Add Event Action

Article author
Nicole
  • Updated

When you add an event, you can set its schedule, Event Type, who is attending, and its name.

You can set Event Types in Settings › Event Types.

In the example above, I can create an automation that, upon booking a Wedding client, I create an unscheduled (to be determined) Engagement Session. The contacts that are marked as clients are attending and the name of the event is “E-Session”.

Other ideas:

  • Automatically add a sales meeting for 5 days after the primary session. Attendees include “Clients and Team Members” and call it “Ordering Session”.
  • Automatically add a call to the schedule one month before Wedding date and call it “Wedding Prep Call”

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