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Automated Messaging System

Send timely emails and SMS to clients automatically based on booking conditions like payment status, contracts, and event dates.

Updated over 2 weeks ago

What Can Automated Messages Do?

Smart Triggers Automatically send emails or SMS (requires a Twilio account & integration) when specific booking conditions are met. Set multiple conditions that must ALL apply for the message to send.

Flexible Timing Send messages before or after important dates - payment due dates, event dates, or any custom timeframe you choose.

Rich Content Create professional messages with:

  • Text formatting and links

  • Images and attachments

  • Dynamic fields that automatically insert client-specific information (names, dates, payment links, etc.)

Targeted Delivery Filter messages by specific packages, brands, or booking conditions to ensure the right clients get the right messages.

Common Use Cases

  • Payment reminders before due dates

  • Event confirmations and preparation reminders

  • Staff assignment notifications for confirmed bookings

Key Features

Multiple Communication Channels: Choose between email or SMS delivery for each automated message.

Condition Combinations: Set complex triggers using payment status, staff assignments, backdrop selections, and more. All selected conditions must be true for the message to send.

Dynamic Personalization: Insert booking-specific details automatically - client names, event dates, payment amounts, direct links to invoices and more.

Review Process: Optionally review messages before they send to ensure accuracy and timing.

Organization Tools Use tags and descriptions to manage multiple automated messages easily.

Getting Started

  1. Describe what the message will do

  2. Set timing - when to send relative to important dates

  3. Choose conditions - what booking status triggers the message

  4. Customize content - personalize your message with dynamic fields

  5. Select delivery - email, SMS, or both

  6. Apply filters - target specific packages or brands

The system monitors your bookings continuously and sends messages automatically when conditions are met. Messages that are scheduled to send on a specific date will be sent at approximately 11 AM local time.

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