Creating Automations

You can create automations that are sent before or after an appointment.

  • Click on Automations, on the left side of your screen.
  • Click on New automation.  

Throughout the set up, you can always click on Delete to delete your automation. 

Choose name

  • Choose a name for your automation.
  • Choose whether you want to send your automation before or after an appointment.  
  • Click on Next.

Assign replies

  • Select the user who will receive the automation's responses. 
  • You can also have specific users receive notification alerts. 
  • Click on Next.

You can turn on emoticon detections and Kimoby will automatically sort positive and negative responses.

Target customers

Create message

  • Write the message you want to send with your automation. You can find a few examples here
  • You will see a preview of your message and you can send a test message to the number of people you want. 
  • Click on Next.

Set delivery time

  • Choose the date and time you wish to have your automation sent. 
  • Click on Create automation

Throughout the whole set up, you can go back to each step before saving your automation. 

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