Currently, Ulyses Suite offers the ability to automate reservation payments for hotels that have an active payment gateway: STRIPE, PAYNOPAIN, or REDSYS.
To achieve this, a new option has been added in the property settings, specifically in the reservations section.
Features and Characteristics
This option allows the creation of automations for various actions related to payments, which are as follows:
- Request credit card: This action allows you to request credit card details from the customer at the time of booking.
- Request credit card authorization: With this action, you can request authorization of the customer's credit card before arrival.
- Request a deposit for the policy amount: This feature enables requesting a deposit equivalent to the amount set by the reservation's cancellation policy.
- Process payment according to the policy: This action provides the ability to process payment according to the reservation's cancellation policy.
- Process payment for the total amount of the reservation based on the outstanding balance: Here, you can process the full payment corresponding to the total amount of the reservation based on the outstanding balance.
These automation actions can be executed at different times, which are as follows:
- When creating the reservation: It is possible to set up the automation to be executed at the moment the reservation is created.
- Days before arrival: It is also possible to executed a certain number of days before the customer's arrival date.
- When the cancellation penalty is applied: The automation can also be triggered at the moment the cancellation penalty is applied.
The Ulyses Suite automation system allows you to apply filters to determine on which reservations each of the actions mentioned above should be carried out. These filters can include criteria such as booker, segment, source, and reservation channel. This way, you can customize and target automations according to the specific needs and preferences of the property.
Configuration
To configure a new payment automation, go to:
Property Settings > Reservation > Automatic Payment > New Payment Automation
A window will appear with different sections that you can configure according to the settings you want for the new payment automation with the following fields:
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Name and description of the new payment automation:
- Code: A unique identifier for the automation.
- Name: The descriptive name of the automation.
- Description: Additional information or notes about the automation.
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Conditions of the reservations to which the automation will apply:
- Booker: The booker or to whom the automation should apply.
- Source: The source of the reservation, such as a travel agency or a specific website.
- Segment: The segment to which the reservation belongs, such as individuals, groups, corporate, etc.
- Channels: The reservation channels to which the automation should apply, such as a global distribution system or a booking engine.
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Default actions on new reservations:
- Request credit card: This action allows you to request credit card details from the customer at the time of booking.
- Request credit card authorization: With this action, you can request authorization of the customer's credit card before arrival.
- Request a deposit for the policy amount: This feature enables requesting a deposit equivalent to the amount set by the reservation's cancellation policy.
- Process payment according to the policy: This action provides the ability to process payment according to the reservation's cancellation policy.
- Process payment for the total amount of the reservation based on the outstanding balance: Here, you can process the full payment corresponding to the total amount of the reservation based on the outstanding balance.
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When the action should be executed:
- After reservation creation: The action will be executed immediately after creating the reservation.
- Certain days before the customer's arrival: Configure the action to be executed a certain number of days before the customer's arrival date.
- When the cancellation penalty is applied: The action will be triggered when a cancellation penalty for the reservation is applied.
These fields will allow you to customize and define the payment automation settings according to your specific needs and preferences.
Execution order:
Starting from version 3.4, it is possible to order the different payment automations so that, in case they act at the same time, they do so in an orderly manner. For example, if you have an automation to charge 50% and another for the remaining balance, you can order them to indicate which one you want to act first.
Sending Payment Automations
From the queue section, you can view all payment automation sends that are being sent.
Additionally, you can filter these sends by reservation or by the response status of the send, whether it is success, error, warning, or pending.