Scheduler & Automations

Scheduler & Automations

Booking Triggers

Use these triggers to start automations when booking events occur:

• Booking Created — Fires when a new booking is made (by a guest or admin).
• Booking Confirmed — Fires when a booking is confirmed (auto or manual).
• Booking Cancelled — Fires when a booking is cancelled by you or the guest.
• Booking Declined — Fires when you decline a pending booking.
• Booking Rescheduled — Fires when a booking is rescheduled to a new time.
• Booking Completed — Fires when a booking is marked as completed.
• Booking No-Show — Fires when a guest is marked as a no-show.

Booking Conditions

Use these conditions to filter automation runs based on booking data:

• Check Booking Status — Is the booking in a specific status?
• Check Booking Field — Check a custom field value on the booking form.
• Booking Created By — Was the booking created by a guest or an admin?
• Check Scheduler — Does the booking belong to a specific scheduler?
• Booking Location Type — Is the booking at a specific location type (in-person, phone, Google Meet, etc.)?
• Has Additional Guests — Did the guest add extra attendees?

Booking Actions

Use these actions to act on bookings within automations:

• Update Booking Status — Change the booking status (e.g., mark as completed).
• Add Booking Note — Add admin notes to the booking.
• Create Contact from Booking — Create a CRM contact from the guest's data (if not already linked).

Example Workflows

• Booking Created → Check Location Type = "Google Meet" → Send Email with meeting link.
• Booking Confirmed → Create Contact from Booking → Add Tag "Scheduled" → Send welcome email.
• Booking No-Show → Add Tag "No Show" → Wait 1 day → Send follow-up email offering to reschedule.
• Booking Completed → Wait 1 hour → Send feedback survey email.