Creating 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 Fast Action Button in the bottom right corner and select Create tasks from the automations list.
   
   
3. Name your Automation.
   
   
4. Select the Services, Packages, Programs, or Forms for which you'd like this automation to trigger.
   
   
5. If you are on the Team plan, you can enable the option to Trigger this automation for specific team members and select practitioner team members from the drop-down list.
   
   • To have Automation assign a task to an admin team member, go back to your Automations page, select your admin team member from the team members' pick list, and then create the Task Automation.  
     
     
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. Enable team member sharing to share this Task with a specified team member. 
   
   
8. Click Add to add the task to the automation.
   
   
9. Click Create at 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 Fast Action Button in the bottom right corner and select Schedule tasks after a booking is confirmed from the automations list
   
   
3. Name the automation
   
   
   
4. Select the Service for which you'd like to trigger the automation.
   
   
5. If you are on the Team plan, you can enable Trigger this automation for specific team members and select team members from the drop-down list.
   
   • To have Automation assign a task to an admin team member, go back to your Automations page, select your admin team member from the team members' pick list, and then create the Task Automation.  
     
     
6. 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.
   
   
7. Click on Add task to add the task you'd like to be assigned to the client or yourself.
   
   
   
8. Fill in the details like task name, additional notes, and the due date. Enable team member sharing to share this Task with a specified team member. 
   
   
9. Click Add to add the task to the automation.
   
   
10. Click Create at the top right to save this automation.