURRENTDATE:{%u}]:3:yes|no] will test if the current date is a Wednesday

2) Remind the guest that the cleaning lady will be at the apartment on Friday morning.

* [IF=:[CURRENTDATE:{%u}]:4:yes|no] will test if the current date is a Thursday

%u ISO-8601 numeric representation of the day of the week 1 (for Monday) through 7 (for Sunday)

== Performance and Testing ==

Auto actions will test up to 1000 bookings per cycle, if your trigger condition involves more than 1000 bookings, the next 1000 will be tested on the next cycle etc.

If you require the fastest speed ~~make sure~~ , ensure your trigger is designed to test less than 1000 bookings.

The easiest way to do this is usually by reducing the testing window to the smallest necessary and adjusting the trigger condition to the most suitable.

For example a trigger that tests all bookings from booking time for 1 year will test many bookings while a trigger that tests only the 7 days before check-in will test less bookings and perform faster.

The test tab of the auto action has a button ~~which~~ that will show you how many and which bookings are being tested by the auto action.

It is also possible to specify a booking number and test if the auto action would trigger on that booking with some diagnostics information shown to help trouble shooting.

'''Optimising your auto actions''' You can trigger multiple actions in one auto action,

*send an email/api message to the guest,

*send an SMS, update booking settings,

*add/delete a booking info code,

*trigger a webook,

*add a pending payment,

*update/add/delete a Charge/Payment item,

*assign an invoice number.

There is no requirement to set an individual auto action for each item if they can all apply at the same time.

<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> '''It is not possible to specify a specific time for the auto action to trigger.''' The use of the Trigger time 'Immediate' + 14 hrs (for example) will not trigger the auto action at 2pm local time, this will be the first time the booking could be checked to see if all other conditions are met, and added to the batch for processing.

== Troubleshooting ==

====Send an Email with a key code for a specific unit one day before check-in(Self Checkin)====

</div>

====Send an ~~Email in~~ email to the ~~guests language to an internal Email~~ guest email address when a payment FAILS at Stripe====

</div>

~~This uses a smart template variable. In this example we check whether the guest booked in French. If 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 = STRIPEFAIL, ~~then we send a French text. If no, we send an English text.~~CARDFAILSTRIPE

'''~~Trigger~~ Message tab:'''Update details as appropriate*Send Message = Booking API and Email Smart: 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. Messages to the Email address entered in the field "Internal" are sent via Email.

~~Time:~~*~~Trigger Event = Booking~~*Trigger Time = Immediate*Trigger Window = 1Plain text box (Using Message API)

~~Booking Source~~Subject - enter the subject for your GuestsPlain Text Message :*Booking Source = All (for example)- enter the Message text you wish to send to your guests including the payment link

~~Booking Conditions~~https:*Booking Status //beds24.com/bookpay.php?bookid= ~~All Not Cancelled~~[BOOKID]

~~Booking Fields:~~You can find extra options to add to the payment link if you want to refine the details *Booking Field Contains - select "Language" in the next field enterhttps: ~~the short code for the language this Auto Action is for~~//wiki.beds24.com/index.php/Category:Payments#Payment_Request

~~'''~~*HTML Message ~~tab~~(Send Email) Email Subject - enter the subject for your GuestsEmail Text :~~'''~~- enter the Email text you wish to send to your guests include template variable ~~Enter~~ [PAYLINK] this creates a payment link (HTML A tag) for the ~~message~~ payment request for the amount in the ~~appropriate language under your default language~~booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.

'''Booking tab:'''*~~Send Message~~ Execution = ~~Internal Only~~One time only*~~Internal Email Address~~ Flag Text = ~~enter the email address this message should be sent~~ The text you want to.display*~~Email Subject~~ Flag Colour - ~~enter~~ choose the ~~subject for your Guests~~flag colour *HTML box - Email will be Booking changes are applied before the mail is sent *Email Text :- Template variables so that the flag template variable can be ~~used~~ reflected in the ~~message~~Email. ~~[[Template_Variables| See here]]~~

</div>

====Send ~~SMS~~ an Email in ~~a certain language (if it is the language of~~ the ~~booking) or a default~~ guests languageto an internal Email address ====

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This uses a smart template variable. In this example ~~the auto action will trigger on Booking and for 1 day,~~ we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.

'''Trigger tab:''' ~~Set the rules to when this Auto Action should trigger.~~

Time:

*Booking Status = All Not Cancelled

Booking Fields:

*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for.

'''Message tab:'''

Enter the message in the appropriate language under your default language.

*Send Message = Internal Only

*Internal Email Address = enter the email address this message should be sent to.

*Email Subject - enter the subject for your Guests

*HTML box - Email will be sent

*Email Text :- Template variables can be used in the message. [[Template_Variables| See here]]

~~'''SMS tab:'''~~

*Phone Number = [GUESTMOBILE]

*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]

</div>

====Send ~~Remotelock/Lockstate, Nuki PIN~~ SMS in a certain language (if it is the language of the booking) or ~~Chekin Link 2 days before Check-in~~ a default language====

</div>

~~'''Trigger tab:'''~~This uses a smart template variable. In this example the auto action will trigger on Booking and for 1 day, we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.

~~Time~~'''Trigger tab:-*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 cancelledSet the rules to when this Auto Action should trigger.

Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 Booking Source:*Booking Source = All (for example) Booking Conditions:*Booking Status = All Not Cancelled '''SMS tab:'''*Phone Number = [GUESTMOBILE]*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in (Self Checkin) ====</div><div class="mw-collapsible-content">'''Trigger tab:''' Time:-*Trigger Event = Check-in*Trigger Time = -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = 2 Booking Souce :- *Booking Source = All*Booking Status = All but not cancelled Booking Conditions:-

*Group bookings = Trigger all on master

====Send ~~Email~~ Pin code to ~~guests with check-in details~~ guest, 2 days before Check-in~~, booking paid/no outstanding balance~~ (Self Checkin) ====

</div>

This auto action ~~will~~ can be ~~sent only when~~ used if you have set a fixed PIN code in the ~~Invoice Balance of~~ Room Setup or using digits from the ~~booking is zero~~Booking id. ~~This~~ To setup the PIN code for each Room/Unit then go to {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > UNIT NAMES, then in the unit names, you can ~~be used to ensure that~~ add additional information including a pin code. Example: You have 2 units (100 and 101). Access Pin Code for 100 = 12345, for 101 - 34567 In "Unit name" enter: (Use (?) in the ~~checkin~~ room setup for more details ~~are only sent when the guest has completed the payments.~~ /options) *100|12345*101|34567

'''Trigger tab:'''

*Trigger Window = 2

Booking ~~Source~~Souce :-

*Booking Source = All

*Booking Status = All but not cancelled

Booking Conditions:-

*Group bookings = Trigger all on master

*Invoice Balance = 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.

*Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guestsinclude URL. ~~This can include 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,~~ Include these template variables ~~can be used, see~~ - [UNITNAME] and [UNITNAME:1] or [BOOKIDLAST5] - Last 5 digits of booking number. See the list of ALL template variables that can be used [[Template_Variables| see here]]

*HTML box - Email will be sent

Email Text :- ~~Enter~~ It is possible to use the same details (URL) as in the ~~text you wish to send to your guests this can include URLs~~Plain Text box above. Include ~~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,~~ these template variables ~~can be used,~~ - [UNITNAME] and [UNITNAME:1] or [BOOKIDLAST5] - Last 5 digits of booking number. see the list of ALL template variables that can be used [[Template_Variables| see here]]

</div>

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

</div>

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 stay~~before check-in you want to sent the code or link)*Trigger Window = 2

Booking Source:-

*Booking Source = All

*Booking Status = All but not cancelled

Booking Conditions: -

*Group bookings = Trigger all on master

*~~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]]

<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.

</div>

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

</div>

~~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 Guests~~ensure 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~~

'''Trigger tab:'''

Time:-*Trigger Event = ~~Checkout~~Check-in*Trigger Time = ~~Immediate~~ -2 (the number of days before check-in you want to sent the code or link) *Trigger Window = ~~1 day~~2

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 cancelled~~Zero

Info ~~Codes~~codes :-*Any Booking Info Code = ~~CHECKOUT~~STRIPEAUTHORIZE

'''Messaging tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.

*Send ~~Email~~ Message = ~~Guest~~ Booking API/Smart Email ~~(or one of the other options)~~

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

If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.

*Attachment = Select the Invoice Template from the drop down list. *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]] <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkout to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings. If you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.

~~Other files can not be attached. We recommend you use a link to a file you upload to your web site.~~

</div>

====Send Email ~~with Booking Registration Form~~ to all current guest (Check- ~~PDF attachment~~in) ====

</div>

~~You can send Booking Template attachments to your Guests.~~

~~Setup your Booking Template, go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES~~

'''Trigger tab:'''

Time:

*Trigger Event = ~~Booking~~Check-in

*Trigger Time = Immediate

*Trigger Window = ~~1 day~~14(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

~~'''Messaging tab~~Info 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.

*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.

*Attachment = Select Booking Template from the drop down list.

*Subject - enter the subject for your Guests

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.

If <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> It is assumed you ~~send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels~~ use the ~~channel might block~~ Checkin/Checkout feature in the ~~attachment so it is~~ Dashboard, if not ~~delivered~~ you can either manually add Checkin to ~~the guest. Ask~~ your ~~channel about their policy regarding this.~~ ~~Other files can not be attached. We recommend you use a link~~ bookings (Booking info tab) or create an auto action to ~~a file you upload~~ add the Booking Info Codes to ~~your web site~~the bookings.

</div>

====Send Email ~~after the cleaner has cleaned the room~~with Guest Invoice - PDF attachment====

</div>

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 clean~~GUEST MANAGEMENT -> INVOICING

'''Trigger tab:'''

Time:

*Trigger Event = ~~Checkin~~Checkout

*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

~~Booking Fields~~Info Codes:*~~Template Variable~~ Any Booking Info Code = ~~[UNITSTATUS1] Contains = clean~~CHECKOUT '''Messaging tab:'''

~~'''Messaging tab: '''~~

*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.

*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 list~~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.

====Send Email ~~to your guest~~ with Booking Registration Form - ~~Upselling additional nights - nights available after checkout~~ PDF attachment====

</div>

To You can send ~~an automated Email~~ Booking Template attachments to ~~the guest confirming that it is possible to extend their stay~~your 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:'''

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

~~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 box~~Email.

*~~Send Message~~ Attachment = Select Booking ~~API/Smart Email~~Template from the drop down list.

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 ~~Guests~~guests include URL. Template variables can be used [[Template_Variables| see here]]

*~~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

~~[IF<=:[TURNOVERDAYS]:3~~Email Text :~~Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT]~~ - It is ~~currently available for up~~ possible to ~~[TURNOVERDAYS] extra night~~use 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~~ [~~ROOMTEMPLATE3~~Template_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.

<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.

*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 night~~guest. ~~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 Price~~channel 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

Other files can not be attached. We recommend you use a link to a file you upload to your web site.

</div>

====Send Email ~~to your guest - Upselling additional nights - nights available before checkin~~ after the cleaner has cleaned the room====

</div>

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 stay~~ready. In this example we used the unit status clean

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:-'''

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:[VACANTDAYS~~UNITSTATUS1]~~:0:3:yes|no|no] equal yes~~Contains = clean

~~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 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

~~[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 [PROPERTYEMAIL~~Template_Variables| see here] ~~confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID~~] ~~and Offer ‘EXTRANIGHTS’ for the special Price.~~

*HTML ~~Box~~ box - Email will be sent

~~[IF<=:[VACANTDAYS]:3~~Email 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 [PROPERTYEMAIL~~Template_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.

Other files can not be attached. We recommend you use a link to a file you upload to your web site.

