Automations
What RIELITY OS does on its own: putting confirmed bookings on the RIELITY OS Google Calendar, and emailing the team about their Client Care tasks. Everything here starts switched off. Client emails are separate (Outbox).
Automations are only visible to the account administrator.
Google Calendar Sync
Confirmed bookings only: contract signed (in the OS, or ticked "signed outside the OS") and a retainer recorded. Inquiries, unpaid and unsigned bookings stay off. Each wedding day (Traditional, White Wedding…) and engagement session gets its own event; changes update the same event, cancellations remove it.
Calendar reminder times
Pop-up reminders on each Google Calendar event. For bookings these are a time of day, kept the same whether or not the booking has a start time.
Automatic Client Follow-Ups
Drafts the wedding client emails for you from the Client Care schedule and the templates — 3-month check-ins before the wedding (confirmed bookings only) and a follow-up one month after the full gallery is delivered. Drafts appear in the Outbox a few days early for review: approve one for its date and it goes out automatically that day, or edit, send now, pause or cancel it. Nothing reaches a client without approval unless you choose "send automatically" below.
| 3-month wedding check-ins | |
| Post-delivery follow-up |
Who Handles What
Every Client Care task is routed to one responsible person — never everyone. A booking can name its own owners (on the Weddings / Portraits & Events form), and any task can be assigned by hand in Client Care; a manual assignment is never overridden. These are the defaults for everything else.
| Client Care inquiries, unsigned contracts, missing info, check-ins, post-delivery follow-ups | |
| Photography & editing shoots, editing, gallery delivery | |
| Payments who follows up on an invoice: its creator, unless you set someone on the booking. For invoices that don't record a creator (all older ones): |
Team Task Reminders
Emails each person about their Client Care tasks (unassigned tasks go to you), from info@rielitystudio.com — one email per person per day. Uses each person's business email from Outbox → Email Settings, or their sign-in email.
Daily Team Digest
A morning summary: due today, overdue, the next 7 days. Team members get their own tasks; you get the whole business — confirmed bookings this week, gallery deadlines, client follow-ups and unassigned tasks.
Notification Log
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