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
post.
Sending SMS.
Changes agreement status.
forespørsler med 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.