Difference between revisions of "Auto Actions"

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== General Information ==
 
== General Information ==
  
An Auto Action is an action which can be programmed to run at a specific time relative to the time of the booking, to the check in date or to the check out date.  
+
An Auto Action is an action which can be programmed to run at a specific time relative to the time of the '''booking''', to the '''check-in''' date or to the '''check-out''' date.  
  
 
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Actions can be to send pre-drafted emails/messages or SMS, change booking or invoice information or run webhooks.
 
Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Actions can be to send pre-drafted emails/messages or SMS, change booking or invoice information or run webhooks.
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*To send Emails automatically you need to set up your outgoing Email address in {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.  
 
*To send Emails automatically you need to set up your outgoing Email address in {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.  
  
*To send Emails manually open a booking and go to the MAIL tab. Manual Emails will open in a window, you may send it as is or edit it before sending.
+
*To send Emails manually open a booking and go to the MAIL/Action tab. Manual Emails will open in a window, you may send it as is or edit it before sending.
  
 
Some systems have a limit of about 2000 characters for this form of email generation. If the email will not open try reducing the amount of text.
 
Some systems have a limit of about 2000 characters for this form of email generation. If the email will not open try reducing the amount of text.
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=== Send Emails/Message/SMS to guests ===
 
=== Send Emails/Message/SMS to guests ===
  
  Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.  
+
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}}  </span> Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.  
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
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<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
  
Trigger tab:
+
'''Trigger tab:'''
 +
 
 +
Time:
 
*Trigger Event = Check-in
 
*Trigger Event = Check-in
 
*Trigger Time = -365
 
*Trigger Time = -365
 
*Trigger Window = 365
 
*Trigger Window = 365
 +
 +
Booking Source
 
*Booking Source = All (for example)
 
*Booking Source = All (for example)
 +
 +
Booking Conditions
 
*Booking Status = Cancelled
 
*Booking Status = Cancelled
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab''': For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
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If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
  
*'''HTML box''' - Email will be sent
+
*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]]
 
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]]
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</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
 +
 
 +
Time:  
 
*Trigger Event = Check-in
 
*Trigger Event = Check-in
 
*Trigger Time = -14 (for example to cancel the bookings for the next two weeks)
 
*Trigger Time = -14 (for example to cancel the bookings for the next two weeks)
 
*Trigger Window = 14
 
*Trigger Window = 14
 +
 +
Booking Source:
 
*Booking Source = Direct  
 
*Booking Source = Direct  
 +
 +
Booking Conditions:
 
*Booking Status = All Not Cancelled
 
*Booking Status = All Not Cancelled
  
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*Booking Status  = Cancelled
 
*Booking Status  = Cancelled
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
 
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
  
*'''Email Subject''' - enter the subject for your Guests
+
*Plain Text Box - will send to channels using Message API
 
 
*'''Plain Text Box''' - will send to channels using Message API
 
  
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
  
*'''HTML box''' - Email will be sent
+
*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]]
 
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]]
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</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
 +
 
 +
Time:
 
*Trigger Event = Check-in
 
*Trigger Event = Check-in
 
*Trigger Time = -365 days
 
*Trigger Time = -365 days
 
*Trigger Window = 355 days
 
*Trigger Window = 355 days
 +
 +
Booking Conditions:
 
*Booking Status = All not cancelled
 
*Booking Status = All not cancelled
  
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*Booking Status = No Change
 
*Booking Status = No Change
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab''': For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
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If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain Text Box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
  
*'''HTML box''' - Email will be sent
+
*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]]
 
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]]
  
  
SMS tab :
+
'''SMS tab :'''
  
 
  Please note a charge applies per SMS message.  
 
  Please note a charge applies per SMS message.  
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Alternatively you an use Between Booking and Check in
 
Alternatively you an use Between Booking and Check in
  
Trigger tab:
+
'''Trigger tab:'''
 +
 
 +
Time:
 
*Trigger Event = Booking (but not after check-in)
 
*Trigger Event = Booking (but not after check-in)
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
 
*Trigger Window = 1 day
 
*Trigger Window = 1 day
Between Booking and Check in = 7 to 999
+
*Between Booking and Check in = 7 to 999
 +
 
 +
Booking Conditions:
 
*Booking Status = All not cancelled
 
*Booking Status = All not cancelled
  
Booking tab:
 
*Execution = One time only
 
*Booking Status = No Change
 
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
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If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
  
*'''HTML box''' - Email will be sent
+
*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]]
 
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]]
  
  
SMS tab :
+
'''SMS tab :'''
  
 
  Please note a charge applies per SMS message.  
 
  Please note a charge applies per SMS message.  
Line 497: Line 514:
  
 
Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.
 
Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.
 +
 +
'''Booking tab:'''
 +
*Execution = One time only
 +
*Booking Status = No Change
 +
 
</div>
 
</div>
 
</div>
 
</div>
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<div  class="headline-collapse" >
 
<div  class="headline-collapse" >
  
====Send an message or SMS to Guest when booking made more last minute booking - 6 days or less====
+
====Send an message or SMS to Guest for last minute booking - 6 days or less====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
  
Trigger tab:
+
'''Trigger tab:'''
 +
 
 +
Time:
 
*Trigger Event = Booking (but not after check-in)
 
*Trigger Event = Booking (but not after check-in)
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
 
*Trigger Window = 1 day
 
*Trigger Window = 1 day
Between Booking and Check in = 0 to 6
+
*Between Booking and Check in = 0 to 6
 +
 
 +
Booking Conditions:
 
*Booking Status = All not cancelled
 
*Booking Status = All not cancelled
  
Booking tab:
 
*Execution = One time only
 
*Booking Status = No Change
 
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
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If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
  
*'''HTML box''' - Email will be sent
+
*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]]
+
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]]
  
  
SMS tab :
+
'''SMS tab :'''
  
 
  Please note a charge applies per SMS message.  
 
  Please note a charge applies per SMS message.  
Line 563: Line 586:
  
 
Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.
 
Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.
 +
 +
'''Booking tab:'''
 +
*Execution = One time only
 +
*Booking Status = No Change
  
 
</div>
 
</div>
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</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
 +
 
 +
Property, Room, Unit:
 +
*Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name.
 +
 
 +
Time:  
 
*Trigger Event = Check-in
 
*Trigger Event = Check-in
 
*Trigger Time =  -1 day
 
*Trigger Time =  -1 day
 
*Trigger Window =  1 day  
 
*Trigger Window =  1 day  
 +
 +
Booking Conditions
 
*Booking Status = All not cancelled
 
*Booking Status = All not cancelled
*Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name.
 
 
Booking tab:
 
*Execution = One time only
 
*Booking Status = No Change
 
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
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If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
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*'''HTML box''' - Email will be sent
+
*HTML box - Email will be sent
  
 
If you are using the "Additional Information" function SETTINGS-{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables [[Template_Variables| see here]]
 
If you are using the "Additional Information" function SETTINGS-{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables [[Template_Variables| see here]]
Line 612: Line 641:
  
 
The template variables will only work if you have entered text in S{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
 
The template variables will only work if you have entered text in S{{#fas:cog}} (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.
 +
 +
'''Booking tab:'''
 +
*Execution = One time only
 +
*Booking Status = No Change
  
 
</div>
 
</div>
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</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
*Trigger Event = After Booking
+
 
 +
Time:
 +
*Trigger Event = Booking
 
*Trigger Time =  Immediate
 
*Trigger Time =  Immediate
 
*Trigger Window =  365 day  
 
*Trigger Window =  365 day  
 +
 +
Booking Conditions:
 
*Booking Status = All not cancelled
 
*Booking Status = All not cancelled
 
*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
 
*Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
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If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
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[INVOICETABLE] - invoice table
 
[INVOICETABLE] - invoice table
  
It is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros.
+
It is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros
  
*'''HTML box''' - Email will be sent
+
*HTML box - Email will be sent
  
Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
+
Email Text :- It is possible to use the same details as in the Plain text box above. Template variables can be used [[Template_Variables| see here]]
  
 
You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments.  
 
You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments.  
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</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
*Trigger Event = After Booking
+
 
 +
Time
 +
*Trigger Event = Booking
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
 
*Trigger Window = 1 day
 
*Trigger Window = 1 day
 +
 +
Booking Source
 
*Booking Source = Channel Manager
 
*Booking Source = Channel Manager
  
Booking tab:
+
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
*Execution = One time only
 
*Booking Status = No Change
 
 
 
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
 
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
Line 686: Line 723:
 
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
  
 +
*HTML box - Email will be sent
  
*'''HTML box''' - Email will be sent
+
Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
  
Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
+
'''Booking tab:'''
 +
*Execution = One time only
 +
*Booking Status = No Change
  
 
</div>
 
</div>
 
</div>
 
</div>
 
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
Line 707: Line 746:
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
*Trigger Event = After Check-out
+
 
 +
Time
 +
*Trigger Event = Check-out
 
*Trigger Time = 30 days
 
*Trigger Time = 30 days
 
*Trigger Window = 365 days  
 
*Trigger Window = 365 days  
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab:''' For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
Line 720: Line 761:
 
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
 
Message Text :- enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
  
 +
*HTML box - Email will be sent
  
*'''HTML box''' - Email will be sent
+
Email Text :- It is possible to use the same details as in the Plain text box above. Template variables can be used [[Template_Variables| see here]]
 
 
Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
 
  
SMS tab :
+
'''SMS tab :'''
  
 
  Please note a charge applies per SMS message.  
 
  Please note a charge applies per SMS message.  
Line 758: Line 798:
 
Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.  
 
Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.  
  
Booking tab: (optional)
+
'''Booking tab:''' (optional)
 
*Execution = One time only
 
*Execution = One time only
 
*Flag Text = The text you want to display
 
*Flag Text = The text you want to display
Line 772: Line 812:
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
  
*Trigger Event = After Booking
+
Time
 +
*Trigger Event = Booking
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
 
*Trigger Window = 1 day  
 
*Trigger Window = 1 day  
Booking Source = ALL (or select the booking source/Channel)
 
  
Message tab: Update details as appropriate
+
Booking Source:
*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.
+
*Booking Source = ALL (or select the booking source/Channel)
  
Plain Text (Using Message API)
+
'''Message tab:''' Update details as appropriate
*Subject - enter the subject for your Guests
+
*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.
*Plain Text Message :- enter the Message text you wish to send to your guests include the payment link  
+
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.
 +
 
 +
*Plain text box (Using Message API)
 +
 
 +
Subject - enter the subject for your Guests
 +
Plain Text Message :- enter the Message text you wish to send to your guests include the payment link  
  
 
https://beds24.com/bookpay.php?bookid=[BOOKID]
 
https://beds24.com/bookpay.php?bookid=[BOOKID]
Line 792: Line 837:
 
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
 
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
  
HTML Message (Send Email)  
+
*HTML Message (Send Email)  
*Email Subject - enter the subject for your Guests
+
Email Subject - enter the subject for your Guests
*Email Text :- enter the Email text you wish to send to your guests include template variable  
+
Email Text :- enter the Email text you wish to send to your guests include template variable  
 
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  
 
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  
  
Booking tab:
+
'''Booking tab:'''
 
 
 
*Execution = One time only
 
*Execution = One time only
 
*Flag Text = The text you want to display
 
*Flag Text = The text you want to display
 
*Flag Colour - choose the flag colour
 
*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.
 
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
 +
 
</div>
 
</div>
 
</div>
 
</div>
Line 812: Line 857:
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
  
 +
Time:
 
*Trigger Event = Check-in  
 
*Trigger Event = Check-in  
 
*Trigger Time = -42
 
*Trigger Time = -42
 
*Trigger Window = 1 day  
 
*Trigger Window = 1 day  
Booking Source = ALL (or select the booking source/Channel)
 
  
Message tab:  
+
Booking Souce:
 +
*Booking Source = ALL (or select the booking source/Channel)
 +
 
 +
'''Message tab:'''
  
*Send Email :
+
*Send Email = Booking API and Email Smart: If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address.  
**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.
+
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.
**Booking API and Email: Messages are sent via 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.
 
  
Plain Text (Using Message API)
+
*Plain text box (Using Message API)
*Subject - enter the subject for your Guests
+
Subject - enter the subject for your Guests
*Plain Text Message :- enter the Message text you wish to send to your guests include the payment link  
+
Plain Text Message :- enter the Message text you wish to send to your guests include the payment link  
  
 
https://beds24.com/bookpay.php?bookid=[BOOKID]
 
https://beds24.com/bookpay.php?bookid=[BOOKID]
Line 835: Line 882:
 
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
 
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
  
HTML Message (Send Email)  
+
*HTML Message (Send Email)  
*Edit Email Subject - enter the subject for your Guests
+
Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the Email text you wish to send to your guests include template variable  
+
Edit Email Text :- enter the Email text you wish to send to your guests include template variable  
 
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  
 
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  
  
 
+
'''Booking tab:'''
Booking tab:
 
  
 
*Execution = One time only
 
*Execution = One time only
Line 847: Line 893:
 
*Flag Colour - choose the flag colour
 
*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.
 
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
 +
 
</div>
 
</div>
 
</div>
 
</div>
Line 865: Line 912:
 
'''Create Auto Action one'''
 
'''Create Auto Action one'''
  
Trigger tab:
+
'''Trigger tab:'''
  
 
*Trigger Event = Booking (but not after check-in)
 
*Trigger Event = Booking (but not after check-in)
Line 875: Line 922:
 
*Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments.  
 
*Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments.  
  
Message tab:  
+
'''Message tab:'''
  
*'''Send Message''' = Booking API/Smart Email
+
*Send Message = Booking API/Smart Email
**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.
+
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.
**Booking API and Email: Messages are sent via 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.
 
  
Plain Text (Using Message API)
+
*Plain text box (Using Message API)
*Subject - enter the subject for your Guests
+
Subject - enter the subject for your Guests
*Plain Text Message :- enter the Message text you wish to send to your guests include the payment link  
+
Plain Text Message :- enter the Message text you wish to send to your guests include the payment link  
  
 
https://beds24.com/bookpay.php?bookid=[BOOKID]
 
https://beds24.com/bookpay.php?bookid=[BOOKID]
Line 891: Line 937:
 
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
 
https://wiki.beds24.com/index.php/Category:Payments#Payment_Request
  
HTML Message (Send Email)  
+
*HTML Message (Send Email)  
*Edit Email Subject - enter the subject for your Guests
+
Edit Email Subject - enter the subject for your Guests
*Edit Email Text :- enter the Email text you wish to send to your guests include template variable  
+
Edit Email Text :- enter the Email text you wish to send to your guests include template variable  
 
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  
 
[PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.  
  
