{"id":1049,"date":"2025-11-27T14:49:35","date_gmt":"2025-11-27T14:49:35","guid":{"rendered":"https:\/\/getbooked.software\/app\/?p=1049"},"modified":"2025-11-27T14:49:35","modified_gmt":"2025-11-27T14:49:35","slug":"how-to-create-automations","status":"publish","type":"post","link":"https:\/\/getbooked.software\/app\/how-to-create-automations\/","title":{"rendered":"How to Create Automations"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1049\" class=\"elementor elementor-1049\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f646d11 e-flex e-con-boxed e-con e-parent\" data-id=\"f646d11\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bff67d5 elementor-widget elementor-widget-text-editor\" data-id=\"bff67d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The <strong>Automations<\/strong> page lets you create rules that automatically move orders from one tab\/status to another.<br \/>This is useful for streamlining workflow, reducing manual admin, and ensuring orders progress at the correct time.<\/p><p>If no rules are set, you will see:<br \/><strong>\u201cNo rules found\u2026\u201d<\/strong><\/p><p>Below is a detailed breakdown of every field and how to use this feature.<\/p><ol><li><strong> What Automations Do<\/strong><\/li><\/ol><p>Automations allow you to automatically:<\/p><ul><li>Move orders between warehouse\/booking tabs<\/li><li>Trigger workflow changes based on time<\/li><li>Ensure orders progress through stages without manual clicking<\/li><\/ul><p>Examples of what you can automate:<\/p><ul><li>Move orders from <strong>\u201cNew Order\u201d<\/strong> \u2192 <strong>\u201cSent to Warehouse\u201d<\/strong> 24 hours before the booking start<\/li><li>Move orders from <strong>\u201cQuoted\u201d<\/strong> \u2192 <strong>\u201cInvoiced\u201d<\/strong> automatically after a set time<\/li><li>Move orders from <strong>\u201cInvoiced\u201d<\/strong> \u2192 <strong>\u201cCompleted\u201d<\/strong> after a booking ends<\/li><li>Remind the warehouse by moving incoming orders to a preparation stage before the handover<\/li><\/ul><ol start=\"2\"><li><strong> Channel<\/strong><\/li><\/ol><p>The <strong>Channel<\/strong> dropdown defines where this automation applies.<\/p><p>Example channel:<\/p><p><strong>Warehouse<\/strong><\/p><p>This means the automation will move orders between warehouse\/booking tabs (the same ones you set in \u201cWarehouse Tabs\u201d).<\/p><p>Your platform may support other channels in future (e.g., notifications, emails), but here it refers specifically to order movement.<\/p><ol start=\"3\"><li><strong> Event<\/strong><\/li><\/ol><p>The <strong>Event<\/strong> defines <em>when<\/em> the automation should activate.<\/p><p>Common event options include:<\/p><ul><li><strong>Before Order Start<\/strong><\/li><li><strong>After Order Start<\/strong><\/li><li><strong>Before Order End<\/strong><\/li><li><strong>After Order End<\/strong><\/li><li><strong>On Creation<\/strong><\/li><li><strong>On Payment<\/strong><\/li><\/ul><p>(Your screenshot shows <strong>Before Order Start<\/strong>.)<\/p><p><strong>Example:<\/strong><\/p><p>If you select <strong>Before Order Start<\/strong>, the automation will trigger <em>before the booking begins<\/em>, based on the duration you define.<\/p><ol start=\"4\"><li><strong> Move From<\/strong><\/li><\/ol><p>This is the current status\/tab where the order must be for the rule to activate.<\/p><p>Example:<\/p><ul><li><strong>New Order<\/strong><\/li><li><strong>Invoiced<\/strong><\/li><li><strong>Quoted<\/strong><\/li><li><strong>Sent to Warehouse<\/strong><\/li><li><strong>Completed<\/strong><\/li><li><strong>Bin<\/strong><\/li><\/ul><p>Only orders in the \u201cMove From\u201d tab will be affected.<\/p><ol start=\"5\"><li><strong> Move To<\/strong><\/li><\/ol><p>This defines where the order will be moved once the automation triggers.<\/p><p>Example:<\/p><ul><li><strong>Invoiced<\/strong><\/li><li><strong>Sent to Warehouse<\/strong><\/li><li><strong>Completed<\/strong><\/li><li><strong>New Order<\/strong><\/li><li><strong>Any custom tab you created<\/strong><\/li><\/ul><ol start=\"6\"><li><strong> Duration<\/strong><\/li><\/ol><p>This determines <em>when<\/em> the automation will run relative to the event.