Creating Alerts with Security Deposit Tokens in mr.alfred PMS

📍 Where to Create Alerts

Alerts are managed under Admin → Alerts in the PMS.
Here, you can configure automated notifications for:

• Guests

• Owners

• Internal staff

• Building/community contacts

Each alert can be sent via Email or SMS, and supports dynamic tokens that auto-fill booking information.

🆕 Security Deposit Tokens

The new tokens let you automate messages related to deposits. Available tokens include:

• [[BookingReference]] → Shows booking reference number

• [[BookingSecurityDepositStatus]] → Displays current deposit status (On Hold, Captured, Refunded, Expired)

• [[BookingSecurityDepositHoldExpiry]] → Shows the hold expiry date

• [[BookingSecurityDepositPaidAmount]] → Amount of deposit paid

• [[BookingSecurityDepositChargedAmount]] → Amount charged from deposit

• [[BookingSecurityDepositCapturedAmount]] → Amount captured

• [[BookingSecurityDepositCapturedComments]] → Notes entered during capture

• [[BookingSecurityDepositRefundAmount]] → Amount refunded

• [[BookingSecurityDepositRefundComments]] → Notes entered during refund

⏱️ Security Deposit Triggers

When setting up an alert, you can choose from the following deposit-specific triggers:

• Booking Security Deposit Paid → When the guest has successfully paid the deposit

• Booking Security Deposit Charged → When the deposit is charged as part of payment

• Booking Security Deposit Captured → When the deposit (or part of it) is captured

• Booking Security Deposit Refunded → When the deposit is refunded

• Booking Security Deposit Release → When the deposit hold is released without capture

These triggers let you create tailored notifications for every step of the deposit lifecycle.

🛠️ Steps to Create an Alert

1. Navigate to Admin → Alerts.

2. Click + Create Alert.

3. Select a Trigger

4. Choose your Medium (Email or Unified inbox).

5. Add a Subject (for Email).

6. In the Body editor, type your message and insert tokens via Insert Token dropdown.

   Example email body:

   Dear Guest,
Your security deposit for booking [[BookingReference]] is currently [[BookingSecurityDepositStatus]].
The deposit hold will expire on [[BookingSecurityDepositHoldExpiry]].
Amount paid: [[BookingSecurityDepositPaidAmount]].


7. (Optional) Add attachments (PDF docs, property rules, etc.).

8. Click Save.

📌 Best Practices

• Use clear subject lines like “Your Security Deposit Status”.

• Combine tokens with static text for readability.

• Create separate alerts for different triggers (e.g., deposit captured, deposit refunded).

• If your building/community requires guest reporting, use alerts to notify tower security contacts automatically.

🖇️ Related Articles

• How to Manage Security Deposits

• How to Configure Alerts Module

• Managing Payments in PMS