How to manage, edit, and delete contact automations

Once you set up contact automations, you can edit them anytime your process changes, temporarily pause them, or delete them completely.

Turn a contact automation on or off

You can pause a contact automation without deleting it. This is useful if you want to stop automating something temporarily but might use it again later.

To enable or disable a contact automation:

1. Open the editor for the event type with the contact automation.
2. Select More Options.
3. Go to the Contact automations section.
4. Find the contact automation you want to change.
5. Select the toggle to turn it on or off.

When you disable a contact automation, it stops running for new bookings. Nothing that has already been added to your contacts is removed.

Edit a contact automation

You can change what a contact automation does without deleting it and starting over.

To edit a contact automation:

1. Open the editor for the event type with the contact automation.
2. Select More Options.
3. Go to the Contact automations section.
4. Find the contact automation you want to edit.
5. Select the three vertical dots and choose Edit.
6. Make your changes.
7. Select Save.

These changes apply only to new bookings. Existing bookings and contact information remain unchanged.

Delete a contact automation

If you no longer need a contact automation, you can remove it completely.

To delete a contact automation:

1. Open the editor for the event type with the contact automation.
2. Select More Options.
3. Go to the Contact automations section.
4. Find the contact automation you want to delete.
5. Select the three vertical dots and choose Delete.
6. Confirm you want to delete.

When you delete a contact automation, it stops running right away. Any data already added to your contacts stays in place. You can recreate the automation later if needed.

Frequently asked questions