Notifications

Automation Rules for Notifications

Automation rules in Make Booking Online enable automated actions such as sending SMS and email notifications based on specific triggers and conditions. This guide details how to set up and manage these rules.

Automation Rules Interface

Navigate to the Automation Rules section under the Administration \ Advanced Settings to create or edit automation rules for different events such as Booking Requests, Waiting List Requests, Order Requests, or Client actions.

Basic Setup

1. Event Type Selection
   Description: Choose the event that triggers the automation rule, such as a booking request approval or new client registration.
   Steps: In the Basic tab, select the appropriate Event Type from the dropdown menu.

Automation Rule Conditions

1. Condition Type
   Description: Specify the condition(s) under which the automated action should occur.\

For Booking Automation Type, the condition types are:

• Booking Status Update (mandatory): Trigger actions when the booking status changes (e.g., from pending to approved).
• Booking Schedule (optional): Set conditions based on the booking’s scheduled date.
• Booking Attribute Update (optional): Conditions based on specific booking attributes like the number of people.

2. Adding Conditions
   Steps: Choose Add Condition, select the condition type, and define the criteria.

• Example 1: Booking Status is Approved

  

• Example 2: Booking Start Time is After [Current Date]

  

• Example 3: Number of people is greater than 2.

  

Automation Rule Actions

1. Action Setup
   Description: Define what actions to take when the conditions are met, such as sending notifications.
   Steps:

• Step 1: Navigate to the Automation Rule Actions tab, click Add Action.
  

• Step 2:
  • Select the type of action (Send SMS or Email).
    

  • Specify the Action Target. Action Target can be Business, Location (Business Branch), Client, or a Specific Target.
    

1. Customising Notification Templates
   Description: Customise the notification message using templates that include tokens for dynamic content.
   Steps: Select the notification template, use tokens to insert specific data like client name or booking details, and customise the message content.\

• Example: SMS Template
  

• Example: Email Template
  

2. Tokens and Parameters

• Generic Parameters: Include business-wide details like business name or contact info.
• Booking Parameters: Specific booking details such as booking number or service details.
• Client Parameters: Information specific to the client like name or contact details.

Automation Logs

Description: Review logs of all actions executed by the automation rules.
Access: Click on the Automation Logs tab to view detailed logs, including timestamps and outcomes of the automated actions.

Example Use Case

Scenario: Sending a booking confirmation SMS when a booking is approved.\

• Event Type: Booking
• Condition: Booking Status Update to Approved
• Action: Send SMS using the booking confirmation template.