Auto Action examples

Trigger tab

Message tab

Note: If you are using deposit collection make sure you set Settings > Payments > Payment Collection "Non Payment Booking Status" = Request.

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Booking tab

Message tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Booking tab

Message tab

SMS tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Enter the SMS phone number in international format, see SMS phone numbers.

Alternatively you an use Between Booking and Check in

Trigger tab

Message tab

SMS tab

Booking tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Enter the SMS phone number in international format, see SMS phone numbers.

Trigger tab

Message tab

SMS tab

Booking tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Enter the SMS phone number in international format, see SMS phone numbers.

Trigger tab

Message tab

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.

Booking tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Message tab

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

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Predefined template: available when you click Add New Action.

Trigger tab

Booking tab

Predefined template: available when you click Add New Action.

Trigger tab

Message tab

Booking tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Message tab

SMS tab

Booking tab (optional)

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Enter the SMS phone number in international format, see SMS phone numbers.

Trigger tab

Message tab

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

For more payment link options, see How to setup Payments.

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

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Message tab

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

For more payment link options, see How to setup Payments.

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.

Booking tab

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

Booking Info tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Message tab

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

For more payment link options, see How to setup Payments.

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

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

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

Message tab

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

For more payment link options, see How to setup Payments.

• [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 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)

Use the other settings from the first Auto Action.

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

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

Message tab

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

Booking Info tab (optional)

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Message tab

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

For more payment link options, see How to setup Payments.

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

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

This uses a smart template variable. In this example, the Auto Action checks whether the guest booked in French. If yes, it sends a French text. If not, it sends an English text.

Trigger tab

Message tab

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

This uses a smart template variable. In this example the auto action will trigger on Booking and for 1 day and checks whether the guest booked in French. If yes, it sends a French text. If not, it sends an English text.

Trigger tab

Set the rules to when this Auto Action should trigger.

SMS tab

Predefined template: available when you click Add New Action.

Trigger tab

Message tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

This auto action can be used if you have set a fixed PIN code in the Room Setup or using digits from the Booking id.

To setup the PIN code for each Room/Unit then go to Settings > Properties > Rooms > Setup > Unit Names, then in the unit names, you can add additional information including a pin code.

Example:

You have 2 units (100 and 101). Access Pin Code for 100 = 12345, for 101 - 34567

In "Unit name" enter: (Use (?) in the room setup for more details/options)

• 100|12345
• 101|34567

Trigger tab

Message tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

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

Message tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

This auto action will be sent only when the a payment has been 'authorised' at Stripe. This can be used to ensure that the checkin details are only sent when the guest has completed the Security Deposit Authorisation.

Trigger tab

Message tab

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Message tab

Tip: 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.

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Predefined template: available when you click Add New Action.

You can send Invoice as an attachment to your guests.

Setup your Invoice go to Settings > Guest Management > Invoicing

Trigger tab

Message tab

Tip: 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't be attached. Instead, add a link to a file you upload to your website.

You can send Booking Template attachments to your guests.

Setup your Booking Template, go to Settings > Guest Management > Booking Templates

Trigger tab

Message tab

Tip: 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't be attached. Instead, add a link to a file you upload to your website.

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

To email the guest when the room is ready, you or the cleaner add a unit status to the room. This example uses the unit status clean.

Trigger tab

Message tab

Other files can't be attached. Instead, add a link to a file you upload to your website.

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Email the guest before arrival when the room is free after their check-out, so they can extend their stay. The example uses a fixed price you enter in Settings > Properties > Rooms > Setup > Room Templates (Room Template 3) and standard property and room template variables, so one Auto Action works for all rooms.

Trigger tab

The template variable checks whether there are up to 3 days between this booking and the next booking.

Message tab

[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 at [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)

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Email the guest before arrival when the room is free before their check-in, so they can arrive earlier and extend their stay. The example uses a fixed price you enter in Settings > Properties > Rooms > Setup > Room Templates (Room Template 3) and standard property and room template variables, so one Auto Action works for all rooms.

