Setting up the Send Email After Booking Automation
If you have specific rules or details for customers who make that purchase, this is your opportunity to get it in front of them!
The Send Email After Booking automation allows you to set up a custom email that will be sent to customers when they make a reservation for a certain class.
For example, if you need customers to bring specific items or wear specific clothing for this class type, you can provide them with that information!
Note: Punchpass automatically sends out a Reservation Confirmation email when someone makes a reservation, you can customize this message by visiting Manage > Settings > Customer Communications. Learn more about personalizing the customer communications message here.
You can review the details of the automation and the steps for the automation process, and click Get Started to create it:
Step 1: Create the Automation Email
Here, you'll adjust the email template from the default text. This is your opportunity to add any details you want your customers to receive when they book this class!
You can add/edit:
-A unique name for this email template
-The subject for the email message
-The body of the email message
Variables are available for you to add customized details from your Company, about your Customer, Custom Fields you may have from your Intake Form, and Course Variables about the particular class type.
You can click the + next to any of the categories, then simply click on the variable to copy it. In the email subject or body, paste the variable where you would like to include it!
You can click Preview and Test to view/send a copy of it to your own email to ensure you are happy with the email. Please note that the course variables will not populate with this type of test as there wasn't an actual reservation that prompted the test email.
When you are happy with the email, click Save and Continue to head to the end step.
Step 2: Define the Automation Settings
Here, you'll:
Create a short name for the automation,
Select when to start running the automation. Select Enable to run the automation right away or save the draft as Paused,
Select the name of the class to set as the trigger for this email automation,
And then click Save Automation to finish!
