You can easily send custom instructions to Members and Leads using Automations. Information you may want to send includes:
Overall details about your coworking location
Specific information about a Resources a Member has booked
Instructions or itineraries to Leads who have booked a tour
Any other information you may need to send!
Scenario: Custom Instructions for a Specific Resource
Example: ABC Coworking Company has a large space, has multiple areas devoted to Hot Desks, and the Resource Group called "Hot Desk Group B" has a separate WiFi networks from the rest of the space. Also, this Resource Group has specific clean-up requirements for Members when they are done working there for the day.
Here is how ABC Coworking's Admin could use Automations to set up custom instructions that automatically send to any Member that books a Hot Desk Group B Resource:
Go to the Automations tab
Click on Add Automation
Click on the Start from scratch
Select New Resource booking in the Edit Trigger menu
Adjust the conditional settings:
Only continue if...
Resource Type
Is
Hot Desk Group B
Click Continue
Click Choose an action to edit your next step
Select Send a message
Edit the Message with your specific instructions:
Click Continue
Tip: We strongly recommend using the Personalization Data to customize each message for each unique Member who books a Resource (ie. First name, Resource name, etc.). Check out this article to learn more about Personalization Data
The final version of the Automation will look like this:
Note: Don't forget to give your Automation a name!
(ie. "Hot Desk Group B - Custom Instructions")