The Product Timeline function allows you to automatically send messages based upon relative dates to an event.


Creating a new Product Timelines

To create a new Product Timeline, you first need to perform the following steps:

  1. Go to Settings > Products > Timeline
  2. Click " Add Timeline" button
  3. Enter a Name for this Timeline and click " Save"
    3.1 If you want this Timeline to be added to all new Products, check the "Default" checkbox
  4. See below for adding Timeline Events to your new Timeline
If you create your Timeline after adding in Products, you will need to link the Timeline to the Product using the "Advanced" tab within the Product Settings, or via the Actions menu on the Products screen.

Adding Timeline Events

Once you have created your Timeline, you now need to add Timeline Events to it.

  1. Click " Add Timeline Event" button
  2. Choose the Event Type from the dropdown
  3. Select the Relative To option
  4. Enter the Relative Time value
  5. Click " Save"

Timeline Event Types

There are three Types of Timeline Event:

Type
Description
Message
Sends a message to the intended recipient (such as Reminder or Feedback e-mails.
Change Payment Required
Changes the required payment amount (used for Deposit payments).
Change Access
Change the access rights of customers (such as Cancelling Bookings via My account).


Relative To

This option determines what item the Message is sent in relative to:

Option
Description
Before First Event Date
Before Date of the event (if single events), or the first event of an event series.
After Last Event Date
After Date of the event (if single events), or the last event of an event series.


Relative Time

This option is the value that is added (if After) or subtracted (if Before) to the specified date.

The value that you enter here is as follows:

Time
Value
Year
Y
Week
W
Day
D
Hour
H
Minute
M

Example: 1W 2D would be 1 Week and 2 Days relative to the chosen event.


Message Options

If you choose the Type: Message, you will be given the following options:

  • Extra Conditions
  • Message
  • SMS Message
  • Locations
Option
Description
Extra Conditions
Any additional conditions that must be met for the message to be sent.
Message
The message that will be sent
Message
The message that will be sent

Change Payment Required Options

If you choose the Type: Change Payment Required, you will be given the following options:

Option
Description
Payment Amount Required
This value is the amount that can be paid before the timeline event's date.

This related to setting up Deposit Payments. Deposit Payments can either be a Fixed or Percentage amount (note: this is a global setting).
When used, the customer is presented with the option to pay either the full amount, or the deposit amount at the end of the booking process.
If you have multiple Deposits set up, the system will provide the option to pay the current amount, until the next Timeline Event.
If there are no other Timeline events between the date of the order and the Event date, then the customer will only be provided with the option to pay the full amount.


Change Access Options

If you choose the Type: Change Access, you will be given the following options:

Option
Description
MyAccount Customer Edit
The last date that the Purchaser can Edit their order via the MyAccount
MyAccount Customer Cancel
The last date that the Purchaser can Cancel their order via the MyAccount
Prevent Booking
The last date that the Bookings can be made for the linked Products