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Automations

  • January 20, 2024
  • 1 reply
  • 18 views
T

Good evening, I am new to Honeybook and working through an issue right now. I have successfully created automations and I am stuck getting an automation to work after a scheduled appointment. Not sure if this is a problem with the software or am I missing something? I have gone through many video tutorials and step by step guides with no success.

    1 reply

    Caitlyn Gray
    Explorer
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    • Caitlyn Gray
    • Explorer
    • January 21, 2024

    @Tara Johnston So in order for the automation to work, it has to be already started in the client profile. So automation is already be triggered and running, then when a session is scheduled during that time --- it will do the next step.

    It’s a bit confusing because how it sounds you would think it would start an automation after a call is scheduled.

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