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BoothBook allows Basic, Pro & Enterprise users to configure actions that will create a task based on actions that occur inside of a booking or lead. You can use the task to remind your designer to create the template for an event.
For the purpose of this Article we'll be using a when a template is chosen by a client.
1. Create an automation
Go to Configuration (gear) icon on the tool bar on the left, Automations and click Create Automation.
- Turn on the automation with the switch in the corner.
- Name the Automation.
2. Select a Trigger
Finally select the Trigger of When a template is chosen. That means when a customer chooses their template, the system will create a task to complete the template for them.
3. Configure the Schedule
You can leave this blank.
4. Add the Conditions
You can leave this blank if you'd like or are a Newbie.
If you are a Basic, Pro or Enterprise user you can also decide if there is some kind of conditional you would like if you want it to only create if they actually had a certain extra. For example, see below.