Workflow wait steps relative to the event date
B
Bonnie Gillis
Wait steps currently count forward from the trigger ("wait 3 days"). Most of our client communication is timed to the event itself, which can be months or more after booking.
We'd like a wait option like "until X days/weeks before the event date," and ideally "X days after the event date." That would let us automate:
sending a timeline questionnaire 6 weeks before a wedding
a prep email a week before a portrait or brand session
a thank-you or review request a few days after the event
Without this, every pre-event step has to be tracked and sent by hand, even though the event date is already stored on the lead and project.

Product Team
Hi Bonnie! Thank you for your valuable feedback. This feature is now in progress, and we’ll keep you updated.