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Create Lead Stage Automation Rules
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Configuring Lead Stage Automation Rules in Zenoti
Step 1: Navigate to Lead Management and Open Automation Rules
Step 2: Start Creating a New Service-Based Automation Rule
Step 3: Define Applicable Lead Types for the Service Rule
Step 4: Configure Services That Trigger the Appointment Rule
Step 5: Set Initial and Post-Booking Lead Stages
Step 6: Configure Stage Updates for Cancellations, No-Shows, and Completions
Step 7: Start Creating a Membership-Based Automation Rule
Step 8: Define Lead Types and Memberships for the Membership Rule
Step 9: Configure Stage Update on Membership Invoice Closure
Step 10: View Details of Applied Services or Memberships
