Use this automation to confirm packages requested by clients from your Public Bookings Page and Client Portal.
- Go to My Practice > Automations
- Click on the Red Fast-action Button and choose Confirm new packages
- Name your automation
- Choose which packages(s) you’d like to auto-confirm
- Choose if you’ll give access to the Client Portal at this time. Clients will be sent an invitation to join Practice Better and activate their account.
- For invited clients, you can also provide access to the Food & Mood and Lifestyle Journals by enabling the checkboxes as highlighted below. Click Edit options to customize how these journals will be created (e.g. setting a focus for the Food Journal or disabling weight tracking for the Lifestyle Journal).
- Click Create to save your automation