Event Temple

Go to Bookings in the main navigation panel.

Select the booking you want to apply a workflow to.

1. Go to Bookings in the main navigation panel.
2. Select the booking you want to apply a workflow to.

Inside the booking details page, click the Workflows tab from the top menu.

You’ll see a list of any existing workflows attached to the booking.

1. Inside the booking details page, click the Workflows tab from the top menu.
2. You’ll see a list of any existing workflows attached to the booking.

A window titled Assign Workflow will appear.

Click on the Template field to open a list of available workflow templates.

1. Click New Workflow.
2. A window titled Assign Workflow will appear.
3. Click on the Template field to open a list of available workflow templates.

Step 4: Select a Workflow Template and Apply

Workflows in EventTemple help you automate routine actions such as task creation and email reminders.

How to Add a Workflow in EventTemple

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How to Add a Workflow in EventTemple

Step 1: Open the Booking

Step 2: Go to the Workflows Tab

Step 3: Add a New Workflow

Step 4: Select a Workflow Template and Apply