Benefits of Using Workflow Automation<\/h3>\n\n\n\n\n- Save time by eliminating manual tasks<\/li>\n\n\n\n
- Reduce no-shows with automated reminders<\/li>\n\n\n\n
- Send professional, consistent communication<\/li>\n\n\n\n
- Customize notifications per service, staff, or location<\/li>\n<\/ul>\n\n\n\n
How to Create a Workflow in Book24Seven<\/h2>\n\n\n\nStep 1: Open the Workflow Management Panel<\/h3>\n\n\n\n\n- Log in to your Book24Seven<\/strong> Dashboard<\/li>\n\n\n\n
- Click on Workflows<\/strong> from the sidebar<\/li>\n<\/ul>\n\n\n\n
![\"Navigation](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-1-1024x790.jpg\")
<\/figure>\n\n\n\nStep 2: Create a New Workflow<\/h3>\n\n\n\n
Click the \u201cCreate new workflow\u201d<\/strong> button at the top.<\/p>\n\n\n\n![\"Creating](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-2.jpg\")
<\/figure>\n\n\n\nStep 3: Name Your Workflow and Set the Trigger<\/h3>\n\n\n\n\n- Give your workflow a clear and descriptive name<\/strong> (e.g., “New Appointment – Customer Confirmation”).<\/li>\n\n\n\n
- Choose a trigger<\/strong> (When This Happens)\u2014 this is the event that activates the workflow.<\/li>\n<\/ul>\n\n\n\n
Common Workflow Triggers<\/h4>\n\n\n\n\n- Appointment booked<\/li>\n\n\n\n
- Appointment rescheduled<\/li>\n\n\n\n
- Appointment status changed<\/li>\n\n\n\n
- Appointment starts or ends<\/li>\n\n\n\n
- Appointment paid<\/li>\n\n\n\n
- New customer created (via booking or sign-up)<\/li>\n\n\n\n
- Password reset or forgot password<\/li>\n\n\n\n
- New donation (if using the Donations feature)<\/li>\n<\/ul>\n\n\n\n
![\"Workflow](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-3.jpg\")
<\/figure>\n\n\n\nStep 4: Define Actions to Automate<\/h3>\n\n\n\n
Actions (Do this) are what the system does when the workflow is triggered. You can add one or multiple actions per workflow.<\/p>\n\n\n\n
Available Workflow Actions<\/h4>\n\n\n\n\n- Send email<\/strong><\/li>\n\n\n\n
- Update appointment status<\/strong><\/li>\n\n\n\n
- Attach files like invoices (requires add-ons)<\/li>\n<\/ul>\n\n\n\n
![\"Configuring](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-4.jpg\")
<\/figure>\n\n\n\nWriting and Customizing Notification Content<\/h2>\n\n\n\n
When creating a workflow action to send an email:<\/p>\n\n\n\n
Message Options and Templates<\/h3>\n\n\n\n\n- Choose the recipient (Customer, Staff, or Custom email)<\/li>\n\n\n\n
- Write and format your message:\n
\n- Bold, italic, underline<\/li>\n\n\n\n
- Font color, background color<\/li>\n\n\n\n
- Bullet or number lists<\/li>\n\n\n\n
- Tables and images<\/li>\n\n\n\n
- HTML editor mode for custom layouts<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Use keywords<\/strong> (dynamic placeholders) like:\n
\n{customer_name}<\/code>, {appointment_time}<\/code>, {customer_password}<\/code><\/li>\n<\/ul>\n<\/li>\n\n\n\n- \ud83d\udca1 Tip: Use the \u201cSave & Test\u201d button to preview formatting (note: keywords won\u2019t show real data in tests).<\/em><\/li>\n<\/ul>\n\n\n\n
![\"Configuring](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-6.jpg\")
<\/figure>\n\n\n\n![\"Workflow](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-7.jpg\")
<\/figure>\n\n\n\n![\"Email](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-8.jpg\")
<\/figure>\n\n\n\nAttaching Files or Invoices<\/h3>\n\n\n\n
If you use options like Invoices<\/strong>, you can attach documents directly to your notifications. Perfect for sending receipts or summaries.<\/p>\n\n\n\n![\"Email](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-9.jpg\")
<\/figure>\n\n\n\nAutomating Customer & Staff Notifications<\/h2>\n\n\n\nCommon Notification Types<\/h3>\n\n\n\n\n- Appointment Confirmations<\/strong> \u2013 When a customer books<\/li>\n\n\n\n
- Reminders<\/strong> \u2013 Before an appointment<\/li>\n\n\n\n
