Automations, reminders & follow-ups

What you will find in this guide

Think of automations as assistants that never forget. They confirm, remind and follow up in a consistent tone.

Key steps

• Start with three core flows: confirmation, reminder and post-visit message.
• Define when each message is sent and what it should say.
• Personalise with client name, service name and location details.
• Add optional flows for inactive clients or package renewals.
• Review message performance and adjust wording if needed.

Useful tips

• Keep the brand voice human and warm, not robotic.
• Avoid sending too many messages — focus on the moments that matter.
• Always include a clear action (confirm, reschedule, reply, review).
• Test all flows with your own email/phone before going live.