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Contact Reservation Alerts

This page describes the Contact Reservation Alerts setting in the Business Alerts module.

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Whenever you confirm and save a Reservation, a text (SMS) message can be sent automatically to the Customer, to acknowledge that you have received their confirmation. If you want to use this feature, follow these steps:

  1. Sending text (SMS) messages is a chargeable Cloud Service. To use it, ensure you have registered your database using the Automatic Internet Enabler method, as described on the Enabler Key page. Please contact your local HansaWorld representative to sign up for the service and for pricing details.

  2. Open the Business Alerts setting and set the SMS Type to "SMS" or "Suggest".

  3. Specify a System Phone No. in the Business Alerts setting or in the Internal System Alerts Settings setting. This number will be used as the source of each text (SMS) message and Customers may use it to reply.

  4. Configure the Contact Reservation Alerts setting as described below.
The Mobile Number to which a text (SMS) message will be sent will be taken from the Contact record for the Reservation Customer. If this Contact record does not have a Mobile Number has been found after these steps, no text (SMS) message will be sent.

For the text (SMS) message to be sent successfully, you must have entered the Mobile Number as an international number. You can place + or 00 at the beginning of a number, but + is to be preferred as it is the standard method of signifying international numbers and will not change.

If you have set the SMS Type to "SMS" in the Business Alerts setting, the sending of each text (SMS) message will be completely automatic. Therefore, you will not be given the opportunity to personalise the message. However, if you set the SMS Type to "Suggest", the 'Text SMS: New' window will open when you save a confirmed Reservation. This will give you the opportunity to personalise the message. When you save the Text SMS, your Signature will appear in the Person field and the Sent box will be marked automatically, signifying that the message has been sent. If you cancel, the message will not be sent or saved. If the 'Text SMS: New' window does not open, the probable reason is that the Contact record for the Reservation Customer does not have a Mobile Number.

The Contact Reservation Alerts setting contains the following options and fields:

SMS when Reservation is Confirmed
Tick this box if you would like an automatic text (SMS) message to be sent to a Customer whenever you confirm and save a Reservation.

Res. Status
Paste Special    Reservation Status setting, Hotel and Resource Planning modules
Specify here the Reservation Status that you are using to signify that Reservations are confirmed. When you enter this Status in a Reservation and save it, a text (SMS) message will be sent. If you do not specify a Status here, no messages will be sent.

Std. Text
Paste Special    Standard Text register, CRM module
Specify here the Code of a record in the Standard Text register in the CRM module. This record should contain the text of the message that will be sent to the Customer.
When you have finished working with this setting, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save the changes and close the window. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

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Settings in the Business Alerts module:

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