Create notifications and automations
Configure email and SMS delivery, build controlled workflows, test safely, and inspect run history.
Guide typeStep by step
Estimated time2 minutes
Best forAutomation
Notifications turn booking events into consistent email and SMS messages. A workflow combines a trigger, audience, conditions, timing, message, and delivery channel.
Connect a delivery provider
- Open Notifications and choose the Integrations section.
- Enter the email or SMS provider settings without exposing the credentials in screenshots or notes.
- Send one controlled test to an email address or phone number you own.
- Confirm delivery and reply or opt-out behavior before creating live workflows.
Create a workflow
- Select Add Automation or open the automation builder.
- Name the workflow by its purpose, such as Confirmed booking – customer confirmation.
- Choose the exact trigger, such as booking created, status changed, or time before event.
- Add conditions for the appropriate booking statuses, brands, or audiences.
- Choose email or SMS and select the correct recipient.
- Write the subject and message using supported booking placeholders.
- Preview with a fictional test booking and verify every placeholder resolves.
- Save the workflow disabled, send a test, then enable it only after the result is correct.
Check automation runs
- Open the run-history section after the first test and first live trigger.
- Confirm the workflow, booking, recipient, channel, time, and result.
- Open failed runs and correct the provider connection, recipient, template, or trigger condition.
- Do not manually resend until you know the workflow did not already deliver the message.
Avoid duplicate messages
Do not create two active workflows with the same trigger, audience, and purpose. Check automation run history before manually resending a message.
SMS consent: follow the consent, identification, opt-out, quiet-hours, and recordkeeping rules that apply to your messages and recipients.
