Jul 23 2021 10:57 AM
I'd like to be able to automate a follow-up email for each service (meeting) booked through Bookings to enable customer service feedback and NPS rating. Similar to the pre-event reminders that are automatically sent, I'd like to schedule one to be sent an hour after the meeting ends.
Bookings currently only offers emails to be sent in advance of the meeting. I looked at Zapier and other webhooks to see if I could automate it another way and haven't found anything.
Would love if this functionality could be added to Bookings and/or if anyone knows an immediate solution so we can stop manually sending templated emails.
Thanks!
Jul 27 2021 01:16 PM
Aug 03 2021 05:47 AM
Would be great to know if you figure that out @VirginiaTX , I find Power Automate very confusing!
Aug 04 2021 09:00 AM
Aug 12 2021 08:30 AM
Solution@JenAH- Initially I had thought Power Automate as well, after some testing yesterday I just realized today as I was about to respond that I didn't have the email address of the person booking the appointment; the person you want to follow-up with 😵.
In any case, what we know so far is:
The technical stuff
I'm not going to take credit for this as I had to reach out to the Power Automate Community (👀 https://powerusers.microsoft.com/t5/General-Power-Automate/Get-events-V4-Filter-Query/m-p/1226247/hi...); essentially you can use Get Events (V4) to filter all the calendar events by 'organizer' name
What you GET from the event doesn't include the email of the person booking however...
Conclusion
I am not aware of a way to send emails programmatically to follow-up with a Booking.
Aug 12 2021 08:56 AM
Aug 17 2021 11:19 AM
Aug 17 2021 02:27 PM
Aug 12 2021 08:30 AM
Solution@JenAH- Initially I had thought Power Automate as well, after some testing yesterday I just realized today as I was about to respond that I didn't have the email address of the person booking the appointment; the person you want to follow-up with 😵.
In any case, what we know so far is:
The technical stuff
I'm not going to take credit for this as I had to reach out to the Power Automate Community (👀 https://powerusers.microsoft.com/t5/General-Power-Automate/Get-events-V4-Filter-Query/m-p/1226247/hi...); essentially you can use Get Events (V4) to filter all the calendar events by 'organizer' name
What you GET from the event doesn't include the email of the person booking however...
Conclusion
I am not aware of a way to send emails programmatically to follow-up with a Booking.