Automation

What is Automation?

Automation helps you set up tasks that happen by themselves, without you needing to do anything.
For example, sending a booking reminder to your clients automatically.

Why Use Automation?

• Saves you time – No need to send messages manually.
• Improves your service – Your clients feel looked after.
• Reduces mistakes – No forgetting important follow-ups.

Where to Find Automation

1. Log into your dashboard.
2. On the left-hand menu, click “Automation”.
3. You will now see your Automation page.

How to Create a Simple Automation

1. On the Automation page, click “+ Create Workflow”.
2. Choose “Start From Scratch”.
3. Give your workflow a simple name, like “Booking Reminders”.
4. Press “Save”.

Now you have an empty workflow, ready to build!

Example: Set Up a Booking Reminder

Let’s make a simple reminder for your client’s appointment:

1. Click “Add Trigger”.
2. Choose “Appointment Reminder” as the trigger.
   * This means the automation will start before a booking.
3. Set when you want the reminder to send (e.g., 1 hour before).
4. Add an action:
   * Click “Add Action”.
   * Choose “Send SMS” or “Send Email”.
5. Write your reminder message, like:
   “Hi [First Name], just a reminder about your appointment today at [Appointment Time]. See you soon!”
6. Click Save and Publish your workflow.

Now your clients will automatically get reminders without you lifting a finger.

Quick Tips

• Always test your automation first (you can test with your own mobile number).
• Keep your messages short and friendly.
• If unsure, start with just one automation, it’s better to build slowly.
• Remember your SMS allowance. You will be charged 0.05p for each SMS, once your allowance is used.