Configuring Booking Permissions for Members and Prospects

This document outlines the process of differentiating between promotional and transactional communications within the software. The classification occurs at an event or action level and influences how communications are managed according to member preferences. Follow the steps below to understand the setup and functionality of this process.

Step 1

Begin by understanding that the software classifies every communication as either promotional or transactional at an event-type level. This classification is pivotal for how communications are managed.

Step 2

In the automation section, event types play a crucial role. By default, all campaigns are classified as promotional. Navigate to the automation section and create a new automation by assigning it a name, such as "Test."

Step 3

Create the automation at a tenant level, named "Test." This is where the significance of event types becomes apparent.

Step 4

For instance, event types like new lead creation, web sign-up, or membership end date can be tagged as promotional or transactional. This tagging respects the notification preferences set by members. Now, exit this section and proceed to an active client to demonstrate further.

Step 5

Each member has marketing preferences for various communication channels such as email, SMS, WhatsApp, and push notifications. These preferences can be toggled on or off in this section, the member app, or via an API.

Step 6

Based on the selected preferences, promotional communications will respect the member’s marketing choices. However, transactional communications will always be delivered. Additionally, promotional messages are subject to blackout periods.

Step 7

Depending on the tenant's location and defined blackout periods within the system, non-transactional communications will be withheld during these times. However, transactional communications will continue unaffected. Thank you.

Updated on: 04/12/2025