Updated: We have provided the facility to update existing guest details when converting hold events to bookings

Updated: When events overlap now we show a tooltip which shows info on all overlapping events

Updated: Provided ability to upload PDF files while adding expenses

Updated: Under Account Info, we now trim any spaces at the start or end of the Invoice No Prefix field

Updated: We have added a tooltip for the Invoice No Prefix field

Updated: Under Messages disabled Add Quote checkbox for Airbnb and Booking.com bookings

Updated: When a user adds their first payment gateway it should be automatically set to default

Updated: Under Rental Gallery we have added columns for Category and Description in the Image list view

Updated: We have made an update where under Channel Details holidu active listings should display at the end of the list

Updated: We have mapped House Rules in the HVMI listing details

Updated: We have provided the ability to create/update/delete group rates via CAPI

Updated: On Agenda Calendar notes icon should be highlighted only if there is an unread note

Updated: Under user details, we have provided the ability to select and deselect what house staff can and cannot see

Updated: We have provided support to remove booking fees for specific bookings i.e. direct bookings/repeat customers

Fixed: We have fixed an issue where for today’s date, the system was using the base rate instead of the standard rate

Fixed: We have fixed an issue where Booking Charges in Print Preview don’t match the Booking

Fixed: We have fixed an issue where the Interstitial widget doesn’t show the primary image set in Rental.

Fixed: We have fixed an issue where the Additional Guest Fee gets removed when I add a discount/fee while updating booking charges

Fixed: We have fixed an issue where the Guest Portal link shows as text when a message is sent to a guest via Automata Trigger

Fixed: Under Automations we have fixed an issue where the “Last Triggered” column doesn’t update if a user has selected all Channels and Rentals.

Fixed: We have fixed an issue where invoice service fails when payment instructions were added to the invoice template

Fixed: We have fixed an issue where the invoice wasn’t automatically marked as Paid if Charge Invoice is checked and the invoice gets charged successfully

Fixed: We have fixed an issue with notifications where the user is getting notifications (built-in notifications, under the Bell icon in the top right corner) that the contract has been signed by the guest when it isn’t

Fixed: We have fixed an issue where today’s standard rates are not being pushed to channels

Fixed: We have fixed an issue where the application crashes when you click on a Vrbo booking

Fixed: We have fixed an issue where Group Rates are not being recognized by the interstitial results page

Updated: The photo ID request popup will not appear when the guest clicks the Submit button. This allows the guest to review and complete the contract, prior to the photo ID being submitted. now, both contract and photo ID will be submitted at the same time, when the guest clicks the Submit button.

Updated: Users can now download a PDF of the original file they uploaded. This is done on the Templates page, by clicking the Edit button and selecting Download. Only PDF format will be supported for downloads.

Updated: The user role now shows under the profile name in the upper-right corner of the dashboard.

Updated: User names longer than 30 characters will be truncated in the navigation bar, in order to maintain usability of the navigation bar on mobile devices.

Updated: Some minor changes were made to tooltips on the Edit Template screen, to improve clarity.

Updated: Zoom controls have been added to the sign template page. This will allow users on both desktop and mobile to have greater control over the view settings of the template, as they complete the required fields.

Updated: A new action has been added in the Inbox, that will allow users to associate a template with a different inquiry than it is currently associated with. This should allow users to continue tracking their templates in the TV3 dashboard, even after inquiries have been deleted and remade.

Updated: Users can now modify the text that shows when requesting a photo ID. In the Edit Template modal, select Passport, National ID, or both. The text shown to the signer, when requesting the photo ID will specify the selected ID type. Any pre-existing templates that request a photo ID will default to the National ID option.

Updated: To make use of the feature easier to understand, the Assign Inquiry action will always be visible on saved templates in your inbox. This will allow you to change the TV3 inquiry that the contract is assigned to, Previously, this action would only become visible if the assigned inquiry was deleted in TV3.

Updated: The subject and message body for outgoing emails can now be customized for each template. The Edit Template modal now shows an Edit Message button, which will allow you to add your own email subject and body, that will replace the default text sent by Signature. Be sure to click the Save button for the changes to take effect.

Updated: When trying to save a contract or form, there are certain fields that are required in order to make the contract or form template valid. The Save button is disabled until the required fields are placed in the template. There is now a tooltip on the Save button to explain which required fields are missing from the template, in order to provide better guidance when completing the template creation process.

Bug Fixes

Fixed: Data tokens were parsing into the completed templates out of alignment, making text hard to read and/or messy-looking.

Fixed: There was a blue square appearing around the close icon on the My Signature modal.

Fixed: Property owners were receiving 2 copies of the signed contract.

Fixed: When sending a template manually, the inquiry selector was showing the email address incorrectly. The “.” in .com was converted into “%2E”.

Fixed: Template recipients were not able to type anything into the textbox in the template.

Fixed: Users were able to create templates that did not have required fields, allowing guests to submit empty contracts with no fields completed. This has been fixed, so the correction for any further affected users will be to re-save the templates, making sure the important fields like the signature field are marked as required. The signature field will be marked as required by default now.

Fixed: The location information on a completed contract was sometimes showing the wrong location. This will now correctly show the location where the IP address of the recipient is registered. In my case, while i live in Krabi, Thailand, my location shows as Bangkok, Thailand, where my ISP has registered the IP range.

Fixed: In the change password modal, the top field was being highlighted, which wasn’t correct behavior.

