The Automated Messaging Triggers is a feature that allow you to send custom messages to clients or staff notifying them if there have been any changes, updates or important information regarding the appointments or classes they are booked for.
Within the Automated Messaging Triggers users will have the option to define a reason, staff, or location before sending a specific appointment template to clients/staff either individually or in bulk. As an example, this email can be configured to be sent out a certain number of hours before/after the appointment start time to get feedback from the client about how it went or to serve as an additional reminder.
Before setting up your triggers you want to make sure your appointment templates are first set up. The Appointment Triggers Templates are located in Messaging > Appointment Templates > Appointment Triggers (choose your type: Email or Text Message).
To access your current Automated Triggers or to create a New Trigger you will go to Messaging > Automated Messaging Triggers. On this page you will have the option to Create a New Trigger or edit and delete previously created Triggers.
On this page you will find the following call to action buttons:
Once you have clicked the button "Add New Trigger" you will be taken to the Update Event Screen where you will define the properties of your trigger(s).
Under the Update Event section you will choose the properties your trigger is assigned to.
Now that you have selected the properties that define your automated trigger message it is now time to decide who gets the message, what type of message it is and which appointment triggers template you want to send to this audience.
Under Messages you have the following to select: