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
Set the rules. Keep work moving.
Turn bookings, enquiries and conversations into timed follow-up. Set conditions, waits, approvals and actions, then see each run in Managed.
Automations are available on Starter and Growth. Email and SMS actions use communication credits; review your allowances and message content before enabling a workflow.
See Managed automations in 60 seconds.
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Follow a clinic cancellation through a timed workflow, fresh checks, team approval and a recorded queued message in Managed.
Read the video summary
- 00:00
Switch on a configured workflow
Switch on an existing published workflow to respond to supported appointment events.
- 00:08
Choose the moment and timing
Review the cancellation trigger, customer and current-status conditions, and the 30-minute wait.
- 00:17
Set the next step for each outcome
Choose a named approver and separate approved, rejected and expired outcomes. Set quiet hours for the clinic.
- 00:26
Wait, then check the current state
An event starts the run. The workflow waits, checks the current appointment and requests approval while the conditions still pass.
- 00:35
Record the team's approval
Emma Wilson reviews the pending request and records a decision before the workflow continues.
- 00:44
Track the accepted action
A separately refreshed action result confirms the SMS was queued. Follow the run and its recorded steps in the history.
- 00:53
Keep repeatable follow-up moving
Bring the event, timing, team decision and accepted action together, with the plan, permissions and communication setup each workflow needs.
Keep routine follow-up moving
Keep conditions, timing, approvals and the next action in one 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
Choose approvers, quiet hours and pause controls. Review messages and workflow rules before enabling them.
Keep your rules in control
In Managed: Starter & Growth
Workflow run history
Review runs, step activity, approval decisions and the workflow version used.
See what happened
In Managed: Starter & Growth
AI-assisted drafts
Ask AI for a supported workflow draft, then review the trigger, conditions and actions.
Start with a reviewed draft
In Managed: Starter & Growth
Build a workflow in three steps
Keep the trigger, timing and recorded 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
Review and monitor
Check saved workflow details and follow the run history, approval decisions and queued actions.
Questions about automated follow-up
Give routine follow-up a clear path
Bring one repeat task to a demo and see its timing, team decision and recorded result.