Daily Routine

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Written by: BookersDesk Team
Last updated: March 3

The Daily Routine is an action that can be scheduled to execute on a specific date. It can automatically send an email with an attachment to a specified email address. This feature can be used to automate repetitive daily tasks such as sending reports or notifications to specific users.

Steps to access this page:

  1. Go to Dashboard > Frontdesk > Daily Routine
  2. Use the button Create New Routineto add a new routine to your list.
  3. After creating the routine, you can click the button Edit to modify a routine that has already been created.

    4. Section: Steps to edit this routine:

    1. Go to Dashboard > Frontdesk > Daily Routine > Edit Routine
    2. Set the criteria and description of the routine and save it
    3. Configure your email address
    4. Click SAVE to save the initial routine data
    5. After this step, move to the next section "Email" and click "Yes" to activate this routine "No" to deactivate it.
    6. Enter the email address where this routine will be sent and the subject of the email
    7. and click to save the routine

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