The Credit Card Automation Autopilot Wizard in AdvanceCM enhances operational efficiency by automating processes based on credit card status. It includes automatic updates to booking statuses and email notifications for both guests and AdvanceCM users when a credit card is accepted, deleted, declined, or rejected. This automation improves communication, ensures timely follow-ups, and simplifies credit card processing.
How to Access the Credit Card Automation Autopilot Wizard
Navigate to the Automations menu in the top menu bar.
Click on the “Autopilot Wizard” button.
Select the Credit Card option on the Autopilot overlay to view the available automation options for Credit Card processing.
Available Credit Card Automation Events
1. Accepted Tab
When a credit card is accepted, you can perform the following actions:
Mark Booking Status as Confirmed: Automatically update the booking status to "Confirmed" once the credit card is accepted.
Notify Guest via Email: Send an email to the guest with a pre-filled template that you can customize. This notification informs the guest that their card has been accepted, and their booking is confirmed.
Notify AdvanceCM Users via Email: Notify multiple AdvanceCM users with an automatically drafted email template. You can edit the template or select a different one using the "Template" button.
2. Deleted Tab
When a credit card is deleted, you can:
Mark Booking Status as "Mark for Follow-up": Change the booking status to "Mark for Follow-up" to indicate that further action is needed regarding the booking.
Notify AdvanceCM Users via Email: Notify relevant AdvanceCM users by sending an email notification. The template will be drafted automatically, and you can customize it as needed by clicking the "Template" button.
3. Declined Tab
When a credit card is declined, you can:
Mark Booking Status as "Mark for Follow-up": Update the booking status to "Mark for Follow-up" to indicate that follow-up is required.
Mark Booking Status as "Unpaid": Change the booking status to "Unpaid" when the credit card is declined.
Notify AdvanceCM Users via Email: Send email notifications to selected AdvanceCM users. The email template is automatically drafted, and you can edit or select a different template by clicking the "Template" button.
4. Rejected Tab
When a credit card is rejected, you can:
Mark Booking Status as "Mark for Follow-up": Update the booking status to "Mark for Follow-up" to indicate that follow-up is needed.
Mark Booking Status as "Unpaid": Change the booking status to "Unpaid" when the credit card is rejected.
Notify AdvanceCM Users via Email: Notify selected AdvanceCM users via email. You can customize the template as needed by editing or selecting a different one by clicking the "Template" button.
The Credit Card Automation Autopilot Wizard allows you to automatically handle common credit card events in a way that keeps all stakeholders informed. By automating status updates and email notifications for actions such as acceptance, deletion, decline, or rejection of credit cards, the system ensures efficient booking management, enhances communication with guests, and guarantees timely follow-up on any payment-related issues.
As always, please contact us with questions any time. We're happy to help.