From Admin select Marketing

Select New Campaign

Edit Campaign Description and choose Add Filters

In Select Field below Client has a booking that matches choose Booking Date from the menu

Hover the cursor next to the cross and select calendar

In Booking date change IS for Between from the menu

Enter the date 6 months before the team member left until the leaving date and select Select Field

Select Team member from the menu

Select the team member from the menu

Choose Add Filter and Bookings

From Select Field (below Client has a booking that matches) choose Booking Date

Leave on Booking date was today and choose next

Add SMS and or Email templates and when complete choose Next

Choose Run Now or Schedule for Later Enter tacking period and choose Next

Select Run

And OK

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