Trigger tab

The template variable checks whether there are up to 3 days between the previous check-out and the check-in of this booking.

Message tab

[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 at [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)

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Email the guest before arrival when the room is free the day before their check-in, so they can check in early. The example uses a fixed price you enter in Settings > Properties > Rooms > Setup > Room Templates (Room Template 3) and standard property and room template variables, so one Auto Action works for all rooms.

Trigger tab

The template variable checks whether the room is vacant for more than 1 day before this booking.

Message tab

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)

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Email the guest before departure when the room is free on the day they leave, so they can check out late. The example uses a fixed price you enter in Settings > Properties > Rooms > Setup > Room Templates (Room Template 3) and standard property and room template variables, so one Auto Action works for all rooms.

Trigger tab

The template variable checks whether there is more than 1 day between this booking and the next booking.

Message tab

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)

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Offer a late check-out on Sundays when no new guest arrives that day. The guest books the late check-out through a link to your booking page, which creates a new booking for the departure date and closes the calendar to other bookings. The link pre-fills the leaving date and room of the existing booking and the late check-out offer. The example uses standard property and room template variables and a fixed price in Settings > Properties > Rooms > Setup > Room Templates (Room Template 3).

Step 1: Create a late check-out offer in Settings > Properties > Offers

Step 2: Create a rate or daily price in Prices

• If you use rates: set Rate allowed to Sunday only. On the Channel tab, untick all channels except beds24.com (your booking page).
• If you use daily prices: go to Calendar, set the price and date range for Sundays only, and in the enable list untick all channels except beds24.com.

Step 3: Create a custom question for the booking ID in Settings > Properties > Booking Questions > Custom Questions

• Question = Booking Id
• Single line field
• Optional

Step 4: Create the Auto Action

Trigger tab

The template variable checks whether the departure day is a Sunday and there is at least 1 day between this booking and the next booking.

Message tab

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?propid=[PROPERTYID]&checkin_hide=[LEAVINGDAYYYYY-MM-DD]&br5-[ROOMID]=Book
Enter your Booking Reservation Number [BOOKID] into the Booking id box on the booking page.
Best regards,
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]
Email: [PROPERTYEMAIL]
Website: [PROPERTYWEB]

Tip: The link opens a new booking in the same room, with check-in on the leaving date of the existing booking, for the offer from step 1. Change the offer number in &br5- to the number of your offer.

Booking Info tab (optional)

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Remind the guest of something that happens on a fixed day of the week, for example the cleaner visiting on Thursday mornings or the bin collection. The Auto Action checks the day of the week. An email is only sent once per booking, so for stays of more than one week you need one Auto Action per week (see the Booking Info tab below).

Trigger tab

The template variable checks whether the current day is a Wednesday. %u is the ISO-8601 day of the week, from 1 (Monday) to 7 (Sunday).

Message tab

Dear [GUESTNAME],
Hope you are enjoying your holiday at [PROPERTYNAME].
We would like to remind you that the cleaner is due to visit you on Thursday morning between 10am and 12am.
Best regards,
[PROPERTYCONTACTFIRSTNAME] [PROPERTYCONTACTLASTNAME]
Email: [PROPERTYEMAIL]
Website: [PROPERTYWEB]

Booking Info tab (optional)

Use this info code to trigger the next Auto Action if the stay is longer than one week: add the code to the Trigger tab of the next Auto Action.

For how the message is delivered (email, channel message API or SMS), see How example messages are delivered.

Trigger tab

Message tab

• [BOOKID] - booking reference number
• [GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking
• [FIRSTNIGHT]
• [LASTNIGHT]

Booking tab (optional)

Trigger tab

Message tab

• [BOOKID] - booking reference number
• [GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking
• [FIRSTNIGHT]
• [LASTNIGHT]

Booking tab (optional)

Trigger tab

Message tab

• [BOOKID] - booking reference number
• [GUESTNAMES] - name of all guests in the booking on the "summary" tab of the booking
• [FIRSTNIGHT]
• [LASTNIGHT]

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

Booking Info tab

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

Booking Info tab

Predefined template: available when you click Add New Action.

