Triggers, conditions and actions
Start a workflow from a booking, completed treatment, missed appointment or other supported event.
Start with the right event
In Managed: Starter & Growth
Automations · Starter & Growth
Follow-up that happens without you
Build workflows to chase forms, send aftercare, request reviews and bring clients back, with the rules, approvals and limits you choose.
Automations are available on Starter and Growth. Email and SMS actions use communication credits; review your allowances and message content before enabling a workflow.
Keep routine follow-up moving
Automations are available on Starter and Growth. Email and SMS actions use communication credits; review your allowances and message content before enabling a workflow.
Waits, branches and timing
Set pauses, branches and actions relative to the appointment or event.
Choose when work happens
In Managed: Starter & Growth
Approvals and limits
Set approval steps, reply tone, operating hours, spending caps and pause controls.
Keep your rules in control
In Managed: Starter & Growth
Dry runs and workflow history
Preview a workflow before switching it on, then review versions, run history and the audit log.
See what happened
In Managed: Starter & Growth
AI-assisted drafts
Use AI to draft a workflow or message, then review it before you enable or send anything.
Start with a reviewed draft
In Managed: Starter & Growth
Build a workflow in three steps
Keep the details and next step clear for the people responsible.
1
Choose a trigger
Start with a booking, completed treatment, missed appointment or another supported event.
2
Set the rules
Add conditions, waits, branches and actions. Add approvals or limits wherever your team needs them.
3
Preview and enable
Run a dry preview, check the actions, then turn the workflow on and review its history.
Questions about automated follow-up
See how it fits your business
Automations are available on Starter and Growth. Email and SMS actions use communication credits; review your allowances and message content before enabling a workflow.