Auto Actions - Revision history

Bjarni Bemar at 14:09, 19 June 2026

2026-06-19T14:09:56Z

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

	~~<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span>~~ This filter will not apply if you are triggering on a single property.		This filter will not apply if you are triggering on a single property.

	== Using Smart Logic Template Variables ==		== Using Smart Logic Template Variables ==

Bjarni Bemar at 14:09, 19 June 2026

2026-06-19T14:09:27Z

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	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 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.		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 ==		== Trigger ==

Bjarni Bemar at 14:08, 19 June 2026

2026-06-19T14:08:57Z

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

	Go to ~~{{#fas:cog}}~~ (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.		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.		Then in the Auto Action use [PROPERTYTEMPLATE1] in the text rather than the actual value.

Bjarni Bemar at 14:07, 19 June 2026

2026-06-19T14:07:43Z

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	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.		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.

	~~<span style="color:#019cde; font-size: 150%;“ > </span>~~ Auto Actions are not designed as real-time actions. They are processed in batches so we recommend you set your triggers to allow for this.		Auto Actions are not designed as real-time actions. They are processed in batches so we recommend you set your triggers to allow for this.

	== Setup ==		== Setup ==

Bjarni Bemar at 14:06, 19 June 2026

2026-06-19T14:06:49Z

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	===Setup Outgoing Email Service - Required for sending Emails via Auto Actions===		===Setup Outgoing Email Service - Required for sending Emails via Auto Actions===
	Go to ~~{{#fas:cog}}~~ (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Bemar.		Go to (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Bemar.

	'''Auto sending:'''		'''Auto sending:'''
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	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.		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 ~~{{#fas:cog}}~~ (SETTINGS) ACCOUNT -> OUTGOING EMAIL.		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 ~~{{#fas:cog}}~~ (SETTINGS) GUEST MANAGEMENT -> CONFIRMATION MESSAGES.		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.		The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually trigger the email/messages/changes to the booking.
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	"Execution" - default is 'One time only' or 'Allow Repeats' This action can run one time only or repeat within the trigger time period.		"Execution" - default is 'One time only' or 'Allow Repeats' This action can run one time only or repeat within the trigger time period.

	~~<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>~~ Emails are always triggered once only regardless of this setting.		Emails are always triggered once only regardless of this setting.

	=== Booking Info ===		=== Booking Info ===
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	Automatically add/update invoice items or pending payments.		Automatically add/update invoice items or pending payments.

	Pending payments can use Payment Rules defined in ~~{{#fas:cog}}~~ (SETTINGS)->PAYMENTS->PAYMENT RULES.		Pending payments can use Payment Rules defined in (SETTINGS)->PAYMENTS->PAYMENT RULES.

	Invoice changes are applied before the mail is sent.		Invoice changes are applied before the mail is sent.
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	~~<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>~~ If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.		If you are using deposit collection make sure you set {{#fas:cog}} (SETTINGS) PAYMENTS->PAYMENT COLLECTION "Non Payment Booking Status" = Request.

	</div>		</div>

Bjarni Bemar at 14:05, 19 June 2026

2026-06-19T14:05:24Z

Show changes

Bjarni Bemar at 14:01, 19 June 2026

2026-06-19T14:01:57Z

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	If you are using Rates, select 'Rate allowed' = Sunday, untick all the other days.		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.		Channel Tab, untick all channels, leave only 'bemarchannel.eu' 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.		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.		Enable list, untick all channels, leave only 'bemarchannel.eu' for your booking page.

	'''Step 3: ''' Create the custom question for the booking id		'''Step 3: ''' Create the custom question for the booking id

	Go to ~~{{#fas:cog}}~~ (SETTINGS) > PROPERTIES > BOOKING QUESTIONS > CUSTOM QUESTIONS and create a question		Go to (SETTINGS) > PROPERTIES > BOOKING QUESTIONS > CUSTOM QUESTIONS and create a question
	*Question = Booking Id		*Question = Booking Id
	*Single Line field		*Single Line field
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	If you would like a late checkout, please use this link to make the booking and payment.		If you would like a late checkout, please use this link to make the booking and payment.

	~~https://beds24.com~~/booking2.php?propid=[PROPERTYID]&checkin_hide=[LEAVINGDAYYYYY-MM-DD]&br5-[ROOMID]=Book		/booking2.php?propid=[PROPERTYID]&checkin_hide=[LEAVINGDAYYYYY-MM-DD]&br5-[ROOMID]=Book

	<span class="" style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> The details in the URL, will direct the guest to make a new booking in the existing room with the check-in date = leaving date and for Offer 7 &br-7 (offer created in Step 1 above)		<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)
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	Booking Field Contains: Message = XXX		Booking Field Contains: Message = XXX

	~~Set the webhook like this:~~

	* URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
	* Custom Header = [leave empty]

	Body Data:		Body Data:
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	Booking Source = Booking.com		Booking Source = Booking.com

	~~Set the webhook like this:~~

	*URL = <nowiki>https://api.beds24.com/json/setBooking</nowiki>
	*Custom Header = [leave empty]

	*Body Data =		*Body Data =

Bjarni Bemar at 13:59, 19 June 2026

2026-06-19T13:59:32Z

← Older revision		Revision as of 13:59, 19 June 2026
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	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 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 Auto Action Emails are sent manually via a link in the "Email Templates" list in the booking Bemar 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.		If this does not work it will pop and send through your desktop. In this case you will see it in your Sent box.
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	If you use HTML you will need to make sure your code is correct and clean otherwise it might trigger our firewall.		If you use HTML you will need to make sure your code is correct and clean otherwise it might trigger our firewall.

