Set up automated email alerts for your services when they are booked, rescheduled, or canceled. You can customize workflows to send notifications before, after, or immediately based on the booking event.
Note: You can create up to 10 workflows in the BookX app.
How to create an email workflow
1. Go to “Settings”, click “Edit” on Notifications & Workflow and select “Workflow”.
2. Click “Create Workflow”.
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3. Enter a name for the workflow (for internal use only).
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4. Set a trigger event:
- Booking created: Send an email when a booking is made. Choose to send it immediately or after.
- Booking start time/day: Send an email at the start of the booking (e.g., 10:00 AM). You can choose to send it before, at, or after the start time.
- Booking end time/day: Send an email at the end of the booking (e.g., 11:00 AM). Choose to send it before, at, or after the end time.
- Booking rescheduled: Send an email when a booking is rescheduled (e.g., from 11:00 AM to 10:00 AM). Choose to send the email immediately or after the rescheduled time.
- Booking cancelled: Send an email when a booking is canceled. Choose to send it immediately or later.
5. Click “Browse” and add the services that this workflow should apply to.
Note: You will not be able to add a service and trigger type that already exists.
6. Now, click “Notification Setup” to create the email to be sent.
7. Select the trigger option: Immediate, Before, or After
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8. Set the trigger time: minutes, hours, days (e.g., 10 minutes before)
9. Add the recipient email address and subject line. Then, create the body of the email using the tags.
Note: Use the tags below to create the body of the email. These tags are case sensitive.
10. Click “Save” to create the workflow.
If you need further help with creating an email workflow, please contact our customer support.