</div>

====Send Email to your guest - ~~Offering Early Checkin~~ Upselling additional nights - nights available after checkout ====

</div>

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~~extend 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

*Group bookings = Trigger all on master

*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes

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)'''

~~Dear~~For 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

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 Price~~channels API messaging systems if possible.~~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. *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 ([~~PROPERTYCONTACTFIRSTNAME~~ROOMNAME] ), which you booked for [~~PROPERTYCONTACTLASTNAME~~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 [~~PROPERTYADDRESS~~[Template_Variables| see here],] [~~PROPERTYCITY~~IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]),which you booked for [NUMNIGHT] nights from [~~PROPERTYPOSTCODE~~FIRSTNIGHTSHORT],to [~~PROPERTYSTATE~~LEAVINGDAYSHORT],is currently available for up to [~~PROPERTYCOUNTRY~~TURNOVERDAYS] 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 [~~PROPERTYWEB~~BOOKID]and Offer ‘EXTRANIGHTS’ for the special Price.

'''Booking Info Tab :- Optional'''*Booking info code = ~~EARLYARRIVAL,~~ EXTRANIGHTS *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] ~~Early Checkin~~per extra night

</div>

====Send Email to your guest - ~~Offering Late Checkout~~ Upselling additional nights - nights available before checkin ====

</div>

To 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~~extend 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 = ~~Checkout~~Checkin (depending on when you want to notify the guest)*Trigger Time = -1 2 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = 12 Booking Source:

*Booking Source = All

Booking Conditions:

*Group bookings = Trigger all on master

*Booking Status = All but not cancelled

*Group bookings = Trigger all on master

*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes

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

~~Message tab :-~~ *Send Email = Guest API/Smart Email (or one of the other options)*EMail Subject = Enter the appropriate details *Email Text = Your text, using the This template ~~variables~~ variable tests if there is upto 3 days from previous checkout to ~~modify the specific text~~ check in ~~the~~ of current booking. ~~Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)~~

~~Dear, [GUESTNAME],~~'''Messaging tab :- '''*Send Message = Guest API/Smart Email

~~We are very happy~~ If the "Mail & Actions" tab contains a "real" Email address the message is sent to ~~offer you 'Late Check-out' at [PROPERTYNAME] at~~ the ~~exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]~~guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.

If ~~you would like~~ no connection to a ~~late checkout, then please~~ messaging system is available the message will send ~~an email~~ to ~~our Reservations team [PROPERTYEMAIL] confirming you would like~~ the ~~Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for~~ Email address from the "Mail & Actions" tab of the ~~special Price~~Email.

~~Best regards~~*Subject = Enter the appropriate details *Plain Text Box = Your text,using the template variables to modify the specific text in the booking. [IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|]. We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price. *HTML Box

[~~PROPERTYCONTACTFIRSTNAME~~IF<=:[VACANTDAYS] :3:Your apartment ([ROOMNAME]), which you booked for [~~PROPERTYCONTACTLASTNAME~~NUMNIGHT]nights from [~~PROPERTYNAME~~FIRSTNIGHTSHORT] to [~~PROPERTYADDRESS~~LEAVINGDAYSHORT],is currently available for up to [~~PROPERTYCITY~~VACANTDAYS],extra night(s)|]. We are very happy to offer you to extend your stay a [~~PROPERTYPOSTCODE~~PROPERTYNAME],at the exceptional rate of [~~PROPERTYSTATE~~ROOMTEMPLATE3],[~~PROPERTYCOUNTRY~~PROPERTYCURRENCYBACK]per extra night. ~~Email :-~~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 [~~PROPERTYWEB~~BOOKID]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 Checkout~~per extra night

</div>

====Send Email to your guest - Offering ~~Late Checkout Only on a Sunday when there is no new arrival~~ Early Checkin ====

</div>

To send an automated Email to the guest confirming that it is possible to have ~~a Late checkout on Sundays~~ an Early Checkin as ~~the~~ room is available on the day of ~~departure~~before arrival.

~~This auto action will create a new booking for the date of departure, closing the calendar to any other bookings.~~ The URL link in the message tab, 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 the LateCheckout. 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. ~~'''Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS~~ *Name = Latecheckout*Enable = Only if Available*Booking Type = Confirmed with Deposit 2 - via payment gateway ~~'''Step 2:''' Create a Rate or Daily Price, PRICES~~ ~~Guests = Max OccupancyMax Stay = 1Offer = select the offer number as created in the above step.~~ ~~If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days.~~ ~~Channel Tab, untick all channels, leave only 'beds24.com' for your booking page.~~ ~~If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days.~~ ~~Enable list, untick all channels, leave only 'beds24.com' for your booking page.~~ ~~'''Step 3: ''' Create the Auto Action~~

Trigger Tab :-

*Trigger Event = ~~Checkout~~Checkin (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 = 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)

*Group bookings = Trigger all on master

*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes

*Template Variables = [IF=:[LEAVINGDAY:{%a}]:Sun:|[IF>=^[TURNOVERDAYS]^1^yes~no]] equal yes This template variable tests if ~~the departure day is a Sunday and~~ there is ~~at least~~ 1 day between the ~~existing~~ guest booking and the next booking.

Message tab :-

Dear, [GUESTNAME],

We are very happy to offer you '~~Late~~ Early Check-~~out~~in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].

If you would like ~~a late checkout,~~ checkin early for your stay then please ~~use this link~~ send an email to ~~make the booking and payment.~~ ~~https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-~~our Reservations team [~~ROOMID~~PROPERTYEMAIL] ~~<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, will direct~~ confirming the ~~guest~~ number of nights you would like to ~~make a new booking in the existing room with the check-in date = leaving date~~ stay and ~~for Offer 7 &br-7 (offer created in Step 1 above)~~ ~~Enter~~ provide your Booking Reservation Number [BOOKID] ~~into the Booking id box on~~ and Offer ‘EARLYARRIVAL’ for the ~~booking page~~special Price.

Best regards,

[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] [PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[PROPERTYEMAIL]

Website :- [PROPERTYWEB]

Booking Info Tab :- Optional

*Booking info code = ~~LATCHECKOUT~~EARLYARRIVAL, *Booking Info Description = Upsell email sent [CURRENTDATE]: ~~Late Checkout~~[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin

</div>

~~===Send an email to the Owner/Internal email address ===~~

<div class="headline-collapse" > ====Send ~~an email~~ Email to ~~the Owner/Internal email address when a payment FAILS at Stripe~~your guest - Offering Late Checkout ====

</div>

To 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. Trigger ~~tab~~Tab :- *Trigger Event = ~~After Booking~~Checkout*Trigger Time = ~~Immediate~~-1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = ~~365~~1*Booking Source = All

*Booking Status = All but not cancelled

*~~Booking Info Code~~ Group bookings = ~~STRIPEFAIL, CARDFAILSTRIPE~~ Trigger all on master*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes

~~Messaging tab:~~*Send Message = Internal*Internal Email Address = enter This template variable tests if there is 1 day between the ~~email address to receive~~ guest booking and the ~~notification~~*Subject = Failed Stripe Payment*HTML Box = Enter the text to be sent, you can use template variables in this message, for example next booking.

