Find out when and what notifications are sent to your customers
In this article, you'll learn:
- what e-mail and SMS messages are sent automatically,
- what conditions must be met for the message to be sent,
- what e-mail and SMS messages are sent on demand.
To start the configuration, go to the tab ADMINISTRATION > E-mail and SMS templates.
Depending on the booking source - Widget, Panel, Channel Manager - you can decide which emails and SMS messages should be active.
- Payment request (sent automatically after a reservation is made by a guest) - after the guest has made the reservation via Widget, they can see allowing to make a payment and a clock counting down the time for making the payment. Similar information is also sent by e-mail. If you do not require a prepayment, the template Reservation confirmation is generated immediately.
- Reservation cancelation notification (sent automatically when a payment has been started but not allocated) - the customer clicked the Make payment button, but the funds did not arrive for some reason. If they are delayed, the booking will be accepted immediately.
- Reservation cancelation notification(sent automatically if a guest does not pay for the confirmed reservation within the indicated period) - when the customer fails to make the payment within the specified time, the booking is canceled and thus availability for that date is opened.
- Reservation confirmation (sent automatically when the payment is registered) - when the system registers the payment, an e-mail confirming the reservation is generated. It is sent when the reservation made by Widget changes its status to accepted.
- Reservation has been cancelled by the staff (sent automatically after a reservation, to which a payment was allocated, is cancelled by the staff ) - confirmation of reservation cancellation is sent when the IdoBooking user changes the status from accepted or awaiting payment to canceled.
- Directions and reservation summary (sent automatically the day before the guest's arrival or in case of a reservation for today on the day of reservation) - one day before arrival, if the reservation status is accepted, an e-mail is sent with a reminder about the reservation and directions/check-in instructions.
- Account creation confirmation (sent automatically after registration in the Widget) - when the guest creates an account while making a reservation in the Widget, they will receive an email with login details. Thanks to it, guests can check the status of their reservations in Booking Engine, make a payment or cancel the reservations.
- Confirmation of the account details change (sent automatically after each edition of account data in the Widget) - if the guest changes their login details, they will receive an e-mail with new data.
- Confirmation of the account details update by the staff (sent automatically after each edition of account details in panel) - when a panel user changes the account data, an e-mail with new information is sent.
- Reminding password (sent automatically, after clicking on Retrieve password in the Widget) - a message with the new password is sent when the guest clicks the recover password link during booking process or when the system detects the e-mail address is already the database.
- Information to wire transfer (sent automatically if a wire transfer is selected as the payment method) - when selecting the payment method, the customer clicks the standard transfer option, all necessary data necessary to order the transaction will be sent by e-mail.
- Payment request(sent automatically after clicking on an unreceived payment) - a message sent when the guest clicked the Make a payment button, but his payment has not been recorded.
- Please provide credit card details to secure your reservation (sent automatically after a reservation is made and a credit card is selected as a payment method however, without providing card details yet) - the message is sent when the customer chooses to provide card details as security for the order, but does not provide the necessary information immediately.
- There was a problem with verification of a provided credit card (sent automatically after changing status to "Invalid card number") - the message is sent when the service sets the booking status to "Invalid card number".
- Please make another prepayment (sent automatically 7 days prior to deadline of the second prepayment).
- Confirmation of allocating first prepayment (sent automatically after allocating prepayment by a staff).
- Reservation cancelation notification(sent automatically if a guest does not pay for the confirmed reservation within thReservation cancelation notification (sent automatically when a payment has been started but not allocated)
- Reservation has been cancelled by the staff (sent automatically after a reservation, to which a payment was allocated, is cancelled by the staff)
- Payment request (sent automatically after a reservation is made by a guest)
- Payment request(sent automatically after clicking on an unreceived payment)
- Notifications about missing advance payment (sent automatically according to settings of notifications about prepayment requirement)
Please provide credit card details to secure your reservation (sent automatically after a reservation is made and a credit card is selected as a payment method however, without providing card details yet)
- Please make another prepayment (sent automatically 7 days prior to deadline of the second prepayment)
If you want to enable or disable SMS notifications, go to ADMINISTRATION > E-mail and SMS templates. Adjust the options marked in the column SMS and make sure to Save changes using the button at the bottom of the page.
- Current reservation status (after clicking on button in reservation) - the message is generated only after pressing the button Current reservation status in the reservation details. It contains a summary of the entire order
- Send payment request (after clicking button in reservation) - the message is generated only after pressing the button on the reservation card Send payment request. The message includes a link to enable the payment via Booking Engine.
You can send these messages directly from the reservation details if you want to collect a payment or inform the booking person about changes to the booking.