  
Booking tab:
+
'''Booking tab:'''
  
 
*Execution = One time only
 
*Execution = One time only
Line 914: Line 960:
 
</div>
 
</div>
 
</div>
 
</div>
 
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
Line 930: Line 975:
  
  
'''Create Auto Action one'''
+
'''Trigger tab:'''
 
 
Trigger tab:
 
  
 
*Trigger Event = Check-in
 
*Trigger Event = Check-in
Line 940: Line 983:
 
*Status = All not cancelled
 
*Status = All not cancelled
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
+
'''Message tab''': For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.  
  
*'''Send Message''' = Booking API/Smart Email
+
*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 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.
Line 948: Line 991:
 
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 
If 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
+
*Email Subject - enter the subject for your Guests
  
*'''Plain Text Box''' - will send to channels using Message API
+
*Plain text box - will send to channels using Message API
  
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]], change the pay=100 to the value you require.  
 
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]], change the pay=100 to the value you require.  
Line 956: Line 999:
 
https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100.  
 
https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100.  
  
*'''HTML box''' - Email will be sent
+
*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]]
+
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]]
  
Booking info tab: (Optional)
+
'''Booking info tab: (Optional)'''
  
 
*Booking Info Code = SECDEPOSIT (for example)
 
*Booking Info Code = SECDEPOSIT (for example)
 
*Booking Info Text =  Security deposit request sent.
 
*Booking Info Text =  Security deposit request sent.
 
 
  
 
</div>
 
</div>
Line 978: Line 1,019:
 
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.
 
This uses a smart template variable. In this example 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:
+
'''Trigger tab:'''
*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for.
+
 
 +
Time:
 +
*Trigger Event = Booking
 +
*Trigger Time = Immediate
 +
*Trigger Window = 1
  
Email tab:
+
Booking Source:
*Enter the message in the appropriate language under your default language.
+
*Booking Source = All (for example)
  
Message tab: For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
+
Booking Conditions:
 +
*Booking Status = All Not Cancelled
  
*'''Send Message''' = Internal Only
+
Booking Fields:
 +
*Booking Field Contains - select "Language" in the next field enter: the short code for the language this Auto Action is for.
  
*'''Internal Email Address''' = enter the email address this message should be sent to.
+
'''Message tab:'''
 +
Enter the message in the appropriate language under your default language.
  
*'''Email Subject''' - enter the subject for your Guests
+
*Send Message = Internal Only
  
*'''HTML box''' - Email will be sent
+
*Internal Email Address = enter the email address this message should be sent to.
  
*'''Email Text''' :- Template variables can be used in the message. [[Template_Variables| See here]]
+
*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]]
  
 
</div>
 
</div>
Line 1,007: Line 1,057:
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
This uses a smart template variable. In this example we check whether the guest booked in French. If yes, then we send a French text. If no, we send an English text.
+
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: Whatever you want
+
'''Trigger tab:'''
  
Booking tab: Whatever you want
+
Set the rules to when this Auto Action should trigger.
  
SMS tab:
+
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]
 
*Phone Number = [GUESTMOBILE]
 
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
 
*SMS Message = [IF=:[GUESTLANGUAGE]:fr:French_text|English_text]
Line 1,020: Line 1,082:
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
+
<div  class="headline-collapse" >
====Send Remotelock/Lockstate,  Nuki PIN or Chekin Link ====
+
 
 +
====Send Remotelock/Lockstate,  Nuki PIN or Chekin Link 2 days before Check-in ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
'''Trigger tab:'''
 +
 
 +
Time:-
 
*Trigger Event = Check-in
 
*Trigger Event = Check-in
 
*Trigger Time =  -2 (the number of days before check-in you want to sent the code or link)  
 
*Trigger Time =  -2 (the number of days before check-in you want to sent the code or link)  
 
*Trigger Window = 2
 
*Trigger Window = 2
 +
 +
Booking Souce :-
 
*Booking Source = All
 
*Booking Source = All
 
*Booking Status = All but not cancelled
 
*Booking Status = All but not cancelled
 +
 +
Booking Conditions:-
 
*Group bookings =  Trigger all on master
 
*Group bookings =  Trigger all on master
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL
 
  
Message tab:  
+
Info Codes :-
*Send Email = Booking API/Email Smart
+
*Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use)
*EMail Subject = Your access code (your text)
+
 
*Email Text = Your text which includes the template variable  [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN]
+
'''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 include URL. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
 +
 
 +
*HTML box - Email will be sent
 +
 
 +
Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used [[Template_Variables| see here]]
 +
 
 
</div>
 
</div>
 
</div>
 
</div>
Line 1,043: Line 1,128:
 
<div  class="headline-collapse" >
 
<div  class="headline-collapse" >
  
====Send Email to all current guest ====
+
====Send Email to guests with check-in details 2 days before Check-in, booking paid/no outstanding balance ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
+
 
 +
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 Event = Check-in
*Trigger Time = Immediate
+
*Trigger Time = -2 (the number of days before check-in you want to sent the code or link)  
*Trigger Window = 14(the max number of days your guests can stay)
+
*Trigger Window = 2
 +
 
 +
Booking Source:-
 
*Booking Source = All
 
*Booking Source = All
 
*Booking Status = All but not cancelled
 
*Booking Status = All but not cancelled
 +
 +
Booking Conditions:-
 
*Group bookings =  Trigger all on master
 
*Group bookings =  Trigger all on master
*Any Booking Info Code = CHECKIN
+
*Invoice Balance = Zero
*Exclude Booking Info Code = CHECKOUT
+
 
 +
'''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 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
  
Message tab:  
+
Email Text :- Enter the text you wish to send to your guests this can include URLs. 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, template variables can be used, see the list of ALL template variables that can be used [[Template_Variables| see here]]
*Send Email = Guest
 
*EMail Subject = Enter the appropriate details
 
*Email Text = Your text which includes the details for your current guests.  
 
  
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
 
 
</div>
 
</div>
 
</div>
 
</div>
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
+
<div  class="headline-collapse" >
====Send Email with a PDF attachment====
+
 
 +
====Send Email to all current guest  (Check-in) ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
'''Trigger tab:'''
  
You can send Invoice or Booking Template attachments to your Guests.
+
Time:
 +
*Trigger Event = Check-in
 +
*Trigger Time = Immediate
 +
*Trigger Window = 14(the max number of days your guests can stay)
  
Setup your Invoice or Booking Template, go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT -> INVOICING or {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT -> BOOKING TEMPLATES
+
Booking Source:
 +
*Booking Source = All
  
Trigger tab:
+
Booking Conditions:  
*Trigger Event = Checkout
+
*Group bookings = Trigger all on master
*Trigger Time = Immediate
 
*Trigger Window = 1
 
*Booking Source = All (or select the appropriate channel/Direct)
 
 
*Booking Status = All but not cancelled
 
*Booking Status = All but not cancelled
*Group bookings =  Trigger all on master
 
*Any Booking Info Code = CHECKOUT
 
  
Message tab:  
+
Info Codes:
*Send Email = Guest API/Smart Email (or one of the other options)
+
*Any Booking Info Code = CHECKIN
*Attachment = Select an option from the drop down list.  
+
*Exclude Booking Info Code = CHECKOUT
*EMail Subject = Enter the appropriate details
+
 
*Email Text = Your text which includes the details for your current guests.  
+
'''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
 +
 
 +
*Plain text box - will send to channels using Message API
 +
 
 +
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
 +
 
 +
*HTML box - Email will be sent
  
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.
+
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]]
  
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.
+
<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>
 
</div>
 
</div>
 
</div>
 
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >
 
<div  class="headline-collapse" >
  
====Send Email after the cleaner has cleaned the room====
+
====Send Email with Guest Invoice - PDF attachment====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
  
To send an automated Email to the guest then they can check you/the cleaner have to add a unitstatus to the room when it is ready. In this example we used the unit status clean
+
You can send Invoice as an attachment to your Guests.  
  
Trigger tab:
+
Setup your Invoice go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT -> INVOICING
*Trigger Event = Checkin
+
 
 +
'''Trigger tab:'''
 +
 
 +
Time:
 +
*Trigger Event = Checkout
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
*Trigger Window = 1
+
*Trigger Window = 1 day
*Booking Source = All  
+
 
 +
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 Status = All but not cancelled
*Group bookings =  Trigger all on master
 
*Template Variable = [UNITSTATUS1] Contains = clean
 
  
Message tab:  
+
Info Codes:
 +
*Any Booking Info Code = CHECKOUT
 +
 
 +
'''Messaging tab:'''
 +
 
 
*Send Email = Guest API/Smart Email (or one of the other options)
 
*Send Email = Guest API/Smart Email (or one of the other options)
*EMail Subject = Enter the appropriate details
 
*Email Text = Your text.
 
  
 +
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.
  
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
+
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.
</div>
 
</div>
 
  
===Booking Info Codes===
+
*Attachment = Select the Invoice Template from the drop down list.
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >
 
====Add CHECKIN Booking info code to bookings ====
 
</div>
 
<div class="mw-collapsible-content">
 
  
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.  
+
*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 guests include 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.
  
Trigger tab:
+
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.
*Trigger Event = Check-in
 
*Trigger Time = Immediate
 
*Trigger Window = 1 day
 
*Booking Source = All
 
*Booking Status = All but not cancelled
 
*Group bookings =  Trigger all on master
 
  
Booking Info tab:
+
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
*Booking Info Code = CHECKIN
 
*Booking Info Text = Auto Checkin
 
 
</div>
 
</div>
 
</div>
 
</div>
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >  
+
<div class="headline-collapse" >
====Add CHECKOUT Booking info code to bookings ====
+
 
 +
====Send Email with Booking Registration Form - PDF attachment====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
  
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.
+
You can send Booking Template attachments to your Guests.
 +
 
 +
Setup your Booking Template, go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT -> BOOKING TEMPLATES
 +
 
 +
'''Trigger tab:'''
  
Trigger tab:
+
Time:
*Trigger Event = Check-out
+
*Trigger Event = Booking
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
 
*Trigger Window = 1 day
 
*Trigger Window = 1 day
*Booking Source = All
+
 
 +
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 Status = All but not cancelled
*Group bookings =  Trigger all on master
 
  
Booking Info tab:  
+
'''Messaging tab:'''
*Booking Info Code = CHECKOUT
+
 
*Booking Info Text = Auto Checkout
+
*Send Message = Guest API/Smart Email (or one of the other options)
</div>
+
 
</div>
+
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.
  
<div class="mw-collapsible mw-collapsed">
+
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.
<div  class="headline-collapse" >
 
====Group check-in ====
 
</div>
 
<div class="mw-collapsible-content">
 
This requires the master booking to be checked-in via the check-in function.  
 
  
Trigger tab:
+
*Attachment = Select Booking Template from the drop down list.
  
*Trigger Event = After Booking
+
*Subject - enter the subject for your Guests
*Trigger Time =  immediately
 
*Trigger Window = 365
 
*Booking Source = All
 
*Booking Status = All but not cancelled
 
*Group bookings" =  Trigger all on master
 
*Info Code = CHECKIN
 
  
Booking info tab :
+
*Plain text box - will send to channels using Message API
*Info Code = CHECKIN
+
 
 +
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
 +
 
 +
*HTML box - Email will be sent
 +
 
 +
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 you send Emails with pdf attachment (invoice, booking template) to Alias-Email addresses created by channels the channel might block the attachment so it is not delivered to the guest. Ask your channel about their policy regarding this.
 +
 
 +
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
 
</div>
 
</div>
 
</div>
 
</div>
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
+
<div  class="headline-collapse" >
====Identify Repeat Guest ====
+
 
 +
====Send Email after the cleaner has cleaned the room====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
This requires you to use the Guest database.
 
  
Trigger tab:
+
To send an automated Email to the guest then they can check you/the cleaner have to add a unit status to the room when it is ready.  In this example we used the unit status clean
  
*Trigger Event = After Booking
+
'''Trigger tab:'''
*Trigger Time =  immediately
 
*Trigger Window = 365
 
*Booking Source = All
 
*Booking Status = All but not cancelled
 
*Group bookings" =  Trigger all on master
 
*Template Variable = [GUESTSID1] greater than 0
 
  
Booking info tab :  
+
Time:
*Info Code = REPEAT
+
*Trigger Event = Checkin
 +
*Trigger Time = Immediate
 +
*Trigger Window = 1
 +
 
 +
Booking Source:
 +
*Booking Source = All
 +
 
 +
Booking Conditions
 +
*Group bookings =  Trigger all on master
 +
*Booking Status = All but not cancelled
 +
 
 +
Booking Fields:
 +
*Template Variable = [UNITSTATUS1] Contains = clean
 +
 
 +
'''Messaging tab: '''
 +
*Send 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 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 guests. 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 as in the Plain Text box above. Template variables can be used [[Template_Variables| see here]]
 +
 
 +
*Attachment :- if you want to send a Booking/Invoice template you can select from the drop down list.
 +
 
 +
Other files can not be attached. We recommend you use a link to a file you upload to your web site.
 
</div>
 
</div>
 
</div>
 
</div>
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
+
<div  class="headline-collapse" >
====Identify bookings with Custom Question ticked/unticked ====
+
 
 +
====Send Email to your guest - Upselling additional nights - nights available after checkout ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
If you have a custom question with a 'Tick box' for example, they want a late checkin.
 
  
Setup the custom question in {{#fas:cog}} (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box.
+
To send an automated Email to the guest confirming that it is possible to 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
  
Trigger tab:
+
Booking Source:
 +
*Booking Source = All
  
*Trigger Event = After Booking
+
Booking Conditions:
*Trigger Time immediately
+
*Group bookings =  Trigger all on master
*Trigger Window = 365
 
*Booking Source = All
 
 
*Booking Status = All but not cancelled
 
*Booking Status = All but not cancelled
*Group bookings" =  Trigger all on master
 
*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked
 
  
Booking info tab :  
+
Booking Fields:
*Info Code = LATECHECKIN
+
*Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes
</div>
+
 
</div>
+
This template variable tests if there is 3 days between the guest booking and the next booking.
  