~~[BOOKID]~~ 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 ~~reference number~~. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails) Dear, [~~GUESTNAMES~~GUESTNAME] , We are very happy to offer you 'Late Check- ~~name~~ out' at [PROPERTYNAME] at the exceptional rate of ~~all guests in~~ [ROOMTEMPLATE3][PROPERTYCURRENCYBACK]. If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the ~~booking on~~ Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the ~~"summary" tab of the booking~~special Price. Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME][PROPERTYNAME] [PROPERTYADDRESS],[PROPERTYCITY],[PROPERTYPOSTCODE],[PROPERTYSTATE],[PROPERTYCOUNTRY]. Email :-[~~FIRSTNIGHT~~PROPERTYEMAIL]Website :- [PROPERTYWEB] Booking Info Tab :- Optional*Booking info code = LATCHECKOUT, *Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][~~LASTNIGHT~~PROPERTYCURRENCYBACK]Late Checkout

~~Booking tab: (optional)~~

*Execution = One time only

*Flag Text = Stripe Payment Failed

*Flag Colour - choose the flag colour

</div>

~~===Booking Info Codes===~~

<div class="headline-collapse" > ====~~Add CHECKIN Booking info code~~ Send Email to ~~bookings~~ your guest - Offering Late Checkout Only on a Sunday when there is no new arrival ====

</div>

~~If you need~~ To send an automated Email to ~~use~~ the ~~Booking info code CHECKIN/CHECKOUT~~ guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure. This auto action will create a new booking for ~~reporting/other auto actions~~the date of departure, ~~you can set~~ closing the ~~Booking info code rather than use the Current guest module in the dashboard~~calendar to any other bookings.

~~Trigger~~ The URL link in the message tab, 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 the LateCheckout. This 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~~'''Step 1: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin~~</div~~''' Create a new offer in {{#fas:cog}} (SETTINGS) >~~</div~~PROPERTIES >OFFERS

~~<div class~~*Name =~~"mw-collapsible mw-collapsed">~~Latecheckout~~<div class~~*Enable =~~"headline-collapse" >~~ Only if Available~~====Add CHECKOUT~~ *Booking ~~info code to bookings ===~~Type =~~</div><div class="mw-collapsible~~Confirmed with Deposit 2 -~~content">~~via payment gateway

~~If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions~~'''Step 2:''' Create a Rate or Daily Price, ~~you can set the Booking info code rather than use the Current guest module in the dashboard.~~ PRICES

~~Trigger tab:~~*~~Trigger Event~~ Guests = ~~Check-out~~Max Occupancy*~~Trigger Time = Immediate~~*Trigger Window Max Stay = 1 ~~day~~*Booking Source = All*Booking Status = All but not cancelled*~~Group bookings~~ Offer = ~~Trigger all on master~~select the offer number as created in the above step.

~~Booking Info tab:~~ If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days. Channel Tab, untick all channels, leave only 'beds24.com' for your booking page. *Booking Info Code = CHECKOUTIf using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days. *Booking Info Text = Auto CheckoutEnable list, untick all channels, leave only 'beds24.com' for your booking page. ~~</div></div>~~'''Step 3: ''' Create the custom question for the booking id

~~<div class="mw-collapsible mw-collapsed"~~Go to {{#fas:cog}} (SETTINGS) > PROPERTIES >~~<div class="headline-collapse"~~ BOOKING QUESTIONS > CUSTOM QUESTIONS and create a question*Question =~~===Group check-in ====</div>~~Booking Id~~<div class="mw-collapsible-content">~~*Single Line field~~This requires the master booking to be checked-in via the check-in function.~~ *Optional

~~Trigger tab~~'''Step 4:''' Create the Auto Action

Trigger Tab :- *Trigger Event = ~~After Booking~~Checkout*Trigger Time = ~~immediately~~-1 days (depending on when you want to notify the guest, in this example 2 days before arrival)*Trigger Window = ~~365~~1*Booking Source = All

*Booking Status = All but not cancelled

*~~Group bookings"~~ Between Booking and Check in = ~~Trigger all~~ 2 and 999 (to stop the auto action triggering on ~~master~~*Info Code = CHECKINthe new booking)

~~Booking info tab :~~ *~~Info Code~~ Group bookings = ~~CHECKIN</div></div>~~ Trigger all on master

~~<div class~~*Template Variables =~~"mw-collapsible mw-collapsed"><div class~~[IF=~~"headline-collapse"~~ :[LEAVINGDAY:{%a}]:Sun:|[IF> ~~===~~=~~Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to use the Guest database.~~ ^[TURNOVERDAYS]^1^yes~no]] equal yes

~~Trigger tab:~~This template variable tests if the departure day is a Sunday and there is at least 1 day between the existing guest booking and the next booking.

*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = AllMessage tab :- *~~Booking Status~~ Send Email = ~~All but not cancelled~~Guest API/Smart Email (or one of the other options)*~~Group bookings"~~ EMail Subject = ~~Trigger all on master~~Enter the appropriate details *~~Template Variable~~ Email Text = ~~[GUESTSID1] greater than 0~~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)

~~Booking info tab :~~ *Info Code = REPEAT~~</div></div>~~Dear, [GUESTNAME],

~~<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >~~ ~~====Identify bookings with Custom Question ticked/unticked ====</div><div class="mw-collapsible-content">~~If We are very happy to offer you ~~have a custom question with a~~ '~~Tick box~~Late Check-out' ~~for example, they want a late checkin~~at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].

~~Setup~~ If you would like a late checkout, please use this link to make the ~~custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box~~booking and payment.

