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No more lost income from cancellations

Automatically Fill Those Cancelled Lessons or Appointments in Your Horse Biz With One Click

July 13, 20231 min read

If you're a horse pro, you know what it's like to have a day filled with back to back lessons or appointments and someone texts to cancel. What do you do then? You can't send out 50 texts or emails to other clients to try and fill the spot, and you definitely don't want to have a weird 50 minute gap in your day. Let HBA automatically notify your clients when you have an available appointment instead!

1. Create a custom value with your client's emails that you would like to notify

2 Create a new workflow

3. Set up the workflow trigger: Appointment Status (event type: normal, appt is: cancelled, in calendar: select your lesson calendar)

4. Add an action: Internal Notification

Type of notification = email

To user type = custom email

Select custom value

Add message and subject line with link to calendar to fill the lesson spot

5. When a client cancels, make sure they cancel the appointment in your HBA lesson calendar! Or be sure you set the appointment status to "cancelled"

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No more lost income from cancellations

Automatically Fill Those Cancelled Lessons or Appointments in Your Horse Biz With One Click

July 13, 20231 min read

If you're a horse pro, you know what it's like to have a day filled with back to back lessons or appointments and someone texts to cancel. What do you do then? You can't send out 50 texts or emails to other clients to try and fill the spot, and you definitely don't want to have a weird 50 minute gap in your day. Let HBA automatically notify your clients when you have an available appointment instead!

1. Create a custom value with your client's emails that you would like to notify

2 Create a new workflow

3. Set up the workflow trigger: Appointment Status (event type: normal, appt is: cancelled, in calendar: select your lesson calendar)

4. Add an action: Internal Notification

Type of notification = email

To user type = custom email

Select custom value

Add message and subject line with link to calendar to fill the lesson spot

5. When a client cancels, make sure they cancel the appointment in your HBA lesson calendar! Or be sure you set the appointment status to "cancelled"

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