Filter by autobook

Corey L. shared this question ago

Answered

Is there a way to add autobooking vs. no-autobooking in a filter? I want to run some automations only on leads that customers booked themselves. Thank you!

The same question

Comments (1)

Gabrielle P. ● 21 months ago

There isn't a way to filter by autobooked or not, but you could set one up based on book date. That is what is set when a customer autobooks.

Reply URL

Corey L. ● 21 months ago

What about when I book on the back end... doesn't it still have a "book date"?

URL

Gabrielle P. ● 21 months ago

Yeah once you set the status to contract on the backend it sets the book date.

URL

Corey L. ● 21 months ago

So is there no reliable way to use filters to identify autobooked leads?

WAIT.... I have an idea! I can make new statuses for manually booked events that mimic the autobooked statuses, right?! ...and then filter on those!

URL

Gabrielle P. ● 21 months ago

Yeah that could work possibly and just uncheck the autobook option on the status you create. And yes you could filter on those statuses. I think it would be worth trying out.

URL