Message Manager

The Message Manager allows properties to create a series of automated notifications based on set criteria. These notifications can be set ot incluide a cariety of reports and personalized messages for both internal and guest-facing users.

 

Video Tutorial

For a video tutorial please view: Message Manager

 

Administration > Message Manager > Message Manager

 

To Edit and exiting event, click the System Event name or the icon under the Action column.

 

To Create a new event, click the Add button.

 

Field Description
System Event

Close Day

Occurs during the nightly audit when the business date is closed.

 

New Reservation

Occurs when a new guest booking is saved.

 

Reservation Cancel

Occurs when a guest checks outs.

 

Post to Direct Bill

Occurs any time a charge or transaction is posted to a Direct Bill (City Ledger) account.

 

Rate Change on Reservation

Occurs any time a guest's rate is changes (manually or automatically) to another rate code.

 

Date Change on Reservation

Occurs any time a guest's arrival or departure date changes.

 

New Task

Occurs any time a new task is generate in the Chorum Task Manager (see Task Manager for more information).

 

Task Picked Up

Occurs when a clerk in Chorum changes a task's status to "Picked Up".

 

Task Due

Occurs when an incomplete task's due date matches the present business date in Chorum.

 

Task Completed

Occurs when a clerk in Chorum changes a task's status to "Completed".

 

Close Day Alert

Occurs whenever an exception (error) occurs during the audit.

 

Room Ready

Occurs whenever a vacant room's housekeeping status is changed from "Dirty" to "Clean", indicating it is ready for pre-registered guests to check-in.

*This feature is only available for certain GMS interfaces.

Repeat Pattern

This column is only used for Close Day event.

 

Choose a Repeat Frequency: Daily, Weekly, or Monthly

 

For Weekly, you will be asked to choose which day(s) of the week to send on.

 

For Monthly, you will be asked to choose the date(s) of the month to send on.

 

For example, an event that should run on the last day of the month should run monthly on the 31st. Note that for months less than 31 days long, Chorum automatically assumes the 31st means "end of month" and will trigger as intended.

Actions

Choose either Send Email or Send Text. Your choice affects what type of messages can be sent (see Document Type below).

 

Be aware that is the event is meant to include an attachment such as a report or guest receipt, you must use the Send Email action.

 

*It should also be noted that if you plan to use the Message Manager for automated text messaging (the Send Text action), should be made apparent to the guests and/or users that they may receive automated text messages from your system, and that message and data rates may apply.

Document Type

Send Email

 

Guest Forms

Send individual guest Confirmations, Folio receipts, or Cancellation notices.

 

Group Forms

Send group Confirmations, Folio receipts, or Cancellation notices (this goes to the primary contact of the group).

 

Company Forms

Used for City Ledger actions.

 

Reports

Use with any compatible Chorum reports.

 

Send Text

 

Guest Message

Forwards the set message to the telephone number listed on the guest's booking.

 

Hotel Message

Forwards the set message to the telephone number listed for each user under the set distribution group(s).

Document/Report

This column is only available if the Action is set to Send Email.

 

If sending an email, the options displayed in this column are based on the selected Document Type.

 

For reports, note that only those listed (including Saved Reports) may be sent by message manager. If the report is not listed, it cannot be sent.

File Format If the message includes a file attachment (such as a report), this column is enabled. Use the column to specify the file's format.
Stationary

This column is only available if the Action is set to Send Email.

 

When sending an email, this allows you to choose from any template you have built in the Message Templates menu as the message's body.

Send to Group

This column is only used with Hotel Messages or Reports.

 

Use this drop-down to view and select any Distribution Group(s) that should be included in the notification.

Send to Individuals

The options displayed are based on the event's Document Type.

 

Guest Forms / Guest Message

This column is automatically set to Guest.

 

Group Forms

This column is automatically set to Group Contact (email only).

 

Company Forms

This column is automatically set to Account Email.

 

Hotel Messages / Reports

This column allows you to select individual Chorum users who have their email setup in Security Users.

Enter Message Text

Displayed on the lower half of the message manager, this box is used to write out the message included with the notification (if any).

 

*Note is a Stationary option has been selected, this section is ignored by the event.