---
title: Send emails automatically after booking
sidebarTitle: Booking automations
description: Send a prep email or a form every time someone books a session type.
audience: luminary
feature: sessions
type: guide
availability: live
last_verified: '2026-10-13'
keywords:
  - booking email
  - prep email
  - session automation
  - confirmation email
  - auto email after booking
url: >-
  https://help.bringsoul.life/luminaries/offerings/sessions/send-emails-after-booking
---

# Send emails automatically after booking

> Send a prep email or a form every time someone books a session type.

The Automation tab on a session type runs an action each time that session is booked: _"Automate actions when customers book this session type."_

## When to use this

- You want to send preparation notes: what to bring, how to get ready, what to expect.
- You want people to fill in a form after booking, rather than before.
- You'd like a personal welcome without writing it each time.

## Set it up

**Step 1: Open the Automation tab**

Go to [Offerings → 1:1 Sessions](https://portal.bringsoul.life/one-on-one), open the session type, and select the Automation tab.

**Step 2: Add a rule**

Click Create Rule. The trigger is already set to this session being booked. Give the rule a name you'll recognise.

**Step 3: Choose the action**

- Send Email: write a subject and message. You can personalise it with details from the booking, such as the client's name.
- Send form: pick one of your forms to email to the client.

Optionally add conditions, or click Skip Conditions.

**Step 4: Save**

Click Continue to Review, check the rule, and save it. Use Test Action to send yourself a test first. The tab shows how many rules the session has.

## Tips

- Form before or after? A Booking Form must be filled in to book. An emailed form is filled in any time before the session. Use the first for screening, the second for longer intake.
- Keep the meeting link out of it. Clients already get their booking details. Use the email for warmth and preparation.
- Each session type has its own rules. A discovery call and a paid session can send different messages, and one session can have several rules.

## What your members see

An email from you shortly after booking, with your message or a link to your form.

## Related

- [Automations](https://help.bringsoul.life/luminaries/settings/automations)
- [Require an intake form](https://help.bringsoul.life/luminaries/offerings/sessions/require-an-intake-form)