Workflows

NeetoCal allows you to automate certain things using workflows.

Let's say you want to email a client who doesn't attend a meeting. You can use workflows for all of these cases.

Send an email to the client on no show

1. Go to the Admin Panel.

2. Click on Workflows card.

3. Enter a Name and Description for your workflow. For example:

   • Name: Send Email to Client When Booking is Marked No-Show

   • Description: Automatically notify clients via email when their booking is marked as a no-show.

4. By default, the workflow status is set as Active. You can disable it anytime if you need to.

5. Select the Scheduling links on which you want to apply this workflow.

6. In the When section, select the event that will trigger the workflow. For this example, choose Marked as No-Show.

7. In the Then section, select the action you want to perform, such as Send Email to client.

8. Click the email action link to open the email editor.

9. In the email editor you can draft your email and you can also add dynamic variables.

10. Click Save Changes to save the email and later to save the workflow.

Now, whenever a booking is marked as a no-show, NeetoCal will automatically send the drafted email to the client.