===Add invoice items to a booking ===
+
'''Message tab:'''
  
<div class="mw-collapsible mw-collapsed">
+
For channels using the Message API, then enter the text in the Plain text box, for emails enter the text in the HTML box.
<div  class="headline-collapse" >
 
====Add a fee to all bookings from a channel====
 
</div>
 
<div class="mw-collapsible-content">
 
Trigger tab:
 
*Trigger Event = After Booking
 
*Trigger Time = Immediate
 
*Booking Source = Expedia (for example)
 
  
Invoice tab:
+
*Send Message = Booking API/Smart Email
*Type = Amount
+
 
*Description = Cleaning fee (for example)
+
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.
*Amount = 50 (for example - the amount of your cleaning fee)
+
 
*per = Room
+
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.
*Period = one time
+
 
*VAT = 19% (for example - enter the VAT amount if applicable)
+
*Email Subject - enter the subject for your Guests
 +
 
 +
*Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
 +
 
 +
[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|].
 +
 +
We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
 +
 
 +
 
 +
*HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used [[Template_Variables| see here]]
 +
 
 +
[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|].
 +
 +
We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
 +
 
 +
'''Booking Info Tab : Optional '''
 +
*Booking info code = EXTRANIGHTS
 +
*Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
  
The fee will be added the next time the auto actions run.
 
 
</div>
 
</div>
 
</div>
 
</div>
  
===Payments/Pending Payments===
+
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
  
<div class="mw-collapsible mw-collapsed">
+
====Send Email to your guest - Upselling additional nights - nights available before checkin ====
<div  class="headline-collapse" >
 
====Add a pending payment====
 
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab:
 
*Trigger Event = After Booking or Before Check-in
 
*Trigger Time = set the time you want to collect the payment
 
*Booking Source =All (for example, you can also set different rules for different channels)
 
  
Booking Info tab: Optional
+
To send an automated Email to the guest confirming that it is possible to extend their stay.
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
+
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.
*Flag Text = Pending payment added (for example)
 
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
 
  
Invoice tab:
+
'''Trigger Tab :-'''
*Payment Type = select on what the payment is calculated (Percent of Balance due)
 
*Description = the text you will see in the "Charges and Payments" tab
 
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
 
*Amount = enter the amount or percentage you want to collect
 
*Payment Rule = use auto or manual  - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here
 
*Payment Due = Set when the payment is due
 
  
 +
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
  
Create a Payment Rule to collect a payments when bookings are not cancelled.
+
Booking Source:
 +
*Booking Source = All
  
Go to Settings > Payments > Payment Rules
+
Booking Conditions:
 +
*Group bookings =  Trigger all on master
 +
*Booking Status = All but not cancelled
  
Payment Rule :
+
Booking Fields:
 +
*Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes
  
Name = Enter your title - Not Cancelled (for example)
+
This template variable tests if there is upto 3 days from previous checkout to check in of current booking.
Action = Auto
 
  
Payment Trigger :
+
'''Messaging tab :- '''
 +
*Send Message = Guest API/Smart Email
  
*Booking Status = All not cancelled
+
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.
*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 :
+
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email.
 +
 
 +
*Subject = Enter the appropriate details
 +
 
 +
*Plain Text Box = Your text, using the template variables to modify the specific text in the booking.
 +
 
 +
[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|].
 +
 +
We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
 +
 
 +
*HTML Box
 +
 
 +
[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|].
 +
 +
We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.
  
*Capture = Yes - immediately charged (Capture=Yes)
+
'''Booking Info Tab :- Optional'''
*Add info code on success = add a Booking Info item to the booking on success
+
*Booking info code = EXTRANIGHTS,
*Add info code on failure = add a Booking Info item to the booking on failure
+
*Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night
  
 
</div>
 
</div>
Line 1,322: Line 1,498:
 
<div  class="headline-collapse" >
 
<div  class="headline-collapse" >
  
====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====
+
====Send Email to your guest - Offering Early Checkin ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
  
''''Create a Payment Rule  (Optional)''''
+
To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival.
 +
 
 +
This example uses fixed values that you have entered into {{#fas:cog}} (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.
 +
 
 +
Trigger Tab :-
 +
*Trigger Event = Checkin (depending on when you want to notify the guest)
 +
*Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)
 +
*Trigger Window = 2
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Group bookings =  Trigger all on master
 +
*Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes
  
Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected.  
+
This template variable tests if there is 1 day between the guest booking and the next booking.  
  
Go to {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT RULES
+
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)
  
Create a Payment Rule to collect payments if bookings are not cancelled.
+
Dear, [GUESTNAME],
  
Click '''Create New Payment Rule''' :
+
We are very happy to offer you 'Early Check-in' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
  
Payment Rule:
+
If you would like checkin early for your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EARLYARRIVAL’ for the special Price.
*Name = Enter your title - Not Cancelled (for example)
+
Best regards,
*Action = Auto
 
  
Payment Trigger :
+
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]
*Booking Status = All not cancelled
+
[PROPERTYNAME] 
*Any Booking Info Code (optional)
+
[PROPERTYADDRESS],
*All Booking Info Codes (optional)
+
[PROPERTYCITY],
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
+
[PROPERTYPOSTCODE],
 +
[PROPERTYSTATE],
 +
[PROPERTYCOUNTRY].
 +
 
 +
Email :-[PROPERTYEMAIL]
 +
Website :- [PROPERTYWEB]
 +
 
 +
Booking Info Tab :- Optional
 +
*Booking info code = EARLYARRIVAL,
 +
*Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin
  
Payment Action :
+
</div>
*Funding Source = Guest card only
+
</div>
*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 :
+
<div class="mw-collapsible mw-collapsed">
*Prevent payment if booking status = Cancelled
+
<div  class="headline-collapse" >
*Prevent payment after check-out (days) = 7 (default)
 
*Prevent payment action = Set Manual
 
  
 +
====Send Email to your guest - Offering Late Checkout ====
 +
</div>
 +
<div class="mw-collapsible-content">
  
'''Create Auto Actions '''
+
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.
  
Collect the outstanding balance for bookings created via your booking page.  
+
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.  
  
Go to {{#fas:cog}} (SETTINGSGUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
+
Trigger Tab :-
 +
*Trigger Event = Checkout
 +
*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)
 +
*Trigger Window = 1
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Group bookings = Trigger all on master
 +
*Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes
  
'''Collect outstanding balance for direct bookings'''
+
This template variable tests if there is 1 day between the guest booking and the next booking.
  
Trigger tab:
+
Message tab :-
*Time
+
*Send Email = Guest API/Smart Email (or one of the other options)
**Trigger Event = Checkin
+
*EMail Subject = Enter the appropriate details
**Trigger Time = -3 days (set the time you want to collect the payment)
+
*Email Text = Your text, using the template variables to modify the specific text in the booking. Enter the text in both Plain text Box (Messaging API) and HTML Box (Emails)
**Time Window = 3 days (set this to the same number (positive) as Trigger time.
 
  
*Booking Source
+
Dear, [GUESTNAME],
**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
+
We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
**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
+
If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price.
*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:
+
Best regards,
  
<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>
+
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]
 +
[PROPERTYNAME] 
 +
[PROPERTYADDRESS],
 +
[PROPERTYCITY],
 +
[PROPERTYPOSTCODE],
 +
[PROPERTYSTATE],
 +
[PROPERTYCOUNTRY].
 +
 
 +
Email :-[PROPERTYEMAIL]
 +
Website :- [PROPERTYWEB]
  
*Add a Pending Payment to the booking
+
Booking Info Tab :- Optional
**Payment Type = Percent of Group Balance due (select on what the payment is calculated)
+
*Booking info code = LATCHECKOUT,
**Description = the text you will see in the "Charges and Payments" tab
+
*Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout
**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>
Line 1,409: Line 1,603:
 
<div  class="headline-collapse" >
 
<div  class="headline-collapse" >
  
===='Capture' a Security Deposit when Credit card is collected at time of booking. ====
+
====Send Email to your guest - Offering Late Checkout Only on a Sunday when there is no new arrival ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
  
Trigger tab:
+
To send an automated Email to the guest confirming that it is possible to have a Late checkout on Sundays as the room is available on the day of departure.
*Trigger Event = After Booking
+
 
*Trigger Time = immediate
+
This auto action will create a new booking for the date of departure, closing the calendar to any other bookings.
*Booking Source =All (for example, you can also set different rules for different channels)
 
  
Invoice tab:
+
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.
*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
 
  
 +
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.
  
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]].
+
'''Step 1: ''' Create a new offer in {{#fas:cog}} (SETTINGS) > PROPERTIES > OFFERS
  
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.
+
*Name = Latecheckout
 +
*Enable = Only if Available
 +
*Booking Type = Confirmed with Deposit 2 - via payment gateway
  
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES
+
'''Step 2:''' Create a Rate or Daily Price, PRICES
  
Payment Rule :
+
Guests = Max Occupancy
*Name = Enter your title - Security Deposit (for example)
+
Max Stay = 1
*Action = Auto
+
Offer = select the offer number as created in the above step.
  
Payment Trigger :
+
If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days.
*Booking Status = select from the drop down list
+
Channel Tab, untick all channels, leave only 'beds24.com' for your booking page.
*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 :
+
If using Daily Prices, then go to Calendar, and set the price and date range, then only Sunday, untick all the other days.
*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No)
+
Enable list, untick all channels, leave only 'beds24.com' for your booking page.
*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>
 
  
 +
'''Step 3: ''' Create the Auto Action
 +
 +
Trigger Tab :-
 +
*Trigger Event = Checkout
 +
*Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)
 +
*Trigger Window = 1
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking)
 +
 +
*Group bookings =  Trigger all on master
 +
 +
*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 :-
 +
*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, [GUESTNAME],
 +
 +
We are very happy to offer you 'Late Check-out' at [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK].
 +
 +
If you would like a late checkout, please use this link to make the booking and payment.
 +
 +
https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]
 +
 +
<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)
 +
 +
Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page.
 +
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
 +
 +
</div>
 +
</div>
 +
 +
===Send an email to the Owner/Internal email address ===
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
+
<div  class="headline-collapse" >  
 
+
====Send an email to the Owner/Internal email address when a payment FAILS at Stripe====
====Apply an info code and and/or icon when a payment was made====
 
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
 
Trigger tab:
 
Trigger tab:
 
*Trigger Event = After Booking
 
*Trigger Event = After Booking
Line 1,462: Line 1,692:
 
*Booking Source = All
 
*Booking Source = All
 
*Booking Status = All but not cancelled
 
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
+
*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
 +
*Flag Colour - choose the flag colour
 +
</div>
 +
</div>
 +
 
 +
===Booking Info Codes===
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Add CHECKIN Booking info code to bookings ====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
 
 +
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
 +
 
 +
Trigger tab:
 +
*Trigger Event = Check-in
 +
*Trigger Time = Immediate
 +
*Trigger Window = 1 day
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Group bookings =  Trigger all on master
 +
 
 +
Booking Info tab:
 +
*Booking Info Code = CHECKIN
 +
*Booking Info Text = Auto Checkin
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div class="headline-collapse" >
 +
====Add CHECKOUT Booking info code to bookings ====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
 
 +
If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.
 +
 
 +
Trigger tab:
 +
*Trigger Event = Check-out
 +
*Trigger Time = Immediate
 +
*Trigger Window = 1 day
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Group bookings =  Trigger all on master
 +
 
 +
Booking Info tab:
 +
*Booking Info Code = CHECKOUT
 +
*Booking Info Text = Auto Checkout
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Group check-in ====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
This requires the master booking to be checked-in via the check-in function.
 +
 
 +
Trigger tab:
 +
 
 +
*Trigger Event = After Booking
 +
*Trigger Time =  immediately
 +
*Trigger Window = 365
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Group bookings" =  Trigger all on master
 +
*Info Code = CHECKIN
 +
 
 +
Booking info tab :
 +
*Info Code = CHECKIN
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Identify Repeat Guest ====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
This requires you to use the Guest database.
 +
 
 +
Trigger tab:
 +
 
 +
*Trigger Event = After Booking
 +
*Trigger Time =  immediately
 +
*Trigger Window = 365
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Group bookings" =  Trigger all on master
 +
*Template Variable = [GUESTSID1] greater than 0
 +
 
 +
Booking info tab :
 +
*Info Code = REPEAT
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Identify bookings with Custom Question ticked/unticked ====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
If you have a custom question with a 'Tick box' for example, they want a late checkin.
 +
 
 +
Setup the custom question in {{#fas:cog}} (SETTINGS)  PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box.
 +
 
 +
Trigger tab:
 +
 
 +
*Trigger Event = After Booking
 +
*Trigger Time =  immediately
 +
*Trigger Window = 365
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Group bookings" =  Trigger all on master
 +
*Template Variable = [GUESTCUSTOMQ1] equals ticked (or) not ticked
 +
 
 +
Booking info tab :
 +
*Info Code = LATECHECKIN
 +
</div>
 +
</div>
 +
 
 +
 
 +
 
 +
===Add invoice items to a booking ===
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Add a fee to all bookings from a channel====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
Trigger tab:
 +
*Trigger Event = After Booking
 +
*Trigger Time = Immediate
 +
*Booking Source = Expedia (for example)
 +
 
 +
Invoice tab:
 +
*Add Invoice Item = Add new
 +
*Type = Amount
 +
*Description = Cleaning fee (for example) - Template variables can be used.
 +
*Amount = 50 (for example - the amount of your cleaning fee)
 +
*per = Room
 +
*Period = one time
 +
*VAT = 19% (for example - enter the VAT amount if applicable)
 +
 
 +
The fee will be added the next time the auto actions run.
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
 
 +
====Add a fee (Penalty) to all bookings with an Outstanding Balance====
 +
 
 +
</div>
 +
<div class="mw-collapsible-content">
 +
You want to add a 2.2% fee to all bookings if there is an outstanding balance 2 days prior to checkin.
 +
 
 +
Trigger tab:
 +
 
 +
Time :
 +
*Trigger Event = Checkin
 +
*Trigger Time = -2 days
 +
*Trigger Window = 2 days
 +
 
 +
Booking Conditions:
 +
*Status = All not Cancelled
 +
*Invoice Balance = Not Zero
 +
 
 +
Invoice tab:
 +
*Type = Amount
 +
*Description = Payment Fee||[INVOICEBALANCE:2.2%]
 +
*Amount = 0 (leave as 0 so the value is set from the calculation in Description field)
 +
*Per = Room
 +
*Period = one time
 +
*VAT = 19% (for example - enter the VAT amount if applicable)
 +
 
 +
The fee will be added the next time the auto actions run.
 +
</div>
 +
</div>
 +
 
 +
===Payments/Pending Payments===
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Add a pending payment====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
Trigger tab:
 +
*Trigger Event = After Booking or Before Check-in
 +
*Trigger Time = set the time you want to collect the payment
 +
*Booking Source =All (for example, you can also set different rules for different channels)
 +
 
 +
Booking Info tab: Optional
 +
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
 +
*Booking Info Code = PENDPAY
 +
*Booking Info Text = Pending payment added
 +
 
