[{"data":1,"prerenderedAt":1499},["ShallowReactive",2],{"navigation_docs_en":3,"-en-guides-automations-workflows-actions":747,"-en-guides-automations-workflows-actions-surround":1494},[4,634,674],{"title":5,"icon":6,"path":7,"stem":8,"children":9,"page":40},"Guides","i-prime-book","\u002Fen\u002Fguides","en\u002F01.guides",[10,41,150,194,209,243,286,309,328,367,426,450],{"title":11,"icon":12,"path":13,"stem":14,"children":15,"page":40},"Get started","i-prime-flag","\u002Fen\u002Fguides\u002Fget-started","en\u002F01.guides\u002F01.get-started",[16,21,25,30,35],{"title":17,"path":18,"stem":19,"icon":20},"What Requiply is","\u002Fen\u002Fguides\u002Fget-started\u002Fwhat-is-requiply","en\u002F01.guides\u002F01.get-started\u002F01.what-is-requiply","i-prime-info-circle",{"title":22,"path":23,"stem":24,"icon":6},"Core concepts","\u002Fen\u002Fguides\u002Fget-started\u002Fcore-concepts","en\u002F01.guides\u002F01.get-started\u002F02.core-concepts",{"title":26,"path":27,"stem":28,"icon":29},"First setup checklist","\u002Fen\u002Fguides\u002Fget-started\u002Ffirst-setup-checklist","en\u002F01.guides\u002F01.get-started\u002F03.first-setup-checklist","i-rq-list-check",{"title":31,"path":32,"stem":33,"icon":34},"Your first booking","\u002Fen\u002Fguides\u002Fget-started\u002Ffirst-booking","en\u002F01.guides\u002F01.get-started\u002F04.first-booking","i-prime-directions",{"title":36,"path":37,"stem":38,"icon":39},"Signing in and resetting your password","\u002Fen\u002Fguides\u002Fget-started\u002Fsign-in-and-password","en\u002F01.guides\u002F01.get-started\u002F05.sign-in-and-password","i-prime-sign-in",false,{"title":42,"icon":43,"path":44,"stem":45,"children":46},"Booking","i-rq-calendar","\u002Fen\u002Fguides\u002Fbookings","en\u002F01.guides\u002F02.bookings\u002Findex",[47,49,54,58,80,104,124,140,145],{"title":48,"path":44,"stem":45,"icon":43},"Overview",{"title":50,"path":51,"stem":52,"icon":53},"Manage bookings","\u002Fen\u002Fguides\u002Fbookings\u002Fmanage","en\u002F01.guides\u002F02.bookings\u002F01.manage","i-rq-table",{"title":55,"path":56,"stem":57,"icon":43},"Calendar","\u002Fen\u002Fguides\u002Fbookings\u002Fcalendar","en\u002F01.guides\u002F02.bookings\u002F02.calendar",{"title":59,"icon":60,"path":61,"stem":62,"children":63},"Add booking","i-rq-calendar-plus","\u002Fen\u002Fguides\u002Fbookings\u002Fadd-booking","en\u002F01.guides\u002F02.bookings\u002F03.add-booking\u002Findex",[64,65,70,75],{"title":48,"path":61,"stem":62,"icon":60},{"title":66,"path":67,"stem":68,"icon":69},"Booking dates","\u002Fen\u002Fguides\u002Fbookings\u002Fadd-booking\u002Fbooking-dates","en\u002F01.guides\u002F02.bookings\u002F03.add-booking\u002F01.booking-dates","i-rq-set-calendar-clock",{"title":71,"path":72,"stem":73,"icon":74},"Scanning and pinning","\u002Fen\u002Fguides\u002Fbookings\u002Fadd-booking\u002Fscanning-and-pinning","en\u002F01.guides\u002F02.bookings\u002F03.add-booking\u002F02.scanning-and-pinning","i-prime-qrcode",{"title":76,"path":77,"stem":78,"icon":79},"Client and details","\u002Fen\u002Fguides\u002Fbookings\u002Fadd-booking\u002Fclient-and-details","en\u002F01.guides\u002F02.bookings\u002F03.add-booking\u002F03.client-and-details","i-rq-users",{"title":81,"icon":69,"path":82,"stem":83,"children":84,"page":40},"Changing a booking","\u002Fen\u002Fguides\u002Fbookings\u002Fchanging","en\u002F01.guides\u002F02.bookings\u002F04.changing",[85,89,94,99],{"title":86,"path":87,"stem":88,"icon":69},"Edit booking dates","\u002Fen\u002Fguides\u002Fbookings\u002Fchanging\u002Fdates","en\u002F01.guides\u002F02.bookings\u002F04.changing\u002F01.dates",{"title":90,"path":91,"stem":92,"icon":93},"Edit booking items","\u002Fen\u002Fguides\u002Fbookings\u002Fchanging\u002Fitems","en\u002F01.guides\u002F02.bookings\u002F04.changing\u002F02.items","i-rq-box",{"title":95,"path":96,"stem":97,"icon":98},"Edit booking services","\u002Fen\u002Fguides\u002Fbookings\u002Fchanging\u002Fservices","en\u002F01.guides\u002F02.bookings\u002F04.changing\u002F03.services","i-rq-briefcase",{"title":100,"path":101,"stem":102,"icon":103},"Booking cost adjustment","\u002Fen\u002Fguides\u002Fbookings\u002Fchanging\u002Fcost-adjustment","en\u002F01.guides\u002F02.bookings\u002F04.changing\u002F04.cost-adjustment","i-rq-set-percent",{"title":105,"icon":106,"path":107,"stem":108,"children":109,"page":40},"Payments and documents","i-rq-set-receipt","\u002Fen\u002Fguides\u002Fbookings\u002Fpayments-and-documents","en\u002F01.guides\u002F02.bookings\u002F05.payments-and-documents",[110,115,119],{"title":111,"path":112,"stem":113,"icon":114},"Money on a booking","\u002Fen\u002Fguides\u002Fbookings\u002Fpayments-and-documents\u002Fmoney-on-a-booking","en\u002F01.guides\u002F02.bookings\u002F05.payments-and-documents\u002F01.money-on-a-booking","i-prime-wallet",{"title":116,"path":117,"stem":118,"icon":106},"Invoice groups","\u002Fen\u002Fguides\u002Fbookings\u002Fpayments-and-documents\u002Finvoice-groups","en\u002F01.guides\u002F02.bookings\u002F05.payments-and-documents\u002F02.invoice-groups",{"title":120,"path":121,"stem":122,"icon":123},"Booking documents","\u002Fen\u002Fguides\u002Fbookings\u002Fpayments-and-documents\u002Fdocuments","en\u002F01.guides\u002F02.bookings\u002F05.payments-and-documents\u002F03.documents","i-rq-set-file-pdf",{"title":125,"icon":126,"path":127,"stem":128,"children":129},"Pickup and return checklists","i-rq-check-all","\u002Fen\u002Fguides\u002Fbookings\u002Fchecklists","en\u002F01.guides\u002F02.bookings\u002F06.checklists\u002Findex",[130,131,135],{"title":48,"path":127,"stem":128,"icon":126},{"title":132,"path":133,"stem":134,"icon":29},"Assigning and replacing at pickup","\u002Fen\u002Fguides\u002Fbookings\u002Fchecklists\u002Fpickup","en\u002F01.guides\u002F02.bookings\u002F06.checklists\u002F01.pickup",{"title":136,"path":137,"stem":138,"icon":139},"Returns","\u002Fen\u002Fguides\u002Fbookings\u002Fchecklists\u002Freturns","en\u002F01.guides\u002F02.bookings\u002F06.checklists\u002F02.returns","i-prime-undo",{"title":141,"path":142,"stem":143,"icon":144},"Subrentals","\u002Fen\u002Fguides\u002Fbookings\u002Fsubrentals","en\u002F01.guides\u002F02.bookings\u002F07.subrentals","i-rq-set-swap",{"title":146,"path":147,"stem":148,"icon":149},"Sell items on a