Enabling the 150 Appointments Attended - Request a Testimonial Recipe | Scribe

    Enabling the 150 Appointments Attended - Request a Testimonial Recipe

    • Support Wodify |
    • 9 steps |
    • 25 seconds
    1
    Before you begin: 1. Remember to refer to our [Best Practices Guide](https://scribehow.com/shared/Workflows_Best_Practices__vu27TN7dTkGbKuzfdMHtnQ?referrer=documents) for our suggestions when editing Workflows! 2. Watch this [video tour](https://wodify.hubs.vidyard.com/watch/Bmyz7XAFw8FCtZ5WZbyBfD?) of the Workflows Builder!
    2
    Log into Wodify and access the Workflow Builder.
    3
    You can find this workflow by: - Going to your Location Project - Wodify Bundles folder - Your industry folder (Functional Fitness, Universal, or Jiu Jitsu) - Attendance Milestone folder - Recipes folder Click on the recipe called 150 Appointments Attended - Request a Testimonial
    4
    Be sure to click EDIT RECIPE to open the editor portion of the builder. This recipe will trigger when the client has been successfully signed into their 150th appointment. As always, step 2 shows the error monitoring. As a reminder, when an error occurs, the workflow will stop, and you will get an email that details the errors. If you cannot troubleshoot on your own, forward the email to [[email protected]](mailto:[email protected])
    5
    Step 7 will send the email Cheers to 150 Sessions: You Inspire Us All! and sign it from the client owner. Step 9 will send the same email signed by the business if there is no client owner assigned.
    6
    Step 13 will send the client an in-App chat message congratulating them on coming to 25 appointments from the client owner. Step 15 will send the same In-App chat message from the business if no client owner is assigned. Edit the in-app chat message by: - Clicking on the Step 13/15 - Scrolling to "Message" - Changing the text
    7
    Step 16 is an option step to send a card through AM cards to the client! AM cards is an outside provider that will mail your client a personalized card congratulating them on their 75th appointment! If you would like to use this step, you can create an AM Cards account and unskip this step. Please reach out to [[email protected]](mailto:[email protected]) if you have any questions about AM Cards and how we use them in Workflows!
    8
    Click "Save" to save any changes you've made and click "Exit" to leave editor mode.
    9
    Click "Start Recipe" to enable this recipe!