 +
Invoice tab:
 +
*Payment Type = select on what the payment is calculated (Percent of Balance due)
 +
*Description = the text you will see in the "Charges and Payments" tab
 +
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
 +
*Amount = enter the amount or percentage you want to collect
 +
*Payment Rule = use auto or manual  - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here
 +
*Payment Due = Set when the payment is due
 +
 
 +
 
 +
Create a Payment Rule to collect a payments when bookings are not cancelled.
 +
 
 +
Go to Settings > Payments > Payment Rules
 +
 
 +
Payment Rule :
 +
 
 +
Name = Enter your title - Not Cancelled (for example)
 +
Action = Auto
 +
 
 +
Payment Trigger :
 +
 
 +
*Booking Status = All not cancelled
 +
*Any Booking Info Code = optional
 +
*All Booking Info Codes = optional
 +
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
 +
 
 +
Payment Action :
 +
 
 +
*Capture = Yes - immediately charged (Capture=Yes)
 +
*Add info code on success = add a Booking Info item to the booking on success
 +
*Add info code on failure = add a Booking Info item to the booking on failure
 +
 
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
 
 +
====Add a pending payment - Set the Security Deposit value based on the price of the booking, using a calculation ====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
Trigger tab:
 +
*Trigger Event = After Booking or Before Check-in
 +
*Trigger Time = set the time you want to collect the payment
 +
*Booking Source =All (for example, you can also set different rules for different channels)
 +
 
 +
Booking tab: Optional
 +
*Flag Text = PendingPayment (for example)
 +
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
 +
 
 +
Booking Info tab: Optional
 +
Add a booking info tab for information and reporting
 +
*Booking Info Code = PENDPAY
 +
*Booking Info Text = Pending payment added
 +
 
 +
Invoice tab:
 +
*Payment Type = fixed value
 +
*Description = Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4]
 +
(Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to be set.)
 +
 +
This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1 quarter of the first invoice item value, otherwise set = 200.
 +
 
 +
<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span>  <span style="font-weight: bold;" >Tip</span> A price value for the invoice item can be specified after a second pipe (|) symbol, this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, the numeric value from the amount field will be used.
 +
 
 +
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
 +
*Amount = 0
 +
*Payment Rule = use auto or manual  - if you have set up payment rules in {{#fas:cog}} (SETTINGS) Payments > Payment Rules they will be available here
 +
*Payment Due = Set when the payment is due
 +
 
 +
 
 +
Create a Payment Rule to collect a payments when bookings are not cancelled.
 +
 
 +
Go to Settings > Payments > Payment Rules
 +
 
 +
Payment Rule :
 +
 
 +
Name = Enter your title - Not Cancelled (for example)
 +
Action = Auto
 +
 
 +
Payment Trigger :
 +
 
 +
*Booking Status = All not cancelled
 +
*Any Booking Info Code = optional
 +
*All Booking Info Codes = optional
 +
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
 +
 
 +
Payment Action :
 +
 
 +
*Capture = Yes - immediately charged (Capture=Yes)
 +
*Add info code on success = add a Booking Info item to the booking on success
 +
*Add info code on failure = add a Booking Info item to the booking on failure
 +
 
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
 
 +
====Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
 
 +
''''Create a Payment Rule  (Optional)''''
 +
 
 +
Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected.
 +
 
 +
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES
 +
 
 +
Create a Payment Rule to collect payments if bookings are not cancelled.
 +
 
 +
Click '''Create New Payment Rule''' :
 +
 
 +
Payment Rule:
 +
*Name = Enter your title - Not Cancelled (for example)
 +
*Action = Auto
 +
 
 +
Payment Trigger :
 +
*Booking Status = All not cancelled
 +
*Any Booking Info Code (optional)
 +
*All Booking Info Codes (optional)
 +
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
 +
 
 +
Payment Action :
 +
*Funding Source = Guest card only
 +
*Payment value adjustment = Limit to group booking balance
 +
*Capture = Yes - immediately charged (Capture=Yes)
 +
*Add info code on success = add a Booking Info item to the booking on success
 +
*Add info code on failure = add a Booking Info item to the booking on failure
 +
 
 +
Prevent Auto Payment :
 +
*Prevent payment if booking status = Cancelled
 +
*Prevent payment after check-out (days) = 7 (default)
 +
*Prevent payment action = Set Manual
 +
 
 +
 
 +
'''Create Auto Actions '''
 +
 
 +
Collect the outstanding balance for bookings created via your booking page.
 +
 
 +
Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and click '''Create New Action''' to create them.
 +
 
 +
'''Collect outstanding balance for direct bookings'''
 +
 
 +
Trigger tab:
 +
*Time
 +
**Trigger Event = Checkin
 +
**Trigger Time = -3 days (set the time you want to collect the payment)
 +
**Time Window = 3 days (set this to the same number (positive) as Trigger time.
 +
 
 +
*Booking Source
 +
**Booking Source = Direct. You can have different auto actions/rules for direct bookings -v- channel bookings, then select ‘Direct’ this will include manually created bookings and booking page bookings.
 +
 
 +
*Booking Conditions
 +
**Group Booking Trigger = Trigger only Master
 +
**Status = All not cancelled
 +
**Invoice Balance= Not Zero (can be used to refine the auto action being triggered)
 +
 
 +
Booking tab: Optional
 +
*Flag Text = Pending payment added (for example)
 +
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
 +
 
 +
Booking Info tab: Optional, for information and reporting
 +
*Booking Info Code = BALANCE (for example enter the value - use one word only)
 +
*Booking Info Text = Enter the description/text to show in for the Booking Info Code.
 +
 
 +
Invoice tab:
 +
 
 +
<div class="warning">{{#fas:exclamation-triangle}} ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only  Master.</div>
 +
 
 +
*Add a Pending Payment to the booking
 +
**Payment Type = Percent of Group Balance due (select on what the payment is calculated)
 +
**Description = the text you will see in the "Charges and Payments" tab
 +
**Status = if you use the status function add the status you want to apply to the pending payment (optional)
 +
**Amount = 100 (this will be 100% of the outstanding group balance)
 +
**Payment Rule = Not Cancelled - See Step 4 above (if you have set up payment rules in {{#fas:cog}} (SETTINGS) PAYMENTS ->PAYMENT RULES they will be available here)
 +
**Payment Due = Trigger date
 +
**Payment time = set the time to collect payment
 +
**Invoicee = If you use the "invoicee" function you can select which invoicee the pending payment will be assigned to.
 +
 
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
 
 +
===='Capture' a Security Deposit when Credit card is collected at time of booking. ====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
 
 +
Trigger tab:
 +
*Trigger Event = After Booking
 +
*Trigger Time = immediate
 +
*Booking Source =All (for example, you can also set different rules for different channels)
 +
 
 +
Info Codes:
 +
Any Booking Info Code = CARDTOSTRIPE
 +
 
 +
Invoice tab:
 +
*Payment Type = Fixed amount
 +
*Description =  Security Deposit (the text you will see in the "Charges and Payments" tab)
 +
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
 +
*Amount = 100 (balance is full price so 100% of the balance)
 +
*Payment Rule = Security Deposit (Create a Payment Rule, see below)
 +
*Payment Due = check in
 +
 
 +
 
 +
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}}  </span> Automatic collection is only available for customer who use [[Stripe]].
 +
 
 +
Create a Payment Rule to 'Capture' a payment only. Captured payments will only be valid for 7 days, then it will expire, if the booking is for a longer period, then you can create a second Capture, you will need to create another auto action for this.
 +
 
 +
Go to {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT RULES
 +
 
 +
Payment Rule :
 +
*Name = Enter your title - Security Deposit (for example)
 +
*Action = Auto
 +
 
 +
Payment Trigger :
 +
*Booking Status = select from the drop down list
 +
*Any Booking Info Code = optional
 +
*All Booking Info Codes = optional
 +
*Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)
 +
 
 +
Payment Action :
 +
*Capture = Yes/No - immediately charged (Capture=Yes), if you want to make sure that the amount is available for later capture (Capture=No)
 +
*Add info code on success = add a Booking Info item to the booking on success
 +
*Add info code on failure = add a Booking Info item to the booking on failure
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
 
 +
====Apply an info code and and/or icon when a payment was made====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
Trigger tab:
 +
*Trigger Event = After Booking
 +
*Trigger Time = Immediate
 +
*Trigger Window = 365
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Invoice Balance = Any Payment made
 +
 
 +
Booking Info tab:
 +
*Execution = One time only
 +
*Info Code = Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
 
 +
====Assign invoice numbers====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
Trigger tab:
 +
*Trigger Event = Check-out
 +
*Trigger Time = Immediate
 +
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank)
 +
 
 +
Invoice tab:
 +
*Assign Invoice Number = yes
 +
</div>
 +
</div>
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Using Pending Payments as a Payment Reminder====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
Trigger tab:
 +
*Trigger Event = After Booking or Before Check-in
 +
*Trigger Time = set the time you want to add the pending payment to the booking
 +
*Booking Source =All (for example, you can also set different rules for different channels)
 +
 
 +
Booking Info tab:
 +
*Optional, add a booking info tab for information and reporting
 +
 
 +
Booking tab: Optional
 +
*Flag Text = PaymentDue1 (for example), set multiple if multiple payments are required.
 +
*Flag Colour = select the colour as this will be visible in the Calendar/Bookings list
 +
 
 +
Invoice tab:
 +
*Payment Type = select on what the payment is calculated (Percent of Balance due)
 +
*Description = the text you will see in the "Charges and Payments" tab
 +
*Status = if you use the status function add the status you want to apply to the pending payment (optional)
 +
*Amount = enter the amount or percentage you want to collect
 +
*Payment Rule = Manual  - if you have set up payment rules in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here
 +
*Payment Due = Set when the payment is due
 +
 
 +
The Pending Payment Report is available in Bookings > Pending Payments. This report can be used to see outstanding pending payments, this can be used to see all outstanding payments, when payment gateways other than Stripe are used, the Pending Payments report can be used to see outstanding payments and a checklist for bank transfers.
 +
 
 +
</div>
 +
</div>
 +
 
 +
===Booking Flags/Colours===
 +
 
 +
<div class="mw-collapsible mw-collapsed">
 +
<div  class="headline-collapse" >
 +
====Apply a flag when a booking is cancelled====
 +
</div>
 +
<div class="mw-collapsible-content">
 +
Trigger tab
 +
*Trigger Event = After Booking
 +
*Trigger Time = 1 Hour
 +
*Trigger Window = 365 days
 +
*Booking Status = Cancelled
  
Booking Info tab:
+
Booking tab:
 
*Execution = One time only
 
*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.
+
*Booking Status = No Change
 +
*Flag text = (enter the text you require)
 +
*Flag Colour = Set as required
 
</div>
 
</div>
 
</div>
 
</div>
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >
+
<div  class="headline-collapse" >  
 
+
====Apply a flag for a bookings from a channel which have breakfast included====
====Assign invoice numbers====
 
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
Trigger tab:
 
Trigger tab:
*Trigger Event = Check-out
+
*Trigger Event = After Booking
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank)
+
*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)
  
Invoice tab:
+
Booking tab:
*Assign Invoice Number = yes
+
*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>
 
</div>
Line 1,488: Line 2,242:
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >  
 
<div  class="headline-collapse" >  
====Using Pending Payments as a Payment Reminder====
+
====Apply a flag when deposit was made prior to Check-in====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
Trigger tab:
 
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:
+
*Trigger Event = Check-in
*Optional, add a booking info tab for information and reporting
+
*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
  
Booking tab: Optional
+
Message tab:  
*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:
+
*Send Email : select appropriate option
*Payment Type = select on what the payment is calculated (Percent of Balance due)
+
*Enter : Subject and Email content
*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.
+
Booking tab: (optional)
  
</div>
+
*Execution = One time only
</div>
+
*Flag Text = The text you want to display
 +
*Flag Colour - choose the flag colour
  
===Booking Flags/Colours===
+
Booking info tab : (optional)
  
<div class="mw-collapsible mw-collapsed">
+
*Booking Info Code : DEPOSITPAID (for example)
<div  class="headline-collapse" >
+
*Booking Info Text : additional text if required.
====Apply a flag when a booking is cancelled====
 
</div>
 
<div class="mw-collapsible-content">
 
Trigger tab
 
*Trigger Event = After Booking
 
*Trigger Time = 1 Hour
 
*Trigger Window = 365 days
 
*Booking Status = Cancelled
 
  
Booking tab:
+
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
*Execution = One time only
 
*Booking Status = No Change
 
*Flag text = (enter the text you require)
 
*Flag Colour = Set as required
 
 
</div>
 
</div>
 
</div>
 
</div>
Line 1,539: Line 2,276:
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >  
 
<div  class="headline-collapse" >  
====Apply a flag for a bookings from a channel which have breakfast included====
+
====Apply a flag when booking is fully paid====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<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 tab:
 
*Trigger Event = After Booking
 
*Trigger Event = After Booking
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
 
*Booking Source = Booking.com (for example)
 
*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:
 
Booking tab:
Line 1,553: Line 2,311:
 
*Flag Colour - choose the flag colour
 
*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.
+
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
 
</div>
 
</div>
 
</div>
 
</div>
Line 1,559: Line 2,317:
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >  
 
<div  class="headline-collapse" >  
====Apply a flag when deposit was made prior to Check-in====
+
====Apply a flag when a payment was made====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<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 tab:
 
+
*Trigger Event = After Booking
*Trigger Event = Check-in
+
*Trigger Time = Immediate
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
 
 
*Trigger Window = 365
 
*Trigger Window = 365
 
*Booking Source = All
 
*Booking Source = All
*Booking Status = All but not cancelled
+
*Booking Status = All not cancelled
 
*Invoice Balance = Any Payment made
 
*Invoice Balance = Any Payment made
  
Message tab:
+
Booking tab:
 
 
*Send Email : select appropriate option
 
*Enter : Subject and Email content
 
 
 
Booking tab: (optional)
 
 
 
 
*Execution = One time only
 
*Execution = One time only
 
*Flag Text = The text you want to display
 
*Flag Text = The text you want to display
 
*Flag Colour - choose the flag colour
 
*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>
 
</div>
Line 1,593: Line 2,339:
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >  
 
<div  class="headline-collapse" >  
====Apply a flag when booking is fully paid====
+
====Apply a flag when a payment FAILS at Stripe====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
 
Trigger tab:
 
Trigger tab:
 
*Trigger Event = After Booking
 
*Trigger Event = After Booking
Line 1,601: Line 2,348:
 
*Trigger Window = 365
 
*Trigger Window = 365
 
*Booking Source = All
 
*Booking Source = All
*Booking Status = All not cancelled
+
*Booking Status = All but not cancelled
*Invoice Balance = ZERO
+
*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE
  