booking","\u002Fen\u002Fguides\u002Fbookings\u002Fsell-items","en\u002F01.guides\u002F02.bookings\u002F08.sell-items","i-rq-cart-plus",{"title":151,"icon":93,"path":152,"stem":153,"children":154},"Inventory","\u002Fen\u002Fguides\u002Finventory","en\u002F01.guides\u002F03.inventory\u002Findex",[155,156,160,165,170,181,185,189],{"title":48,"path":152,"stem":153,"icon":93},{"title":157,"path":158,"stem":159,"icon":93},"Manage inventory","\u002Fen\u002Fguides\u002Finventory\u002Fmanage","en\u002F01.guides\u002F03.inventory\u002F01.manage",{"title":161,"path":162,"stem":163,"icon":164},"Add item","\u002Fen\u002Fguides\u002Finventory\u002Fadd-item","en\u002F01.guides\u002F03.inventory\u002F02.add-item","i-rq-box-plus",{"title":166,"path":167,"stem":168,"icon":169},"Bundles","\u002Fen\u002Fguides\u002Finventory\u002Fbundles","en\u002F01.guides\u002F03.inventory\u002F03.bundles","i-rq-set-layers",{"title":171,"icon":172,"path":173,"stem":174,"children":175},"Categories","i-rq-set-shapes","\u002Fen\u002Fguides\u002Finventory\u002Fcategories","en\u002F01.guides\u002F03.inventory\u002F04.categories\u002Findex",[176,177],{"title":48,"path":173,"stem":174,"icon":172},{"title":178,"path":179,"stem":180,"icon":172},"Add or edit category","\u002Fen\u002Fguides\u002Finventory\u002Fcategories\u002Fadd-or-edit","en\u002F01.guides\u002F03.inventory\u002F04.categories\u002F01.add-or-edit",{"title":182,"path":183,"stem":184,"icon":74},"QR codes and barcodes","\u002Fen\u002Fguides\u002Finventory\u002Fqr-and-barcodes","en\u002F01.guides\u002F03.inventory\u002F05.qr-and-barcodes",{"title":186,"path":187,"stem":188,"icon":29},"Inventory tasks","\u002Fen\u002Fguides\u002Finventory\u002Ftasks","en\u002F01.guides\u002F03.inventory\u002F06.tasks",{"title":190,"path":191,"stem":192,"icon":193},"Import inventory","\u002Fen\u002Fguides\u002Finventory\u002Fimport","en\u002F01.guides\u002F03.inventory\u002F07.import","i-prime-download",{"title":195,"icon":98,"path":196,"stem":197,"children":198},"Services","\u002Fen\u002Fguides\u002Fservices","en\u002F01.guides\u002F04.services\u002Findex",[199,200,204],{"title":48,"path":196,"stem":197,"icon":98},{"title":201,"path":202,"stem":203,"icon":98},"Manage services","\u002Fen\u002Fguides\u002Fservices\u002Fmanage","en\u002F01.guides\u002F04.services\u002F01.manage",{"title":205,"path":206,"stem":207,"icon":208},"Add or edit service","\u002Fen\u002Fguides\u002Fservices\u002Fadd-or-edit","en\u002F01.guides\u002F04.services\u002F02.add-or-edit","i-rq-briefcase-plus",{"title":210,"icon":79,"path":211,"stem":212,"children":213},"Clients","\u002Fen\u002Fguides\u002Fclients","en\u002F01.guides\u002F05.clients\u002Findex",[214,215,219,224,229,234,239],{"title":48,"path":211,"stem":212,"icon":79},{"title":216,"path":217,"stem":218,"icon":79},"Manage clients","\u002Fen\u002Fguides\u002Fclients\u002Fmanage","en\u002F01.guides\u002F05.clients\u002F01.manage",{"title":220,"path":221,"stem":222,"icon":223},"Client details","\u002Fen\u002Fguides\u002Fclients\u002Fclient-details","en\u002F01.guides\u002F05.clients\u002F02.client-details","i-rq-set-contact",{"title":225,"path":226,"stem":227,"icon":228},"Add or edit client","\u002Fen\u002Fguides\u002Fclients\u002Fadd-or-edit","en\u002F01.guides\u002F05.clients\u002F03.add-or-edit","i-rq-users-plus",{"title":230,"path":231,"stem":232,"icon":233},"Debt settlement","\u002Fen\u002Fguides\u002Fclients\u002Fdebt-settlement","en\u002F01.guides\u002F05.clients\u002F04.debt-settlement","i-rq-set-wallet",{"title":235,"path":236,"stem":237,"icon":238},"Calls","\u002Fen\u002Fguides\u002Fclients\u002Fcalls","en\u002F01.guides\u002F05.clients\u002F05.calls","i-rq-phone",{"title":240,"path":241,"stem":242,"icon":193},"Import clients","\u002Fen\u002Fguides\u002Fclients\u002Fimport","en\u002F01.guides\u002F05.clients\u002F06.import",{"title":244,"icon":245,"path":246,"stem":247,"children":248,"page":40},"Conversations","i-rq-comments","\u002Fen\u002Fguides\u002Fconversations","en\u002F01.guides\u002F06.conversations",[249,253,258,276,281],{"title":250,"path":251,"stem":252,"icon":245},"Conversations inbox","\u002Fen\u002Fguides\u002Fconversations\u002Finbox","en\u002F01.guides\u002F06.conversations\u002F01.inbox",{"title":254,"path":255,"stem":256,"icon":257},"AI assistant and handoff","\u002Fen\u002Fguides\u002Fconversations\u002Fai-and-handoff","en\u002F01.guides\u002F06.conversations\u002F02.ai-and-handoff","i-rq-set-ai-chat",{"title":259,"icon":260,"path":261,"stem":262,"children":263},"Channels","i-prime-inbox","\u002Fen\u002Fguides\u002Fconversations\u002Fchannels","en\u002F01.guides\u002F06.conversations\u002F03.channels\u002Findex",[264,266,271],{"title":265,"path":261,"stem":262,"icon":260},"Omnichannel inbox",{"title":267,"path":268,"stem":269,"icon":270},"Instagram","\u002Fen\u002Fguides\u002Fconversations\u002Fchannels\u002Finstagram","en\u002F01.guides\u002F06.conversations\u002F03.channels\u002F01.instagram","i-prime-instagram",{"title":272,"path":273,"stem":274,"icon":275},"OLX","\u002Fen\u002Fguides\u002Fconversations\u002Fchannels\u002Folx","en\u002F01.guides\u002F06.conversations\u002F03.channels\u002F02.olx","i-prime-shopping-bag",{"title":277,"path":278,"stem":279,"icon":280},"Comments","\u002Fen\u002Fguides\u002Fconversations\u002Fcomments","en\u002F01.guides\u002F06.conversations\u002F04.comments","i-prime-comment",{"title":282,"path":283,"stem":284,"icon":285},"Notifications","\u002Fen\u002Fguides\u002Fconversations\u002Fnotifications","en\u002F01.guides\u002F06.conversations\u002F05.notifications","i-prime-bell",{"title":287,"icon":288,"path":289,"stem":290,"children":291},"Sales","i-rq-cart","\u002Fen\u002Fguides\u002Fsales","en\u002F01.guides\u002F07.sales\u002Findex",[292,293,297,301,305],{"title":48,"path":289,"stem":290,"icon":288},{"title":294,"path":295,"stem":296,"icon":288},"Sales list","\u002Fen\u002Fguides\u002Fsales\u002Flist","en\u002F01.guides\u002F07.sales\u002F01.list",{"title":298,"path":299,"stem":300,"icon":149},"New sale","\u002Fen\u002Fguides\u002Fsales\u002Fnew-sale","en\u002F01.guides\u002F07.sales\u002F02.new-sale",{"title":302,"path":303,"stem":304,"icon":106},"Sale page","\u002Fen\u002Fguides\u002Fsales\u002Fsale-page","en\u002F01.guides\u002F07.sales\u002F03.sale-page",{"title":306,"path":307,"stem":308,"icon":93},"Sale items and