Booking Notify Staff Template
This section outlines the process to notify staff members when they customer books a service through Wix booking platform
How to sync your staff contacts with Mercuri CX?
Before getting started with the Automation, you must sync your staff contact details with Mercuri CX.
Here's how you can do that :
Navigate to Settings > Teams in your Mercuri CX dashboard.
Teams section in Mercuri CX dashboard Click on " Sync users from Wix" in the top right corner of the teams section to import the contact details of your staff.
After importing the contact details, update the phone number and permissions for each of your staff from the imported user list.

Note: while importing contacts from Wix into Mercuri CX, the name and email of the staff will be imported.
Use Case: Staff Members to get notified when a Customer books a Home Service.
When a customer books an A/C Repair service on the Wix Service Booking platform, the assigned person/staff immediately gets notified through WhatsApp / SMS communication channel with the customer details, time of service appointment, and other necessary details.
Steps involved in setting up an Automated Workflow
B. Adding the WhatsApp / SMS template to the Automated workflow
Go to the Automation section in the dashboard.
Click on Create Automation.
Choose the automation type as
Booking Notify Staff
from the list.Select the preferred communication channel as WhatsApp/ SMS for delivering the automated message.
Choose the approved
booking_notify_staff
template that we created in earlier steps.
Last updated