How do I create automation in AdvanceCM?
A: You can create it from the Automations module, for details please see this help article
Is the Automations module paid or Free of charge?
A: The entire Automations module, including Autopilot is completely free of charge.
Is the Automations module available for trial users?
A: Yes, it is available for trial users.
Is there a limit on the number of automations I can create?
A: No, you can create unlimited automations.
What is the Autopilot Wizard?
A: The Autopilot Wizard is a set of automations which run automatically without going through any wizards, users just need to enable the toggles to activate the automations along with pre defined templates. For more details please see Autopilot Wizard Help article
How many templates are auto created per automation or autopilot?
A: Only one template is auto created, the rest you have to create manually.
How do I pause or edit an existing automation?
A: You can disable the toggle which is present next to each existing automation. Similarly you can edit any existing automation by clicking the automation box.
Can I set different automation rules for different properties?
A: Yes you can choose properties/rentals from the step shown in the screenshot below. if you choose none then this will be applied to all properties automatically.
Are there pre-built templates for common automations?
A: For each Autopilot related automation one template will be created. Users can edit or change it to suite their needs.
What types of automations can I trigger on the Autopilot wizard?
A: You can create automations for all the modules below, AdvanceCM provides you with different type of events for module.
Bookings
Charges
Credit Card
Expenses
Extras
Incidents
Invoices
Locks
Messages
Reviews
Rates
Tasks
Can I receive a notification when an automation is triggered in the Autopilot Wizard?
A: No, no notification is received but if you setup message automations then you can receive email, sms, http request or push notification based on your selected options.
Does Autopilot Wizard require technical expertise to use?
A: No, Autopilot wizard does not need technical expertise or help, you can create automation with a single click by enabling the toggle.
Are there any restrictions on what can be done on Autopilot Wizard?
A: You cannot add more events to the Autopilot Wizard. You have to pick from the existing events list only.
What is a “Rental Access Created” Event?
A: This is for integrated partners like Operto, when an access code is created through Operto we use this trigger to send out codes to guests.
What is the difference between Codes generated via Operto or AdvanceCM’s Smart devices feature?
A: On the backend we use different services for the Operto integration & built-in AdvanceCM Smart Locks. Also we use different data tokens for these events. There are three things in the Data Dictionary:
|INQUIRY:SECURITY_DOOR_CODE| This will apply to Operto Door Codes
|INQUIRY:SECURITY_SMART_DEVICES| This will get all data for all linked smart devices (working only for manual messages right now)
Devices tab: This will get data for latest device in manual messages, and in the case of automated messages: for the device for which a code is generated.
So if you are using the Rental Access created event, you will use the first token and For Smart Locks, use the others two events.
What is difference between Expense Automation and Task Automation?
A: In Expense Automation one expense is created whenever an Expense Automation is triggered while in Task Automation one task is created whenever a Task Automation is triggered. For more details please see help articles for Expense Automation and Task Automation.
What is the difference between Booking Automation and Message Automation?
A: In Booking Automation, booking related fields or statuses are updated whenever a Booking Automation is triggered while in Message Automation, a notification is sent to guest whenever a Message Automation is triggered. For more details please see help articles for Booking Automation and Message Automation
As always, please contact us with questions any time. We're happy to help.