 
Booking tab:
 
Booking tab:
 
*Execution = One time only
 
*Execution = One time only
*Flag Text = The text you want to display
+
*Flag Text = Stripe Payment Failed
 
*Flag Colour - choose the flag colour
 
*Flag Colour - choose the flag colour
 
</div>
 
</div>
Line 1,614: Line 2,361:
 
<div  class="headline-collapse" >
 
<div  class="headline-collapse" >
  
====Apply a flag/colour for a booking coming from a certain channel====
+
====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
  
 +
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
 +
 
Trigger tab:
 
Trigger tab:
 
*Trigger Event = After Booking
 
*Trigger Event = After Booking
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
*Booking Source = Booking.com (for example)
+
*Trigger Window = 365
 +
*Booking Source = All
 +
*Booking Status = All but not cancelled
 +
*Booking Info Code = BOOKINGCOMCARD
  
 
Booking tab:
 
Booking tab:
 
*Execution = One time only
 
*Execution = One time only
*Flag Text = The text you want to display
+
*Flag Text = Failed CC reported to Booking.com
 
*Flag Colour - choose the flag colour
 
*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>
 
</div>
  
 +
===Status changes===
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >  
 
<div  class="headline-collapse" >  
====Apply a flag when a payment was made====
+
==== Change the status of all "Request" bookings to "Cancelled" after three days ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<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 tab:
 
 
*Trigger Event = After Booking
 
*Trigger Event = After Booking
*Trigger Time = Immediate
+
*Trigger Time = 3 days
*Trigger Window = 365
+
*Booking Status = Request
*Booking Source = All
 
*Booking Status = All not cancelled
 
*Invoice Balance = Any Payment made
 
  
 
Booking tab:
 
Booking tab:
 
*Execution = One time only
 
*Execution = One time only
*Flag Text = The text you want to display
+
*Booking Status = Cancelled
*Flag Colour - choose the flag colour
 
 
</div>
 
</div>
 
</div>
 
</div>
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
+
<div  class="headline-collapse" >
====Apply a flag when a payment FAILS at Stripe====
+
 
 +
==== Change the status of all bookings which have been imported from Ical to "Request" ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
 
Trigger tab:
 
Trigger tab:
 
*Trigger Event = After Booking
 
*Trigger Event = After Booking
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
*Trigger Window = 365
+
*Booking Source = Ical Import (1, 2, 3)
*Booking Source = All
 
*Booking Status = All but not cancelled
 
*Booking Info Code = STRIPEFAIL
 
  
 
Booking tab:
 
Booking tab:
 
*Execution = One time only
 
*Execution = One time only
*Flag Text = Stripe Payment Failed
+
*Booking Status = Request
*Flag Colour - choose the flag colour
+
 
 +
Booking changes are applied before the mail is sent.
 
</div>
 
</div>
 
</div>
 
</div>
 +
  
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
+
<div  class="headline-collapse" >
====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====
+
 
 +
==== Change Room Unit Status when guest checks out ====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
+
Trigger tab
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
+
*Trigger Event = Check-out
 
Trigger tab:
 
*Trigger Event = After Booking
 
 
*Trigger Time = Immediate
 
*Trigger Time = Immediate
*Trigger Window = 365
+
*Trigger Window = 1 day
*Booking Source = All
 
 
*Booking Status = All but not cancelled
 
*Booking Status = All but not cancelled
*Booking Info Code = BOOKINGCOMCARD
+
*Any Booking Info Code = CHECKOUT
  
 
Booking tab:
 
Booking tab:
 
*Execution = One time only
 
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
+
*Change Room Unit Status = Select the option
*Flag Colour - choose the flag colour
+
 
 +
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
 
</div>
 
</div>
 
</div>
 
</div>
  
===Status changes===
+
===API/Webhook===
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
 
<div  class="headline-collapse" >  
 
<div  class="headline-collapse" >  
==== Change the status of all "Request" bookings to "Cancelled" after three days ====
+
====Use API/Webhook to write to the field 'Message'====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
Trigger tab
 
*Trigger Event = After Booking
 
*Trigger Time = 3 days
 
*Booking Status = Request
 
  
Booking tab:
+
You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API:
*Execution = One time only
 
*Booking Status = Cancelled
 
</div>
 
</div>
 
  
<div class="mw-collapsible mw-collapsed">
+
  You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>
<div class="headline-collapse" >
+
'''API key:'''
 
+
*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS  "API Key 1"
==== Change the status of all bookings which have been imported from Ical to "Request" ====
+
*API Key = my_very_secret_api_key
</div>
+
*API Key Access = allow any IP
<div class="mw-collapsible-content">
+
*IP Whitelist = [leave empty]
Trigger tab:
+
*Allow Writes = Yes
*Trigger Event = After Booking
+
*Property Access = Owned by this account only
*Trigger Time = Immediate
+
*'''Property key:'''
*Booking Source = Ical Import (1, 2, 3)
+
*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX
  
Booking tab:
+
Set the triggers you need, for example:
*Execution = One time only
 
*Booking Status = Request
 
  
Booking changes are applied before the mail is sent.
+
Booking Field Contains: Message = XXX
</div>
 
</div>
 
  
 +
Set the webhook like this:
  
<div class="mw-collapsible mw-collapsed">
+
* URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
<div  class="headline-collapse" >
+
* Custom Header = [leave empty]
  
==== Change Room Unit Status when guest checks out ====
+
Body Data:
</div>
+
:{
<div class="mw-collapsible-content">
+
::"authentication":
Trigger tab
+
::{
*Trigger Event = Check-out
+
:::"apiKey": "my_very_secret_api_key",
*Trigger Time = Immediate
+
:::"propKey": "secret_key_for_prop_XXXXXX"
*Trigger Window = 1 day
+
::},
*Booking Status = All but not cancelled
+
::"bookId": "[BOOKID]",
*Any Booking Info Code = CHECKOUT
+
::"message": "[MESSAGE] - Append this message"
 
+
:}
Booking tab:
 
*Execution = One time only
 
*Change Room Unit Status = Select the option
 
 
 
It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.
 
 
</div>
 
</div>
 
</div>
 
</div>
  
===API/Webhook===
 
 
<div class="mw-collapsible mw-collapsed">
 
<div class="mw-collapsible mw-collapsed">
<div  class="headline-collapse" >  
+
<div  class="headline-collapse" >
====Use API/Webhook to write to the field 'Message'====
+
 
 +
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 +
You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:
  
You can use a webhook in conjunction with the API JSON function '''setBooking''' to write to any field in the booking. First you have to configure access to the API:
+
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>
 
+
'''API key:'''
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>
+
*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS  "API Key 1"
'''API key:'''
 
*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS  "API Key 1"
 
 
*API Key = my_very_secret_api_key
 
*API Key = my_very_secret_api_key
 
*API Key Access = allow any IP
 
*API Key Access = allow any IP
Line 1,774: Line 2,499:
 
*Property Access = Owned by this account only
 
*Property Access = Owned by this account only
 
*'''Property key:'''
 
*'''Property key:'''
*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX
+
*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX
  
 
Set the triggers you need, for example:
 
Set the triggers you need, for example:
  
Booking Field Contains: Message = XXX
+
Booking Source = Booking.com
  
 
Set the webhook like this:
 
Set the webhook like this:
  
* URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
+
*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
* Custom Header = [leave empty]
+
*Custom Header = [leave empty]
  
Body Data:
+
*Body Data =
 
:{
 
:{
 
::"authentication":
 
::"authentication":
Line 1,793: Line 2,518:
 
::},
 
::},
 
::"bookId": "[BOOKID]",
 
::"bookId": "[BOOKID]",
::"message": "[MESSAGE] - Append this message"
+
::"invoice":
 +
::[
 +
:::{
 +
::::"description": "Booking.com Commission",
 +
::::"status": "",
 +
::::"qty": "1",
 +
::::"price": "-[COMMISSIONNUM]",
 +
::::"vatRate": "7.00",
 +
::::"type": "0",
 +
::::"invoiceeId": ""
 +
:::}
 +
::]
 
:}
 
:}
 
</div>
 
</div>
Line 1,801: Line 2,537:
 
<div  class="headline-collapse" >
 
<div  class="headline-collapse" >
  
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====
+
====Use Auto Action/Webhook to write to send data to Integromat====
 
</div>
 
</div>
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function '''setBooking''' for this. First you need to configure access to the API:
 
  
You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.<br>
+
You can use this option to send data to your Integromat account.
'''API key:'''
+
 
*{{#fas:cog}} (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS  "API Key 1"
+
Set the rules in the Trigger tab, when you need to send the data to Integromat.
*API Key = my_very_secret_api_key
+
 
*API Key Access = allow any IP
+
Go to Webhook tab:
*IP Whitelist = [leave empty]
+
 
*Allow Writes = Yes
+
URL = https://hook.integromat.com/ followed by your integromat account key.
*Property Access = Owned by this account only
+
 
*'''Property key:'''
+
Body Data = you can use the template variables allows in the list for Integromat [[https://wiki.beds24.com/index.php/Make#Data_Fields Data fields]]
*{{#fas:cog}} (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX
+
 
 +
For example :-
 +
 
 +
bookingData={
 +
 
 +
"bookId":"[BOOKID]",
 +
 
 +
"guestMobileNum":"[GUESTMOBILENUM]",
 +
 
 +
"guestMobile":"[GUESTMOBILE]",
 +
 
 +
"guestSMS":"[GUESTSMS:44]",
 +
 
 +
"guestFirstName":"[REPLACE|&|and|[GUESTFIRSTNAME]]",
 +
 
 +
"propertyName":"[PROPERTYNAME]",
  
Set the triggers you need, for example:
+
"propertyId":"[PROPERTYID]",
  
Booking Source = Booking.com
+
"firstNight":"[FIRSTNIGHTSHORT]",
  
Set the webhook like this:
+
"lastNight":"[LEAVINGDAYSHORT]"
  
*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
+
}
*Custom Header = [leave empty]
 
  
*Body Data =
 
:{
 
::"authentication":
 
::{
 
:::"apiKey": "my_very_secret_api_key",
 
:::"propKey": "secret_key_for_prop_XXXXXX"
 
::},
 
::"bookId": "[BOOKID]",
 
::"invoice":
 
::[
 
:::{
 
::::"description": "Booking.com Commission",
 
::::"status": "",
 
::::"qty": "1",
 
::::"price": "-[COMMISSIONNUM]",
 
::::"vatRate": "7.00",
 
::::"type": "0",
 
::::"invoiceeId": ""
 
:::}
 
::]
 
:}
 
 
</div>
 
</div>
 
</div>
 
</div>

Latest revision as of 13:11, 20 May 2022

Auto Actions
This page is about the menu  (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and explains how to set up and use Auto Actions.

Contents

1 General Information

An Auto Action is an action which can be programmed to run at a specific time relative to the time of the booking, to the check-in date or to the check-out date.

Auto actions have one or more trigger conditions and one or more actions. They can be triggered on a number of different conditions, like property, time or booking related conditions. Actions can be to send pre-drafted emails/messages or SMS, change booking or invoice information or run webhooks.

Template variables provide great flexibility when creating/managing the Auto Actions. Setup one Auto Action to trigger on multiple/all properties/rooms with the property specific details, using the Template Variables. This removes the need to duplicate your auto actions for each Property. Reducing the ongoing management, multiple copies of the same auto action will require you to edit/modify each auto action rather than update one auto action.

Using 'Group Keywords' you can refine the triggers in the Auto Action to include/exclude properties if the purpose/message in the Auto action needs to be different.

2 Setup

Automatic actions will trigger every 15/20 minutes.

Go to (SETTINGS) GUEST MANAGEMENT -> AUTO ACTION

You can create a NEW Auto Action, Modify or Delete from this section.

  • To Create a NEW Auto Action, Click 'Add New Action Button'.
  • To MODIFY an Auto Action, scroll to the Auto Action and click on "Edit", make the changes and click SAVE.
  • To create a COPY of an Auto Action, click "Edit" on an existing auto action, scroll to the bottom of the page and click 'Save as copy'.
  • To DELETE an Auto Action, click "Edit" on an existing auto action, scroll to the bottom of the page and click 'Delete'.

Trigger Action :

You can choose to trigger an auto action automatically or manually.

  • Manual: If set to manual actions can be triggered manually from the MAIL/ACTION tab of each booking.
  • Auto: Auto action will automatically trigger on a booking based on the rules set in the Trigger tab. Check the details in the MAIL/ACTION tab of each booking. You will see if the auto action has triggered and when, if it has not triggered then you can check if it is due to trigger and when.

2.1 Setup Outgoing Email Service - Required for sending Emails via Auto Actions

Go to (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Beds24.

Auto sending:

Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in (SETTINGS) ACCOUNT-> OUTGOING EMAIL.

Manual sending:

When sending manually by clicking on the 'Send now' button the Email address of the user you are logged in as will be be used.

To use this function you need to set the system to use your own Email address for outgoing emails under (SETTINGS) ACCOUNT -> OUTGOING EMAIL.

Confirmation emails will send automatically to the guest. You can customize them in (SETTINGS) GUEST MANAGEMENT -> CONFIRMATION MESSAGES.

The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually trigger the email/messages/changes to the booking.

If you are using your own mail server for outgoing email/messages the Booking and Invoice actions will be applied before sending the mail.

2.2 Auto Actions and Subaccounts

Auto Actions are account functions, i.e. they apply per account.

1. Account A (master account or subaccount) in which the auto action was created.

Auto Actions are available according to the "Property" setting in the "Trigger" tab. I.e. either for

  • A specific property or a group of properties
  • All properties belonging to that account
  • all properties visible in the account (properties belonging to the account, properties available in the account).

2. Another account B (master account or sub-account) in which the Auto Action has not been created.

Auto Actions are only available for properties that belong to Account A and have been made available in Account B.

If required, Auto Actions can be copied from one account to another using the "clone" function. This creates an independent Auto Action in another account, which can be changed there. The clone function is available via the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right).

If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties.

3 Trigger

Sets the criteria which have to be fulfilled to start the Auto Action.

Property, Room, Unit

You can refine the use of the Auto Action, by specifying if it should trigger on specific properties or all properties/rooms.

You can select if it should trigger on All properties, All Owned by, All visible in account or a specific Property. If you select a specific Property then you can also select a specific Room id.

It is possible to 'Exclude' specific Beds24 Room ids, you can find the Room id from the Room Setup.

If required, you can also specify specific Offers/Units in Room Types.

Send/Exclude Property Groups, this will use the values you have entered in (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS.

