Can a Workspace369 workflow send a proposal automatically?

Yes. Add a Send proposal step and the workflow makes a proposal from the template you pick for the run’s client and emails it to them.

Which workflow triggers offer the Send proposal step?

Triggers that have a client, under Document in the add-step menu. The New lead trigger doesn’t offer it.

Which plans have the Send proposal step?

Every plan. Workflows and proposals are on all Workspace369 plans.

Did the booking settings change when the Configure booking page was redesigned?

No. Every setting works as before. The page is regrouped so Appointment basics and Hosts and routing stay open and the other sections sit under Rules and details, each showing its current setting.

WorkflowsProposals & contractsCalendar & booking

Workflows can send a proposal, and booking setup is easier to scan

A workflow can now make a proposal from a template and email it to the client, and a service’s booking settings are regrouped so the essentials come first.

A navy release-notes plate titled Send Proposals from Workflows, beside real light and dark phone renders of the Add a step sheet with Send proposal under Send contract.

Send proposal step in workflows

Add a Send proposal step to a workflow and it makes a proposal from the template you pick for the run’s client, then emails it to them. It’s in the Document group of the add-step menu on triggers that have a client. The New lead trigger doesn’t offer it.

Makes a proposal from your template
Emails it to the run’s client
On triggers that have a client

A workflow on desktop with the Client created trigger and a Welcome email step, and the add-step menu open below it listing Messages, Tasks and people, Document with Send contract and Send proposal, and Flow.

Where to find it: Workflows
open a workflow
add a step
Document
Send proposal
Plans: Every plan
Learn more: Workflow automation Proposals and quotes

A clearer Configure booking page

A service’s Configure booking page has a cleaner layout. A What clients see line sums up the booking under the main switch, and Appointment basics and Hosts and routing stay open. Payments and deposits, bookable dates, availability, client controls, notifications and reminders, intake questions and public instructions sit under Rules and details, each folded into one row that shows its current setting.

Every setting works as before, and nothing about your existing bookings changes.

The essentials stay open
Each section shows its current setting
What clients see in one line

The Configure booking page for a Deep tissue massage service: Accept public bookings on, What clients see reading 1h, in person, deposit required, 2 blocked dates, Appointment basics and Hosts and routing open, and Rules and details folded into rows such as Payments and deposits, Deposit 25%, and Availability, Buffers 10 / 15 min, 60 day window.

Where to find it: Catalog
open a service
Online booking
Configure booking
Plans: Specialist and up
Learn more: Online booking Set up a service for online booking

Quick answers

Can a Workspace369 workflow send a proposal automatically?: Yes. Add a Send proposal step and the workflow makes a proposal from the template you pick for the run’s client and emails it to them.
Which workflow triggers offer the Send proposal step?: Triggers that have a client, under Document in the add-step menu. The New lead trigger doesn’t offer it.
Which plans have the Send proposal step?: Every plan. Workflows and proposals are on all Workspace369 plans.
Did the booking settings change when the Configure booking page was redesigned?: No. Every setting works as before. The page is regrouped so Appointment basics and Hosts and routing stay open and the other sections sit under Rules and details, each showing its current setting.

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