Automations

Automations run actions automatically when booking events occur. Send follow-up emails, apply tags, or notify customers — all triggered by events in your booking system.

How Automations Work

An automation has three parts:

1. Trigger — An event that starts the automation (e.g., booking completed)
2. Actions — What to do when triggered (e.g., send email, add tag)
3. Conditions — Optional filters to narrow when it fires (e.g., only for a specific service)

Actions run in sequence and can include wait periods between steps. For example: send a confirmation email, wait 2 hours, then send a review request.

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Trigger Events

The following events can trigger an automation:

Trigger	When it fires
Booking Created	A new booking is made
Booking Confirmed	A booking is confirmed
Booking Cancelled	A booking is cancelled
Booking Rescheduled	A booking date/time is changed
Booking Completed	A booking is marked as completed
Booking Abandoned	A booking is started but not completed
Booking Reminder	At a configurable time before the appointment
Form Submission	A customer submits a CRM form via the booking widget
Contact Tagged	A tag is applied to a contact

Booking Reminder Configuration

The reminder trigger has additional settings:

• Recipient type — Send to customer only, or both customer and provider
• Reminder times — Set multiple intervals (e.g., 3 days before, 1 hour before)
• Channel per recipient — Choose email or SMS for each recipient

Contact Tagged Configuration

• Tag selection — Choose which specific tag triggers the automation
• Optional delay — Wait a number of days after tagging before executing

Form Submission Configuration

• Form selection — Choose which CRM form triggers the automation

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Actions

Each automation can have one or more actions that execute in sequence:

Action	Description
Send Email	Send an email using a template
Send SMS	Send an SMS using a template
Send WhatsApp	Send a WhatsApp message using a template
Add Tag	Apply a tag to the contact
Remove Tag	Remove a tag from the contact
Wait	Pause for a duration before the next action

Wait action:

The wait action pauses the workflow before executing the next action. Configure the duration in minutes, hours, or days.

Example workflow:

1. Send confirmation email (immediately)
2. Wait 2 hours
3. Send review request email
4. Wait 7 days
5. Add "Follow-Up Sent" tag

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Creating an Automation

To create a new automation:

1. Go to Communication > Automations in the left sidebar
2. Click Create Automation
3. Enter a name and optional description
4. Select a trigger event
5. Configure trigger-specific conditions (if applicable)
6. Optionally add a service filter (see below)
7. Add one or more actions
8. Click Save

The automation is active by default and will start firing when the trigger event occurs.

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Service Filtering

For booking-based triggers, you can filter automations to only run for specific services, extras, or bundles.

Available for triggers:

• Booking Created
• Booking Confirmed
• Booking Reminder
• Booking Rescheduled

Filter options:

• Service — Only trigger for a specific service
• Service Extra — Only trigger when a specific extra is included
• Bundle — Only trigger for a specific bundle

If no service filter is set, the automation applies to all bookings.

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Managing Automations

The Automations List

Go to Communication > Automations to see all your automations. Each entry shows:

• Name and description
• Trigger type (with colour-coded badge)
• Number of actions
• Times triggered (count)
• Last triggered date
• Active/Inactive toggle

Enabling and Disabling

Use the toggle switch on each automation to enable or disable it. Disabled automations won't fire even when the trigger event occurs.

Execution History

Click on an automation to view its execution log:

• Each execution shows status (Success, Partial, Failed)
• Timestamps and trigger data
• Error messages for failed executions
• Summary statistics (total runs, success rate)

Testing

You can test an automation before relying on it:

1. Open the automation
2. Click Test
3. The system creates a test execution using recent booking/contact data
4. Check the execution log for results

Deleting

To delete an automation:

1. Open the automation
2. Click Delete
3. Confirm the deletion

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