	HTML messages created by third party services is often convoluted and might contain critical content. Some tools like https://stripo.email/ or https://www.designedwithbee.com/ that allow you to create your own templates and also provide many templates have tested to work well in ~~Beds24~~.		HTML messages created by third party services is often convoluted and might contain critical content. Some tools like https://stripo.email/ or https://www.designedwithbee.com/ that allow you to create your own templates and also provide many templates have tested to work well in Bemar.

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

	~~<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span>~~ SMS can only be used to communicate Information about a current booking. For legal reasons you can not use SMS for marketing purposes including discounts or vouchers.		SMS can only be used to communicate Information about a current booking. For legal reasons you can not use SMS for marketing purposes including discounts or vouchers.

	~~<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>~~ 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.		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.

	=== Booking ===		=== Booking ===
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	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.		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 {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION, you setup the property specific details.		When you create a Property/Room in Bemar, the setup of the Property/Room is held in the database and can be accessed via Template Variables. For example in {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION, you setup the property specific details.

	*Property name - can be accessed in template variable [PROPERTYNAME]		*Property name - can be accessed in template variable [PROPERTYNAME]
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	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.		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 ~~{{#fas:cog}}~~ (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES you will see the list that are available.		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.		When you create each Room/Unit the information is held in Room/Unit specific template variables.
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	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]		bookpay.php?bookid=[BOOKID]

	You can find extra options to add to the payment link if you want to refine the details		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)		*HTML Message (Send Email)
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	Plain Text Message :- enter the Message text you wish to send to your guests including the payment link		Plain Text Message :- enter the Message text you wish to send to your guests including the payment link

	~~https://beds24.com~~/bookpay.php?bookid=[BOOKID]&g=cc		/bookpay.php?bookid=[BOOKID]&g=cc

	You can find extra options to add to the payment link if you want to refine the details		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)		*HTML Message (Send Email)
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	Edit Email Text :- enter the Email text you wish to send to your guests including the payment link		Edit Email Text :- enter the Email text you wish to send to your guests including the payment link

	~~https://beds24.com~~/bookpay.php?bookid=[BOOKID]&g=cc this creates a link (HTML A tag) so the guest can enter their credit card details. Check the template variables for other options.		/bookpay.php?bookid=[BOOKID]&g=cc this creates a link (HTML A tag) so the guest can enter their credit card details. Check the template variables for other options.

	'''Booking tab:'''		'''Booking tab:'''
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	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]		/bookpay.php?bookid=[BOOKID]

	You can find extra options to add to the payment link if you want to refine the details		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)		*HTML Message (Send Email)
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	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]		/bookpay.php?bookid=[BOOKID]

	You can find extra options to add to the payment link if you want to refine the details		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)		*HTML Message (Send Email)
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	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.

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

	*HTML box - Email will be sent		*HTML box - Email will be sent
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	Plain Text Message :- enter the Message text you wish to send to your guests including the payment link		Plain Text Message :- enter the Message text you wish to send to your guests including the payment link

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

	You can find extra options to add to the payment link if you want to refine the details		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)		*HTML Message (Send Email)

Bjarni Bemar at 13:56, 19 June 2026

2026-06-19T13:56:19Z

← Older revision		Revision as of 13:56, 19 June 2026
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	== Setup ==		== Setup ==
	Go to ~~{{#fas:cog}}~~ (SETTINGS) GUEST MANAGEMENT > AUTO ACTION		Go to (SETTINGS) GUEST MANAGEMENT > AUTO ACTION

	*Click 'Add New Action' button. You can choose whether you want to start with an empty Auto Action or whether you want to use a template that you can customise further.		*Click 'Add New Action' button. You can choose whether you want to start with an empty Auto Action or whether you want to use a template that you can customise further.
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	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.		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.

	~~<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span>~~To use this function you need to set the system to use your own Email address for outgoing emails under {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.		To use this function you need to set the system to use your own Email address for outgoing emails under {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL.

	~~<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span>~~ Confirmation emails will send automatically to the guest. You can customize them in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> CONFIRMATION MESSAGES.		Confirmation emails will send automatically to the guest. You can customize them in {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> CONFIRMATION MESSAGES.

	~~<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span>~~ The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually trigger the email/messages/changes to the booking.		The auto actions will appear on the 'Mail & Actions' tab of each booking where you manually trigger the email/messages/changes to the booking.

	~~<span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span>~~ If you are using your own mail server for outgoing email/messages the Booking and Invoice actions will be applied before sending the mail.		If you are using your own mail server for outgoing email/messages the Booking and Invoice actions will be applied before sending the mail.

	===Auto Actions and Subaccounts===		===Auto Actions and Subaccounts===

Bjarni Bemar at 13:54, 19 June 2026

2026-06-19T13:54:47Z

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

	If required, you can also specify specific Offers/Units in Room Types.		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 ~~{{#fas:cog}}~~ (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS.		Send/Exclude Property Groups, this will use the values you have entered in (SETTINGS) BOOKING PAGE > MULTIPLE PROPERTIES > PROPERTY SETTINGS > GROUP KEYWORDS.

	'''Time'''		'''Time'''