Automations

Où le trouver

Comment ça marche

1. Each row shows whether it is a notification in the app for you or an email to the client.
2. Notifications are on by default, emails to clients off.
3. Switch on what you want and, where possible, pick the number of days: follow up a quote after 3 days, a payment reminder 3 days before the due date, a notification 7 days before the event, a day before delivery and pickup, and a thank-you email afterwards.
4. Choose Save.
5. Each message goes once; anything that was due more than a week ago is not sent after all.

Bon à savoir

• Les membres de l’équipe ont besoin de l’autorisation « Business settings ». Le propriétaire la règle dans Settings → Team → Roles and permissions (l’app est en anglais).

Guides associés

• OverviewThe NOZAIA Events overview: upcoming events, new inquiries, what is in the quote stage, today's tasks and what is overdue. Only for a business that picked an event type under Business type (planning, rentals, styling or venue).
• My dayYour events, runs and tasks for today and the coming week
• InquiriesWhat comes in through your site, and what you note yourself
• QuotesQuotes per event: send, acceptance, payment schedule