Time

"Trigger Time" defines when the action is allowed to start. Once it has started it is allowed to go for the "Time Window" period. When the "Time Window" period has elapsed the auto action stops.

Both "Trigger Time" and "Time Window" are relative to a "Trigger Event" i.e. check-in, check-out, time of booking.

"Between Booking and Check in" can be used to include/exclude Same day/Near term bookings, set the number of days.

"Check In From" and "Check In To" use if you have specific information relating to bookings between these dates, special offers, major disruptions etc.

Booking Source

"Booking Source" = "Direct" applies the Auto Actions only to bookings from your own web site, manually added bookings and bookings imported though the API (not the channel manager). If you want to trigger only on manually added bookings add your username in the "Referrer" field.

Booking Conditions

"Group Booking Trigger" - use the (?) context help for the options. "Invoice Balance" - use this to for payments and reminders.

Info Codes

If you use Booking Info Codes in your bookings, you can enter values to include/exclude bookings.

Booking Fields

Select the appropriate fields from the drop down lists. You can also use an AND/OR option.

"Template variables" can be used in the fields to generate dynamic values based on the booking. See the options in this section Smart Template Variables

4 Actions

4.1 Messaging/Email

Go to "Messaging" to create or modify a prepared Email/Message template. Templates can contain Template Variables to include information specific to the booking in the Email/Message, for example the guests name or the arrival date.

  • To send messages via the Message API, then enter the text in the PLAIN text box, for emails, enter the text in the HTLM Box.
  • To send Emails automatically you need to set up your outgoing Email address in (SETTINGS) ACCOUNT -> OUTGOING EMAIL.
  • To send Emails manually open a booking and go to the MAIL/Action tab. Manual Emails will open in a window, you may send it as is or edit it before sending.

Some systems have a limit of about 2000 characters for this form of email generation. If the email will not open try reducing the amount of text.

If Auto Action Emails are sent automatically they will send through your Email server. You should see this on your server. Whether you see it in your Sent box or not depends on your Email program.

If Auto Action Emails are sent manually via a link in the "Email Templates" list in the booking Beds24 will first try to send through your Email server. You should see this on your server. Whether you see it in your Sent box or not depends on your Email program.

If this does not work it will pop and send through your desktop. In this case you will see it in your Sent box.

4.1.1 Email Attachments

You can choose to attach an invoice or a booking template as a PDF file to emails sent by Auto Actions.

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.

4.2 SMS

You can automatically send SMS messages. Please note that a fee per SMS message applies if this function is activated.

The SMS will send in the language of the account, not the language of the booking. Read Example "Send an Email in the guests language to an internal Email address" for a way to control the language of the SMS.

4.3 Booking

Go to the tab 'Booking' to set up an auto action which modifies something in the booking.

"Execution" - default is 'One time only' or 'Allow Repeats' This action can run one time only or repeat within the trigger time period.

Emails are always triggered once only regardless of this setting.

4.4 Booking Info

Set up auto actions which automatically add or remove info codes. This is good practice for reporting and also to trigger/exclude bookings from other auto actions.

4.5 Invoice

Automatically Assign Invoice Number.

Automatically add/update invoice items or pending payments.

Pending payments can use Payment Rules defined in (SETTINGS)->PAYMENTS->PAYMENT RULES.

Invoice changes are applied before the mail is sent.

4.6 API

Create auto actions which trigger HTTP POST notifications.

4.7 Webhook

Create auto actions which trigger a web hook when the trigger conditions are met.

5 Multiple Properties

With Multiple Properties, the requirement to have Property specific information in the Messages/emails sent to the guest/housekeeping/owner can be achieved using Template Variables.

When you create a Property/Room in Beds24, the setup of the Property/Room is held in the database and can be accessed via Template Variables. For example in (SETTINGS) >PROPERTIES >DESCRIPTION, you setup the property specific details.

  • Property name - can be accessed in template variable [PROPERTYNAME]
  • Property Address - can be accessed in template variable [PROPERTYADDRESS]

You will find the full list of Property Template Variables when you go to Property Variables

There are additional Property Templates that can be used in Messages/Emails/SMS to the guest that can be customised for each Property. Each Property Template can hold customised text that can be used in Auto Actions, Booking Templates, Invoices and Reports.

Go to (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES you will see the list that are available.

When you create each Room/Unit the information is held in Room/Unit specific template variables.

You will find the full list of Room/Unit Template Variables when you go to Room Variables

See the full list of Template Variables.

You can send a message/email to your guests, confirming their booking date, property details and property contact details. Use the property, room and booking templates to build the message/email in one Auto Action, rather than one auto action per property.

This approach will reduce the ongoing management, update one Auto Action and it will apply to all/selected properties rather than having to edit multiple auto actions with the same overall message.

5.1 Example 1 - Each property has a different access code for the main building door

Your properties have security doors with keycodes, each property has a different code.

Go to (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 1 enter the Building Access Code, use this same field in each property and set the appropriate code.

Then in the Auto Action use [PROPERTYTEMPLATE1] in the text rather than the actual value.

  • Please use this code to Access the Main building Door:- [PROPERTYTEMPLATE1]

There is no need for a separate auto action due to the front door keycode being different.

5.2 Example 2 - Housekeeping/Cleaning Team is different for each Property.

Each of your properties has a different housekeeping/cleaning team and you need to send them an email with the booking details for each booking.

Go to (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 5 enter the email address for Housekeeping/Cleaning team.

In the Auto action,

  • "Send Message" = Internal Only.
  • "Internal Email Address" = [PROPERTYTEMPLATE5]

There is no need for a separate auto action as the message will be sent to the appropriate email from property template 5.

If you have different teams per room, then use a Room template rather than the Property Template.

5.3 Example 3 - Send email to a Group of Properties (not all)

You can setup a "Group" for your Properties, this has a number of benefits, including sending/excluding messages/emails to a Group of Properties, view a "Group" of properties in your Calendar and in Reports.

To assign the "Group" to your Properties, go to (SETTINGS) > BOOKING ENGINE > MULTI BOOKING PAGE > PROPERTY SETTINGS > GROUP KEYWORDS.

Enter a Group name, it needs to be a single word - for example you want to identify all 4 bedroom properties, then you can add 4BEDS and add this to all 4 Bedroom properties you have.

Each property can be in multiple groups, enter multiple keywords separated by a comma, for example :- 4BEDS, OceanView, Dublin.

In the Trigger tab of the Auto Action, enter the Group keyword in

  • "Send Only To Property Groups" OR "Exclude Property Groups" you want to include/exclude from the Auto Action.

This filter will not apply if you are triggering on a single property.

6 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 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 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.

7 Troubleshooting

If Auto Actions do not send:
The list in the "Mail" tab of the booking will tell you why. Common causes are: 
*Is your outgoing Email address working? Go to  (SETTINGS) ACCOUNT->OUTGOING EMAIL and click on "Send Test Email".
*Is your Auto Action set to send automatically?
*Is the guests Email address valid ("Mails" tab of the booking)?
*Is the Plain Text box populated with the text you want to send (required when Message API is being used?
*Is the booking set to allow Allow Auto Actions ("Mails" tab of the booking)?
*Do all trigger events apply to the booking?
Delayed trigger of Auto Action:
See section Performance and testing above. 
Auto Action is not editable
To have write access to an auto action an account needs to have write access to all properties to which the auto action applies. This might not be the case if you use sub accounts and the Auto Action is set to trigger for "All Properties". 
You don't have permission to access control2.php on this server error message, when the save button is clicked
It is most likely something in your content triggering the firewall.
Try adding the content bit by bit until you find the item causing the problem.
Often it is a script or HTML item that appears to the firewall as a possible hacking attack.
It can also be something that looks innocent like a combination of numbers and words like "and" or "or" that hackers often use in sql injection attacks.
Once you find the item causing the problem, try rewording it.
Auto Action is not visible in a sub account
If you have sub accounts and need an auto action to be used across multiple accounts/properties, then create the auto action at the Master Account Level and set Property = 'All visible in account' and ensure the Master account has access to the properties.

8 Examples

8.1 Send Emails/Message/SMS to guests

Message API messages will be shown in the message tab of the booking and in the Channel Message centre. Currently this is only available for Booking.com and Airbnb.

8.1.1 Send an Email to the guest when the status of a booking changes to "Cancelled"

Trigger tab:

Time:

  • Trigger Event = Check-in
  • Trigger Time = -365
  • Trigger Window = 365

Booking Source

  • Booking Source = All (for example)

Booking Conditions

  • Booking Status = Cancelled

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used 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 see here


If you are using deposit collection make sure you set (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.

8.1.2 Change the status of all upcoming direct bookings to "Cancelled" and send an Email to the guest

Trigger tab:

Time:

  • Trigger Event = Check-in
  • Trigger Time = -14 (for example to cancel the bookings for the next two weeks)
  • Trigger Window = 14

Booking Source:

  • Booking Source = Direct

Booking Conditions:

  • Booking Status = All Not Cancelled

Booking tab:

  • Booking Status = Cancelled

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain Text Box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used 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 see here

8.1.3 Send an message or SMS to Guest when booking made more than 10 days in advance

Trigger tab:

Time:

  • Trigger Event = Check-in
  • Trigger Time = -365 days
  • Trigger Window = 355 days

Booking Conditions:

  • Booking Status = All not cancelled

Booking tab:

  • Execution = One time only
  • Booking Status = No Change

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain Text Box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used 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 see here


SMS tab :

Please note a charge applies per SMS message. 
  • Send SMS Message : Enable
  • Phone Number : This is the phone number that will receive the SMS notification.

This is a global service and the notifications can be sent to almost phone in any country.

The phone number must contain the international country code and phone number as it would be dialed internationally.

Do not include any leading zeros or other characters and use no spaces.

The number must start with the country code.

EXAMPLE

to send to phone number 015625346 in the UK (Country code 44) enter the following number

4415625346

You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.

  • SMS Message

Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.

8.1.4 Send an message or SMS to Guest when booking made more than 7 days in advance

Alternatively you an use Between Booking and Check in

Trigger tab:

Time:

  • Trigger Event = Booking (but not after check-in)
  • Trigger Time = Immediate
  • Trigger Window = 1 day
  • Between Booking and Check in = 7 to 999

Booking Conditions:

  • Booking Status = All not cancelled


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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used 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 see here


SMS tab :

Please note a charge applies per SMS message. 
  • Send SMS Message : Enable
  • Phone Number : This is the phone number that will receive the SMS notification.

This is a global service and the notifications can be sent to almost phone in any country.

The phone number must contain the international country code and phone number as it would be dialed internationally.

Do not include any leading zeros or other characters and use no spaces.

The number must start with the country code.

EXAMPLE

to send to phone number 015625346 in the UK (Country code 44) enter the following number

4415625346

You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.

  • SMS Message

Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.

Booking tab:

  • Execution = One time only
  • Booking Status = No Change

8.1.5 Send an message or SMS to Guest for last minute booking - 6 days or less

Trigger tab:

Time:

  • Trigger Event = Booking (but not after check-in)
  • Trigger Time = Immediate
  • Trigger Window = 1 day
  • Between Booking and Check in = 0 to 6

Booking Conditions:

  • Booking Status = All not cancelled


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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used 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 see here


SMS tab :

Please note a charge applies per SMS message. 
  • Send SMS Message : Enable
  • Phone Number : This is the phone number that will receive the SMS notification.

This is a global service and the notifications can be sent to almost phone in any country.

The phone number must contain the international country code and phone number as it would be dialed internationally.

Do not include any leading zeros or other characters and use no spaces.

The number must start with the country code.

EXAMPLE

to send to phone number 015625346 in the UK (Country code 44) enter the following number

4415625346

You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.

  • SMS Message

Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.

Booking tab:

  • Execution = One time only
  • Booking Status = No Change

8.1.6 Send an Email with a key code for a specific unit one day before check-in

Trigger tab:

Property, Room, Unit:

  • Unit = Select the number of the unit you want to send this message to. Note that the number represents the index of the unit not its name.

Time:

  • Trigger Event = Check-in
  • Trigger Time = -1 day
  • Trigger Window = 1 day

Booking Conditions

  • Booking Status = All not cancelled

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests. Template variables can be used see here

If you are using the "Additional Information" function (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables

Example: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]

The template variables will only work if you have entered text in (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.


  • HTML box - Email will be sent

If you are using the "Additional Information" function SETTINGS- (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names" you can use template variables see here

Example: Your room is [UNITNAME]. Check-in from: [UNITNAME:1] . The key code is: [UNITNAME:2]

The template variables will only work if you have entered text in S (SETTINGS) PROPERTIES->ROOMS->SET UP "Unit Names". The context help for this setting will explain how to do this.

Booking tab:

  • Execution = One time only
  • Booking Status = No Change

8.1.7 Send an Email to the guest when a payment is made

Trigger tab:

Time:

  • Trigger Event = Booking
  • Trigger Time = Immediate
  • Trigger Window = 365 day

Booking Conditions:

  • Booking Status = All not cancelled
  • Invoice Balance = Any Payment made OR Invoice Balance = Zero (payment in full)

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests. Template variables can be used see here

You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments.

[INVOICETABLE] - invoice table

It is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros

  • HTML box - Email will be sent

Email Text :- It is possible to use the same details as in the Plain text box above. Template variables can be used see here

You should consider adding the invoice table to the email so the guest can see the booking details including Charges & Payments.

[INVOICETABLE] - invoice table

It is also possible to include a customised invoice table using this template variable :- [INVOICE:PRI_QTY_CUA€] will create an invoice table with price and quantity in Euros.

8.1.8 Send an Email to guests from Channels

Trigger tab:

Time

  • Trigger Event = Booking
  • Trigger Time = Immediate
  • Trigger Window = 1 day

Booking Source

  • Booking Source = Channel Manager

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests. Template variables can be used see here

  • HTML box - Email will be sent

Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used see here

Booking tab:

  • Execution = One time only
  • Booking Status = No Change

8.1.9 Send a message (Email or sms) to guests that have Checked-out 30 days or more

Trigger tab:

Time

  • Trigger Event = Check-out
  • Trigger Time = 30 days
  • Trigger Window = 365 days

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests. Template variables can be used see here

  • HTML box - Email will be sent

Email Text :- It is possible to use the same details as in the Plain text box above. Template variables can be used see here

SMS tab :

Please note a charge applies per SMS message. 
  • Send SMS Message : Enable
  • Phone Number : This is the phone number that will receive the SMS notification.

This is a global service and the notifications can be sent to almost phone in any country.

The phone number must contain the international country code and phone number as it would be dialed internationally.