~~Trigger tab~~https://beds24.com/booking2.php?propid=[PROPERTYID]&checkin_hide=[LEAVINGDAYYYYY-MM-DD]&br5-[ROOMID]=Book

*Trigger Event <span class= ~~After Booking~~*Trigger Time "" style= ~~immediately~~*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" 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 = ~~Trigger all on master~~*Template Variable = [GUESTCUSTOMQ1] equals ticked leaving date and for Offer 7 &br-7 (oroffer created in Step 1 above) ~~not ticked~~

Enter your Booking ~~info tab :~~ *Info Code = LATECHECKIN~~</div>~~Reservation Number [BOOKID] into the Booking id box on the booking page. ~~</div>~~Best regards,

[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]

Email :-[PROPERTYEMAIL]

Website :- [PROPERTYWEB]

Booking Info Tab :- Optional

*Booking info code = LATCHECKOUT,

*Booking Info Description = Upsell email sent [CURRENTDATE]: Late Checkout

~~===Add invoice items to a booking ===~~</div></div>

<div class="headline-collapse" > ====~~Add a fee~~ Send Email to ~~all bookings from~~ your guest - On a ~~channel~~Wednesday (Cleaner is due/Rubbish Collection is due) ====

</div>

~~Trigger tab:~~

*Trigger Event = After Booking

*Trigger Time = Immediate

*Booking Source = Expedia (for example)

~~Invoice tab~~To send an automated Email to the guest reminding them that there is an event on a specific day of the week, for instance, the cleaner is due on Wednesday mornings, or the bin collection is due on Thursday mornings. You will need to check for the day of the week. If the booking is for more than 1 week, you will need multiple auto actions as an email will only be sent once, it is not possible to trigger multiple times. '''Step 1:''' Create the Auto Action*Add Invoice Item = Add new*Type = AmountTrigger Tab :- *~~Description~~ Trigger Event = ~~Cleaning fee (for example) - Template variables can be used.~~ Checkin*~~Amount~~ Trigger Time = ~~50 (for example - the amount of your cleaning fee)~~Immediate *~~per~~ Trigger Window = ~~Room~~8 days*~~Period~~ Booking Source = ~~one time~~All *~~VAT~~ Booking Status = ~~19% (for example - enter the VAT amount if applicable)~~All but not cancelled

~~The fee will be added the next time the auto actions run.~~ ~~</div></div>~~*Template Variables = [IF=:[CURRENTDATE:{%u}]:3:yes|no] equal yes

~~<div class="mw-collapsible mw-collapsed"><div~~ ~~class="headline~~%u ISO-~~collapse" >~~8601 numeric representation of the day of the week 1 (for Monday) through 7 (for Sunday)

~~====Add~~ This template variable tests if the current day is a ~~fee (Penalty) to all bookings with an Outstanding Balance====~~Wednesday.

<Message tab :- *Send Email = Guest API/~~div>~~Smart Email (or one of the other options)~~<div class~~*EMail Subject =~~"mw-collapsible-content">~~Enter the appropriate details ~~You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior~~ *Email Text = Your text, using the template variables to ~~checkin~~modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)

~~Trigger tab:~~Dear, [GUESTNAME],

~~Time :~~*Trigger Event = Checkin *Trigger Time = -2 days*Trigger Window = 2 days Hope you are enjoying your holiday at [PROPERTYNAME].

~~Booking Conditions:~~*Status = All not Cancelled *Invoice Balance = Not ZeroWe would like to remind you that the cleaner is due to visit you on Thursday morning between 10am and 12am.

~~Invoice tab:~~Best regards, [PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME] *Type = Amount *Description = Payment Fee||Email :-[~~INVOICEBALANCE~~PROPERTYEMAIL] Website :~~2.2%~~- [PROPERTYWEB] Booking Info Tab :- Optional*~~Amount~~ Booking Info code = ~~0 (leave as 0 so the value is set from the calculation in Description field)~~CLEANWED1*~~Per~~ Booking Info text = ~~Room~~Reminder that cleaning is due on the first Thursday of their stay.*Period = one time*VAT = 19% (for example - enter This can be used to trigger the ~~VAT amount~~ next auto action if ~~applicable)~~the duration of their holiday is more than 1 week. Include the Booking Info code in the Trigger tab of the next auto action.

~~The fee will be added the next time the auto actions run.~~

</div>

===~~Payments~~Send an email to the Owner/~~Pending Payments~~Internal email address ===

====~~Add~~ Send an email to the Owner/Internal email address when a ~~pending~~ paymentFAILS at Stripe====

</div>

Trigger tab:

*Trigger Event = After Booking ~~or Before Check-in~~*Trigger Time = ~~set the time you want to collect the payment~~Immediate*Trigger Window = 365*Booking Source =All ~~(for example~~*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAIL, ~~you can also set different rules for different channels)~~CARDFAILSTRIPE

~~Booking Info~~ Messaging tab: ~~OptionalAdd a booking info tab for information and reporting~~*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*~~Flag Text~~ Subject = ~~PendingPayment (for example)~~Failed Stripe Payment*~~Flag Colour~~ HTML Box = ~~select~~ Enter the ~~colour as this will~~ text to be ~~visible~~ sent, you can use template variables in ~~the Calendar/Bookings list~~this message, for example

~~Booking~~ [BOOKID] - booking reference number[GUESTNAMES] - name of all guests in the booking on the "summary" tab~~: Optional~~of the booking*Booking Info Code = PENDPAY[FIRSTNIGHT]*Booking Info Text = Pending payment added[LASTNIGHT]

~~Invoice~~ Booking tab:*Payment Type = select on what the payment is calculated (~~Percent of Balance due~~optional)*~~Description~~ Execution = ~~the text you will see in the "Charges and Payments" tab~~One time only*~~Status~~ Flag Text = ~~if you use the status function add the status you want to apply to the pending payment (optional)~~Stripe Payment Failed*~~Amount = enter~~ Flag Colour - choose the ~~amount or percentage you want to collect~~flag colour*Payment Rule = use auto or manual - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT-</div>~~PAYMENT COLLECTION they will be available here~~ *Payment Due = Set when the payment is due</div>

~~Create~~ ====Send an email to the Owner/Internal email address when a guest completes a Payment ~~Rule to collect a payments when bookings are~~ Authorisation 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. ~~Go to Settings > Payments > Payment Rules~~*Booking Info Code = STRIPEAUTHORIZE

Messaging tab:*Send Message = Internal*Internal Email Address = enter the email address to receive the notification*Subject = Stripe Payment ~~Rule :~~Authorisation*HTML Box = Enter the text to be sent, you can use template variables in this message, for example

~~Name = Enter your title~~ [BOOKID] - ~~Not Cancelled (for example)~~booking reference number~~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 [GUESTNAMES] - name of all guests in the booking) ~~Payment Action :~~ *Capture = Yes - immediately charged (Capture=Yes)*Add info code on ~~success = add a Booking Info item to~~ the "summary" tab of the booking ~~on success~~*Add info code on failure = add a Booking Info item to the booking on failure[FIRSTNIGHT][LASTNIGHT]

Booking tab: (optional)

*Execution = One time only

*Flag Text = Stripe Authorised

*Flag Colour - choose the flag colour

</div>

====~~Add~~ Send an email to the Owner/Internal email address for a ~~pending payment - Set the Security Deposit value based on the price of the~~ new booking~~, using a calculation~~ ====

</div>

Trigger tab:

*Trigger Event = After Booking ~~or Before Check-in~~*Trigger Time = ~~set the time you want to collect the payment~~Immediate*Trigger Window = 1 day*Booking Source =All ~~(for example, you can also set different rules for different channels)~~*Booking Status = All but not cancelled

~~Booking~~ Messaging tab: ~~Optional~~*~~Flag Text~~ Send Message = ~~PendingPayment (for example)~~Internal*Internal Email Address = enter the email address to receive the notification*Subject = New Booking*~~Flag Colour~~ HTML Box = ~~select~~ Enter the ~~colour as this will~~ text to be ~~visible~~ sent, you can use template variables in ~~the Calendar/Bookings list~~this message, for example

~~Booking Info tab: Optional~~[BOOKID] - booking reference number~~Add a~~ [GUESTNAMES] - name of all guests in the booking ~~info~~ on the "summary" tab ~~for information and reporting~~of the booking*Booking Info Code = PENDPAY[FIRSTNIGHT]*Booking Info Text = Pending payment added[LASTNIGHT]

~~Invoice tab:~~*Payment Type = fixed value</div>*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.div>

===Booking Info Codes===<~~span~~ div class="mw-collapsible mw-collapsed" ~~style~~><div class="~~color: #f3e504; font~~headline-~~size: 150%;~~collapse" >~~{{#fas:lightbulb}}~~ ====Add CHECKIN Booking info code to bookings ====</~~span~~div> <~~span style~~div class="~~font~~mw-collapsible-~~weight: bold;~~content" >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 If you need to use the ~~status function add the status~~ Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you ~~want to apply to~~ can set the ~~pending payment (optional)~~*Amount = 0*Payment Rule = Booking info code rather than use ~~auto or manual - if you have set up payment rules~~ the Current guest module in ~~{{#fas:cog}} (SETTINGS) Payments > Payment Rules they will be available here~~ *Payment Due = Set when the ~~payment is due~~dashboard.

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

~~Create a Payment Rule to collect a payments when bookings are not cancelled.~~ Booking Info tab: *Booking Info Code = CHECKIN*Booking Info Text = Auto Checkin</div></div>

Go <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Add CHECKOUT Booking info code to ~~Settings~~ bookings ====</div> ~~Payments~~ <div class="mw-collapsible-content"> ~~Payment Rules~~

~~Payment Rule :~~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.

~~Name = Enter your title - Not Cancelled (for example)Action = Auto~~ ~~Payment~~ Trigger tab: *~~Booking Status~~ Trigger Event = ~~All not cancelled~~Check-out*~~Any Booking Info Code~~ Trigger Time = ~~optional~~Immediate*~~All Booking Info Codes~~ Trigger Window = ~~optional~~1 day*~~Exclude~~ Booking ~~Info Code~~ Source = ~~optional (can exclude Virtual Credit cards, find the Booking info code in the booking)~~ ~~Payment Action :~~All*~~Capture~~ Booking Status = ~~Yes - immediately charged (Capture=Yes)~~All but not cancelled*~~Add info code on success~~ Group bookings = ~~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 ~~failure~~master

Booking Info tab:

*Booking Info Code = CHECKOUT

*Booking Info Text = Auto Checkout

</div>

<div class="headline-collapse" > ====~~Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)~~Group check-in ====

</div>

This requires the master booking to be checked-in via the check-in function.

~~''''Create a Payment Rule (Optional)''''~~Trigger tab:

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 *Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled ~~before the final payment is due to be collected.~~ *Group bookings" = Trigger all on master*Info Code = CHECKIN

~~Go to {{#fas~~Booking info tab :~~cog}} (SETTINGS) PAYMENTS~~ *Info Code = CHECKIN</div></div> ~~PAYMENT RULES~~

~~Create a Payment Rule~~ <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Identify Repeat Guest ====</div><div class="mw-collapsible-content">This requires you to ~~collect payments if bookings are not cancelled~~use the Guest database.

~~Click '''Create New Payment Rule'''~~ Trigger tab:

~~Payment Rule:~~*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*~~Name~~ Group bookings" = ~~Enter your title - Not Cancelled (for example)~~ Trigger all on master*~~Action~~ Template Variable = ~~Auto~~[GUESTSID1] greater than 0

~~Payment Trigger~~ Booking info tab :*~~Booking Status = All not cancelled~~*Any Booking Info Code ~~(optional)~~= REPEAT*All Booking Info Codes (optional)</div>*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)</div>

~~Payment Action :~~<div class="mw-collapsible mw-collapsed">*Funding Source <div class= ~~Guest card only~~"headline-collapse" > *Payment value adjustment = ~~Limit to group booking balance~~===Identify bookings with Custom Question ticked/unticked ====*Capture </div><div class= ~~Yes~~ "mw- ~~immediately charged (Capture=Yes)~~collapsible-content">*Add info code on success = add If you have a custom question with a ~~Booking Info item to the booking on success~~*Add info code on failure = add 'Tick box' for example, they want a ~~Booking Info item to the booking on failure~~late checkin.

