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Automation from calendar booking

  • March 28, 2025
  • 4 replies
  • 30 views
Brooke Van Groningen

Hi everyone! I have been on maternity leave the last six months so might have missed this but has there been any update to when a client books a session via my Scheduler, that a Proposal can be sent or a workflow assigned? I have not found that and it is quite frustrating with mini sessions. They become so much backend work. Hoping I just missed an update. Thanks! Brooke

Best answer by Ashley Rufino

Hi ​@Brooke Van Groningen ! 

There are a couple ways to do this. You can do something like above, or you can utilize a lead form to streamline your bookings. In a lead form you can connect your mini session scheduler to a service to they can schedule and pay and then even trigger an automation based on session scheduled, session date, etc. 

Are you having them sign a contract? There are a couple workarounds for that as well since lead forms does not (yet, fingers crossed) have the ability to include a contract block in lead forms. 

4 replies

Stickler
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  • Stickler
  • Rising Star
  • March 28, 2025

It sounds like you are trying to create an automation. 

-Go to automations

-Add the trigger for session scheduled 

-Add an action to send file and choose the file and the email template. 

 

 

Ashley Rufino
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  • Ashley Rufino
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  • Answer
  • March 28, 2025

Hi ​@Brooke Van Groningen ! 

There are a couple ways to do this. You can do something like above, or you can utilize a lead form to streamline your bookings. In a lead form you can connect your mini session scheduler to a service to they can schedule and pay and then even trigger an automation based on session scheduled, session date, etc. 

Are you having them sign a contract? There are a couple workarounds for that as well since lead forms does not (yet, fingers crossed) have the ability to include a contract block in lead forms. 

Ashley Rufino | Brand Photog | Coach for Female Founders + Creatives | The Greenhouse Community
    Brooke Van Groningen

    Hi ​@Ashley Rufino! This sounds great, I would love for them to sign contract. What do you think the best way to handle this is if mini personality portrait sessions where there is a base cost and then an additional fee for a sibling if they have one? And then, for each mini session, would you create a new proposal with the date and location? And, is it best to use a service for billing vs proposal where I have the mini session and then they could add the sibling cost? Thank you for your insight! :) 

    Brooke Van Groningen

    ​@Ashley Rufino is there any easy way to associate or connect a scheduler to a lead form? I haven’t done that before. Thank you for your insight! 

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