Do not include any leading zeros or other characters and use no spaces.

The number must start with the country code.

EXAMPLE

to send to phone number 015625346 in the UK (Country code 44) enter the following number

4415625346

You can use the template variables [GUESTPHONE] or [GUESTMOBILE] but this will only work if the phone number has exactly the required format.

  • SMS Message

Enter the message to send, messages will be truncated at 160 characters. Template variables can be used.

Booking tab: (optional)

  • Execution = One time only
  • Flag Text = The text you want to display
  • Flag Colour - choose the flag colour

8.1.10 Send a Request for payment to your guests for all bookings

Trigger tab:

Time

  • Trigger Event = Booking
  • Trigger Time = Immediate
  • Trigger Window = 1 day

Booking Source:

  • Booking Source = ALL (or select the booking source/Channel)

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.

  • Plain text box (Using Message API)

Subject - enter the subject for your Guests Plain Text Message :- enter the Message text you wish to send to your guests include the payment link

https://beds24.com/bookpay.php?bookid=[BOOKID]

You can find extra options to add to the payment link if you want to refine the details

https://wiki.beds24.com/index.php/Category:Payments#Payment_Request

  • HTML Message (Send Email)

Email Subject - enter the subject for your Guests Email Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.

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.

8.1.11 Send a Request for payment to your guests XX days before arrival

Trigger tab:

Time:

  • Trigger Event = Check-in
  • Trigger Time = -42
  • Trigger Window = 1 day

Booking Souce:

  • Booking Source = ALL (or select the booking source/Channel)

Message tab:

  • Send Email = 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.

  • Plain text box (Using Message API)

Subject - enter the subject for your Guests Plain Text Message :- enter the Message text you wish to send to your guests include the payment link

https://beds24.com/bookpay.php?bookid=[BOOKID]

You can find extra options to add to the payment link if you want to refine the details

https://wiki.beds24.com/index.php/Category:Payments#Payment_Request

  • HTML Message (Send Email)

Edit Email Subject - enter the subject for your Guests Edit Email Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.

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.

8.1.12 Send a Request for payment to your guests XX days after booking

You allow your guests to make X number of payments for their booking.

You can not trigger the auto action multiple times, unless you manage this manually, therefore you need to create multiple auto actions, so if you allow 3 payments for their booking, then you will need 3 auto actions.

You will need to manually add a Booking Info Code to each booking that you have agreed to allow X payments.

Create Auto Action one

Trigger tab:

  • Trigger Event = Booking (but not after check-in)
  • Trigger Time = +7 days
  • Trigger Window = 1 day
  • Booking Source = ALL (or select the booking source/Channel)
  • Invoice Balance = Not Zero
  • Any Booking Info Code = MULTIPLE (for example) this can be used if you only allow some guests to make multiple payments.

Message tab:

  • 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. Messages to the Email address entered in the field "Internal" are sent via Email.

  • Plain text box (Using Message API)

Subject - enter the subject for your Guests Plain Text Message :- enter the Message text you wish to send to your guests include the payment link

https://beds24.com/bookpay.php?bookid=[BOOKID]

You can find extra options to add to the payment link if you want to refine the details

https://wiki.beds24.com/index.php/Category:Payments#Payment_Request

  • HTML Message (Send Email)

Edit Email Subject - enter the subject for your Guests Edit Email Text :- enter the Email text you wish to send to your guests include template variable [PAYLINK] this creates a payment link (HTML A tag) for the payment request for the amount in the booking deposit field if non zero, otherwise the outstanding balance. Check the template variables for other options.


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.

Create additional Auto Actions for each period you want to trigger

Create Auto Action 2 (and 3, 4, 5 - how many you need)

  • Trigger Time = +14 days (days you want to collect the payments)
  • Trigger Window = 1 day

The use the settings in the previous auto action to trigger the next auto action for your booking.

8.1.13 Send a Request to 'Capture' a Security deposit from your guests XX days before check-in - with Stripe

You want to capture a Security Deposit for bookings on the day before check-in from your guest.

Capture of the payment is only held by Stripe for 7 days, if the guest is staying longer you will need to send the request again.

You will need to create multiple emails to capture the payment multiple times for the same booking.


Trigger tab:

  • Trigger Event = Check-in
  • Trigger Time = -1 days
  • Trigger Window = 1 day
  • Booking Source = ALL (or select the booking source/Channel)
  • Status = All not cancelled

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API

Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used see here, change the pay=100 to the value you require.

https://beds24.com/bookpay.php?bookid=[BOOKID]&g=st&capture=0&pay=100.

  • 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 see here

Booking info tab: (Optional)

  • Booking Info Code = SECDEPOSIT (for example)
  • Booking Info Text = Security deposit request sent.

8.1.14 Send an Email in the guests language to an internal Email address

This uses a smart template variable. In this example 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:

Time:

  • Trigger Event = Booking
  • Trigger Time = Immediate
  • Trigger Window = 1

Booking Source:

  • Booking Source = All (for example)

Booking Conditions:

  • 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. See here

8.1.15 Send SMS in a certain language (if it is the language of the booking) or a default language

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:

  • 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]

8.1.16 Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in

Trigger tab:

Time:-

  • Trigger Event = Check-in
  • Trigger Time = -2 (the number of days before check-in you want to sent the code or link)
  • Trigger Window = 2

Booking Souce :-

  • Booking Source = All
  • Booking Status = All but not cancelled

Booking Conditions:-

  • Group bookings = Trigger all on master

Info Codes :-

  • Info Code = LOCKSTATE_PIN or NUKI_PIN or CHEKIN_URL (select the appropriate Booking Info Code for the service you use)

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 include URL. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used see here

  • HTML box - Email will be sent

Email Text :- It is possible to use the same details (URL) as in the Plain Text box above. Include these template variables - [BOOKINGINFOCODETEXT:LOCKSTATE_PIN] or [BOOKINGINFOCODETEXT:NUKI_PIN] or [BOOKINGINFOCODETEXT:CHEKIN_PIN] see the list of ALL template variables that can be used see here

8.1.17 Send Email to guests with check-in details 2 days before Check-in, booking paid/no outstanding balance

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 = -2 (the number of days 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
  • 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.

  • 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 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 see here

  • HTML box - Email will be sent

Email Text :- Enter the text you wish to send to your guests this can include URLs. 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, template variables can be used, see the list of ALL template variables that can be used see here

8.1.18 Send Email to all current guest (Check-in)

Trigger tab:

Time:

  • Trigger Event = Check-in
  • Trigger Time = Immediate
  • Trigger Window = 14(the max number of days your guests can stay)

Booking Source:

  • Booking Source = All

Booking Conditions:

  • Group bookings = Trigger all on master
  • Booking Status = All but not cancelled

Info Codes:

  • Any Booking Info Code = CHECKIN
  • Exclude Booking Info Code = CHECKOUT

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

Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used 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 see here


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.

8.1.19 Send Email with Guest Invoice - PDF attachment

You can send Invoice as an attachment to your Guests.

Setup your Invoice go to (SETTINGS) GUEST MANAGEMENT -> INVOICING

Trigger tab:

Time:

  • Trigger Event = Checkout
  • Trigger Time = Immediate
  • Trigger Window = 1 day

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

Info Codes:

  • Any Booking Info Code = CHECKOUT

Messaging tab:

  • Send 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.

  • 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 guests include URL. Template variables can be used 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 see here

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.

8.1.20 Send Email with Booking Registration Form - PDF attachment

You can send Booking Template attachments to your Guests.

Setup your Booking Template, go to (SETTINGS) GUEST MANAGEMENT -> BOOKING TEMPLATES

Trigger tab:

Time:

  • Trigger Event = Booking
  • Trigger Time = Immediate
  • Trigger Window = 1 day

Booking Source:

  • Booking Source = All (or select the appropriate channel/Direct)

Booking Conditions:

  • Group bookings = Trigger all on master
  • Booking Status = All but not cancelled

Messaging tab:

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

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

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

  • Attachment = Select Booking Template from the drop down list.
  • 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 guests include URL. Template variables can be used 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 see here

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.

8.1.21 Send Email after the cleaner has cleaned the room

To send an automated Email to the guest then they can check you/the cleaner have to add a unit status to the room when it is ready. In this example we used the unit status clean

Trigger tab:

Time:

  • Trigger Event = Checkin
  • Trigger Time = Immediate
  • Trigger Window = 1

Booking Source:

  • Booking Source = All

Booking Conditions

  • Group bookings = Trigger all on master
  • Booking Status = All but not cancelled

Booking Fields:

  • Template Variable = [UNITSTATUS1] Contains = clean

Messaging tab:

  • Send 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 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 guests. Template variables can be used see here

  • HTML box - Email will be sent

Email Text :- It is possible to use the same details as in the Plain Text box above. Template variables can be used see here

  • Attachment :- if you want to send a Booking/Invoice template you can select from the drop down list.

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

8.1.22 Send Email to your guest - Upselling additional nights - nights available after checkout

To send an automated Email to the guest confirming that it is possible to extend their stay.

This example uses fixed values that you have entered into (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.

Trigger Tab :

Time:

  • Trigger Event = Checkin (depending on when you want to notify the guest)
  • Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)
  • Trigger Window = 2

Booking Source:

  • Booking Source = All

Booking Conditions:

  • Group bookings = Trigger all on master
  • Booking Status = All but not cancelled

Booking Fields:

  • Template Variables = [IFBETWEEN:[TURNOVERDAYS]:0:3:yes|no|no] equal yes

This template variable tests if there is 3 days between the guest booking and the next booking.

Message tab:

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

  • Send Message = Booking API/Smart Email

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

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

  • Email Subject - enter the subject for your Guests
  • Plain text box - will send to channels using Message API, enter the text you wish to send to your guests. Template variables can be used see here

[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|].

We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.


  • HTML box - Email will be sent, enter the text you wish to send to your guests. Template variables can be used see here

[IF<=:[TURNOVERDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [TURNOVERDAYS] extra night(s)|].

We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.

Booking Info Tab : Optional

  • Booking info code = EXTRANIGHTS
  • Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night

8.1.23 Send Email to your guest - Upselling additional nights - nights available before checkin

To send an automated Email to the guest confirming that it is possible to extend their stay.

This example uses fixed values that you have entered into (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.

Trigger Tab :-

Time:

  • Trigger Event = Checkin (depending on when you want to notify the guest)
  • Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)
  • Trigger Window = 2

Booking Source:

  • Booking Source = All

Booking Conditions:

  • Group bookings = Trigger all on master
  • Booking Status = All but not cancelled

Booking Fields:

  • Template Variables = [IFBETWEEN:[VACANTDAYS]:0:3:yes|no|no] equal yes

This template variable tests if there is upto 3 days from previous checkout to check in of current booking.

Messaging tab :-

  • Send Message = Guest API/Smart Email

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

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

  • Subject = Enter the appropriate details
  • Plain Text Box = Your text, using the template variables to modify the specific text in the booking.

[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|].

We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.

  • HTML Box

[IF<=:[VACANTDAYS]:3:Your apartment ([ROOMNAME]), which you booked for [NUMNIGHT] nights from [FIRSTNIGHTSHORT] to [LEAVINGDAYSHORT] is currently available for up to [VACANTDAYS] extra night(s)|].

We are very happy to offer you to extend your stay a [PROPERTYNAME] at the exceptional rate of [ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night. If you would like to extend your stay then please send an email to our Reservations team [PROPERTYEMAIL] confirming the number of nights you would like to stay and provide your Booking Reservation Number [BOOKID] and Offer ‘EXTRANIGHTS’ for the special Price.

Booking Info Tab :- Optional

  • Booking info code = EXTRANIGHTS,
  • Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] per extra night

8.1.24 Send Email to your guest - Offering Early Checkin

To send an automated Email to the guest confirming that it is possible to have an Early Checkin as room is available the day of before arrival.

This example uses fixed values that you have entered into (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.

Trigger Tab :-

  • Trigger Event = Checkin (depending on when you want to notify the guest)
  • Trigger Time = -2 days (depending on when you want to notify the guest, in this example 2 days before arrival)
  • Trigger Window = 2
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Group bookings = Trigger all on master
  • Template Variables = [IF>:[VACANTDAYS]:1:yes|no] equal yes

This template variable tests if there is 1 day 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, [GUESTNAME],

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

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

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

Booking Info Tab :- Optional

  • Booking info code = EARLYARRIVAL,
  • Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Early Checkin

8.1.25 Send Email to your guest - Offering Late Checkout

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 (SETTINGS) > PROPERTIES > ROOMS > SETUP > ROOM TEMPLATES and standard Template Variables set in the Property/Rooms, useful way to utilise the template variables and different values rather than duplicating auto actions.

Trigger Tab :-

  • Trigger Event = Checkout
  • Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)
  • Trigger Window = 1
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Group bookings = Trigger all on master
  • Template Variables = [IF>:[TURNOVERDAYS]:1:yes|no] equal yes

This template variable tests if there is 1 day 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, [GUESTNAME],

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

If you would like a late checkout, then please send an email to our Reservations team [PROPERTYEMAIL] confirming you would like the Late Checkout, provide your Booking Reservation Number [BOOKID] and Offer ‘LATECHECKOUT’ for the special Price.

Best regards,

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

Booking Info Tab :- Optional

  • Booking info code = LATCHECKOUT,
  • Booking Info Description = Upsell email sent [CURRENTDATE] :[ROOMTEMPLATE3][PROPERTYCURRENCYBACK] Late Checkout

8.1.26 Send Email to your guest - Offering Late Checkout Only on a Sunday when there is no new arrival

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

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 (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 (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 Occupancy Max Stay = 1 Offer = 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
  • Trigger Time = -1 days (depending on when you want to notify the guest, in this example 2 days before arrival)
  • Trigger Window = 1
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Between Booking and Check in = 2 and 999 (to stop the auto action triggering on the new booking)
  • Group bookings = Trigger all on master
  • 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 :-

  • 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, [GUESTNAME],

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

If you would like a late checkout, please use this link to make the booking and payment.

https://beds24.com/booking2.php?checkin=[LEAVINGDAYYYYY-MM-DD]&br7-[ROOMID]

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)

Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page. 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

8.2 Send an email to the Owner/Internal email address

8.2.1 Send an email to the Owner/Internal email address when a payment FAILS at Stripe

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
  • Flag Colour - choose the flag colour

8.3 Booking Info Codes

8.3.1 Add CHECKIN Booking info code to bookings

If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.