<\/p><p>The fields are:<\/p><ul><li><strong>Days<\/strong><\/li><li><strong>Hours<\/strong><\/li><li><strong>Minutes<\/strong><\/li><\/ul><p><strong>Examples:<\/strong><\/p><p><strong>Example 1 \u2014 Move 2 hours before booking starts<\/strong><\/p><ul><li>Duration:<ul><li>Days: 0<\/li><li>Hours: 2<\/li><li>Minutes: 0<\/li><\/ul><\/li><li>Event: <em>Before Order Start<\/em><\/li><\/ul><p><strong>Example 2 \u2014 Move 1 day after order ends<\/strong><\/p><ul><li>Event: <em>After Order End<\/em><\/li><li>Duration:<ul><li>Days: 1<\/li><li>Hours: 0<\/li><li>Minutes: 0<\/li><\/ul><\/li><\/ul><p><strong>Example 3 \u2014 Move immediately when created<\/strong><\/p><ul><li>Event: <em>On Creation<\/em><\/li><li>Duration: all fields 0<\/li><\/ul><ol start=\"7\"><li><strong> Add Rule<\/strong><\/li><\/ol><p>Once all fields are completed:<\/p><p><strong>Click Add<\/strong><\/p><p>This creates the automation and adds it to your active rules list.<\/p><p>You will now see it displayed in the upper section of the page.<\/p><p>Rules can include:<\/p><ul><li>Rule name (auto-generated or displayed as details)<\/li><li>Channel<\/li><li>Event<\/li><li>Movement (From \u2192 To)<\/li><li>Trigger timing<\/li><\/ul><p>You can create <strong>unlimited<\/strong> automation rules.<\/p><ol start=\"8\"><li><strong> How Automations Work in Real Life<\/strong><\/li><\/ol><p>Here are practical examples of common usage.<\/p><p><strong>\u2714<\/strong><strong> Automatically prepare orders 1 day before they start<\/strong><\/p><ul><li>Channel: Warehouse<\/li><li>Event: Before Order Start<\/li><li>Move From: New Order<\/li><li>Move To: Sent to Warehouse<\/li><li>Duration: 1 Day<\/li><\/ul><p><strong>\u2714<\/strong><strong> Move a booking to \u201cCompleted\u201d 1 hour after it ends<\/strong><\/p><ul><li>Channel: Warehouse<\/li><li>Event: After Order End<\/li><li>Move From: Sent to Warehouse<\/li><li>Move To: Completed<\/li><li>Duration: 1 Hour<\/li><\/ul><p><strong>\u2714<\/strong><strong> Move unpaid invoices to \u201cQuoted\u201d after 48 hours<\/strong><\/p><ul><li>Event: After Order Start or On Creation<\/li><li>Move From: Invoiced<\/li><li>Move To: Quoted<\/li><li>Duration: 2 Days<\/li><\/ul><p><strong>\u2714<\/strong><strong> Send an order back to &#8216;New Order&#8217; immediately if incorrectly placed<\/strong><\/p><ul><li>Event: On Creation<\/li><li>Move From: Any Tab<\/li><li>Move To: New Order<\/li><li>Duration: 0<\/li><\/ul><ol start=\"9\"><li><strong> Deleting \/ Editing Rules<\/strong><\/li><\/ol><p>Once rules appear, you can:<\/p><ul><li>Edit them<\/li><li>Delete them<\/li><li>Temporarily disable them (depending on your platform\u2019s options)<\/li><\/ul><p>This keeps automation tidy and prevents conflicting rules.<\/p><ol start=\"10\"><li><strong> Save Changes<\/strong><\/li><\/ol><p>Automations generally save instantly when added.<br \/>No extra save button is required unless your platform version shows one.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>The Automations page lets you create rules that automatically move orders from one tab\/status to another.This is useful for streamlining workflow, reducing manual admin, and ensuring orders progress at the correct time. If no rules are set, you will see:\u201cNo rules found\u2026\u201d Below is a detailed breakdown of every field and how to use this [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-1049","post","type-post","status-publish","format-standard","hentry","category-getting-started"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create Automations - GetBooked Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/getbooked.software\/app\/how-to-create-automations\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create Automations - GetBooked Software\" \/>\n<meta property=\"og:description\" content=\"The Automations page lets you create rules that automatically move orders from one tab\/status to another.This is useful for streamlining workflow, reducing manual admin, and ensuring orders progress at the correct time. 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