Setup Personal Booking Calendar Your personal booking calendar is your best friend when it comes to managing appointments. Once it’s up, you’ll wonder how you ever managed without...

Accessing Schedules To access all Schedules, navigate to Calendars > Calendar Settings > Availability (or Settings > Calendars > Availability). An individual user can mange their own...

Setup Automated Reminders Automated reminders mean fewer missed appointments and happier clients. They’re like your calendar gently tapping clients on the shoulder to remind them you’re meeting...

Understanding Triggers and Actions Triggers are events that kickstart workflows, leading to various actions being performed. They follow a chronological order as specified in your workflow. Trigger...

What is the If/Else Workflow Action? The If/Else action allows you to evaluate contact-specific data and route workflow automation based on whether the contact meets certain criteria. It creates two...

Steps for Setting Up a Workflow Go to the “Workflows” area inside “Automation” section of your CRM. Click “+ Create Workflow” When creating a new workflow, you have...

Example Race Condition: Add Tag Executed But Not Added In this example, we can see that the tag was added successfully to this contact in the workflow execution logs.   However, when we check the...

What is Workflow Automation? Workflow automation is the process of using technology to perform repetitive tasks automatically. By defining triggers (starting points) and actions (tasks), businesses...

Action Categories Workflow Actions are organized into categories to make them easier to find and use. The categories are: You can access Workflow Actions within the workflow build and then select the...