TABLE OF CONTENTS


To create a Service Waitlist Automation in Core, follow the steps below:


How To Create Automation For Adding To Service Waitlist in Core


Go to the Automation Module and click on Add Automation.



Toggle on the Active Button to Activate the Automation in the Branch.



There are the following sections to add Automation:


Add Automation

  • Automation Name - allocate a name for the Automation. 
  • From Email Name - enter a name for the email that will appear to the recipients when they will receive it. 
  • Reply Email Address - enter the email address to which your recipients can respond. 



Schedule 


  • Trigger Category - select Service from the dropdown menu.
  • Trigger - select Booked From the Service Waitlist in the dropdown menu.



Options

  • Do not send notifications before - from the dropdown menu merchants will select a time slot before which the notification will not be sent to the customer.
  • Do not send notifications after - from the dropdown menu merchants will select a time slot after which the notification will not be sent to the customer.  



Audience


To choose the contact type, check the box next to the option you prefer: All Customers, Related Staff, or Staff Positions.



Select the Staff Position from the dropdown menu if the Staff Position check box is checked.



Template


The Merchants will toggle on the medium they choose through which they wish to send the Automation.


  • Email 
  • SMS 
  • Notification 



Since both Customers and Staff were selected in the Audience section, Merchants will see dropdown menus next to each medium from which Merchants can choose predefined Automation Templates.


If no Automation Template has previously been created, then Merchants will view a message of that medium Template not being defined.


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.