Changes

Jump to navigation Jump to search

Auto Actions

287 bytes added, 14:40, 22 October 2020
== Examples ==
 
===Status changes===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
==== Change the status of all "Request" bookings to "Cancelled" after three days ====
</div>
<div class="mw-collapsible-content">
<div class="headline-collapse" >
==== Change the status of all bookings which have been imported from Ical to "Request" ====
</div>
<div class="mw-collapsible-content">
</div>
===Set Flag/Colour ===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Set a flag/colour for a booking coming from a certain channel====
</div>
<div class="mw-collapsible-content">
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the email.
</div>
</div>
 
====Apply a flag when a payment was made====
</div>
<div class="mw-collapsible-content">
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".
 
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = Any Payment made
 
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
</div>
</div>
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a payment FAILS at Stripe====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code = STRIPEFAIL
 
Booking tab:
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag to Booking.com bookings and auto report the Credit Card when a payment FAILS at Stripe====</div><div class="mw-collapsible-content"> Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes Trigger tab:*Trigger Event = After Booking*Trigger Time = Immediate*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled*Booking Info Code = BOOKINGCOMCARD Booking tab:*Execution = One time only*Flag Text = Failed CC reported to Booking.com *Flag Colour - choose the flag colour</div></div> === Send Emails to guests === <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Send an Email to the guest when the status of a booking changes to "Cancelled"====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Change the status of all upcoming direct bookings to "Cancelled" and send an Email to the guest ====
</div>
<div class="mw-collapsible-content">
</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">
</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">
<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">
<div class="headline-collapse" >
===='Capture' a Security Deposit when Credit card is collected at time of booking. ====
</div>
<div class="mw-collapsible-content">
<div class="headline-collapse" >
<div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Apply a flag an info code and and/or icon when a payment was made====
</div>
<div class="mw-collapsible-content">
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Also see Example : " Apply a flag when deposit was made prior to Check-in AND/OR Apply a flag when booking is fully paid".
 
Trigger tab:
*Trigger Event = After Booking
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
Booking Info tab:
*Execution = One time only
*Flag Text Info Code = The text Enter the preset code for the icon or info code which you want to display*Flag Colour have created in SETTINGS->ACCOUNT- choose the flag colour>PREFERENCES.
</div>
</div>
 
===Booking Flags===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a payment FAILS at Stripebooking is cancelled====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate1 Hour*Trigger Window = 365*Booking Source = Alldays*Booking Status = All but not cancelled*Booking Info Code = STRIPEFAILCancelled
Booking tab:
*Execution = One time only
*Booking Status = No Change*Flag Text text = Stripe Payment Failed(enter the text you require)*Flag Colour - choose the flag colour= Set as required
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag to Booking.com for a bookings and auto report the Credit Card when from a payment FAILS at Stripechannel which have breakfast included====
</div>
<div class="mw-collapsible-content">
 
Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365*Booking Source = All*Booking Status = All but not cancelled.com (for example)*Booking Info Code Field Contains - select "API Message" in the next field enter: meal_plan= BOOKINGCOMCARDBreakfast (or Extra Breakfast - use the text the channel uses)
Booking tab:
*Execution = One time only
*Flag Text = Failed CC reported The text you want to Booking.com display
*Flag Colour - choose the flag colour
 
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply an info code and and/or icon a flag when a payment deposit was madeprior to Check-in====
</div>
<div class="mw-collapsible-content">
Trigger tab:
 *Trigger Event = After BookingCheck-in*Trigger Time = Immediate-365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Booking Source = All
*Invoice Balance = Any Payment made
Message tab:  *Send Email : select appropriate option*Enter : Subject and Email content Booking Info 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 = Enter the preset code : DEPOSITPAID (for example)*Booking Info Text : additional text if required.  Setting details with the icon or Booking tab and Booking info code which tab allows you have created in SETTINGS->ACCOUNT->PREFERENCESto trigger additional (follow on) Auto Actions and Reports.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Apply a flag when a booking is cancelledfully paid====
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = 1 HourImmediate*Trigger Window = 365 days*Booking Source = All*Booking Status = CancelledAll not cancelled*Invoice Balance = ZERO
Booking tab:
*Execution = One time only
*Booking Status = No Change*Flag text Text = (enter the The text you require)want to display*Flag Colour = Set as required- choose the flag colour
</div>
</div>
===Message / SMS===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send an message or SMS to Guest when booking made more than 10 days in advance====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send an message or SMS to Guest when booking made more than 7 days in advance====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send an message or SMS to Guest when booking made more last minute booking - 6 days or less====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send an Email with a key code for a specific unit one day before check-in====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send an Email to the guest when a payment is made====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send an Email to guests from Channels====
</div>
<div class="mw-collapsible-content">
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
===Set a flag for a bookings from a channel which have breakfast included===
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Booking.com (for example)
*Booking Field Contains - select "API Message" in the next field enter: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses)
 
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
 
Booking changes are applied before the mail is sent so that the flag template variable can be reflected in the Email.
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send a message (Email or sms) to guests that have Checked-out 30 days or more====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send a Request for payment to your guests for all bookings====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send a Request for payment to your guests XX days before arrival====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send a Request for payment to your guests XX days after booking====
</div>
<div class="mw-collapsible-content">
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
===Apply a flag when deposit was made prior to Check-in===
</div>
<div class="mw-collapsible-content">
Trigger tab:
 
*Trigger Event = Check-in
*Trigger Time = -365 (for example : must be a negative value and the same as the value in Trigger window)
*Trigger Window = 365
*Booking Source = All
*Booking Status = All but not cancelled
*Invoice Balance = Any Payment made
 
Message tab:
 
*Send Email : select appropriate option
*Enter : Subject and Email content
 
Booking tab: (optional)
 
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
 
Booking info tab : (optional)
 
*Booking Info Code : DEPOSITPAID (for example)
*Booking Info Text : additional text if required.
 
Setting details with the Booking tab and Booking info tab allows you to trigger additional (follow on) Auto Actions and Reports.
</div>
</div>
 
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
===Apply a flag when booking is fully paid===
</div>
<div class="mw-collapsible-content">
Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
*Booking Source = All
*Booking Status = All not cancelled
*Invoice Balance = ZERO
 
Booking tab:
*Execution = One time only
*Flag Text = The text you want to display
*Flag Colour - choose the flag colour
</div>
</div>
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send Email in a the guests language to an internal Email address ====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send SMS in a certain language (if it is the language of the booking) or a default language====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Assign invoice numbers====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Group check-in ====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send Remotelock/Lockstate, Nuki PIN or Chekin Link ====
</div>
<div class="mw-collapsible-content">
<div class="headline-collapse" >
====Send Email to all current guest ====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Send Email with a PDF attachment====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Add CHECKIN Booking info code to bookings ====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Add CHECKOUT Booking info code to bookings ====
</div>
<div class="mw-collapsible-content">
</div>
===API/Webhook===
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Use API/Webhook to write to the field 'Message'====
</div>
<div class="mw-collapsible-content">
<div class="mw-collapsible mw-collapsed">
<div class="headline-collapse" >
====Use API/Webhook to write the value of the 'commission' field to a new invoice item====
</div>
<div class="mw-collapsible-content">
2,864

edits

Navigation menu