~~Prevent Auto Payment~~ Setup the custom question in {{#fas:*Prevent payment if booking status = Cancelled*Prevent payment after check-out cog}} (~~days~~SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = ~~7 (default)~~*Prevent payment action = Set ManualTick Box.

Trigger tab:

~~'''Create Auto Actions '''~~*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Group bookings" = Trigger all on master*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked

~~Collect the outstanding balance for bookings created via your booking page.~~ Booking info tab : *Info Code = LATECHECKIN</div>~~Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT~~ </div> ~~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~~ ==Add invoice items to a booking ~~page bookings.~~ ===

*Booking Conditions<div class="mw-collapsible mw-collapsed">**Group Booking Trigger <div class= ~~Trigger only Master~~"headline-collapse" > **Status = ~~All not cancelled~~**Invoice Balance= ~~Not Zero (can be used~~ ==Add a fee to ~~refine the auto action being triggered)~~all bookings from a channel====</div><div class="mw-collapsible-content">~~Booking~~ Trigger tab: ~~Optional~~*~~Flag Text~~ Trigger Event = ~~Pending payment added (for example)~~After Booking*~~Flag Colour~~ Trigger Time = ~~select the colour as this will be visible in the Calendar/Bookings list~~ ~~Booking Info tab: Optional, for information and reporting~~Immediate*Booking ~~Info Code~~ Source = ~~BALANCE~~ Expedia (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:

*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)

<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 The fee will be ~~available here)~~ **Payment Due = Trigger date**Payment time = set added the next time ~~to collect payment~~**Invoicee = If you use the "invoicee" function you can select which invoicee the ~~pending payment will be assigned to~~auto actions run.

</div>

====~~'Capture'~~ Add a ~~Security Deposit when Credit card is collected at time of booking.~~ fee (Penalty) to all bookings with an Outstanding Balance====

</div>

You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin.

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~~Time :~~Any Booking Info Code~~ *Trigger Event = ~~CARDTOSTRIPE~~Checkin *Trigger Time = -2 days*Trigger Window = 2 days

~~Invoice tab~~Booking Conditions:*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)~~All not Cancelled *~~Amount = 100 (balance is full price so 100% of the balance)~~*Payment Rule = Security Deposit (Create a Payment Rule, see below) *Payment Due Invoice Balance = ~~check in~~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. <~~span style="color:#fe746c;“~~ /div>~~{{#fas:exclamation-triangle}}~~ </~~span~~div> ~~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.<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >

Go ====Add a negative value to ~~{{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES~~Direct bookings for Stripe Charges====

~~Payment Rule :~~ </div>*Name <div class= ~~Enter your title~~ "mw- ~~Security Deposit (for~~ 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)*Action = Autothe Stripe charge will be added as a negative figure.

~~Payment~~ Trigger tab:*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~~ Time :*~~Capture~~ Trigger Event = ~~Yes/No~~ 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:- ~~immediately charged~~ 3%]*Amount = 0 (~~Capture=Yes), if you want to make sure that~~ leave as 0 so the ~~amount~~ value is ~~available for later capture (Capture~~set from the calculation in the Description field)*Per =~~No)~~ Room*~~Add info code on success~~ Period = ~~add a Booking Info item to the booking on success~~one time*~~Add info code on failure~~ VAT = ~~add a Booking Info item to~~ 19% (for example - enter the VAT amount if applicable) The fee/charge will be added the next time the ~~booking on failure~~auto actions run.

</div>

===Modify description/values of an existing invoice item in a booking ===

<div class="headline-collapse" >====Update the Description field of a charge/invoice item====

~~====Apply an info code and and/or icon when a payment was made====~~

</div>

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

*~~Trigger Window~~ Booking Source = Expedia (for example) Invoice tab:*Add Invoice Item = ~~365~~Update Only*~~Booking Source~~ Type = ~~All~~Change Description *~~Booking Status~~ Description = ~~All but not cancelled~~Cleaning^Cleaning Service Fee*~~Invoice Balance~~ Invoicee = ~~Any Payment made~~Ignore (otherwise you can add a specific Invoicee to limit the search)

~~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>

====~~Assign~~ Update all values of a charge/invoice ~~numbers~~item====

</div>

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 = ~~Check-out~~After Booking

*Trigger Time = Immediate

*~~Any~~ 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 ~~Info Code~~ Source = ~~CHECKOUT~~ Expedia (~~optional only if you use the check-out function, if not leave blank~~for example)

Invoice tab:

*~~Assign~~ Add Invoice ~~Number~~ Item = ~~yes~~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>

===Payments/Pending Payments===

====~~Using Pending Payments as~~ Add a ~~Payment Reminder~~pending payment====

</div>

Trigger tab:

*Trigger Event = After Booking or Before Check-in

*Trigger Time = set the time you want to ~~add~~ collect the ~~pending~~ payment ~~to the booking~~

*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:Optional*Optional, add Add 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

*~~Flag Text~~ Booking Info Code = ~~PaymentDue1 (for example), set multiple if multiple payments are required.~~ PENDPAY*~~Flag Colour~~ Booking Info Text = ~~select the colour as this will be visible in the Calendar/Bookings list~~Pending payment added

Invoice tab:

*Payment Type = select on what the payment is calculated (Percent of Balance dueOR Group balance if you receive Group bookings)

*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~~ 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

~~The Pending~~ Create a Payment ~~Report is available in Bookings > Pending Payments. This report can be used~~ Rule to ~~see outstanding pending~~ collect a payments~~, this can be used to see all outstanding payments,~~ when ~~payment gateways other than Stripe~~ bookings are ~~used~~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 ~~Pending Payments report can be used~~ 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 ~~see outstanding payments and~~ the booking on success*Add info code on failure = add a ~~checklist for bank transfers.~~ Booking Info item to the booking on failure

</div>

~~<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >~~ ====~~Apply~~ Add a ~~flag when~~ pending payment - Set the Security Deposit value based on the price of the booking, using a ~~booking is cancelled~~calculation ====

