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Help Guides
Find answers to common questions about using Automate.
Getting Started
Step 1 — Getting Started
Step 2 — Building your booking form
Step 3 — How to use the Technicians app
Dashboard & Booking Management
How to edit bookings (time, date, transfer between technicians)
How to cancel bookings (cancellation fee application)
How to find technician rejected bookings on the dashboard
How to send or resend booking payment links from the dashboard
How to change booking status (accept/travelling/arrived/completed)
How to add a manual booking or admin event
Adding an admin event across multiple days
How to disable a package
Payments & Refunds
How to refund bookings (partially or fully)
How to create a discount code
How to make a payout (standard/instant, processing times)
How to set cancellation policy and fees
Packages & Territories
How to create packages
How to create territories
How to create package extras (upgrades)
How to assign territories and upgrades to packages
Technicians & Customers
How to edit technician account (working hours, water/electricity)
Technician working hours and requirements
How to create a customer account on the dashboard
How to check or edit customer information
Technicians App
How to set up your weekly schedule
Checking your availability
Creating busy events
How to create a quick booking
How to create an upsell (payment options)
How to reject a booking
Further Support
How do I change or cancel my Automate subscription?
