Automations

Automations are an event-based messaging system. When an event (booking, birthday, cancellation) occurs, the system auto-sends a message to the customer (or internal staff).

Where to find it

Automation templates: /manager/automations (categorized list, edit)
Logs: /manager/automations/logs (execution history)
Settings (4 core): /manager/settings/automations (Waitlist Auto-notify, Gap Killer, Abandoned Booking, Smart Deposit)

Core concept

One-off campaign vs Automation

Campaign: you decide when to send. Manual launch.
Automation: system decides. On event = automatic.

Multi-channel

One automation can use EMAIL + SMS + WHATSAPP channels. Each with its own template.

Trigger

Automation trigger is the event it responds to. E.g., "appointment created," "birthday today," "package expiring."

The 10 automation categories

1. Reminders

Booking reminder (3 days, 24h, 2h before)
Consultation reminder
Package session reminder

2. Appointment Updates

Booking created (confirmation)
Booking confirmed
Booking rescheduled
Booking cancelled
No-show
Booking completed

3. Waitlist Updates

Joined waitlist
Slot freed (triggered by Gap Killer)

4. Increase Bookings

Rebook nudge
Lapsed customer recovery
First booking follow-up

5. Celebrate Milestones

Birthday
Customer registration (welcome)
Loyalty tier reached (Bronze, Silver, Gold)

6. Client Loyalty

Points earned
Referral reward
Package purchase
Package expiring soon
Package expired
Package fully used

7. Memberships

Membership purchase
Renewal reminder
Renewed
Cancelled
Expired
Payment error

8. Reviews

Review request after appointment

9. Inventory

Product expiry warning (internal)
Low stock (internal)

10. Hotel Promotions

Guest check-in
Check-out approaching
Returning guest offer

The 4 core system automations

/settings/automations page has 4 distinct big automations:

1. Waitlist Auto-notify

On cancellation, auto-notifies waitlisted customer.

2. Gap Killer

Hourly cron (8-19h Budapest). Finds empty slots, fits waitlist customer.

3. Abandoned Booking Recovery

Customer started booking but didn't finish. 30 min later, email: "Complete?"

4. Smart Deposit

Risk-score based: high-risk customer asked for deposit on online booking.

Default seed (34 automations)

New tenant gets 34 default automations, all active or paused. System automations can't be deleted, only toggled.

When to use it

Scenario 1, start with on New salon: all default automations active. Booking reminders, review request, birthday. No manual marketing.

Scenario 2, campaign-scheduling Count on "Birthday" automation: every birthday customer gets the gift. You don't run monthly campaign manually.

Scenario 3, retention boost "Lapsed customer recovery" automation for 90-day inactive. Email auto: "We miss you! 15% off."

Scenario 4, no-show protection "Smart Deposit" automation: customer with 3× no-shows asked for 100% deposit. New booking only with deposit.

Scenario 5, new feature launch New "Package purchase" automation activated. Every package purchase triggers detail email + welcome.

Tips

Turn defaults on, they're the most-used.
Test new automation with test-recipient before activating for everyone.
The 4 core system automations are big ROI, don't leave off.
Frequency cap and cooldown matter, no spam feel.
Opt-in respect mandatory: automations also only to opt-in customers (except transactional).
Review logs weekly, no mass-failure.

Automations overview