CRM Custom Automation update

CRM Automation for Number of Attendances

The CRM system now offers the ability to allow for multiple class selection within the number of attendances automation. Below is a Video walk-through and also a step-by-step guide to set this up.

Video Guide

Step-by-step process

• Head to Communications > Automations > New Automation.
• Select 'Custom' and locate the 'Number of Attendances' field under the Automation section.
• Input the desired number of attendances.
• In the field below, choose Any or Specific class/service and type in what classes apply.
• Choose to send a single email/SMS or a sequence. SAVE.