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Can I add custom fields or build my own automations on the platform?

Yes — add custom client properties (species, weapon type, license status, referral source, and more) to segment your list, and build automations in the Automation Center that trigger off a message template and booking or client activity.

Yes — you can add custom client fields, and you can use automations tied to templates and client/booking activity.

Custom fields

  • You can create custom client properties to track details that matter to your business, like:
  • Preferred species
  • Weapon type
  • Past hunt year
  • License status
  • Group size
  • Referral source
  • Notes or tags
  • These fields can help you segment clients into lists and send more targeted messages.

Automations

  • Automations can use your message templates to send emails/SMS based on booking or client activity.
  • Editing a template can change what an automation sends, depending on the automation’s toggles and setup.
  • SMS automations require SMS to be configured under Integrations.

If you want to set them up, the usual path is:

  • Create or edit your message template
  • Go to the Automation Center
  • Choose the automation you want to configure
  • Select the template and enable the automation if available
  • Test the workflow before relying on it

You’re already on Message Templates, which is a good starting point for automation content.