BookX allows you to create up to 10 automated email workflows. Workflows help you send custom emails based on booking events, timing, or service type without manual effort.
How to create an email workflow
1. Go to BookX Settings and click Edit under Notifications & Workflow.
2. Click Workflow, then click Create workflow.
3. Enter a workflow name and choose a trigger event:
- Booking created: Send an email when a booking is made
- Booking start time/day: Send an email before, at, or after the booking starts
- Booking end time/day: Send an email before, at, or after the booking ends
- Booking rescheduled: Send an email when a booking is rescheduled
- Booking cancelled: Send an email when a booking is canceled
4. Click Add services to this workflow.
5. Select one or more services and click Select.
6. To create the workflow email, click Add notification.
7. Choose when the email should be sent: Before, Immediate or After.
8. Set the trigger time and time unit.
9. Use the @customerEmail placeholder to define the recipient.
10. Customize the email subject using available placeholders.
11. Customize the email body using: Visual editor or Code editor with custom CSS.
12. Use the formatting tools to change font styles, alignment, and add links or images.
13. Click Save to activate the workflow.
Example Workflow
You run a service that requires customers to prepare in advance. To reduce no-shows or last-minute confusion, you can send reminder emails 3 days or 1 hour before the booking starts.
Here is how to set it up:
1. Enter a name for your workflow name.
2. Set the trigger event as Booking start time/day.
3. Click Add services and add the service or services to the workflow.
To add reminder before 3 days:
- Click Add notification and set the trigger options as Before.
- Set the Trigger time as 3 and trigger units as days.
- Enter the recipient as @customerEmail.
- Use the Visual editor or Code editor to draft the body and click Save.
To add reminder before 1 hours:
- Click Add notification and set the trigger options as Before.
- Set the Trigger time as 1 and trigger units as hours.
- Enter the recipient as @customerEmail.
- Use the Visual editor or Code editor to draft the body and click Save.
If you need further help with creating an email workflow, please contact our customer support.