Changes

Auto Actions

4,448 bytes added, 20:51, 1 May 2020

→‎Examples

</div>

===Automatically add a fee to all bookings from a channel===

</div>

Trigger tab:

*Trigger Event = After Booking

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

</div>

===Add a pending payment===

</div>

Trigger tab:

*Trigger Event = After Booking or Before Check-in

*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

</div>

====Example: Credit card is collected at time of booking and full payment is due 3 days prior to arrival.====

</div>

Trigger tab:

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Automatic collection is only available for customer who use [[Stripe]].

</div>

====Example: Credit card is collected at time of booking and you want to 'Capture' a Security Deposit.====

</div>

Trigger tab:

*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>

===Apply a flag when a payment was made===

</div>

<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".

*Flag Text = The text you want to display

*Flag Colour - choose the flag colour

</div>

===Apply a flag when a payment FAILS at Stripe===

</div>

Trigger tab:

*Flag Text = Stripe Payment Failed

*Flag Colour - choose the flag colour

</div>

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

</div>

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

*Flag Text = Failed CC reported to Booking.com

*Flag Colour - choose the flag colour

</div>

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

</div>

Trigger tab:

*Trigger Event = After Booking

*Execution = One time only

*Info Code = Enter the preset code for the icon or info code which you have created in SETTINGS->ACCOUNT->PREFERENCES.

</div>

===Apply a flag when a booking is cancelled===

</div>

Trigger tab

*Trigger Event = After Booking

*Flag text = (enter the text you require)

*Flag Colour = Set as required

</div>

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

</div>

Trigger tab:

*Trigger Event = Check-in

Message tab or SMS tab:

*Update details as appropriate

</div>

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

</div>

Alternatively you an use Between Booking and Check in

Message tab or SMS tab:

*Update details as appropriate

</div>

===Send an message or SMS to Guest when booking made more last minute booking - 6 days or less===

</div><div class="mw-collapsible-content">

Trigger tab:

Message tab or SMS tab:

*Update details as appropriate

</div>

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

</div>

Trigger tab:

*Trigger Event = Check-in

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.

</div>

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

</div>

Trigger tab:

*Trigger Event = After Booking

*Enter your text.

You can use Invoice Template variables showing the booking charges/payments.

</div>

===Send an Email to guests from Channels===

</div>

Trigger tab:

*Trigger Event = After Booking

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.

</div>

===Automatically set a flag for a bookings from a channel which have breakfast included===

</div>

Trigger tab:

*Trigger Event = After Booking

Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.

</div>

===Automatically send a message (Email or sms) to guests that have Checked-out 30 days or more===

</div>

Trigger tab:

*Trigger Event = After Check-out

*Flag Text = The text you want to display

*Flag Colour - choose the flag colour

</div>

===Automatically send a Request for payment to your guests for all bookings===

</div>

Trigger tab:

*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>

===Automatically send a Request for payment to your guests XX days before arrival===

</div>

Trigger tab:

*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>

===Automatically send a Request for payment to your guests XX days after booking===

</div>

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

**Go to Booking Info Tab and from the drop down list

**Select the value 'MULTIPLE' (or the value you want to use to trigger)

</div>

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

</div>

Trigger tab:

Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.

</div>

===Apply a flag when booking is fully paid===

</div>

Trigger tab:

*Trigger Event = After Booking

*Flag Text = The text you want to display

*Flag Colour - choose the flag colour

</div>

===Send Email in a the guests language to an internal Email address ===

</div>

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.

Email tab:

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

</div>

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

</div>

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.

*Phone Number = [GUESTMOBILE]

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

</div>

===Automatically assign invoice numbers===

</div>

Trigger tab:

*Trigger Event = Check-out

Invoice tab:

*Assign Invoice Number = yes

</div>

===Group check-in ===

</div>

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

Booking info tab :

*Info Code = CHECKIN

</div>

===Send Remotelock/Lockstate PIN ===

</div>

Trigger tab:

*Trigger Event = Check-in

*EMail Subject = Your access code (your text)

*Email Text = Your text which includes the template variable [BOOKINGINFOCODETEXT:LOCKSTATE_PIN]

</div>

===Send Email to all current guest ===

</div>

Trigger tab:

*Trigger Event = Check-in

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

</div>

===Send Email with a PDF attachment===

</div>

You can send Invoice or Booking Template attachments to your Guests.

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

</div>

===Add CHECKIN Booking info code to bookings ===

</div>

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.

*Booking Info Code = CHECKIN

*Booking Info Text = Auto Checkin

</div>

===Add CHECKOUT Booking info code to bookings ===

</div>

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.

*Booking Info Code = CHECKOUT

*Booking Info Text = Auto Checkout

</div>

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

</div>

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:

::"message": "[MESSAGE] - Append this message"

:}

</div>

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

</div>

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:

::]

:}

</div>

== Troubleshooting ==

IuriRosa

91

edits

Changes

Auto Actions

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools