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Auto Actions

1,056 bytes added, 14:53, 6 February 2021
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Email sending works per account.
 
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> 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.
<span style="color: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> Confirmation messages will send automatically to the guest. You can customize them in SETTINGS -> GUEST MANAGEMENT -> CONFIRMATION MESSAGES.
<span style="color: #f3e504; font-size: 200%;" >{{#fas:lightbulb}} </span> The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually can send the email trigger the changes to the booking. If you are using your own mail server for outgoing mail the Booking and Invoice actions will also be applied before sending the mail.
 
===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. Ather 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).
 
<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> 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.
== Trigger ==

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