Introducing Scheduled Tasks…
In MIDAS v4.07, we’ve introduced a new “Scheduled Tasks” feature. This may be accessed MIDAS Admin Options → Manage MIDAS & Scheduled Tasks.
“Scheduled Tasks” allow the software to perform a series of automated tasks in the background without any user intervention. These automated tasks include:
- Sending booking reminders to clients in advance of their upcoming bookings
- Sending invoice reminders to clients in advance of the due date of their invoice, if their invoice hasn’t been paid in full
- Sending invoice overdue notifications to clients who haven’t paid their invoices on time
Each “task” can be configured. For example, you can specify how many hours before a booking commences a reminder should be sent to the client, or how many days before/after an invoice is due a reminder/notification should be sent.
Reminders/Notifications are sent via email to clients who have been set to receive them. You can control which reminders/notifications each client receives by modifying the “e-mail reminders” setting of their client record. Additionally, clients themselves have the ability to “opt out” of receiving further email notifications from your MIDAS.
We’ll also be giving you the ability to customize the content of these email notifications/reminders. We’ll cover this in more depth in another blog post!
In the meantime, if your MIDAS system in “self hosted”, in order to use the new “Scheduled Tasks” features of v4.07, you’ll first need to configure your server to execute a MIDAS component once every hour. For more information, please refer to the following knowledgebase article: Configuring your server to run Scheduled Tasks.
If your MIDAS is “cloud hosted” by us, there’s no need to do this. Scheduled Tasks will work “out of the box” for our cloud hosted customers.
The custom “file” field will allow users to click a “Select File” button. They can then locate a file from their computer to attach to the booking.
Attachments are uploaded to MIDAS and linked to for easy accessed via the booking information panel, and through the “Modify Booking” screen where they can also be removed.