Trigger tab:

  • Trigger Event = Check-in
  • Trigger Time = Immediate
  • Trigger Window = 1 day
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Group bookings = Trigger all on master

Booking Info tab:

  • Booking Info Code = CHECKIN
  • Booking Info Text = Auto Checkin

8.3.2 Add CHECKOUT Booking info code to bookings

If you need to use the Booking info code CHECKIN/CHECKOUT for reporting/other auto actions, you can set the Booking info code rather than use the Current guest module in the dashboard.

Trigger tab:

  • Trigger Event = Check-out
  • Trigger Time = Immediate
  • Trigger Window = 1 day
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Group bookings = Trigger all on master

Booking Info tab:

  • Booking Info Code = CHECKOUT
  • Booking Info Text = Auto Checkout

8.3.3 Group check-in

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

Trigger tab:

  • Trigger Event = After Booking
  • Trigger Time = immediately
  • Trigger Window = 365
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Group bookings" = Trigger all on master
  • Info Code = CHECKIN

Booking info tab :

  • Info Code = CHECKIN

8.3.4 Identify Repeat Guest

This requires you to use the Guest database.

Trigger tab:

  • Trigger Event = After Booking
  • Trigger Time = immediately
  • Trigger Window = 365
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Group bookings" = Trigger all on master
  • Template Variable = [GUESTSID1] greater than 0

Booking info tab :

  • Info Code = REPEAT

8.3.5 Identify bookings with Custom Question ticked/unticked

If you have a custom question with a 'Tick box' for example, they want a late checkin.

Setup the custom question in (SETTINGS) PROPERTIES -> BOOKING QUESTIONS -> CUSTOM QUESTIONS -> Custom question 1, set with TYPE = Tick Box.

Trigger tab:

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

Booking info tab :

  • Info Code = LATECHECKIN


8.4 Add invoice items to a booking

8.4.1 Add a fee to all bookings from a channel

Trigger tab:

  • Trigger Event = After Booking
  • Trigger Time = Immediate
  • Booking Source = Expedia (for example)

Invoice tab:

  • Add Invoice Item = Add new
  • Type = Amount
  • Description = Cleaning fee (for example) - Template variables can be used.
  • Amount = 50 (for example - the amount of your cleaning fee)
  • per = Room
  • Period = one time
  • VAT = 19% (for example - enter the VAT amount if applicable)

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

8.4.2 Add a fee (Penalty) to all bookings with an Outstanding Balance

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

Trigger tab:

Time :

  • Trigger Event = Checkin
  • Trigger Time = -2 days
  • Trigger Window = 2 days

Booking Conditions:

  • Status = All not Cancelled
  • Invoice Balance = Not Zero

Invoice tab:

  • Type = Amount
  • Description = Payment Fee||[INVOICEBALANCE:2.2%]
  • Amount = 0 (leave as 0 so the value is set from the calculation in Description field)
  • Per = Room
  • Period = one time
  • VAT = 19% (for example - enter the VAT amount if applicable)

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

8.5 Payments/Pending Payments

8.5.1 Add a pending payment

Trigger tab:

  • Trigger Event = After Booking or Before Check-in
  • Trigger Time = set the time you want to collect the payment
  • Booking Source =All (for example, you can also set different rules for different channels)

Booking Info tab: Optional 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

  • Booking Info Code = PENDPAY
  • Booking Info Text = Pending payment added

Invoice tab:

  • Payment Type = select on what the payment is calculated (Percent of Balance due)
  • Description = the text you will see in the "Charges and Payments" tab
  • Status = if you use the status function add the status you want to apply to the pending payment (optional)
  • Amount = enter the amount or percentage you want to collect
  • Payment Rule = use auto or manual - if you have set up payment rules in (SETTINGS) GUEST MANAGEMENT->PAYMENT COLLECTION they will be available here
  • Payment Due = Set when the payment is due


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

Go to Settings > Payments > Payment Rules

Payment Rule :

Name = Enter your title - Not Cancelled (for example) Action = Auto

Payment Trigger :

  • Booking Status = All not cancelled
  • Any Booking Info Code = optional
  • All Booking Info Codes = optional
  • Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)

Payment Action :

  • Capture = Yes - immediately charged (Capture=Yes)
  • Add info code on success = add a Booking Info item to the booking on success
  • Add info code on failure = add a Booking Info item to the booking on failure

8.5.2 Add a pending payment - Set the Security Deposit value based on the price of the booking, using a calculation

Trigger tab:

  • Trigger Event = After Booking or Before Check-in
  • Trigger Time = set the time you want to collect the payment
  • Booking Source =All (for example, you can also set different rules for different channels)

Booking tab: Optional

  • Flag Text = PendingPayment (for example)
  • Flag Colour = select the colour as this will be visible in the Calendar/Bookings list

Booking Info tab: Optional Add a booking info tab for information and reporting

  • Booking Info Code = PENDPAY
  • Booking Info Text = Pending payment added

Invoice tab:

  • Payment Type = fixed value
  • Description = Security Deposit||[IF<=:[INVOICEFIRSTITEMNUM]:800:200|[INVOICEFIRSTITEMNUM][/.0]4]

(Security Deposit is the description, then 2 | symbol, then the calculation for the 'Amount' to be set.)

This calculation, tests if the first invoice item value (usually the Accommodation value) is greater than or = 800 if so set the Security Deposit Amount = 1 quarter of the first invoice item value, otherwise set = 200.

Tip A price value for the invoice item can be specified after a second pipe (|) symbol, this can be used to calculate a price using template variables. If the price value in the description field is zero or absent, the numeric value from the amount field will be used.

  • Status = if you use the status function add the status you want to apply to the pending payment (optional)
  • Amount = 0
  • Payment Rule = use auto or manual - if you have set up payment rules in (SETTINGS) Payments > Payment Rules they will be available here
  • Payment Due = Set when the payment is due


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

Go to Settings > Payments > Payment Rules

Payment Rule :

Name = Enter your title - Not Cancelled (for example) Action = Auto

Payment Trigger :

  • Booking Status = All not cancelled
  • Any Booking Info Code = optional
  • All Booking Info Codes = optional
  • Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)

Payment Action :

  • Capture = Yes - immediately charged (Capture=Yes)
  • Add info code on success = add a Booking Info item to the booking on success
  • Add info code on failure = add a Booking Info item to the booking on failure

8.5.3 Collect outstanding booking balance 3 days prior to arrival( Credit card details were collected at time of booking)

'Create a Payment Rule (Optional)'

Standard payment rules in the system are Auto & Manual, you can create additional rules for the collection of outstanding payments, you can control the collection of payments if the booking status is changed, for example the booking is cancelled before the final payment is due to be collected.

Go to (SETTINGS) PAYMENTS > PAYMENT RULES

Create a Payment Rule to collect payments if bookings are not cancelled.

Click Create New Payment Rule :

Payment Rule:

  • Name = Enter your title - Not Cancelled (for example)
  • Action = Auto

Payment Trigger :

  • Booking Status = All not cancelled
  • Any Booking Info Code (optional)
  • All Booking Info Codes (optional)
  • Exclude Booking Info Code = optional (can exclude Virtual Credit cards, find the Booking info code in the booking)

Payment Action :

  • Funding Source = Guest card only
  • Payment value adjustment = Limit to group booking balance
  • Capture = Yes - immediately charged (Capture=Yes)
  • Add info code on success = add a Booking Info item to the booking on success
  • Add info code on failure = add a Booking Info item to the booking on failure

Prevent Auto Payment :

  • Prevent payment if booking status = Cancelled
  • Prevent payment after check-out (days) = 7 (default)
  • Prevent payment action = Set Manual


Create Auto Actions

Collect the outstanding balance for bookings created via your booking page.

Go to (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:

ONLY use Payment Type =‘ Percent of Group balance due’ if you selected Trigger tab > Booking Conditions > Group Booking Trigger = Trigger Only Master.
  • 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 (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.

8.5.4 'Capture' a Security Deposit when Credit card is collected at time of booking.

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


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 (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

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

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 (SETTINGS) ACCOUNT->PREFERENCES.

8.5.6 Assign invoice numbers

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

8.5.7 Using Pending Payments as a Payment Reminder

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 (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.

8.6 Booking Flags/Colours

8.6.1 Apply a flag when a booking is cancelled

Trigger tab

  • Trigger Event = After Booking
  • Trigger Time = 1 Hour
  • Trigger Window = 365 days
  • Booking Status = Cancelled

Booking tab:

  • Execution = One time only
  • Booking Status = No Change
  • Flag text = (enter the text you require)
  • Flag Colour = Set as required

8.6.2 Apply a flag for a bookings from a channel which have breakfast included

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.

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

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.

8.6.4 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 = ZERO

Booking tab:

  • Execution = One time only
  • Flag Text = The text you want to display
  • Flag Colour - choose the flag colour

8.6.5 Apply a flag/colour for a booking coming from a certain channel

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.

8.6.6 Apply a flag when a payment was made

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

8.6.7 Apply a flag when a payment FAILS at Stripe

Trigger tab:

  • Trigger Event = After Booking
  • Trigger Time = Immediate
  • Trigger Window = 365
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE

Booking tab:

  • Execution = One time only
  • Flag Text = Stripe Payment Failed
  • Flag Colour - choose the flag colour

8.6.8 Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe

Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes

Trigger tab:

  • Trigger Event = After Booking
  • Trigger Time = Immediate
  • Trigger Window = 365
  • Booking Source = All
  • Booking Status = All but not cancelled
  • Booking Info Code = BOOKINGCOMCARD

Booking tab:

  • Execution = One time only
  • Flag Text = Failed CC reported to Booking.com
  • Flag Colour - choose the flag colour

8.7 Status changes

8.7.1 Change the status of all "Request" bookings to "Cancelled" after three days

Trigger tab

  • Trigger Event = After Booking
  • Trigger Time = 3 days
  • Booking Status = Request

Booking tab:

  • Execution = One time only
  • Booking Status = Cancelled

8.7.2 Change the status of all bookings which have been imported from Ical to "Request"

Trigger tab:

  • Trigger Event = After Booking
  • Trigger Time = Immediate
  • Booking Source = Ical Import (1, 2, 3)

Booking tab:

  • Execution = One time only
  • Booking Status = Request

Booking changes are applied before the mail is sent.


8.7.3 Change Room Unit Status when guest checks out

Trigger tab

  • Trigger Event = Check-out
  • Trigger Time = Immediate
  • Trigger Window = 1 day
  • Booking Status = All but not cancelled
  • Any Booking Info Code = CHECKOUT

Booking tab:

  • Execution = One time only
  • Change Room Unit Status = Select the option

It is assumed you use the Checkin/Checkout feature in the Dashboard, if not you can either manually add Checkin to your bookings (Booking info tab) or create an auto action to add the Booking Info Codes to the bookings.

8.8 API/Webhook

8.8.1 Use API/Webhook to write to the field 'Message'

You can use a webhook in conjunction with the API JSON function setBooking to write to any field in the booking. First you have to configure access to the API:

You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.
API key:
  • (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"
  • API Key = my_very_secret_api_key
  • API Key Access = allow any IP
  • IP Whitelist = [leave empty]
  • Allow Writes = Yes
  • Property Access = Owned by this account only
  • Property key:
  • (SETTINGS) PROPERTIES > ACCESS > propKey = secret_key_for_prop_XXXXXX

Set the triggers you need, for example:

Booking Field Contains: Message = XXX

Set the webhook like this:

  • URL = https://api.beds24.com/json/setBooking
  • Custom Header = [leave empty]

Body Data:

{
"authentication":
{
"apiKey": "my_very_secret_api_key",
"propKey": "secret_key_for_prop_XXXXXX"
},
"bookId": "[BOOKID]",
"message": "[MESSAGE] - Append this message"
}

8.8.2 Use API/Webhook to write the value of the 'commission' field to a new invoice item

You can create a new invoice item that contains the price of the channel's commission as a negative value to subtract it from the room price. You use the API JSON function setBooking for this. First you need to configure access to the API:

You need two keys to use our API JSON functions - one for the API itself and one for the property. The keys have to consist of 16 characters of your choosing.
API key:

  • (SETTINGS) ACCOUNT -> ACCOUNT->ACCESS "API Key 1"
  • API Key = my_very_secret_api_key
  • API Key Access = allow any IP
  • IP Whitelist = [leave empty]
  • Allow Writes = Yes
  • Property Access = Owned by this account only
  • Property key:
  • (SETTINGS) PROPERTIES > ACCESS> propKey = secret_key_for_prop_XXXXXX

Set the triggers you need, for example:

Booking Source = Booking.com

Set the webhook like this:

  • URL = https://api.beds24.com/json/setBooking
  • Custom Header = [leave empty]
  • Body Data =
{
"authentication":
{
"apiKey": "my_very_secret_api_key",
"propKey": "secret_key_for_prop_XXXXXX"
},
"bookId": "[BOOKID]",
"invoice":
[
{
"description": "Booking.com Commission",
"status": "",
"qty": "1",
"price": "-[COMMISSIONNUM]",
"vatRate": "7.00",
"type": "0",
"invoiceeId": ""
}
]
}

8.8.3 Use Auto Action/Webhook to write to send data to Integromat

You can use this option to send data to your Integromat account.

Set the rules in the Trigger tab, when you need to send the data to Integromat.

Go to Webhook tab:

URL = https://hook.integromat.com/ followed by your integromat account key.

Body Data = you can use the template variables allows in the list for Integromat [Data fields]

For example :-

bookingData={

"bookId":"[BOOKID]",

"guestMobileNum":"[GUESTMOBILENUM]",

"guestMobile":"[GUESTMOBILE]",

"guestSMS":"[GUESTSMS:44]",

"guestFirstName":"[REPLACE|&|and|[GUESTFIRSTNAME]]",

"propertyName":"[PROPERTYNAME]",

"propertyId":"[PROPERTYID]",

"firstNight":"[FIRSTNIGHTSHORT]",

"lastNight":"[LEAVINGDAYSHORT]"

}

8.9 Testing for Modified bookings

8.9.1 Use Template Variables to test for Modified bookings

You can test if the booking has been modified, adding a booking info code to the booking will then allow you to trigger other auto actions, run reports etc.

Trigger tab

  • Trigger Event = Booking (but not after Check-in) OR Booking
  • Trigger Time = 1 day (this will ensure that NEW bookings do not trigger this auto action)
  • Trigger Window = 365 days
  • Booking Status = All not cancelled
  • Template Variables [MODIFYDATE:{%Y-%m-%d %H:%M:%S}] greater than [CURRENTDATE:-1day{%Y-%m-%d %H:%M:%S}]

Booking tab: (Optional)

  • Flag text = (enter the text you require)
  • Flag Colour = Set as required

Booking Info tab : (optional)

  • Booking Info Code = MODIFIED
  • Booking Info Text = Booking modification