stock","\u002Fen\u002Fguides\u002Fsales\u002Fitems-and-stock","en\u002F01.guides\u002F07.sales\u002F04.items-and-stock",{"title":310,"icon":311,"path":312,"stem":313,"children":314,"page":40},"Reports","i-rq-chart-line","\u002Fen\u002Fguides\u002Freports","en\u002F01.guides\u002F08.reports",[315,320,324],{"title":316,"path":317,"stem":318,"icon":319},"Dashboard","\u002Fen\u002Fguides\u002Freports\u002Fdashboard","en\u002F01.guides\u002F08.reports\u002F01.dashboard","i-rq-home",{"title":321,"path":322,"stem":323,"icon":311},"Analytics","\u002Fen\u002Fguides\u002Freports\u002Fanalytics","en\u002F01.guides\u002F08.reports\u002F02.analytics",{"title":310,"path":325,"stem":326,"icon":327},"\u002Fen\u002Fguides\u002Freports\u002Freports","en\u002F01.guides\u002F08.reports\u002F03.reports","i-prime-chart-bar",{"title":329,"icon":330,"path":331,"stem":332,"children":333},"Online booking","i-rq-globe","\u002Fen\u002Fguides\u002Fonline-booking","en\u002F01.guides\u002F09.online-booking\u002Findex",[334,336,341,345,350,354,359,363],{"title":335,"path":331,"stem":332,"icon":330},"Client portal",{"title":337,"path":338,"stem":339,"icon":340},"Portal settings","\u002Fen\u002Fguides\u002Fonline-booking\u002Fportal-settings","en\u002F01.guides\u002F09.online-booking\u002F01.portal-settings","i-rq-set-globe",{"title":342,"path":343,"stem":344,"icon":60},"Booking flow","\u002Fen\u002Fguides\u002Fonline-booking\u002Fbooking-flow","en\u002F01.guides\u002F09.online-booking\u002F02.booking-flow",{"title":346,"path":347,"stem":348,"icon":349},"Customer accounts","\u002Fen\u002Fguides\u002Fonline-booking\u002Fcustomer-accounts","en\u002F01.guides\u002F09.online-booking\u002F03.customer-accounts","i-rq-set-users",{"title":351,"path":352,"stem":353,"icon":257},"Booking assistant","\u002Fen\u002Fguides\u002Fonline-booking\u002Fbooking-assistant","en\u002F01.guides\u002F09.online-booking\u002F04.booking-assistant",{"title":355,"path":356,"stem":357,"icon":358},"Website embed","\u002Fen\u002Fguides\u002Fonline-booking\u002Fwebsite-embed","en\u002F01.guides\u002F09.online-booking\u002F05.website-embed","i-prime-code",{"title":360,"path":361,"stem":362,"icon":257},"AI web widget","\u002Fen\u002Fguides\u002Fonline-booking\u002Fweb-widget","en\u002F01.guides\u002F09.online-booking\u002F06.web-widget",{"title":364,"path":365,"stem":366,"icon":340},"Domains","\u002Fen\u002Fguides\u002Fonline-booking\u002Fcustom-domains","en\u002F01.guides\u002F09.online-booking\u002F07.custom-domains",{"title":368,"icon":369,"path":370,"stem":371,"children":372,"page":40},"Automations and templates","i-rq-set-flow","\u002Fen\u002Fguides\u002Fautomations","en\u002F01.guides\u002F10.automations",[373,394,405,416],{"title":374,"icon":369,"path":375,"stem":376,"children":377},"Workflows","\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows","en\u002F01.guides\u002F10.automations\u002F01.workflows\u002Findex",[378,379,384,389],{"title":48,"path":375,"stem":376,"icon":369},{"title":380,"path":381,"stem":382,"icon":383},"Triggers and filters","\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows\u002Ftriggers-and-filters","en\u002F01.guides\u002F10.automations\u002F01.workflows\u002F01.triggers-and-filters","i-prime-filter",{"title":385,"path":386,"stem":387,"icon":388},"Actions","\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows\u002Factions","en\u002F01.guides\u002F10.automations\u002F01.workflows\u002F02.actions","i-prime-send",{"title":390,"path":391,"stem":392,"icon":393},"Recipes","\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows\u002Frecipes","en\u002F01.guides\u002F10.automations\u002F01.workflows\u002F03.recipes","i-prime-lightbulb",{"title":395,"icon":396,"path":397,"stem":398,"children":399},"Email templates","i-rq-set-envelope","\u002Fen\u002Fguides\u002Fautomations\u002Femail-templates","en\u002F01.guides\u002F10.automations\u002F02.email-templates\u002Findex",[400,401],{"title":48,"path":397,"stem":398,"icon":396},{"title":402,"path":403,"stem":404,"icon":396},"Add or edit email template","\u002Fen\u002Fguides\u002Fautomations\u002Femail-templates\u002Fadd-or-edit","en\u002F01.guides\u002F10.automations\u002F02.email-templates\u002F01.add-or-edit",{"title":406,"icon":407,"path":408,"stem":409,"children":410},"Message templates","i-rq-set-message","\u002Fen\u002Fguides\u002Fautomations\u002Fmessage-templates","en\u002F01.guides\u002F10.automations\u002F03.message-templates\u002Findex",[411,412],{"title":48,"path":408,"stem":409,"icon":407},{"title":413,"path":414,"stem":415,"icon":407},"Add or edit message template","\u002Fen\u002Fguides\u002Fautomations\u002Fmessage-templates\u002Fadd-or-edit","en\u002F01.guides\u002F10.automations\u002F03.message-templates\u002F01.add-or-edit",{"title":417,"icon":123,"path":418,"stem":419,"children":420},"Custom export templates","\u002Fen\u002Fguides\u002Fautomations\u002Fexport-templates","en\u002F01.guides\u002F10.automations\u002F04.export-templates\u002Findex",[421,422],{"title":48,"path":418,"stem":419,"icon":123},{"title":423,"path":424,"stem":425,"icon":123},"Add or edit export template","\u002Fen\u002Fguides\u002Fautomations\u002Fexport-templates\u002Fadd-or-edit","en\u002F01.guides\u002F10.automations\u002F04.export-templates\u002F01.add-or-edit",{"title":427,"icon":428,"path":429,"stem":430,"children":431},"Mobile App","i-prime-mobile","\u002Fen\u002Fguides\u002Fmobile-app","en\u002F01.guides\u002F11.mobile-app\u002Findex",[432,433,437,441,446],{"title":48,"path":429,"stem":430,"icon":428},{"title":434,"path":435,"stem":436,"icon":43},"Bookings on the phone","\u002Fen\u002Fguides\u002Fmobile-app\u002Fbookings","en\u002F01.guides\u002F11.mobile-app\u002F01.bookings",{"title":438,"path":439,"stem":440,"icon":74},"Scanning barcodes and QR codes","\u002Fen\u002Fguides\u002Fmobile-app\u002Fscanning","en\u002F01.guides\u002F11.mobile-app\u002F02.scanning",{"title":442,"path":443,"stem":444,"icon":445},"Slow internet and no connection","\u002Fen\u002Fguides\u002Fmobile-app\u002Fslow-and-offline","en\u002F01.guides\u002F11.mobile-app\u002F03.slow-and-offline","i-prime-wifi",{"title":447,"path":448,"stem":449,"icon":245},"Conversations and comments","\u002Fen\u002Fguides\u002Fmobile-app\u002Fconversations-and-comments","en\u002F01.guides\u002F11.mobile-app\u002F04.conversations-and-comments",{"title":451,"icon":452,"path":453,"stem":454,"children":455},"Settings","i-rq-cog","\u002Fen\u002Fguides\u002Fsettings","en\u002F01.guides\u002F12.settings\u002Findex",[456,457,522,548,575,600,603,629],{"title":48,"path":453,"stem":454,"icon":452},{"title":458,"icon":459,"path":460,"stem":461,"children":462},"Organization