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Auto Actions

1,561 bytes added, 16:24, 21 May 2023
== Setup ==
Automatic actions will trigger every 15/20 minutesThe 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 ===
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 ==
Enable list, untick all channels, leave only 'beds24.com' for your booking page.
'''Step 3: ''' Create the custom question for the booking id Go to {{#fas:cog}} (SETTINGS) > PROPERTIES > BOOKING QUESTIONS > CUSTOM QUESTIONS and create a question*Question = Booking Id*Single Line field*Optional '''Step 4: ''' Create the Auto Action
Trigger Tab :-
If you would like a late checkout, please use this link to make the booking and payment.
https://beds24.com/booking2.php?checkinpropid=[PROPERTYID]&checkin_hide=[LEAVINGDAYYYYY-MM-DD]&br7br5-[ROOMID]=Book
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, will direct the guest to make a new booking in the existing room with the check-in date = leaving date and for Offer 7 &br-7 (offer created in Step 1 above)
<div class="mw-collapsible-content">
Trigger tab
*Trigger Event = After Booking
*Trigger Time = 1 Hour
*Trigger Window = 365 days
*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>
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