- Cancellations<\/strong> \u2013 Alert both parties if canceled<\/li>\n\n\n\n
- Reschedules<\/strong> \u2013 Notify if the time or date changes<\/li>\n\n\n\n
- Follow-ups<\/strong> \u2013 Request feedback or reviews (via add-ons)<\/li>\n\n\n\n
- Welcome Emails<\/strong> \u2013 When new customers sign up<\/li>\n<\/ul>\n\n\n\n
Workflow Scheduling and Filtering Options<\/h2>\n\n\n\n
Each trigger can be customized for when and how<\/strong> the workflow runs.<\/p>\n\n\n\nSet Workflow Timing<\/h3>\n\n\n\n\n- Run the workflow before or after<\/strong> the event\n
\n- e.g., Send a reminder 24 hours before the appointment starts<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
Apply Workflow Filters<\/h3>\n\n\n\n\n- Location<\/strong><\/li>\n\n\n\n
- Service<\/strong><\/li>\n\n\n\n
- Staff<\/strong><\/li>\n\n\n\n
- Appointment Status<\/strong><\/li>\n\n\n\n
- Source of Booking<\/strong>:\n
\n- Backend only<\/em> \u2013 If created by staff<\/li>\n\n\n\n
- Frontend only<\/em> \u2013 If booked by customer online via the booking panel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
![\"Workflow](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-10.jpg\")
<\/figure>\n\n\n\n![\"Workflow](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-11.jpg\")
<\/figure>\n\n\n\nMulti-Language (Locale) Support<\/h3>\n\n\n\n
Our booking panel is multilingual, use the Locale filter<\/strong> to send messages in the customer’s booking language (in most cases select “Any locale”, so no matter which language version your customer is using, they will get the notification)<\/p>\n\n\n\n<\/blockquote>\n\n\n\n![\"Multi-language](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-12.jpg\")
<\/figure>\n\n\n\nSearch, Organize, and Manage Workflows<\/h2>\n\n\n\n
As your workflow list grows, use the search bar<\/strong> and filter options<\/strong> on the main Workflows page to quickly find what you need.<\/p>\n\n\n\n![\"Workflow](\"https:\/\/book24seven.com\/wp-content\/uploads\/2025\/06\/Workflow-Management-13.jpg\")
<\/figure>\n\n\n\nSummary<\/h2>\n\n\n\n
The Workflow Management module in Book24Seven transforms your online booking system into a smart, automated process that:<\/p>\n\n\n\n
\n- Sends the right messages at the right time<\/li>\n\n\n\n
- Keeps staff and customers perfectly coordinated<\/li>\n\n\n\n
- Reduces manual work and saves valuable admin time<\/li>\n\n\n\n
- Supports flexible rules, filters, and formatting<\/li>\n\n\n\n
- Integrates seamlessly with Invoices, Ratings, and Packages<\/li>\n<\/ul>\n\n\n\n
With workflow management in an online booking system like Book24Seven, your business runs smoother, faster, and more efficiently.<\/p>","protected":false},"excerpt":{"rendered":"
Automate your booking system with Book24Seven\u2019s workflow management tools. Learn how to create triggers, send automatic notifications, and streamline repetitive tasks with workflow automation in an online booking system.<\/p>","protected":false},"featured_media":943,"template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-807","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\n
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How to Create a Workflow in Book24Seven<\/h2>\n\n\n\nStep 1: Open the Workflow Management Panel<\/h3>\n\n\n\n\n- Log in to your Book24Seven<\/strong> Dashboard<\/li>\n\n\n\n
- Click on Workflows<\/strong> from the sidebar<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nStep 2: Create a New Workflow<\/h3>\n\n\n\n
Click the \u201cCreate new workflow\u201d<\/strong> button at the top.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 3: Name Your Workflow and Set the Trigger<\/h3>\n\n\n\n\n- Give your workflow a clear and descriptive name<\/strong> (e.g., “New Appointment – Customer Confirmation”).<\/li>\n\n\n\n
- Choose a trigger<\/strong> (When This Happens)\u2014 this is the event that activates the workflow.<\/li>\n<\/ul>\n\n\n\n
