✔ create new workflow for "Booking Confirmed" stage
Completed by Alyssa W.
- Assigned to
-
Isaac K.
- Due on
- Notes
-
hi! can we create a new automation/workflow- when a lead gets moved into "booking confirmed" stage, the text template called "credit card" should immediately go out to the contact. The reason I want a workflow and not a trigger is that we may add more text events to the automation in the future.
Isaac
The text template:
"Credit Card"
Great! I have you booked in for that appointment! We do require a credit card to hold it. It is not charged; it simply holds your place. We have a 24-hour cancellation policy and any further notice is always appreciated. You can call us at 603-627-7000 or text us that information as it is secure. Thank you, Pelle
Comments & Events
Hi
Vania
- DONE
Alyssa Workman completed this to-do.