In the BEX PMS, different templates are used for sending information to guests and/or owners.
Kinds of templates
Templates are divided into three categories: message templates, invoice templates and application message templates.
Message templates
These are emails sent to a guest or owner, for example a booking confirmation, a request to fill in a review after checking out or a rental invoice to an owner.
What templates are there and when are they sent out
Would you like to modify, restore or (de)activate a message template? Read on here:
Customise, restore and deactivate message templates
Invoice templates
Invoice templates are used for the layout of the invoice. You can determine which information you want to show in the footer and whether self-billing applies. You can also add a different logo and/or different contact details. In addition, you can adjust the position of the addressee and it is possible to add additional payment information.
Invoice templates
Application message templates
These templates are used when certain apps are installed, e.g. Wait, MOOV, CAT, EasySecure and Koole Controls. These templates can also be customised as required.
Application message templates
Tags
Templates use tags to retrieve information from the PMS. The most commonly used tags that retrieve information from the reservation, for example, can be found in this article: Email variables for auto emails and templates
Do you want to send different information in a booking confirmation to an owner who made a reservation than to a guest? The solution is to use if/else tags.
If/else tags in Templates
Be aware that certain templates are displayed like tags when you edit another template. On the bottom of the message templates page, you see the ‘Footer’, ‘Payment info’ and ‘Summary of reservation(s)’. You can edit these and then use them like a tag in another template. They will be displayed as follows:
Payment info: {{ payment_info }}
Summary of a reservation(s): {{ reservation_summary }}
Footer: The footer will automatically be added to your templates once you set it up.