settings","i-rq-set-building","\u002Fen\u002Fguides\u002Fsettings\u002Forganization","en\u002F01.guides\u002F12.settings\u002F01.organization\u002Findex",[463,464,468,473,488,499,504,508,518],{"title":48,"path":460,"stem":461,"icon":459},{"title":465,"path":466,"stem":467,"icon":459},"Organization info","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Finfo","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F01.info",{"title":469,"path":470,"stem":471,"icon":472},"Features","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Ffeatures","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F02.features","i-rq-set-toggle",{"title":474,"icon":349,"path":475,"stem":476,"children":477},"Accounts","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002Findex",[478,479,484],{"title":48,"path":475,"stem":476,"icon":349},{"title":480,"path":481,"stem":482,"icon":483},"Permission groups","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts\u002Fpermission-groups","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002F01.permission-groups","i-prime-lock",{"title":485,"path":486,"stem":487,"icon":349},"Edit account","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Faccounts\u002Fedit-account","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F03.accounts\u002F02.edit-account",{"title":489,"icon":490,"path":491,"stem":492,"children":493},"Locations","i-rq-set-map-marker","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Flocations","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F04.locations\u002Findex",[494,495],{"title":48,"path":491,"stem":492,"icon":490},{"title":496,"path":497,"stem":498,"icon":490},"Add or edit location","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Flocations\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F04.locations\u002F01.add-or-edit",{"title":500,"path":501,"stem":502,"icon":503},"Localization","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Flocalization","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F05.localization","i-rq-set-language",{"title":505,"path":506,"stem":507,"icon":69},"Date & time settings","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Fdate-and-time","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F06.date-and-time",{"title":509,"icon":223,"path":510,"stem":511,"children":512},"Employees and subcontractors","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Femployees","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F07.employees\u002Findex",[513,514],{"title":48,"path":510,"stem":511,"icon":223},{"title":515,"path":516,"stem":517,"icon":223},"Add or edit employee or subcontractor","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Femployees\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F07.employees\u002F01.add-or-edit",{"title":519,"path":520,"stem":521,"icon":106},"Billing & plans","\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Fbilling","en\u002F01.guides\u002F12.settings\u002F01.organization\u002F08.billing",{"title":523,"icon":524,"path":525,"stem":526,"children":527},"Integrations","i-prime-link","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002Findex",[528,529,534,539,544],{"title":48,"path":525,"stem":526,"icon":524},{"title":530,"path":531,"stem":532,"icon":533},"Payments","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fpayments","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F01.payments","i-rq-set-card",{"title":535,"path":536,"stem":537,"icon":538},"Communications","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fcommunications","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F02.communications","i-rq-set-comments",{"title":540,"path":541,"stem":542,"icon":543},"Document signing","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fsigning","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F03.signing","i-rq-set-signature",{"title":545,"path":546,"stem":547,"icon":193},"Data migration","\u002Fen\u002Fguides\u002Fsettings\u002Fintegrations\u002Fdata-migration","en\u002F01.guides\u002F12.settings\u002F02.integrations\u002F04.data-migration",{"title":549,"icon":550,"path":551,"stem":552,"children":553},"Pricing","i-rq-set-tags","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002Findex",[554,555,565],{"title":48,"path":551,"stem":552,"icon":550},{"title":556,"icon":550,"path":557,"stem":558,"children":559},"Pricing tiers","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-tiers","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F01.pricing-tiers\u002Findex",[560,561],{"title":48,"path":557,"stem":558,"icon":550},{"title":562,"path":563,"stem":564,"icon":550},"Add or edit pricing tier group","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-tiers\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F01.pricing-tiers\u002F01.add-or-edit",{"title":566,"icon":103,"path":567,"stem":568,"children":569},"Pricing discounts","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-discounts","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F02.pricing-discounts\u002Findex",[570,571],{"title":48,"path":567,"stem":568,"icon":103},{"title":572,"path":573,"stem":574,"icon":103},"Add or edit pricing discount","\u002Fen\u002Fguides\u002Fsettings\u002Fpricing\u002Fpricing-discounts\u002Fadd-or-edit","en\u002F01.guides\u002F12.settings\u002F03.pricing\u002F02.pricing-discounts\u002F01.add-or-edit",{"title":576,"icon":43,"path":577,"stem":578,"children":579},"Bookings","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002Findex",[580,581,586,591,596],{"title":48,"path":577,"stem":578,"icon":43},{"title":582,"path":583,"stem":584,"icon":585},"Booking statuses","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fstatuses","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F01.statuses","i-rq-set-status",{"title":587,"path":588,"stem":589,"icon":590},"Booking creation","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fbooking-creation","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F02.booking-creation","i-rq-set-calendar-plus",{"title":592,"path":593,"stem":594,"icon":595},"Booking