Automation

Introduction

Automation is the technology by which a process or procedure is performed with minimal human assistance. Automation saves time on creating repeated tasks, you just need to configure rules for the future tasks which will be generated.

Settings

To be able to use automation you need to go to Options -> Tools

and to the Automation section:

In settings you can configure default arrival and departure time:

Automation Plans

Automation Plans are rules by what tasks will be created. You can configure by what actions tasks will be triggered and what time they should be executed.

In automation plan you can add a new rule, when automation tasks will be triggered.

1. Title - the title of an automation plan
2. Time execution (in hours) - when you want this event to happen (12h before/24h after some action)
3. Execution moment - Before, after, on time of an action.
4. Event type - types of event (arrival, departure, checkin, checkout, creation)
5. Task action - what kind of task will be triggered:
   1. template email action - sending an email template (parameters: templateId)
   2. raw email message - sending raw email message without a template (parameters: template - message, emailAddress - receiver, subject - subject of an email)

Examples

Creating a plan:

This plan with name "reminder" which will create a task 27 hours before arrival (14:00) which will send an email template "-Thank you email".

To trigger creating of tasks you need to create/update a reservation. For example we create a new reservation from 15 Aug till 19 Aug

A corresponding task will be created:

By changing an arrival date - not started tasks will be recreated:

Old task will be deleted and new one created:

Task will be run automatically by Azure Function at 12/08/2019 11:00:00.