Fixed: |RENTAL:DIRECTIONS| & |RENTAL: WEBSITES| were not being replaced with the correct values when a Signature template was sent to a recipient using Automata triggers. After the fix, the correct driving directions and website URLs, for the associated rental, are now correctly populating the areas of the template where the data tokens have been inserted.

Fixed: The message body of the custom message sent with each template was not retaining the formatting shown when saved. This has been fixed now.

Fixed: When completing a form, guests were unable to enter any value into text fields. This issue has been fixed.

Fixed: When submitting a completed template, the Terms of Service popup was not displaying correctly. This issue has been fixed.

Fixed: Some users were unable to send templates to guests due to incorrect account information. This issue has been fixed.

Updated: The send to guest option was removed from rate events. This is because there is no reason to send a guest a rates notification.

Updated: The data token |GUEST:WIFE| has been updated in the data dictionary to |GUEST:SPOUSE|. users with templates that still say |GUEST:WIFE| will be unaffected. Both WIFE and SPOUSE data tokens will parse the same thing into the outgoing message.

Updated: Users can now filter triggers on the Triggers page by action performed.

Updated: Saving a custom code with a name that has only numbers was creating issues for some users. We will no longer allow names that are only numbers.

Updated: We added the user role underneath their name in the upper-right corner of the dashboard.

Updated: Users will now be able to set conditions on a trigger before saving. As long as all required fields in the trigger details have been completed, the trigger conditions will become available to be added. This will allow users to create triggers for multiple rentals at once, and have all of them share the same trigger conditions.

Updated: The trigger condition section now appears once all of the required fields are completed in the trigger details. The user no longer has to click the Save button to see this section appear. This should be more intuitive.

Updated: When archiving an active trigger, a pop-up now appears asking the user if they want to disable the trigger before archiving. This will prevent the confusion of archived triggers firing for some users.

Updated: A new Automata Portal has been added to the Help widget. This allows users to submit and vote on suggestions for new features in the app.

Updated: The Exclusion List switch, on the trigger overlay, has been given a label, to go along with the tooltip that was already in place. This should make it easier to understand what the switch does.

Updated: Sympl and Checklist logos were added to the login page. This allows users to quickly navigate to those new products directly from the Automata login page.

Bug Fixes

Fixed: New templates were automatically replacing existing templates on triggers.

Fixed: When duplicating workflows, the triggers in the new workflow were not copying the channel filter selection.

Fixed: When selecting the action Send Signature Form, the template selector was just 10 forms, instead of all forms if the user had more than 10. This has been corrected.

Fixed: Tokeet Widget triggers were not firing for inquires created via widget. A change has been made to the inquiry widget HTML code, that will not allow Automata to capture these events. You will need to make the inquiry widget again in TV3, in order to copy the updated HTML code to your website.

Fixed: Trigger conditions were not visible for triggers that had a hyphen in the trigger name. This issue has been corrected, and the pre-made samples have had any hyphens removed, in order to prevent future conflicts.

Fixed: Webhook service experienced a brief interruption in operation. This issue was quickly resolved, and webhook triggers should operate properly now.

Fixed: On the Booking page, the Last Triggered column was no longer showing the last trigger that fired. This issue did not prevent triggers from firing, and has now been resolved.

Fixed: Triggers were no longer firing for task events. The issue has been resolved, and task triggers now fire as expected.

Fixed: When an inquiry-related data token was included in a Signature contract, sending the contract using an Automata trigger would sometimes result in only the Tokeet User receiving the contract, and not the guest. After the fix, the Tokeet User and the guest receive the triggered contract in all situations.

Fixed: When a trigger was unsuccessful, and a error message was available for the situation, the error log was no longer visible in the dashboard. After the fix, the error log is now available for unsuccessful trigger that have qualified error messages. This can be viewed on the Recent Activity page, with the Error Log action, or on the trigger activity tab, by clicking on an event entry in the table.

Fixed: On the Booking Details overlay, the Messages tab was no longer showing the messages that had been send for the booking. After the fix, messages that were not visible before, will now be shown.

Fixed: Users with a valid Tokeet trial were being shown the banner saying that Automata would not work without a valid subscription, eventhough the app was still fully functional. This banner now only shows when there is no Automata subscription, and a Tokeet account is no longer on trial.

Fixed: The Insert Link button for inserting hyperlinks into a template was not working for some users. This has been fixed.

Fixed: The |RENTAL:WEBSITES| data token was not properly inserting the Tokeet website URL into outgoing templates. This has been fixed.

Fixed: When editing templates in multiple triggers, the first template that was edited was being assigned to the other triggers that were edited afterwards. This has been fixed now.

Fixed: Message templates were assigned to the wrong triggers. This occurred when editing multiple templates in multiple triggers. This issue has been fixed.

Fixed: The delete button on the Templates page was enabled, even when no templates were selected in the list. This issue has been fixed.

Fixed: When editing the column headers on the Triggers and Bookings pages, the column options were displaying in multiple rows. This issue has been fixed.

Fixed: When inserting a hyperlink into a template, the URL field was not visible through the sides of the template body window. This issue has been fixed.

Fixed: When a contract trigger fired, the guest name and channel name were not properly displayed on the Recent Activity page. This issue has been fixed.

Fixed: Some users received a bad request error message was appearing when attempting to save a template or trigger. The template and trigger would still save correctly, but the error message created some confusion. This issue has been fixed.

Fixed: When creating a workflow from a sample, the different sample options were not displaying the correct collection of triggers. This issue has been fixed.