TABLE OF CONTENTS
To create an Automation Rule for Service Booking Reminders, follow the steps below:
How To Create An Automation Rule For Service Booking Reminders
This article covers the following topics:
From Core click on the Automation Module and click on Add Automation.
Add Automation
- Automation Name - allocate a name for the Automation.
- From Email Name - this will act as the signature on your email.
- Reply Email Address - enter the email address that your recipients can respond to.
Schedule
- Trigger Category - select Servicefrom the dropdown menu.
- Trigger - select Booking Reminder from the dropdown menu.
Options
- Do not send notifications before - from the dropdown menu merchants will select a time slot of which the notification will be not be sent before.
- Do not send notifications after - from the dropdown menu merchants will select a time slot of which the notification will be not be sent after.
- Remind Before - by default reminders are sent out 24 hours, Merchants can choose to change this to their preference.
- Duration - from the dropdown menu select Minute(s), Hour(s), or Day(s)
Audience
To choose the contact type, check the box next to the option you prefer: All Customers or Related Staff.
Merchants will toggle on the medium of their choice through which they wish to send the Automation.
- SMS
- Notification
Once done, click on the Save Button.
An Automation Rule Saved Successfully message will appear and the new Automation can be seen under the main Automation Page.
