Auto-Actions are internal-facing, task-management tools that allow you and your dedicated team to generate to-dos and client tags. There are three different types of auto-actions:
Tasks
Phone Call Reminders
Tags
Tasks & Phone Call Reminder
Tasks & Phone Call Reminder
Tasks and Phone Call Reminders let you automatically assign to-dos to yourself or your team. They help ensure important actions—like following up with clients or preparing for milestones—don’t get missed. The setup process for both is the same.
For example, you might create a task when a client approaches their 100th visit, prompting staff to leave a congratulatory note on their reserved station.
To add a Task, scroll to the last section of your automation, Auto-Actions > Add an auto-action > select Task.
Name your task > click Create.
Timing
Choose when the task should be created. You’ll see three timing options available whenever you add an auto-action - more details here.
Content
Name the task to summarize the task at hand for your team. You can also include helpful information or even scripts in the Task Note section.
Assignment
Assigning is optional, but it can help keep your team organized. You can:
Assign the task to an individual team member
Assign the task to a user group you’ve created in the system
Once you've set the timing, content, and optional assignment, click Save and Continue.
Set Live
Once you’ve configured the timing, content, and assignment (if needed), click Save and Continue. At the top right, click the green Set Live button.
If the button is greyed out, re-save your timing or check for any missing setup steps.
Whenever a contact qualifies for this automation step:
A task will automatically appear on your team’s calendar
The assigned team member or group will display as the assignee
Assigned users will also receive relevant notifications
Tags
Tags
Tags are used to identify and categorize contacts. They are especially helpful when grouping contacts based on information that is not being captured in your booking software.
You can manually assign tags to individual contacts at any time. However, adding a Tag auto-action within an automation allows tags to be applied automatically when clients meet the automation criteria.
Tags help you:
Organize contacts into meaningful groups
Create targeted messaging and campaigns
Track client behaviors that your booking software may not store
Example:
If you have an automation built to target new leads, you can set up an auto-tag so that every new lead who enters the automation automatically receives the New Lead tag. This ensures your team can quickly identify and track new contacts without manually adding the tag each time.
To add an auto-task, scroll to the last section of your automation, Auto-Actions > Add an auto-action > select Tag.
Name your tag > click Create.
Timing
You will first need to determine when you want the tag to be created. Whenever adding an auto-action to an automation, you will be presented with three timing options - more on these here.
Tag
Next, select whether you want to Add or Remove a tag. Once you make your selection, select the tag you'd like to add or remove from the dropdown > click Save.
If a client achieves a goal that removes them from the automation, the tag will be automatically removed.
Set it Live
Click the green Set Live button in the top-right to activate the auto-tag. If it is greyed out, re-save your timing or check for missing steps.
Once live, anyone who enters your New Lead automation will automatically receive the New Lead tag. After setting up your auto-actions, your automation is ready to go live.