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

Trigger tab

Booking Info tab

This requires you to use the Guest database.

Trigger tab

Booking Info tab

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 > C ustom question 1, set with TYPE = Tick Box.

Trigger tab

Booking Info tab

Trigger tab

Invoice tab

• per = Room

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

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

Trigger tab

Invoice tab

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

You want to add the Stripe fee to all Direct bookings to show total value of booking, i.e. if you want to show the booking value. In this example the Stripe charge will be added as a negative figure.

Trigger tab

Invoice tab

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

Add a city or tourist tax calculated from the number of nights and adults, with a cap. Some locations cap the tax at a maximum of 7 nights. This example multiplies nights × adults by 2 × 1.03 and caps the result at 7 nights:

• If nights × adults × 2 × 1.03 is greater than 7 × adults × 2 × 1.03, the charge is 7 × adults × 2 × 1.03 (the cap).
• Otherwise the charge is nights × adults × 2 × 1.03.

The IF uses the special separators ^ and ~ instead of : and |, because | separates the parts of the Description field (Description|Status|Price|VAT).

Trigger tab

Invoice tab

Tourist Tax|Stayfee|[IF>^[NUMNIGHTS][*][NUMADULT][*]2[*]1.03^7[*][NUMADULT][*]2[*]1.03^7[*][NUMADULT][*]2[*]1.03~[NUMNIGHTS][*][NUMADULT][*]2[*]1.03]

The charge is added the next time the Auto Actions run.

In some cases Channel bookings have different descriptions for the same charge item - i.e. Cleaning, update the description field in the invoice item so they all match, using the format (findthisinvoicedescription^replacewiththisdescription)

Trigger tab

Invoice tab

You need to change the charges in bookings due to an update in your prices. Tourist Tax (for example), update the description field and value using the format (findthisinvoicedescription^replacewiththisdescription)

Trigger tab

Invoice tab

You need to change the VAT value for specific items (City tax) in the Charges & Payments tab of the booking.

Trigger tab

Invoice tab

You need to change the VAT value for the Accommodation fee usually the first line the Charges & Payments tab of the booking.

Trigger tab

Invoice tab

Check the Description in the Charges & Payments tab for the Accommodation charge usually [ROOMNAME1] [FIRSTNIGHT] - [LEAVINGDAY]

To update this value you also need [NOCONVERT] so the template variable is used rather than the value.

Trigger tab

Booking tab (optional)

Booking Info tab (optional)

For information and reporting.

Invoice tab

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

Go to Settings > Payments > Payment Rules

Payment Rule

Payment Trigger

Payment Action

Trigger tab

Booking tab (optional)

Booking Info tab (optional)

Add a booking info tab for information and reporting

Invoice tab

(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.

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

Go to Settings > Payments > Payment Rules

Payment Rule

Payment Trigger

Payment Action

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

Payment Trigger

Payment Action

Prevent Auto Payment

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

Booking tab (optional)

Booking Info tab (optional)

for information and reporting

Invoice tab

Note:

Note: 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

Trigger tab

Invoice tab

Note: 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

Payment Trigger

Payment Action

Trigger tab

Booking Info tab

Predefined template: available when you click Add New Action.

Trigger tab

Invoice tab

Trigger tab

Booking Info tab

• Optional, add a booking info tab for information and reporting

Booking tab (optional)

Invoice tab

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.

Stripe authorisations are dependent on a number of factors including your account type, credit card provider, Stripe rules and the guest bank provider.

If you have bookings that are longer than the authorisation period, you will need to create multiple authorisations. You can use the details below in an auto action to test the date/value of the text/description of the Booking info code = 'STRIPEAUTHORIZE'

For example you have a booking that is for 14 nights, but the authorisation period is 7 days.

