The Trigger feature is available under CRM and helps automate communication workflows connected to bookings and customer activities.
Based on the Trigger interface shown in the attached screenshots.
Open Triggers
To open Triggers:
Open the main menu.
Select CRM.
Select Triggers.
The Trigger overview page displays all created triggers for the selected venue.
Trigger Overview
The Trigger overview displays:
Trigger name
Trigger event
Action type
Trigger status
You can also:
Search for triggers
Filter by trigger type
Filter by action type
Filter by status
Enable or disable triggers
Enabled triggers are active and automatically send communications when the configured event occurs.
Create a New Trigger
To create a new trigger:
Open Triggers.
Click New trigger.
Enter a trigger name.
Select a Trigger type.
Select an Action type.
Click Create trigger.
After creating the trigger, the configuration window opens automatically.
Trigger Types
Available trigger types include:
Before booking start
Booking created
Booking changed
Booking cancelled
Booking checked in
The selected trigger type determines when the automation is activated.
Action Types
Available action types include:
Send email
Schedule email
Send SMS
Schedule SMS
Send Actions
Send actions are sent immediately when the trigger event occurs.
Schedule Actions
Schedule actions are sent after a configured delay.
Example:
Send an email 1 hour after check-in
Send an SMS 24 hours before booking start
Configure a Trigger
After creating a trigger, configure how the automation should behave.
The configuration page includes the following settings.
Name
Defines the internal name of the trigger.
Use descriptive names to make triggers easier to manage.
Example:
Booking follow-up email
Birthday SMS reminder
Event
Defines which booking event activates the trigger.
Examples:
Booking created
Booking checked in
Booking cancelled
Action
Defines which communication type is sent.
Examples:
Schedule email
Send SMS
Packages
Use the package selector to limit the trigger to specific packages or activities.
You can:
Apply the trigger to all packages
Select one or multiple packages
Example:
A follow-up email can be configured to only apply to laser tag bookings.
Delay
The delay setting determines when the scheduled communication is sent.
You can configure:
Numeric value
Time unit
Available time units may include:
Minutes
Hours
Days
Example:
1 hour after check-in
24 hours before booking start
Receivers
Defines who receives the communication.
Example receiver:
Customer
Email Subject
For email triggers, enter the subject line used in the outgoing email.
The trigger cannot send emails without an email subject.
Email Sender Name
Defines the sender name displayed to the recipient.
Example:
Funbutler
Your venue name
Edit Template
Select Edit template to configure the email or SMS content.
The template editor allows you to customize:
Message content
Dynamic booking information
Customer information
Save Changes
Click Save changes to activate and store the trigger configuration.
Enable or Disable a Trigger
Each trigger includes a toggle switch in the Trigger overview.
Enabled triggers are active
Disabled triggers remain saved but inactive
This allows you to temporarily pause automations without deleting them.
Filter Triggers
Use the filters at the top of the page to quickly find triggers.
Available filters:
Search by name
Trigger type
Action type
Status
Tips
Use descriptive trigger names for easier administration.
Test email templates before enabling triggers.
Use package filtering to create targeted automations.
Disable unused triggers instead of deleting them permanently.
Scheduled triggers are useful for reminders and follow-up communication.