Product Timelines

The Product Timeline functiona llows 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
    1.1 Alternatively: https://demo.bookinglive.com/admin/products/BookingTimeline
  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 ammount (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:

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 ammount 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 ammount (note: this is a global setting).
When used, the customer is presented with the option to pay either the full ammount, or the deposit ammount at the end of the booking process.
If you have multiple Deposits set up, the system will provide the option to pay the current ammount, 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 ammount.

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

Page last modified: November 18, 2019