Trigger tab

Tip: If you receive virtual credit cards from the channels, then enter the Booking Info codes to prevent additional pending payments being added to bookings.

The entry in the info tab of the booking will typically be

STRIPEAUTHORIZE Authorize 1500.00 EUR until 2024-08-14........

Check the substring numbers for your specific bookings, the date starts on the 28th char as the amount is 1500.00

Booking tab (optional)

Booking Info tab

If you do not require an auto action to send a payment link to the guest for payment/authorisation, then this is optional.

Invoice tab

• Add a Pending Payment to the booking

Tip: If you accept Virtual Credit Cards from the channels, then you will need to send a payment link to either collect the guest credit card to then authorise the Security Deposit on their personnel card OR send a payment link so the guest can authorise the payment on their own credit card, it is not possible to take a Security deposit from a virtual card.

Trigger tab

Booking tab

Trigger tab

Booking tab

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

Trigger tab

• Select 'equal' from the selection box
• yes (needs to be exactly the same text/upper/lowercase, as in the equation)

Booking tab

Booking Info tab

Trigger tab

Message tab

Booking tab (optional)

Booking Info tab (optional)

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

Trigger tab

Booking tab

Predefined template: available when you click Add New Action.

Trigger tab

Booking tab

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

Predefined template: available when you click Add New Action.

Trigger tab

Booking tab

Tip: 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

Booking tab

Predefined template: available when you click Add New Action.

Trigger tab

Booking tab

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

Trigger tab

Booking tab

Trigger tab

Booking tab

Trigger tab

Booking tab

Trigger tab

Booking tab

Trigger tab

Booking tab

Trigger tab

Booking tab

Booking changes are applied before the mail is sent.

Trigger tab

Booking tab

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.

Use a webhook with the API JSON function setBooking to write to any field in the booking. This example appends text to the booking's Message field.

Step 1: Set up API access

You need two keys to use the API JSON functions: one for the API and one for the property. Each key is 16 characters of your choosing.

API key, in Settings > Account > Account > Access ("API Key 1"):

Property key, in Settings > Properties > Access: propKey = secret_key_for_prop_XXXXXX

Step 2: Create the Auto Action

Trigger tab: set the triggers you need, for example Booking Field Contains: Message = XXX.

Webhook tab

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

Use a webhook with the API JSON function setBooking to create a new invoice item. This example writes the value of the booking's [COMMISSIONNUM] (the channel commission) to a new invoice item as a negative price, so it's subtracted from the room price.

Step 1: Set up API access

You need two keys to use the API JSON functions: one for the API and one for the property. Each key is 16 characters of your choosing.

API key, in Settings > Account > Account > Access ("API Key 1"):

Property key, in Settings > Properties > Access: propKey = secret_key_for_prop_XXXXXX

Step 2: Create the Auto Action

Trigger tab: set the triggers you need, for example Booking Source = Booking.com.

Webhook tab

{
  "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": ""
    }
  ]
}

Send booking data to your Make (formerly Integromat) account with a webhook.

Trigger tab: set the rules for when the data is sent to Make.

Webhook tab

bookingData={
"bookId":"[BOOKID]",
"guestMobileNum":"[GUESTMOBILENUM]",
"guestMobile":"[GUESTMOBILE]",
"guestSMS":"[GUESTSMS:44]",
"guestFirstName":"[REPLACE|&|and|[GUESTFIRSTNAME]]",
"propertyName":"[PROPERTYNAME]",
"propertyId":"[PROPERTYID]",
"firstNight":"[FIRSTNIGHTSHORT]",
"lastNight":"[LEAVINGDAYSHORT]"
}

Switch a Shelly device through an Auto Action with a simple PHP script, for example to switch on a string of lights on the day of arrival, or to charge the night storage heating the day before arrival when a certain info code is set in the booking.