Common Workflow Triggers<\/h4>\n\n\n\n\n- Appointment booked<\/li>\n\n\n\n
- Appointment rescheduled<\/li>\n\n\n\n
- Appointment status changed<\/li>\n\n\n\n
- Appointment starts or ends<\/li>\n\n\n\n
- Appointment paid<\/li>\n\n\n\n
- New customer created (via booking or sign-up)<\/li>\n\n\n\n
- Password reset or forgot password<\/li>\n\n\n\n
- New donation (if using the Donations feature)<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nStep 4: Define Actions to Automate<\/h3>\n\n\n\n
Actions (Do this) are what the system does when the workflow is triggered. You can add one or multiple actions per workflow.<\/p>\n\n\n\n
Available Workflow Actions<\/h4>\n\n\n\n\n- Send email<\/strong><\/li>\n\n\n\n
- Update appointment status<\/strong><\/li>\n\n\n\n
- Attach files like invoices (requires add-ons)<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nWriting and Customizing Notification Content<\/h2>\n\n\n\n
When creating a workflow action to send an email:<\/p>\n\n\n\n
Message Options and Templates<\/h3>\n\n\n\n\n- Choose the recipient (Customer, Staff, or Custom email)<\/li>\n\n\n\n
- Write and format your message:\n
\n- Bold, italic, underline<\/li>\n\n\n\n
- Font color, background color<\/li>\n\n\n\n
- Bullet or number lists<\/li>\n\n\n\n
- Tables and images<\/li>\n\n\n\n
- HTML editor mode for custom layouts<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Use keywords<\/strong> (dynamic placeholders) like:\n
\n{customer_name}<\/code>, {appointment_time}<\/code>, {customer_password}<\/code><\/li>\n<\/ul>\n<\/li>\n\n\n\n- \ud83d\udca1 Tip: Use the \u201cSave & Test\u201d button to preview formatting (note: keywords won\u2019t show real data in tests).<\/em><\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\nAttaching Files or Invoices<\/h3>\n\n\n\n
If you use options like Invoices<\/strong>, you can attach documents directly to your notifications. Perfect for sending receipts or summaries.<\/p>\n\n\n\n<\/figure>\n\n\n\nAutomating Customer & Staff Notifications<\/h2>\n\n\n\nCommon Notification Types<\/h3>\n\n\n\n\n- Appointment Confirmations<\/strong> \u2013 When a customer books<\/li>\n\n\n\n
- Reminders<\/strong> \u2013 Before an appointment<\/li>\n\n\n\n
- Cancellations<\/strong> \u2013 Alert both parties if canceled<\/li>\n\n\n\n
- Reschedules<\/strong> \u2013 Notify if the time or date changes<\/li>\n\n\n\n
- Follow-ups<\/strong> \u2013 Request feedback or reviews (via add-ons)<\/li>\n\n\n\n
- Welcome Emails<\/strong> \u2013 When new customers sign up<\/li>\n<\/ul>\n\n\n\n
Workflow Scheduling and Filtering Options<\/h2>\n\n\n\n
Each trigger can be customized for when and how<\/strong> the workflow runs.<\/p>\n\n\n\nSet Workflow Timing<\/h3>\n\n\n\n\n- Run the workflow before or after<\/strong> the event\n
\n- e.g., Send a reminder 24 hours before the appointment starts<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
Apply Workflow Filters<\/h3>\n\n\n\n\n- Location<\/strong><\/li>\n\n\n\n
- Service<\/strong><\/li>\n\n\n\n
- Staff<\/strong><\/li>\n\n\n\n
- Appointment Status<\/strong><\/li>\n\n\n\n
- Source of Booking<\/strong>:\n
\n- Backend only<\/em> \u2013 If created by staff<\/li>\n\n\n\n
- Frontend only<\/em> \u2013 If booked by customer online via the booking panel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\nMulti-Language (Locale) Support<\/h3>\n\n\n\n
Our booking panel is multilingual, use the Locale filter<\/strong> to send messages in the customer’s booking language (in most cases select “Any locale”, so no matter which language version your customer is using, they will get the notification)<\/p>\n\n\n\n<\/blockquote>\n\n\n\n<\/figure>\n\n\n\nSearch, Organize, and Manage Workflows<\/h2>\n\n\n\n
