Automations

What gets sent, to whom, when a booking happens.

Your name Your email Admin passcode

This is the admin passcode, not the one the reps use. It is held for this tab only and forgotten when you close it.

Automations

This page is Steve's

It is where the messages that go out on a booking are written. Your own territory and your own calendar are on the other tabs.

Open my map Open the calendar

Automations

When this happens, and the booking looks like this, send these.

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What gets sent

One trigger, some filters, and a short list of steps read top to bottom. Try it against a real booking before you switch it on, and nothing is sent while you do.