This tutorial provides a breakdown of how to track what needs to be done before or after a session or event
Personalized and Automated Email and Text Messages
If any of the following workflow items need to be done for a client then CloudAlert Email and Text Messages should be used instead of session/event tracking pipelines.
A personalized email confirmation or text message would automatically be sent when the session is booked
This step would be done by first creating an email template and then adding that email template to a calendar type.
Session tracking is used to track the steps that need to be done before and after a session that usually does not involve an email or text message being sent to a customer. If a text message or email needs to be sent to a customer then CloudAlerts is usually the best solution.
StudioCloud uses the concept of a whiteboard to track the status of a session. The whiteboard includes actions that need to be done before and after a session.
Below is an example of a whiteboard being used to track a session. Each post it note indicates a session.
What is an example session tracking pipeline?
Here is an example of a session tracking pipeline for a sales session.