Setting Up Automated Reminders & Confirmations
About This Course
Turn on the account-wide Auto Confirmation, then open one activity's Email Automations tab to configure its Before-the-activity reminders and After-the-activity follow-ups -- so every booking on that activity gets confirmed, reminded, and followed up with automatically. This lesson walks through the real, live Email Automations screens: the account-wide Auto Confirmation (RESERVED) card, and one activity's full four-moment timeline (Cart abandoned, Booking confirmed, Before the activity, After the activity), including reminder skip-logic and the No-Show behavior that pauses scheduled follow-ups.
Transcript
0:00 - Introduction
0:15 - Why reminders and follow-ups matter
0:30 - Set once, runs automatically
0:43 - Set per activity, revisit anytime
0:57 - What this lesson covers
1:11 - Have a message template ready first
1:23 - Account-wide Auto Confirmation
1:47 - Where reminders and follow-ups live
2:00 - The Email Automations timeline
2:15 - Booking confirmed override
2:27 - Before the activity: reminders
2:46 - Reminder timing skip-logic
3:07 - After the activity: follow-ups
3:29 - No-Show pauses follow-ups
3:44 - Common mistake: no account-wide setting
3:58 - Recap: the full timeline
4:11 - Next steps