Overview
MioAssistant Automations help you save time by handling routine tasks automatically—so you can focus on running your business.
Every business and customer is unique, which is why MioCommerce lets you customize which automations run, when they run, and for which customers.
Key Features
1. Control Each Automation
Turn automations on or off individually
Decide which tasks MioAssistant handles automatically and which you want to manage manually.
Apply automations to all customers at once
Quickly enable an automation across your entire customer base.
Tailor automations per customer
Enable or disable automations for individual customers as needed.
This flexibility ensures your automations work exactly how you want them to.
2. Payment Automation
Payment Automation lets you automatically charge customers, whether they are one-time or recurring:
Charge before a booking starts
Charge after a booking ends
Charge after you mark a booking as complete
You can also fine-tune timing: a few hours before or after the booking, the day before, or even several days later.
Requirements:
MioPay (with Stripe) must be enabled.
Each customer must have a Primary Credit or Debit Card on file.
MioAssistant will use this card to collect any outstanding balances automatically.
3. Monitor Automation Activity
The Automations Activity view lets you:
See which automations have run
Check their current status
Quickly access details of actions performed
This gives you visibility and confidence that everything is running smoothly.
Best Practices
Start with core automations for all customers, then adjust per customer if needed.
Use per-customer settings for special cases or exceptions.
Review the Automations Activity view regularly, especially when first starting with automations.
Communicate with customers about timing of charges and notifications when needed.
Frequently Asked Questions
Q: Can I charge some customers before a booking and others after?
A: Yes! Payment Automation allows custom timing per customer or booking type.
Q: What happens if a payment fails?
A: MioAssistant will provide full details in the new Automations Activity view so you can follow up with the customer.
Q: Can I update a customer’s payment method?
A: Yes. Updating the primary card ensures future automated payments are processed correctly.
MioAssistant Automations give you control, flexibility, and peace of mind, automating routine tasks so you can focus on delivering excellent service and growing your business.