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Question

automate based on the client's session date?

  • September 20, 2024
  • 1 reply
  • 12 views
christyl lehman

Are we no longer able to automate based on the client's session date?

I want to be able to send files as their session gets closer. 1 month before project date, 2 weeks before project date and 1 day before project date. THEN 1 day after project date!

I was able to do this in the past but can see a way of doing it now.

 

thank you!!!

    1 reply

    Emily Gbadamosi
    Forum|alt.badge.img

    Hi Christyl, 

    The way to automate is based on the project date. So, if you are having your clients book using a scheduler, you will need to make sure that you have toggled on the button that says “use session date as project date” in the scheduler. Once you do that, then the session date will be populated in the details of their project as the “project date” and can be used for automations. 

    Emily, HoneyBook Educator

    Woodall Creative Co.

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