Create an Auto Action and enter the URL of the PHP script beds24-shelly-steuern.php on the Webhook tab. Enter the control parameters in Data in body:

id:b0b21c1xxxxx
shelly_server:shelly-123-eu.shelly.cloud
auth_key:ABCDEFGHIJKLMNPQRSTUVWXYZABCDEFGHIJKLMNPQRSTUVWXYZABCDEFGHIJKLMNPQRSTUVWXYZ
shelly_url:device/relay/control
parameter:channel=0&turn=on
email_result:egal@gmail.de
remarks:Text, z.B. mit Template Variablen [GUESTFULLNAME] und [BOOKID]

Version 2 of the PHP script switches a Shelly device through an Auto Action. You can store the device IDs in the script instead of the body parameters, so one Auto Action can switch the right device for each room: the device ID is looked up with the template variable [INTERNALROOMNAME]. The comments in the script are in German.

<?php
/* 
 * - Anschalten der Lichterkette aus beds24 mit einem PHP Skript über die Shelly Cloud -
 * Version 2 vom 10.12.2024 - mehrere Devices im Array im Skript möglich

 * https://domainname.de/scripte/beds24-shelly-steuern-v2.php

 * curl -X POST https://shelly-123-eu.shelly.cloud/device/relay/control -d "channel=0&turn=on&id=b0b21c123456&auth_key=abcdefghijklmnopqrstuvwxyz1234567890"

 * Einstellungen in beds24
 * - in einer Autoaction unter 'Webhook' das Script eintragen: https://domainname.de/pfad_zum_script/beds24-shelly-steuern-v2.php
 * - alternativ wenn Geräte-Id überINTERNALROOMNAME im Skript selbst: https://domainname.de/pfad_zum_script/beds24-shelly-steuern-v2?roomname=[INTERNALROOMNAME]
 * - unter 'Daten im Body' die Parameter zur Steuerung eintragen:
 * - id:<Shelly Geräte-Id>     ===> alternativ mehrere Geräte-Id im Skript selbst
 * - shelly_server:<Shelly Cloud Server>
 * - auth_key:<Shelly Cloud-Autorisierungs-Schlüssel>
 * - parameter:<Shelly Befehle>
 * - email_result:<*optional* e-mail für Empfänger des Schaltergebnisses>
 * - remarks:<*optional* beliebige Anmerkungen für E-Mail>

 * Beispiel:
 * id:b0b21c123456
 * shelly_server:shelly-123-eu.shelly.cloud
 * auth_key:abcdefghijklmnopqrstuvwxyz1234567890
 * shelly_url:device/relay/control
 * parameter:channel=0&turn=on
 * email_result:abcde@xyz.de
 * remarks:Text, auch mit Template Variablen [GUESTFULLNAME] und [BOOKID]/[INTERNALROOMNAME] möglich
 */

/* ----------------------------------------------------------- */
/* Parameter & Einstellungen */
/* ----------------------------------------------------------- */
/* Shelly Geräte-ID entweder beim Aufruf in beds24 über die 'Daten im Body' übergeben oder hier im Skript eintragen. Wenn im Script, dann beim Aufruf die Templatevariable [INTERNALROOMNAME] mitgeben, über die erfolgt dann die Auswahl hier im Array */
$p_geraete_ids = array (
	"chalet" => "e465b8123456",
	"fewo" => "b0b21c123456",
	"linx" => "e465b8123456"
	);

$p_test = false; /* im Testmodus kommen die Parameter direkt aus dem Script statt über beds24 */
/* Body Daten zum direkten Testen d.h. Direktaufruf des Scripts ohne Autoaction */
$test_body = array(  /* zum direkten Aufruf des Scripts die Parameter hier testweise eintragen */
/* https://shelly-api-docs.shelly.cloud/cloud-control-api/communication */
	"id" => "xxx",    /* rausnehmen, wenn ids über Array kommen sollen */
	"shelly_server" => "shelly-123-eu.shelly.cloud",
	"auth_key" => "abcdefghijklmnopqrstuvwxyz1234567890",
	"shelly_url" => "device/relay/control",
	"parameter" => "channel=0&turn=on", 
	"email_result" => "abcde@xyz.de",
	"remarks" => "Text, z.B. mit Template Variablen [GUESTFULLNAME] und [BOOKID]"
	);

