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How to use automation to send a reminder email that a move out or move in is happening in x days

This article is linked to understanding automations

 

Step 1

Go to preferences>automation>add a custom trigger

Add customized trigger

 

 

 

Step 2

Add where the customized trigger is to be added. In this case tenancy

 

Step 3

Add the conditions. This could be a timed trigger that goes off X no of days from the start and end date of the tenancy

When handling timed triggers ensure you correctly enter +x days

 

 

Step 4

Add the action to the trigger in this case it would be an email

Please see  How to add actions to triggers

 

 

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