Question:
We have over 40 people in our staff. We are tired of forwarding the booking emails to each of them, deleting the contact info from the client to our staff. Those are personal contact details we don’t want to share. How to hide it from our staff when they get the email booking?
Product:
Wix Bookings
What are you trying to achieve:
We want Wix to send to each of our staff the client booking information from the booking form without any contact details, not even last names.
What have you already tried:
Nothing I have tried since there is no option for it.
Additional information:
Nothing else to add.
Have you tried to see if setting up an automation will work ?
It’s not the email for the client, it’s the email that our staff get. I really don’t know how to make it work so we can hide that contact details. It’s OK if we as a company have them. But we don’t want our staff to contact them outside our platform.
You can change the recipient to a bookings staff member or many other roles, not just clients. Then adjust the email to show only certain items.
Check all the setting in the Automations to see if this will be suitable for you.
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Do you mean by creating a new automation from scratch and using one automation for each member of the staff?
yes, create a new automation from scratch.
will all depend on how the bookings are set up I supose.
Is certain staff doing specific services or are they all doing the same ?
Is there multiple services or just 1 with lots of staff?
I’m making assumtions without knowing anything about the website or the services you are providing so cant really give exact ways to make it work.
It sounds like a great option, we have multiple services and the staff is focused on different services so they all are not doing the same.
I have another question, how to use our platform local time on the email instead of the clients?
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Hi @Stephanie2 not sure about the time. I would imagine it would be set to the booking time which would be based off the site settings.
