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Product → Booking Rules
+ to create the new Rule
Rule Area start typing in the type of Event that meets your business requirement.
Rule type = Execute Event and add description to identify the Rule more clearly.
Add to Queue: Select Add to Queue and select the Queue Code you wish the Reservation to be added to.
Apply Filters as needed and Save
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Create Memo
Product → Booking Rules
+ to create the new Rule
Rule Area start typing in the type of Event that meets your business requirement.
Rule type = Execute Event and add description to identify the Rule more clearly.
Create Memo: Select “Create Memo”
Select one of the Date Types.
Book Date: The date the reservation is created.
Departure Date: The departure date of the reservation.
Change Date: The date when a change took place on the reservation. (Note: this logic will not apply in certain condition, Ex: EVT-RES-NEW will not make sense as a no change will occur on a new reservation)
Date offset: Number of days on or after the selected date type. Ex: Off Set of 1 would mean, create memo 1 day after the Reservation is created.
Created For: The user you wish to assign the memo to. Use [bookedby] place holder to have the memo assigned to the person created the reservation.
Memo Text: Text you wish to create when the Event Memo is created.
Use Business days: Create memos to be for weekdays only Monday thru Friday.
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Apply Filters as needed and Save.
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