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What is workflow?

Workflows allow you to automate actions related to your appointments and build efficient business processes. For example, a workflow can send an email to the customer and yourself when a booking is confirmed. You can create a wide variety of combinations to meet your needs. You can create, delete, or deactivate workflows.

Actions

• When a new booking is added.
• When a booking is changed.
• When the agreement status changes (with the possibility of combinations based on previous and current status).
• Before the appointment starts (a selected number of minutes, hours, or days before start).
• When the agreement ends (also x number of minutes, hours or days after the agreement or shortly before).
• When a new customer is created.
• When a payment is completed.

Triggers

• Sending email.
• Sending SMS.
• Changes agreement status.
• Sending HTTP requests with Webhook.

New triggers may be added over time.

Filters

You can fine-tune workflows by using the following filters:

• Location
• Options
• Service
• Status
• Language

Example of a simple scenario

You can create as many workflows as you want, and combine different triggers in each workflow.

• When this happens: New booking
• Do this: Sends emails with optional dynamic information to the customer and admin.

Useful quick links:

• – Email notifications
• – PDF documents
• – SMS notifications
• – Reminders