How to cancel scheduled automations

1. You can cancel an automation’s scheduled message/s on a “one off” basis, directly from a client’s job card.
2. You can review all scheduled messages under an automation together, and cancel message/s on a “one off” basis.
3. You can disable an entire automation permanently, if it doesn’t suit your needs.
4. You can disable an automation for a specific client, permanently i.e. when an automation is not suitable for a few individual clients, but works well for all others.

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To cancel an automated message from the job card:

1. Find the job and double-click to open the job card.
2. In the job diary, hover your mouse over the automation so the down arrow appears, then click it.
3. Click Cancel Scheduled Message**.**

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To cancel an automation in Settings:

1. Go to Settings > Automation.

1. Find the automation you want to cancel in the list and click # scheduled. (In the example below, there are 3 scheduled Quote Follow Up automations.)

1. Click Cancel next to any automations you don’t want to send. (Click the job number to open the job card if needed.)

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To disable an automation entirely:

1. Go to Settings > Automation.

1. Find the automation you want to disable for all clients, and switch it to OFF:

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To turn off an automation for a specific client:

1. Find a job for the relevant client, and double-click to open the job card.
2. In the job diary, hover your mouse over a scheduled message of the specific type of automation you don’t want that client to receive in future, and click the drop-down arrow in the top-right corner.
3. Click Turn Off for this Client**.**