EZ CLICKS
Reference
Emails
Every automated and staff-triggered email in the system — what sets it off, and exactly what it says.
Booking Flow
Booking Confirmation
Client
Fires immediately when a client submits the booking form on ezclicksstudio.com/book.
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Internal Booking Notification
Studio (internal)
Fires at the same moment as the confirmation above — every submitted booking, no exceptions.
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Payment & Status
Booking Updated
Client
Staff clicks the email icon next to a client's email in Edit Booking, after changing any detail.
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Booking Confirmed
Client
Staff sets a booking's payment status to "Down Payment Paid" in the Bookings tab.
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Down Payment Reminder
Client
Manual — staff clicks the ⏰ icon on any booking still marked "Unpaid" in the Bookings list.
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No Show / Win-Back
Client
Manual — staff clicks the 🚫 button on a booking still marked "Unpaid" in the Bookings list to mark it No Show.
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Staff & Team
Weekly Meeting Reminder
Staff (recipient list set on the Weekly Meetings page)
Automatic — needs a weekly cron ping (not yet scheduled — see note below) timed to the schedule set on the Weekly Meetings page (default: Sunday 8:00 PM).
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Staff Session Reminder
Staff (whoever is assigned to that booking — currently Yvan or Cassandra)
Automatic — needs a cron ping every 15–30 min (not yet scheduled — see note below). Checks every upcoming booking assigned to a project staff member and sends the nearest due stage: 1 day, 6 hours, or 1 hour before the session.
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Pre-Session Reminder Sequence
7 Days Before
Client
Automatic — daily cron checks every upcoming booking and sends the nearest due stage. Fires when a session is ~7 days out.
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3 Days Before
Client
Automatic — fires when a session is ~3 days out.
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1 Day Before
Client
Automatic — fires when a session is ~1 day out.
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5 Hours Before
Client
Automatic — fires when a session is ~5 hours out.
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1 Hour Before
Client
Automatic — fires when a session is ~1 hour out. The last stage in the sequence.
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Post-Session
After Session
Client
Staff sets a booking's payment status to "Session Done" in the Bookings tab.
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Feedback Request
Client
Automatic — daily cron, fires exactly 3 days after a booking was marked "Session Done." Sends once per booking, tracked so it never repeats.
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Relationship & Occasion
Birthday
Client (opted-in leads only)
Automatic — daily cron, checks every lead's birthday. Only sends to leads with marketing_opt_in = true, and only once per year (tracked, never repeats for the same birthday).
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