As your workflow list grows, use the search bar<\/strong> and filter options<\/strong> on the main Workflows page to quickly find what you need.<\/p>\n\n\n\n<\/figure>\n\n\n\nSummary<\/h2>\n\n\n\n
The Workflow Management module in Book24Seven transforms your online booking system into a smart, automated process that:<\/p>\n\n\n\n
\n- Sends the right messages at the right time<\/li>\n\n\n\n
- Keeps staff and customers perfectly coordinated<\/li>\n\n\n\n
- Reduces manual work and saves valuable admin time<\/li>\n\n\n\n
- Supports flexible rules, filters, and formatting<\/li>\n\n\n\n
- Integrates seamlessly with Invoices, Ratings, and Packages<\/li>\n<\/ul>\n\n\n\n
With workflow management in an online booking system like Book24Seven, your business runs smoother, faster, and more efficiently.<\/p>","protected":false},"excerpt":{"rendered":"
Automate your booking system with Book24Seven\u2019s workflow management tools. Learn how to create triggers, send automatic notifications, and streamline repetitive tasks with workflow automation in an online booking system.<\/p>","protected":false},"featured_media":943,"template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-807","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\n
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- \n
- Log in to your Book24Seven<\/strong> Dashboard<\/li>\n\n\n\n
- Click on Workflows<\/strong> from the sidebar<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nStep 2: Create a New Workflow<\/h3>\n\n\n\n
Click the \u201cCreate new workflow\u201d<\/strong> button at the top.<\/p>\n\n\n\n
<\/figure>\n\n\n\nStep 3: Name Your Workflow and Set the Trigger<\/h3>\n\n\n\n
- \n
- Give your workflow a clear and descriptive name<\/strong> (e.g., “New Appointment – Customer Confirmation”).<\/li>\n\n\n\n
- Choose a trigger<\/strong> (When This Happens)\u2014 this is the event that activates the workflow.<\/li>\n<\/ul>\n\n\n\n
Common Workflow Triggers<\/h4>\n\n\n\n
- \n
- Appointment booked<\/li>\n\n\n\n
- Appointment rescheduled<\/li>\n\n\n\n
- Appointment status changed<\/li>\n\n\n\n
- Appointment starts or ends<\/li>\n\n\n\n
- Appointment paid<\/li>\n\n\n\n
- New customer created (via booking or sign-up)<\/li>\n\n\n\n
- Password reset or forgot password<\/li>\n\n\n\n
- New donation (if using the Donations feature)<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\n
Step 4: Define Actions to Automate<\/h3>\n\n\n\n
Actions (Do this) are what the system does when the workflow is triggered. You can add one or multiple actions per workflow.<\/p>\n\n\n\n
Available Workflow Actions<\/h4>\n\n\n\n
- \n
- Send email<\/strong><\/li>\n\n\n\n
- Update appointment status<\/strong><\/li>\n\n\n\n
- Attach files like invoices (requires add-ons)<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nWriting and Customizing Notification Content<\/h2>\n\n\n\n
When creating a workflow action to send an email:<\/p>\n\n\n\n
Message Options and Templates<\/h3>\n\n\n\n
- \n
- Choose the recipient (Customer, Staff, or Custom email)<\/li>\n\n\n\n
- Write and format your message:\n
- \n
- Bold, italic, underline<\/li>\n\n\n\n
- Font color, background color<\/li>\n\n\n\n
- Bullet or number lists<\/li>\n\n\n\n
- Tables and images<\/li>\n\n\n\n
- HTML editor mode for custom layouts<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Use keywords<\/strong> (dynamic placeholders) like:\n
- \n
{customer_name}<\/code>,{appointment_time}<\/code>,{customer_password}<\/code><\/li>\n<\/ul>\n<\/li>\n\n\n\n- \ud83d\udca1 Tip: Use the \u201cSave & Test\u201d button to preview formatting (note: keywords won\u2019t show real data in tests).<\/em><\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\nAttaching Files or Invoices<\/h3>\n\n\n\n
If you use options like Invoices<\/strong>, you can attach documents directly to your notifications. Perfect for sending receipts or summaries.<\/p>\n\n\n\n
<\/figure>\n\n\n\nAutomating Customer & Staff Notifications<\/h2>\n\n\n\n