</div>

Trigger tab:*Trigger Event = After Bookingor Before Check-in*Trigger Time = ~~1 Hour~~*Trigger Window = 365 daysset the time you want to collect the payment*Booking ~~Status~~ Source = ~~Cancelled~~All (for example, you can also set different rules for different channels)

Booking tab:*Execution = One time only*Booking Status = No ChangeOptional*Flag ~~text~~ Text = PendingPayment (~~enter the text you require~~for example)*Flag Colour = ~~Set~~ select the colour as ~~required</div>~~<this will be visible in the Calendar/~~div>~~Bookings list

~~<div class="mw-collapsible mw-collapsed">~~Booking Info tab: Optional~~<div class="headline-collapse" >~~ ~~====Apply~~ Add a ~~flag~~ booking info tab for ~~a bookings from a channel which have breakfast included====</div><div class="mw-collapsible-content">Trigger tab:~~*Trigger Event = After Booking*Trigger Time = Immediateinformation and reporting*Booking ~~Source~~ Info Code = ~~Booking.com (for example)~~PENDPAY*Booking ~~Field Contains - select "API Message" in the next field enter: meal_plan~~Info Text =~~Breakfast (or Extra Breakfast - use the text the channel uses)~~Pending payment added

~~Booking~~ Invoice tab:*~~Execution~~ Payment Type = ~~One time only~~fixed value*~~Flag Text~~ Description = ~~The text you want~~ Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4] (Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to ~~display~~be set.) *Flag Colour - choose 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 ~~flag colour~~first invoice item value, otherwise set = 200.

~~Booking changes are applied before~~ <span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> <span style="font-weight: bold;" >Tip</span> A price value for the ~~mail is sent so that the flag template variable~~ invoice item can be specified after a second pipe (|) symbol, this can be ~~reflected~~ used to calculate a price using template variables. If the price value in the ~~Email~~description field is zero or absent, the numeric value from the amount field will be used.~~</div></div>~~

~~<div class~~*Status =~~"mw-collapsible mw-collapsed">~~if you use the status function add the status you want to apply to the pending payment (optional)~~<div class~~*Amount =~~"headline-collapse" >~~ 0*Payment Rule =~~===Apply a flag when deposit was made prior to Check~~use auto or manual -if you have set up payment rules in~~====</div~~{{#fas:cog}} (SETTINGS) Payments >Payment Rules they will be available here ~~<div class~~*Payment Due =~~"mw-collapsible-content">Trigger tab:~~Set when the payment is due

*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:~~ Create a Payment Rule to collect a payments when bookings are not cancelled.

*Send Email : select appropriate option*Enter : Subject and Email contentGo to Settings > Payments > Payment Rules

~~Booking tab~~Payment Rule : ~~(optional)~~

*Execution Name = ~~One time only~~Enter your title - Not Cancelled (for example)*Flag Text Action = ~~The text you want to display~~*Flag Colour - choose the flag colourAuto

~~Booking info tab~~ Payment Trigger : ~~(optional)~~

*Booking Status = All not cancelled*Any Booking Info Code ~~: DEPOSITPAID (for example)~~= optional*All Booking Info Codes = optional*Exclude Booking Info ~~Text : additional text if required.~~ Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)

~~Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.</div></div>~~Payment Action :

~~<div class~~*Capture =~~"mw~~Yes -~~collapsible mw-collapsed"><div class~~immediately charged (Capture=~~"headline-collapse" >~~ Yes)*Add info code on success =~~===Apply~~ add a ~~flag when~~ Booking Info item to the booking ~~is fully paid====</div><div class="mw-collapsible-content">Trigger tab:~~on success*~~Trigger Event~~ Add info code on failure = ~~After~~ add a Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = ZEROInfo item to the booking on failure

~~Booking tab:~~

*Execution = One time only

*Flag Text = The text you want to display

*Flag Colour - choose the flag colour

</div>

====~~Apply a flag/colour for a~~ Collect outstanding booking ~~coming from a certain channel~~balance 3 days prior to arrival( Credit card details were collected at time of booking)====

</div>

~~Trigger tab:~~*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com ''''Create a Payment Rule (~~for example~~Optional)''''

~~Booking tab:~~*Execution = One time only*Flag Text = The text Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you ~~want~~ 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 ~~display~~*Flag Colour - choose the flag colourbe collected.

~~Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.</div></div~~Go to {{#fas:cog}} (SETTINGS) PAYMENTS >PAYMENT RULES

~~<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >~~ ~~====Apply~~ Create 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~~ Payment Rule to ~~Check-in AND/OR Apply a flag when booking is fully paid"~~collect payments if bookings are not cancelled.

~~Trigger tab~~Click '''Create New Payment Rule''' :*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All not cancelled*Invoice Balance = Any Payment made

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 = 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 = 999999 default cancel 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 for a bookings which has BREAKFAST as a charge item====</div><div class="mw-collapsible-content">Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Booking Source = Booking.com (for example)*Template Variable = [IF>:[INVOICEITEMBYDESC:Breakfast]:0:yes|no] (Text for Breakfast has to match EXACTLY what is in the booking item Uppercase/Lowercase/Proper)*Select 'equal' from the selection box*yes (needs to be exactly the same text/upper/lowercase, as in the equation) Booking tab:*Execution = One time only*Flag Text = Breakfast*Flag Colour - choose the flag colour Booking Info tab:*Booking Info Code = BREAKFAST*Booking Info Description = Breakfast included</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

Booking tab:

*Execution = One time only

*Flag Text = Stripe Payment Failed

*Flag Colour - choose the flag colour

~~</div>~~

~~<div class="mw-collapsible mw-collapsed">~~

~~<div class="headline-collapse" >~~

~~====Send an email to the Owner/Internal email address 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

~~Messaging tab:~~

*Send Message = Internal

*Internal Email Address = enter the email address to receive the notification

*Subject = Failed Stripe Payment

*HTML Box = Enter the text to be sent, you can use template variables in this message, for example

~~[BOOKID] - booking reference number~~

~~[GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking~~

~~[FIRSTNIGHT]~~

~~[LASTNIGHT]~~

~~Booking tab: (optional)~~

*Execution = One time only

*Flag Text = Stripe Payment Failed

Trigger tab

*Trigger Event = ~~After~~ Booking

*Trigger Time = 3 days

*Booking Status = Request

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