Why do automated notifications fail to send? Automated notifications in Rent Flow Solutions may fail to send due to disruptions in the workflow. This guide addresses common causes and solutions to ensure smoother workflows and timely notifications.
✏️ Update the appointment first Click the pencil icon on the appointment and adjust the dates/times to match the reschedule. (Example: customer pushes the rental back by one day.) Be sure to save the changes.
🤖 Go to Automations After the appointment is updated, scroll down to Automation.
🔍 Find the “Payment and Terms Checks” workflow Locate the workflow the customer is currently enrolled in.
➖ Remove the customer from the workflow Take them out of the workflow completely. This is required to reset it.
➕ Add the customer back to the same workflow Re-entering them restarts the workflow from the beginning.6. 🏷️ Manually add a "paid" tag if needed If immediate notifications are required and payment is delayed, manually adding a "paid" tag to the customer can trigger the automation. Ensure payment is collected to avoid discrepancies.
Common Causes of Notification Failures ### Quick Appointment Recreation If an appointment is canceled and a new one is created too quickly afterward, the cancellation may remove the customer from automated workflows. This prevents the system from sending rental contracts or other automated messages tied to the new appointment. ### Payment Dependencies Automations are triggered only after payment is made. If the renter does not pay promptly, notifications and contract steps will not be sent.
💡 Pro Tip Any time an appointment date or time changes—whether the renter has not picked up yet or has extended their rental—removing and re-adding them to the workflow ensures all automated messages stay in sync. This prevents customers from receiving reminders based on outdated dates or times.