Workflows in Zeeg enable you to automate communication and follow-up actions with your appointment participants. You can send reminders, follow ups, surveys, or create custom workflows to enhance your booking experience, keep it consistent, and strengthen customer relationships, while reducing your admin workload.
Steps to Create a Workflow
1. Navigate to the Workflows section on the left side of your Zeeg dashboard, and click + Create workflow
2. Choose from the available templates for how you want to proceed. You can:
Send a reminder
Send a thank you email
Send a survey
Or customize your workflow from scratch
3. Configure your workflow
Give your workflow a descriptive name
Choose which user the workflow should belong to
Determine which event pages the workflow should apply to. You can select one or multiple event pages.
Choose a trigger for when the workflow should happen: you'll see a dropdown list with several options, like: upon booking, before appointment, after appointment, upon cancellation, etc.
Activate your preferred actions:
Send email to invitee (you can use variables to personalize the emails)
Send email to host - for example, if you want to be reminded o certain events
Send SMS to invitee - better for short-term reminders
Send SMS to host - ideal for important appointment updates
For SMS sending, you need SMS credits. If not yet available, a corresponding notice will be displayed with a link to contact support.
Configuring Workflow Messages
When you activate an email or SMS action, you can configure it in detail.
Email Configuration
Template Selection
Choose from pre-built templates or create custom messages
Saves time with frequently used messages
Subject
Define a meaningful subject for your email
Use the "Insert Variable" function for personalization
Text
Compose the main content of your message
Use formatting options (Bold, Italic, Underlined, Lists)
Insert links and additional variables
Variables are placeholders for your appointment details. For example, if you choose the "Appointment Name" variable in the subject, it will automatically be replaced with the name of the appointment this workflow is assigned to.
Advanced Options
Include Cancellation and Rescheduling Links
Enable this option to automatically insert links for canceling or rescheduling appointments
Gives participants more flexibility and reduces your administrative workload
Using Variables
Use variables to personalize your messages, like:
Participant Name: Personal addressing
Appointment Time: Automatic insertion of booking time
Appointment Type: Type of booked service
Organizer Name: Your name or your team's name
Managing Workflows
After creation, you can:
Edit and customize your workflows
Deactivate or activate them
Copy for similar use cases
Delete when no longer needed