Folders keep your automations organized, for example by Booking, New Students or Billing. From the Automations page you can also search, sort, and turn automations on or off.
Add a Folder
- Visit redbeltgym.com.
- Sign in to your account.
- Click Automation in the left-side menu.
- Under Folders, type a name in the folder box, then click Add folder.
Work with a Folder
- Click a folder to see only the automations in it. Click + Create new while a folder is open to build a new automation inside it.
- Click the three dots next to the folder to Rename, Delete or Share it.
Move an Automation to Another Folder
- Click the automation's name to open it in the builder, then click Edit.
- Make any changes you need, then click Publish.
- In the Publish automation window, choose the new folder from the Select Folder list.
- Click Publish again to publish the automation in its new folder.
- Click the folder in the Folders list to check that the automation is there.
Note: A published automation runs while its Status switch is on. If you only wanted to move it, check the switch and turn it off if it shouldn't run yet.
Search, Sort and Turn Automations On or Off
- Use Search automations to find an automation by name. Click a column heading to sort the list.
- Use the switch in the Status column to turn an automation on or off. Automations still being built show a Draft label.
- Click an automation's name to open it in the builder.