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How do I Automate Tasks & Emails on Bookings?
How do I Automate Tasks & Emails on Bookings?
Updated over 2 months ago

Related Questions:

  • Add a workflow to my Booking

  • Automate the tasks associated with new Bookings

  • Automate my work

  • Send an automated email

Procedure:

  1. Open the Booking you wish to add your Workflow to

  2. Select the Workflows sub-tab within the Booking 

  3. Click the Assign Workflow button to assign a workflow to the Booking

  4. Select the appropriate Workflow Template

  5. Click Assign

Additional Information:

  • If the selected workflows are dependent on Booking dates, they will not run if there are no Booking dates present.

  • You can add more than one Workflow to a Booking, by following the above steps repeatedly

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