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How To Mark An Event As Booked Automation
How To Mark An Event As Booked Automation

Short article that discusses how to teach the system when to mark an event as booked based on an action that takes place.

Jamie Martin avatar
Written by Jamie Martin
Updated over 2 months ago

Video Overview

Navigation

Click into Settings and navigate to the Notifications page across the top bar.

Summary

This feature is an automation that will allow you to have the system automatically update an event's status to Booked when one of the following three selections has been activated:

  • All contract(s) have been signed

  • First Payment has been received

  • All contract(s) have been signed AND First Payment has been received

Once the selection has been made, be sure to flip the toggle to the on position and click the Save button on the top right corner.

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