This article will provide you with the suggested steps to create an Automation Rule that will trigger to booked leads to send out the waiver to be completed 1 day prior to the first booking.
1. Access Automation Rules Setup
Navigate to Setup > Automation > Automation Rules > Add New Automation Rule.
2. Recommended Settings
For this rule we want to target Membership Leads.
You will need to name and set where is the automation rule. We recommend the following:
- Rule Name - ‘First booking 1 day prior’ as it describes who the rule is firing on and what the action is going to be.
- Folder Name - Create a folder called Booked to house this in
- Purpose - Membership Sales
Next, you will want to define how the rule will trigger and the action. These can be found in the screenshot below.
NOTE: The action can be an email, staff task or SMS but for this example we used an email.
After the rule is created, you will need to toggle it to ON so that it will fire.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: can access setup
- Setup: Can access automation rules setup