duration","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fbooking-duration","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F03.booking-duration","i-rq-set-clock",{"title":597,"path":598,"stem":599,"icon":233},"Deposits","\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fdeposits","en\u002F01.guides\u002F12.settings\u002F04.bookings\u002F04.deposits",{"title":48,"path":601,"stem":602,"icon":93},"\u002Fen\u002Fguides\u002Fsettings\u002Finventory","en\u002F01.guides\u002F12.settings\u002F05.inventory",{"title":604,"icon":605,"path":606,"stem":607,"children":608},"Fields","i-rq-set-field","\u002Fen\u002Fguides\u002Fsettings\u002Ffields","en\u002F01.guides\u002F12.settings\u002F06.fields\u002Findex",[609,610,614,619,624],{"title":48,"path":606,"stem":607,"icon":605},{"title":611,"path":612,"stem":613,"icon":605},"Entity fields","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Fentity-fields","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F01.entity-fields",{"title":615,"path":616,"stem":617,"icon":618},"Level configurations","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Flevel-configurations","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F02.level-configurations","i-rq-set-level-tabs",{"title":620,"path":621,"stem":622,"icon":623},"Table column layout","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Ftable-columns","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F03.table-columns","i-rq-set-table",{"title":625,"path":626,"stem":627,"icon":628},"Detail page fields","\u002Fen\u002Fguides\u002Fsettings\u002Ffields\u002Fdetail-page-fields","en\u002F01.guides\u002F12.settings\u002F06.fields\u002F04.detail-page-fields","i-rq-set-detail-page",{"title":630,"path":631,"stem":632,"icon":633},"Sidebar menu layout","\u002Fen\u002Fguides\u002Fsettings\u002Fmenu-layout","en\u002F01.guides\u002F12.settings\u002F07.menu-layout","i-prime-bars",{"title":635,"icon":636,"path":637,"stem":638,"children":639,"page":40},"AI & MCP","i-prime-sparkles","\u002Fen\u002Fai","en\u002F02.ai",[640,644,669],{"title":641,"path":642,"stem":643,"icon":636},"Requiply Assistant","\u002Fen\u002Fai\u002Frequiply-assistant","en\u002F02.ai\u002F01.requiply-assistant",{"title":645,"icon":646,"path":647,"stem":648,"children":649},"Requiply MCP","i-rq-set-mcp","\u002Fen\u002Fai\u002Fmcp","en\u002F02.ai\u002F02.mcp\u002Findex",[650,651,655,660,664],{"title":48,"path":647,"stem":648,"icon":646},{"title":652,"path":653,"stem":654,"icon":524},"Connecting","\u002Fen\u002Fai\u002Fmcp\u002Fconnecting","en\u002F02.ai\u002F02.mcp\u002F01.connecting",{"title":656,"path":657,"stem":658,"icon":659},"Tools","\u002Fen\u002Fai\u002Fmcp\u002Ftools","en\u002F02.ai\u002F02.mcp\u002F02.tools","i-prime-wrench",{"title":661,"path":662,"stem":663,"icon":393},"Use cases","\u002Fen\u002Fai\u002Fmcp\u002Fuse-cases","en\u002F02.ai\u002F02.mcp\u002F03.use-cases",{"title":665,"path":666,"stem":667,"icon":668},"Troubleshooting","\u002Fen\u002Fai\u002Fmcp\u002Ftroubleshooting","en\u002F02.ai\u002F02.mcp\u002F04.troubleshooting","i-prime-question-circle",{"title":670,"path":671,"stem":672,"icon":673},"AI usage","\u002Fen\u002Fai\u002Fai-usage","en\u002F02.ai\u002F03.ai-usage","i-rq-set-gauge",{"title":675,"icon":358,"path":676,"stem":677,"children":678,"page":40},"Developers","\u002Fen\u002Fdevelopers","en\u002F03.developers",[679,682,687,738,743],{"title":48,"path":680,"stem":681,"icon":358},"\u002Fen\u002Fdevelopers\u002Foverview","en\u002F03.developers\u002F00.overview",{"title":683,"path":684,"stem":685,"icon":686},"Authentication and API Keys","\u002Fen\u002Fdevelopers\u002Fauthentication-and-api-keys","en\u002F03.developers\u002F01.authentication-and-api-keys","i-rq-set-key",{"title":688,"icon":358,"path":689,"stem":690,"children":691},"TypeScript SDK","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk","en\u002F03.developers\u002F02.typescript-sdk\u002Findex",[692,693,697,701,705,709,713,717,721,724,727,731,735],{"title":48,"path":689,"stem":690,"icon":358},{"title":694,"path":695,"stem":696,"icon":358},"Installation","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Finstallation","en\u002F03.developers\u002F02.typescript-sdk\u002F01.installation",{"title":698,"path":699,"stem":700,"icon":358},"Quick Start","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fquick-start","en\u002F03.developers\u002F02.typescript-sdk\u002F02.quick-start",{"title":702,"path":703,"stem":704,"icon":358},"Browser and Server Usage","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fbrowser-and-server-usage","en\u002F03.developers\u002F02.typescript-sdk\u002F03.browser-and-server-usage",{"title":706,"path":707,"stem":708,"icon":358},"Error Handling","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Ferror-handling","en\u002F03.developers\u002F02.typescript-sdk\u002F04.error-handling",{"title":710,"path":711,"stem":712,"icon":358},"Request Options","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Frequest-options","en\u002F03.developers\u002F02.typescript-sdk\u002F05.request-options",{"title":714,"path":715,"stem":716,"icon":358},"Inventory and Categories","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Finventory-and-categories","en\u002F03.developers\u002F02.typescript-sdk\u002F06.inventory-and-categories",{"title":718,"path":719,"stem":720,"icon":358},"Availability and Pricing","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Favailability-and-pricing","en\u002F03.developers\u002F02.typescript-sdk\u002F07.availability-and-pricing",{"title":576,"path":722,"stem":723,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fbookings","en\u002F03.developers\u002F02.typescript-sdk\u002F08.bookings",{"title":210,"path":725,"stem":726,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fclients","en\u002F03.developers\u002F02.typescript-sdk\u002F09.clients",{"title":728,"path":729,"stem":730,"icon":358},"Sales and Goods for Sale","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Fsales","en\u002F03.developers\u002F02.typescript-sdk\u002F10.sales",{"title":732,"path":733,"stem":734,"icon":358},"Organization","\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Forganization","en\u002F03.developers\u002F02.typescript-sdk\u002F11.organization",{"title":310,"path":736,"stem":737,"icon":358},"\u002Fen\u002Fdevelopers\u002Ftypescript-sdk\u002Freports","en\u002F03.developers\u002F02.typescript-sdk\u002F12.reports",{"title":739,"path":740,"stem":741,"icon":742},"REST API Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":749,"body":750,"description":1487,"extension":1488,"links":1489,"meta":1490,"navigation":1491,"path":386,"seo":1492,"stem":387,"__hash__":1493},"docs_en\u002Fen\u002F01.guides\u002F10.automations\u002F01.workflows\u002F02.actions.md","Workflow actions",{"type":751,"value":752,"toc":1473},"minimark",[753,766,770,786,899,904,915,925,929,940,952,955,962,983,989,992,999,1006,1077,1080,1083,1094,1111,1171,1185,1195,1198,1201,1213,1231,1234,1298,1303,1313,1333,1339,1345,1348,1357,1360,1363,1381,1390,1393,1450],[754,755,756,757,761,762,765],"p",{},"The action is the last part of a ",[758,759,760],"a",{"href":375},"workflow",": what Requiply does once the ",[758,763,764],{"href":381},"trigger and filters"," match.",[767,768,385],"h2",{"id":769},"actions",[754,771,772,773,777,778,781,782,785],{},"The ",[774,775,776],"strong",{},"Action"," section decides what the workflow does and who it reaches. There are ",[774,779,780],{},"seven"," action types, listed in this order in the ",[774,783,784],{},"Action type"," dropdown:",[787,788,789,804],"table",{},[790,791,792],"thead",{},[793,794,795,798,801],"tr",{},[796,797,776],"th",{},[796,799,800],{},"What it does",[796,802,803],{},"Uses",[805,806,807,821,833,845,858,870,886],"tbody",{},[793,808,809,815,818],{},[810,811,812],"td",{},[774,813,814],{},"Send email to client",[810,816,817],{},"Emails the booking's client.",[810,819,820],{},"An email template",[793,822,823,828,831],{},[810,824,825],{},[774,826,827],{},"Send email to custom email list",[810,829,830],{},"Emails a fixed list of addresses.",[810,832,820],{},[793,834,835,840,843],{},[810,836,837],{},[774,838,839],{},"Send email to organization accounts",[810,841,842],{},"Emails chosen team members.",[810,844,820],{},[793,846,847,852,855],{},[810,848,849],{},[774,850,851],{},"Send push notification to organization accounts",[810,853,854],{},"Sends a push to chosen team members' phones.",[810,856,857],{},"The title and text you write",[793,859,860,865,868],{},[810,861,862],{},[774,863,864],{},"Send push notification to account groups",[810,866,867],{},"Sends a push to everyone in chosen permission groups.",[810,869,857],{},[793,871,872,877,880],{},[810,873,874],{},[774,875,876],{},"Send message to client (SMS \u002F Viber \u002F Telegram)",[810,878,879],{},"Messages the booking's client through your messaging provider.",[810,881,882,883],{},"A ",[758,884,885],{"href":408},"message template",[793,887,888,893,896],{},[810,889,890],{},[774,891,892],{},"Change booking status",[810,894,895],{},"Moves the booking to another status.",[810,897,898],{},"Nothing else",[900,901,903],"h3",{"id":902},"send-email-to-the-client","Send email (to the client)",[754,905,906,907,910,911],{},"Sends the chosen email template to the ",[774,908,909],{},"client on the booking"," that triggered the workflow. An info note explains the exact behavior: ",[912,913,914],"em",{},"\"Sent to the client on the booking that triggered this workflow. Skipped if the trigger isn't booking-related or the booking has no client.\"",[916,917,918],"ul",{},[919,920,921,924],"li",{},[774,922,923],{},"Email template"," — required.",[900,926,928],{"id":927},"send-email-to-list","Send email to list",[754,930,931,932,935,936,939],{},"Sends the chosen template only to a ",[774,933,934],{},"custom list of email addresses"," you enter as chips (the booking's client is ",[774,937,938],{},"not"," included). Use this for notifications to addresses that aren't Requiply accounts — for example a shared inbox. The list cannot be empty when saving.",[916,941,942,946],{},[919,943,944,924],{},[774,945,923],{},[919,947,948,951],{},[774,949,950],{},"Custom emails"," — at least one address, entered as chips.",[900,953,839],{"id":954},"send-email-to-organization-accounts",[754,956,957,958,961],{},"Sends the chosen template to one or more of your ",[774,959,960],{},"organization's accounts"," (your own team members), rather than to the client or to free-typed addresses. You pick the recipients from your account list.",[916,963,964,968,977],{},[919,965,966,924],{},[774,967,923],{},[919,969,970,973,974],{},[774,971,972],{},"Account recipients"," — a chip\u002Fmulti-select picker of organization accounts. At least one account is required; trying to save with none shows the error toast ",[912,975,976],{},"\"Select at least one organization account.\"",[919,978,979,980],{},"An info note reads: ",[912,981,982],{},"\"Sent to the email of each selected organization account.\"",[754,984,985,986,988],{},"Use this when the recipients are real Requiply accounts — for example, email the assigned manager when a booking is confirmed. (This is the difference from ",[912,987,928],{},", which goes to arbitrary typed addresses that don't have to be accounts.)",[900,990,851],{"id":991},"send-push-notification-to-organization-accounts",[754,993,994,995,998],{},"Sends a ",[774,996,997],{},"mobile push notification"," to selected organization accounts' registered devices. It uses no template: you write the title and text on the workflow itself.",[754,1000,1001],{},[1002,1003],"img",{"alt":1004,"src":1005},"Add-workflow form with the push notification action selected, showing title, body, tap action, and the account picker","\u002Fassets\u002Fsettings\u002Fworkflows\u002Fworkflows\u002Fstaff-push-action.png",[916,1007,1008,1013,1032,1046,1072],{},[919,1009,1010,1012],{},[774,1011,972],{}," — the same account picker as above; at least one required.",[919,1014,1015,1018,1019,1022,1023,1026,1027,1031],{},[774,1016,1017],{},"Notification title"," — ",[774,1020,1021],{},"required",". You can insert booking template variables into it with the ",[774,1024,1025],{},"Insert variable"," picker (for example ",[1028,1029,1030],"code",{},"#{{bookingId}}",").",[919,1033,1034,1037,1038,1041,1042,1045],{},[774,1035,1036],{},"Notification body"," — optional free text, also supports template variables (such as ",[1028,1039,1040],{},"{{clientName}}"," and ",[1028,1043,1044],{},"{{bookingTotal}}","). Left blank, it's saved as empty.",[919,1047,1048,1051,1052],{},[774,1049,1050],{},"Tap action"," — where the notification opens when tapped:\n",[916,1053,1054,1060,1066],{},[919,1055,1056,1059],{},[774,1057,1058],{},"Open booking #ID"," — the triggering booking (default).",[919,1061,1062,1065],{},[774,1063,1064],{},"Open client #ID"," — the booking's client.",[919,1067,1068,1071],{},[774,1069,1070],{},"Open booking list"," — the bookings list.",[919,1073,979,1074],{},[912,1075,1076],{},"\"Users that don't have app installed will be skipped.