Set up booking automations
On this page
Yes. Bookings are now a trigger in the Automations builder, so you can run multi-step workflows on booking events.
Booking triggers you can use
- Booking created (record created)
- Booking status changed — e.g. → confirmed, → cancelled
- A booking field changed — e.g. the time was rescheduled
What you can do
Pair a booking trigger with any existing automation action — send an email, SMS, WhatsApp, create a task, notify a team member, etc. — and chain multiple steps.
Personalise with booking details
Actions can insert booking variables, so messages are personalised:
{{booking.customer_name}},{{booking.service_name}}{{booking.starts_at_formatted}},{{booking.ends_at_formatted}}{{booking.staff_name}},{{booking.status}}
Examples
- Booking created → send a "thanks for booking" SMS with the service and time.
- Booking confirmed → email the customer a prep checklist.
- Booking cancelled → notify the assigned staff member.
Set these up under Automations — choose a booking trigger, add your conditions and actions. Automations run in the background and never delay or block a booking.