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
To create tasks after clients have requested selected services, packages, programs or completed a public form:
- Go to My Practice > Automations
- Click on the Fast Action Button in the bottom right corner and select Create tasks from the automations list
- Name your Automation
- Select the Services, Packages, Programs, or Forms for which you'd like this automation to trigger
- 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
- Click on Add task to add the task you'd like to be assigned to the client or yourself
- Fill in the details like task name, additional notes, and the due date
- Click Add to add the task to the automation
- 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:
- Go to My Practice > Automations
- Click on the Fast Action Button in the bottom right corner and select Schedule tasks after a booking is confirmed from the automations list
- Name the automation
- Select the Service for which you'd like to trigger the automation
- 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
- 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
- Click on Add task to add the task you'd like to be assigned to the client or yourself
- Fill in the details like task name, additional notes, and the due date
- Click Add to add the task to the automation
- Click Create at the top right to save this automation