Common Notification Types<\/h3>\n\n\n\n
- \n
- Appointment Confirmations<\/strong> \u2013 When a customer books<\/li>\n\n\n\n
- Reminders<\/strong> \u2013 Before an appointment<\/li>\n\n\n\n
- Cancellations<\/strong> \u2013 Alert both parties if canceled<\/li>\n\n\n\n
- Reschedules<\/strong> \u2013 Notify if the time or date changes<\/li>\n\n\n\n
- Follow-ups<\/strong> \u2013 Request feedback or reviews (via add-ons)<\/li>\n\n\n\n
- Welcome Emails<\/strong> \u2013 When new customers sign up<\/li>\n<\/ul>\n\n\n\n
Workflow Scheduling and Filtering Options<\/h2>\n\n\n\n
Each trigger can be customized for when and how<\/strong> the workflow runs.<\/p>\n\n\n\n
Set Workflow Timing<\/h3>\n\n\n\n
- \n
- Run the workflow before or after<\/strong> the event\n
- \n
- e.g., Send a reminder 24 hours before the appointment starts<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
Apply Workflow Filters<\/h3>\n\n\n\n
- \n
- Location<\/strong><\/li>\n\n\n\n
- Service<\/strong><\/li>\n\n\n\n
- Staff<\/strong><\/li>\n\n\n\n
- Appointment Status<\/strong><\/li>\n\n\n\n
- Source of Booking<\/strong>:\n
- \n
- Backend only<\/em> \u2013 If created by staff<\/li>\n\n\n\n
- Frontend only<\/em> \u2013 If booked by customer online via the booking panel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\nMulti-Language (Locale) Support<\/h3>\n\n\n\n
Our booking panel is multilingual, use the Locale filter<\/strong> to send messages in the customer’s booking language (in most cases select “Any locale”, so no matter which language version your customer is using, they will get the notification)<\/p>\n\n\n\n
<\/blockquote>\n\n\n\n
<\/figure>\n\n\n\nSearch, Organize, and Manage Workflows<\/h2>\n\n\n\n
As your workflow list grows, use the search bar<\/strong> and filter options<\/strong> on the main Workflows page to quickly find what you need.<\/p>\n\n\n\n
<\/figure>\n\n\n\nSummary<\/h2>\n\n\n\n
The Workflow Management module in Book24Seven transforms your online booking system into a smart, automated process that:<\/p>\n\n\n\n
- \n
- Sends the right messages at the right time<\/li>\n\n\n\n
- Keeps staff and customers perfectly coordinated<\/li>\n\n\n\n
- Reduces manual work and saves valuable admin time<\/li>\n\n\n\n
- Supports flexible rules, filters, and formatting<\/li>\n\n\n\n
- Integrates seamlessly with Invoices, Ratings, and Packages<\/li>\n<\/ul>\n\n\n\n
With workflow management in an online booking system like Book24Seven, your business runs smoother, faster, and more efficiently.<\/p>","protected":false},"excerpt":{"rendered":"
Automate your booking system with Book24Seven\u2019s workflow management tools. Learn how to create triggers, send automatic notifications, and streamline repetitive tasks with workflow automation in an online booking system.<\/p>","protected":false},"featured_media":943,"template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-807","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\n
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- Frontend only<\/em> \u2013 If booked by customer online via the booking panel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
- Service<\/strong><\/li>\n\n\n\n
- Location<\/strong><\/li>\n\n\n\n
- e.g., Send a reminder 24 hours before the appointment starts<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
- Reminders<\/strong> \u2013 Before an appointment<\/li>\n\n\n\n
- \ud83d\udca1 Tip: Use the \u201cSave & Test\u201d button to preview formatting (note: keywords won\u2019t show real data in tests).<\/em><\/li>\n<\/ul>\n\n\n\n
- Update appointment status<\/strong><\/li>\n\n\n\n
- Send email<\/strong><\/li>\n\n\n\n
- Choose a trigger<\/strong> (When This Happens)\u2014 this is the event that activates the workflow.<\/li>\n<\/ul>\n\n\n\n
- Click on Workflows<\/strong> from the sidebar<\/li>\n<\/ul>\n\n\n\n