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Automated Messaging System

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

Updated over 3 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.

How-to video on Automated Messages


Common Use Cases

  • Payment reminders before due dates

  • Event confirmations and preparation reminders

  • Staff assignment notifications for confirmed bookings

  • Appointment confirmations and reminders

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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