\"",[754,1078,1079],{},"There is no email template field for this action.",[900,1081,864],{"id":1082},"send-push-notification-to-account-groups",[754,1084,1085,1086,1089,1090,1093],{},"Sends the same kind of push notification as the action above, but to ",[774,1087,1088],{},"account groups"," instead of named accounts. Use it when a whole team should know, for example everyone in ",[912,1091,1092],{},"Warehouse",", without listing people one by one.",[1095,1096,1097,1101],"figure",{},[1002,1098],{"src":1099,"alt":1100},"\u002Fassets\u002Fsettings\u002Fworkflows\u002Fworkflows\u002Fgroup-push-action.png","The Add workflow form named Pickup tomorrow: alert the booking team, with the action type Send push notification to account groups. Under Recipient groups, a Booking managers chip and a plus button, the line Currently in these groups: Emily Carter, and the info note about everyone in the groups at the moment the workflow runs. The Add account group dialog is open over the form and offers Administrators, 1 account. The Preview column shows the action with its recipient groups",[1102,1103,1104],"figcaption",{},[754,1105,1106,1107,1110],{},"Adding a second group from the ",[774,1108,1109],{},"Add account group"," dialog. The line under the chips lists who is in the selected groups right now.",[916,1112,1113,1140,1150,1166],{},[919,1114,1115,1118,1119,1121,1122,1125,1126,1128,1129,1132,1133,1136,1137],{},[774,1116,1117],{},"Recipient groups",": ",[774,1120,1021],{},". Click ",[774,1123,1124],{},"+"," to open ",[774,1127,1109],{},", which lists each ",[758,1130,1131],{"href":481},"permission group"," with its number of accounts. Picked groups appear as chips; remove one with its ",[774,1134,1135],{},"×",". When every group is already picked, the dialog says ",[912,1138,1139],{},"All account groups are selected.",[919,1141,1142,1143,1146,1147],{},"Under the chips, Requiply shows who is in those groups now: ",[912,1144,1145],{},"Currently in these groups: {names}",", or ",[912,1148,1149],{},"The selected groups have no accounts yet.",[919,1151,1152,1154,1155,1158,1159,1161,1162,1165],{},[774,1153,1017],{},", ",[774,1156,1157],{},"Notification body (optional)",", and ",[774,1160,1050],{}," work exactly as in ",[758,1163,851],{"href":1164},"#send-push-notification-to-organization-accounts",", booking variables included.",[919,1167,979,1168],{},[912,1169,1170],{},"\"Everyone in the selected groups at the moment the workflow runs gets the notification, so accounts added to a group later are included automatically. Users that don't have the app installed will be skipped.\"",[754,1172,1173,1174,1177,1178,1181,1182,1184],{},"Saving without a group shows the toast ",[912,1175,1176],{},"Select at least one account group",". The ",[774,1179,1180],{},"Preview"," column lists the ",[774,1183,1117],{},", then the push title, body, and tap action.",[1186,1187,1188,1191,1192,1194],"note",{},[774,1189,1190],{},"Group membership is read when the workflow runs, not when you save it."," Move a new hire into the ",[912,1193,1092],{}," group and they get the next push without anyone editing the workflow. Someone moved out of the group, or removed from the organization, stops getting it.",[754,1196,1197],{},"Workflow pushes are not combined with other pushes: each run sends its own notification. The text is the one you wrote, the same on every phone whatever its language.",[900,1199,876],{"id":1200},"send-message-to-client-sms-viber-telegram",[754,1202,1203,1204,1206,1207,1209,1210,1212],{},"Sends a message to the ",[774,1205,909],{}," that triggered the workflow, over SMS, Viber, or Telegram, through the messaging provider connected on the ",[758,1208,535],{"href":536}," page. The wording comes from a ",[758,1211,885],{"href":408},", not from the workflow itself.",[1214,1215,1216,1219,1220,1223,1224,1227,1228,1230],"warning",{},[774,1217,1218],{},"Requires a Communications integration."," If no provider is connected, this action shows a warning — ",[912,1221,1222],{},"\"To use this action you have to configure a communication provider.\""," — with a ",[774,1225,1226],{},"Configure provider"," link to the ",[758,1229,535],{"href":536}," page. The remaining inputs stay hidden until a provider exists.",[754,1232,1233],{},"Once at least one provider is connected, you'll see:",[916,1235,1236,1244,1272],{},[919,1237,1238,1018,1241,1243],{},[774,1239,1240],{},"Provider",[774,1242,1021],{},". A dropdown listing only the providers your organization has actively connected (each with its logo). Other catalog providers are not selectable.",[919,1245,1246,1018,1249,1251,1252,1154,1255,1158,1258,1261,1262,1264,1265,1268,1269,1271],{},[774,1247,1248],{},"Channel",[774,1250,1021],{},". Scoped to what the chosen provider supports. TurboSMS offers ",[912,1253,1254],{},"SMS",[912,1256,1257],{},"Viber",[912,1259,1260],{},"Viber, with SMS fallback","; Kyivstar and Twilio offer only ",[912,1263,1254],{},"; Telegram offers only ",[912,1266,1267],{},"Telegram",". The default is ",[912,1270,1260],{}," when the provider supports it; otherwise it switches to that provider's first supported channel.",[919,1273,1274,1018,1277,1279,1280,1283,1284,1287,1288,1291,1292,1294,1295,1297],{},[774,1275,1276],{},"Message template",[774,1278,1021],{},". A dropdown of your ",[758,1281,1282],{"href":408},"message templates",", each tagged with its format. Only templates ",[774,1285,1286],{},"compatible with the selected channel"," are listed: plain ",[774,1289,1290],{},"Text"," templates work everywhere, ",[774,1293,1267],{}," templates only on the Telegram channel, and ",[774,1296,1257],{}," templates on the Viber channels. Changing the channel clears a selection that no longer fits.",[754,1299,979,1300],{},[912,1301,1302],{},"\"Sent to the client via your configured messaging provider. The message content comes from the selected message template.\"",[754,1304,1305,1306,1223,1309,1312],{},"If no compatible template exists yet, the picker is replaced by a warning — ",[912,1307,1308],{},"\"No message templates match the selected channel yet.\"",[774,1310,1311],{},"Create a template"," link that opens the message template editor and returns you here afterwards.",[754,1314,1315,1316,1154,1319,1154,1322,1158,1325,1328,1329,1332],{},"Because the action needs a real booking and client, it pairs with the booking-related triggers (",[912,1317,1318],{},"Status reached",[912,1320,1321],{},"Payment status reached",[912,1323,1324],{},"Booking created",[912,1326,1327],{},"Relative time reached"," — ideal for reminders). It is skipped when the booking has no client, when an SMS\u002FViber recipient has no phone number, or when a Telegram recipient has never connected to your bot. Every attempt — successful or not — is recorded on the client's ",[774,1330,1331],{},"Messaging"," card with the reason for any failure.",[1186,1334,1335,1338],{},[774,1336,1337],{},"\"Viber, with SMS fallback\""," (TurboSMS only) submits the message for both Viber and SMS: the aggregator delivers via Viber when it can, and falls back to SMS when it can't. This needs both a Viber sender name and an SMS sender name configured.",[754,1340,1341],{},[1002,1342],{"alt":1343,"src":1344},"Workflow preview for a Telegram client message, next to the message the client receives","\u002Fassets\u002Fsettings\u002Fworkflows\u002Fworkflows\u002Fclient-message-telegram.png",[754,1346,1347],{},"The preview column summarises the rule — trigger, filters, action, template — and the message on the left is what the client actually receives: the rendered template with its link button and the invoice attached.",[1186,1349,1350,1353,1354,1356],{},[774,1351,1352],{},"Workflows that carried their own SMS text were migrated."," Each one now points at a plain-text message template created from its old body and named after the workflow. Edit the wording under ",[758,1355,406],{"href":408}," — the workflow itself only stores which template to send.",[900,1358,892],{"id":1359},"change-booking-status",[754,1361,1362],{},"Moves the booking that triggered the workflow to the status you pick. Use it to automate a step your team would otherwise click by hand, such as confirming a booking once it is paid.",[916,1364,1365,1376],{},[919,1366,1367,1118,1370,1279,1372,1375],{},[774,1368,1369],{},"Change status to",[774,1371,1021],{},[758,1373,1374],{"href":583},"booking statuses",", each shown as a colored tag.",[919,1377,979,1378],{},[912,1379,1380],{},"\"Sets the booking that triggered this workflow to the selected status. Use the Filters above (e.g. Booking status is New) to control which bookings are changed.\"",[754,1382,772,1383,1385,1386,1389],{},[774,1384,1180],{}," column shows ",[774,1387,1388],{},"Change status to:"," with the status tag.",[754,1391,1392],{},"What happens when the workflow runs:",[916,1394,1395,1413,1419,1428,1438],{},[919,1396,1397,1400,1401,1403,1404,1408,1409,1412],{},[774,1398,1399],{},"The allowed transitions do not apply."," The workflow can move a booking to the chosen status from any status, even where your ",[758,1402,1374],{"href":583}," allow no such step by hand. Use ",[758,1405,1407],{"href":1406},"\u002Fen\u002Fguides\u002Fautomations\u002Fworkflows\u002Ftriggers-and-filters#filters-only-run-this-workflow-when","Filters",", for example ",[912,1410,1411],{},"Booking status is New",", so only the right bookings are moved.",[919,1414,1415,1418],{},[774,1416,1417],{},"A booking already in that status"," is left as it is.",[919,1420,1421,1424,1425,1427],{},[774,1422,1423],{},"Inventory is checked as for a manual change."," When the new status holds inventory again and some of the booking's units were taken by another booking in the meantime, they are swapped for free units of the same item group. When the new status is a pickup status, units are assigned to the booking first. If there are not enough free units, the status is ",[774,1426,938],{}," changed and the workflow does not try again.",[919,1429,1430,1433,1434,1437],{},[774,1431,1432],{},"The booking's history records it."," The comments timeline gets a system entry with the workflow name and the change, for example ",[912,1435,1436],{},"Auto-confirm: New -> Confirmed",", plus any unit swaps or assignments.",[919,1439,1440,1443,1444,1446,1447,1449],{},[774,1441,1442],{},"Other workflows react to the new status."," ",[912,1445,1318],{}," workflows for the new status run as usual, so a confirmation email still goes out. Other ",[774,1448,892],{}," workflows are not triggered by it, so one status change cannot set off a chain of others.",[754,1451,1452,1455,1456,1459,1460,1462,1463,1465,1466,1469,1470,1472],{},[774,1453,1454],{},"Template fields across actions:"," the three email actions require an ",[774,1457,1458],{},"email template","; the client message action requires a ",[774,1461,885],{},"; the two push actions and ",[774,1464,892],{}," use neither. Each dropdown lists every template of its kind in the organization and shows a loading state while they are being fetched. When none exist, the email actions disable the field and offer a ",[774,1467,1468],{},"Create template"," button, and the client message action offers its ",[774,1471,1311],{}," link. Both remember where you came from so you can return.",{"title":1474,"searchDepth":1475,"depth":1475,"links":1476},"",2,[1477],{"id":769,"depth":1475,"text":385,"children":1478},[1479,1481,1482,1483,1484,1485,1486],{"id":902,"depth":1480,"text":903},3,{"id":927,"depth":1480,"text":928},{"id":954,"depth":1480,"text":839},{"id":991,"depth":1480,"text":851},{"id":1082,"depth":1480,"text":864},{"id":1200,"depth":1480,"text":876},{"id":1359,"depth":1480,"text":892},"The seven things a workflow can do once its trigger and filters match: three email actions, two push notification actions, a client message, and a status change.","md",null,{},{"title":385,"icon":388},{"title":749,"description":1487},"x_g7OwGahZB07qlxLAW24A7rc8rvAbORyVzZugji4J4",[1495,1497],{"title":380,"path":381,"stem":382,"description":1496,"icon":383,"children":-1},"The four events that start a workflow, and the optional conditions that decide whether it runs for a booking: AND of OR groups, the fields you can filter on, and the operators for each field type.",{"title":390,"path":391,"stem":392,"description":1498,"icon":393,"children":-1},"Ready-made workflows for common jobs: confirmation emails, reminders before pickup, messages over SMS, Viber, or Telegram, staff alerts, confirming paid bookings, and targeting with filters.",1792585991604]