Wix Bookings: Creating Bookings Automations

19 min read
In this article
  • Step 1 | Create a new automation
  • Step 2 | Choose a trigger
  • Step 3 | Choose what you want to add to your automation:
  • Add a delay:
  • Add a condition
  • Choose an action
  • Step 4 | Activate the automation
Automations can help you to stay in touch with your clients and make sure they come back for more sessions. Create automations that are triggered for different things, such as when clients attend their first session, when they check in to sessions, or if they haven't booked a session in a while. 
Important:
In order for 'Client checked in X times' or 'Client checks in' automations to work, you must also mark attendance

Step 1 | Create a new automation

Create custom automations from the Automations tab in your site's dashboard. Make sure to choose a name that's clear and easy for your staff and collaborators on your site to understand. 

To create a new automation:

  1. Go to your Automations Dashboard.
  2. Click + New Automation.
  3. Choose how you want to start creating your automation: 
    • From Scratch: Click Start from Scratch to begin from a blank automation template. 
    • Suggested automation: Use the categories or search bar to find the suggested automation you want to edit. Then click Set Up next to the automation. 
A screenshot of the Create a New Automation screen.
  1. Click the title at the top left to give your automation a name.

Step 2 | Choose a trigger

The trigger is a specific action your clients take on your site, such as checking in for a session, that activates the automation. 
The triggers you see change depending on the app you're using. Make sure to choose Bookings and then select one of the available triggers.
A screenshot showing several of the available Bookings automations triggers.

To choose a trigger:

  1. Enter Bookings in the search bar Bookings under Select a trigger.
  2. Select the relevant trigger: 

Step 3 | Choose what you want to add to your automation:

After selecting a trigger, continue setting up your automation using any of the available steps: Action, Delay, Condition. These steps can be added anywhere in your automation sequence depending on the logic you are trying to implement.

Add a delay:

Add a time buffer between steps. For example, if your trigger is 'Client marked as no-show' and your action is 'Send an email', you would want to delay the automation by sending this after a certain amount of time has passed.
To add a delay:
  1. Click + Add Delay.
  2. Click the up and down arrows to set the number and click the drop-down to choose between days, hours and minutes.
Note:
If you don't add a delay, the action is performed immediately.
Screenshot of the delay panel and its options.

Add a condition

Conditions let you create complex automation flows by defining criteria for continuing the flow. In the ‘THEN’ path, the automation flow continues only if the condition is met. You can set an ELSE path to define what happens if it isn’t.
To add a condition:
  1. Click + to add a step
  2. Click Condition.
  3. Click the Select a property drop-down and choose the dynamic field that the automation collects when it runs (e.g. Party Size).
    Tip: Learn more about the property picker and all that it offers.
  4. Click the Select logic drop-down and choose an operator that will compare the received data with the value (e.g. 'is greater than').
  5. Click the Enter value drop-down or text box that appears to set the right value (e.g. 3).
    Tip: Click Customize to create custom workflows using the formula field.
  6. (Optional) Click + Add Criterion to add any additional criteria.
Note: If you add more than one criterion, you can choose ‘and’/’or’ relations between criteria of the same condition.
Screenshot of how conditions appear in the builder with IF/ELSE pathways.

Choose an action

Actions are what the automation performs. For example, if your trigger is 'Session ends', you might want to send that visitor an automatic thank you email. In the actions selection panel, you can find the action offering relevant to the selected trigger, which you can customize to suit your needs.
To choose an action:
  1. Click + to add a step.
  2. Click Action.
  3. Choose an action from the panel.
    Note: The actions available will differ based on your trigger choice.
Screenshot of the panel that appears when you are selecting an action: including the search bar.
  1. Set up the action using the available settings. See examples below.
Tip:
Learn more about actions in Wix Automations.

Step 4 | Activate the automation

At the top right save as a draft and come back later or activate right away. It now appears on your Automations page where you can monitor, edit, deactivate, or delete according to your needs.