The automator is a powerful tool that allows you to trigger certain actions based on something happening (an event) and a condition.
For instance, you may want to automatically give someone a free credit after they've attended their 50th class.
Or, you may want to send an email on someone's birthday.
To setup automator workflows
- Login to your dashboard [companyname].codexfit.com
- Go to setting-->system-->automator workflows
- Click on create automator workflow
- Give it a name
- Select an event
- The automator will run whenever this event happens. So if you select booking attended, the automator will be run each time you click on the "mark attended" at the event check in screen
- Or if you select booking created, the automator will run whenever ever someone books into a class
- Select a condition
- Now, when the event happens the system looks whether the condition is met. If the condition is met, then the action below will run
- Actions
- Automators can have as many actions as you want
- There are a couple variables you can use when sending emails
First Name: {{ customer.first_name }}
Last Name: {{ customer.last_name }}
If you're adding/removing tags then make sure you look at our tags article. It's important you first setup the tag following the instructions here before you ask the automator to start adding tags.
Once you get done setting up your actions, select how often you want this to run. You can limit it so it only happens once (per customer or booking) or if it can happen an unlimited number of times.
If this is your first automator you're setting up, before you click "is enabled" send a message to support so they can check it over for you. Imagine setting up something that gives someone a free credit every time they book! The automator is powerful but the actions should be used carefully.
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