This article will provide you with the suggested steps to create an Automation Rule that will trigger for client's who show up for a class booking.
1. Access Automation Rules Setup
Navigate to Setup > Automation > Automation Rules > Add New Automation Rule.
2. Recommended Settings for Adding to the Custom Score
Who will this new rule act on? - Based on your selection in Step 1, this will display related lead types for Membership Leads or Internal Leads. For members or inactive members, there are no additional types to select in this step. Select who you wish to apply Class Attendance Rules to. We recommend creating this for leads, members, and inactive members.
Trigger: This rule will run once daily - not fire in real time - Select from the drop down They Show Up For A Specific Class Booking (you can choose all bookings or a specific class).
Choose what things happen for the membership leads that match above - these options will be the action that takes place. In the example below we added:
Action: Adjust Custom Score
2. Recommended Settings for Subtracting from the Custom Score
Who will this new rule act on? - Based on your selection in Step 1, this will display related lead types for Membership Leads or Internal Leads. For members or inactive members, there are no additional types to select in this step. Select who you wish to apply Class Attendance Rules to. We recommend creating this for leads, members, and inactive members.
Trigger: This rule will run once daily - not fire in real time - Select from the drop down They Completed A Booking And Then Uncomplete That Booking.
Choose what things happen for the membership leads that match above - these options will be the action that takes place. In the example below we added:
Action: Adjust Custom Score
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: Can access setup
- Setup: Can access automation rules setup