Create Tasks Automations

You can now create tasks automatically after clients have requested selected services, packages, programs or completed a public form. You can also schedule tasks to be created after a booking has been confirmed.

• Create Tasks Automatically
• Schedule Tasks After Booking Is Confirmed

Create Tasks Automatically

To create tasks after clients have requested selected services, packages, programs or completed a public form:

1. Go to My Practice > Automations

2. Click on the Red Fast Action on the bottom right and select Create tasks automation from the automation list.

3. Name your automation

4. Select the services, packages, programs, or forms for which you'd like this automation to trigger

5. Click on Add task to add the task you'd like to be assigned to the client or yourself

6. Fill in the details like task name, additional notes, and the due date

7. Click Add to add the task to the automation

8. Click Create at to the top right to save this automation

Schedule Tasks After Booking Is Confirmed

To schedule tasks to complete after an upcoming booking has been confirmed:

1. Go to My Practice > Automations

2. Click on the Red Fast Action on the bottom right and select Schedule tasks after a booking is confirmed automation from the automation list.

3. Name the automation

4. Select the service for which you'd like to trigger the automation

5. Choose if you'd like to create tasks immediately or if you'd like to schedule tasks to be created before or after the session

6. Click on Add task to add the task you'd like to be assigned to the client or yourself 

7. Fill in the details like task name, additional notes, and the due date

8. Click Add to add the task to the automation

9. Click Create at to the top right to save this automation