/* ----------------------------------------------------------- */
/* ab hier normalerweise keine Änderungen mehr vornehmen
/* ----------------------------------------------------------- */
$hf_internalroomname = filter_var($_GET["roomname"], FILTER_SANITIZE_STRING);   /* wenn über ?roomname=[INTERNALROOMNAME] übergeben

/* Body aus Post message lesen und in Variablen $body[keyname] einlesen */
if ($p_test == false ) {
	$hf_body = explode( "\n", file_get_contents('php://input') );
	$body = array();
		foreach ($hf_body as $v) {
			list($body_key,$body_value) = explode( ':', $v );
			$body[$body_key] = $body_value;
		}
}
else {
	$body = $test_body; /* im Testmodus Parameter direkt aus dem Script nehmen */
}

ob_start(); /* Bildschirmausgabe buffern */

/* wenn übergeben, dann Geräte-ID aus den body-parametern übernehmen, ansonsten über [INTERNALROOMNAME] ermitteln */
if ( $body["id"]) {                       /* in Body Parameter gesetzt */
	$hf_geraete_id = $body["id"];
} else {
	$hf_geraete_id = $p_geraete_ids[$hf_internalroomname];    /* Geräte-Id aus Skript Array nehmen */
}	


/* Prüfen ob wichtige Argumente übergeben */
if ( isset($body["shelly_server"]) == false ) { echo("Argument shelly_server fehlt, z.B.: shelly_server:servername<br>"); $body["shelly_server"] = "fehlt";}
if ( isset($body["shelly_url"]) == false ) { echo("Argument shelly_url fehlt, z.B. : shelly_url:device/relay/control<br>"); $body["shelly_url"] = "fehlt";}
if ( isset($body["parameter"]) == false ) { echo("Argument parameter fehlt, z.B.: parameter:channel=0&turn=on><br>"); $body["parameter"] = "fehlt";}
if ( isset($body["auth_key"]) == false ) { echo("Argument auth_key fehlt, z.B.: auth_key:abcdefghijklmnopqrstuvwxyz1234567890<br>"); $body["auth_key"] = "fehlt";}

$url = 'https://'.$body["shelly_server"].'/'.trim($body["shelly_url"], " /");
$ch=curl_init();
curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1);
curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, false); /* Zertifikatswarnung übergehen */
curl_setopt($ch, CURLOPT_SSL_VERIFYSTATUS, false);
curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false);
curl_setopt($ch, CURLOPT_PROXY_SSL_VERIFYPEER, false);
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS,
            $body["parameter"]."&id=".$hf_geraete_id."&auth_key=".$body["auth_key"]);
curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/x-www-form-urlencoded'));
curl_setopt($ch, CURLOPT_URL, $url);
$result = curl_exec($ch);
curl_close ($ch);

if ( $body["remarks"] ) {   /* Anmerkungen fürs Protokoll/E-Mail ausgeben */
	echo ("<br>".$body["remarks"]."<br>"); 
	};

$output = ob_get_contents(); /* Bildschirmausgabe aus Buffer lesen */
ob_end_clean(); 
 
echo $output; 

if ( $body["email_result"] ) {
	mail($body["email_result"], 'Ergebnis Shelly Skript - Device: '.$hf_geraete_id, $output, 'From: beds24 Shelly Script <'.$body["email_result"].'>');	
    echo ("<br>Mail an: ".$body["email_result"]);
}
?>

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

• Template Variables [IF>^[MODIFYDATE:{%Y-%m-%d %H:%M:%S}]^[CURRENTDATE:-1day{%Y-%m-%d %H:%M:%S}]^yes~no] equal yes

Booking tab (optional)

Booking Info tab (optional)